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Documentation Index

Fetch the complete documentation index at: https://docs.humanintelligence.com/llms.txt

Use this file to discover all available pages before exploring further.

Human Intelligence treats methodology changes as governed changes, not casual edits. When someone updates a metric formula or redefines a segment, they’re changing how the entire organization interprets a business question — so every change follows a structured lifecycle.

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The lifecycle

Every change moves through a clear sequence of steps. You can think of it as a lightweight review process built into the platform.
1

Validate

Before anything else, Human Intelligence checks whether the proposed change is well-formed. Can the formula compile? Do the referenced dimensions exist? Are required fields filled in?Validation catches mistakes early so you don’t save a definition that can’t actually run.
2

Preview

Once validation passes, you can preview what the change will look like in practice. For metric changes, this means comparing the current result with the proposed result side by side.Preview helps you confirm that the change matches your intent before anyone else sees it.
3

Save

Saving makes the change active for the organization. Every save requires a reason — a short note explaining why you made the change.This reason becomes part of the permanent record. Future reviewers will see it in the audit log.
4

Approve

Approval marks a definition as reviewed and accepted. This is especially useful when a team has evaluated a platform default, accepted a custom override, or confirmed that a new metric is ready for production use.Approved definitions signal trust to everyone in the organization.
5

Revert (if needed)

If a saved change turns out to be wrong, you can revert to the previous definition. Revert restores what was there before and logs the action so the team knows what happened.Because methodology changes can affect reports, executive decks, and headcount planning, the ability to undo quickly matters.
Every change captures a reason. Future reviewers will thank you — write a clear, specific note about why you made the change, not just what you changed.

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Source and status

Each definition in Human Intelligence carries a source and a status so you always know where it came from and where it stands.
A metric or segment provided out of the box by Human Intelligence. These are industry-standard definitions maintained by the platform.
A customer-specific version of a platform default. Your organization has customized the standard definition to better fit your needs.
A definition created entirely by your organization. These don’t have a platform equivalent — they’re unique to your business.
A change that has been drafted or saved but not yet approved. Proposed definitions are active but haven’t been formally reviewed.
A definition that has been reviewed and accepted by your team. Approved status signals that this definition is trusted and ready for use.
A definition that was rolled back to a previous version. The revert is logged so reviewers can see what was undone and why.