Search

When you have a business question about your data, there are multiple ways to search for the answer in Explore: First, use the search bar to find existing Answers or Liveboards that might answer your question. Or try asking Spotter search, which uses AI to generate a visualized Answer. If you don't find an answer to your question, manually search your data to create your own visualized Answers.

Search existing Liveboards and Answers

About this task

Find existing content within Explore using the search icon in the top navigation bar. This searches across all existing Liveboards and Answers within your organization where you have access. Some policy and claims Liveboards are pre-configured by Guidewire.

Procedure

  1. Select the search icon in the top navigation bar to expand the search bar.
  2. Type search keywords.
  3. Select an Answer or Liveboard to view the visualized data.
    The metrics, groups, and filters listed in the Details panel can help you understand more about the data before opening it.

What to do next

After you find an answer to your question, you can dig further into the data with these tasks:

Ask Spotter for an AI-generated Answer

About this task

If your organization enabled Spotter, you can ask a business question using natural language and get an AI-generated Answer. Your organization can enable or disable Spotter for specific data sources.

Procedure

Ask a question
  1. At the top of the Insights home screen, under Spotter, select a data source from the drop-down list.
  2. Type a business question as if you're speaking to someone. For example, How many claims are open in Ohio?
    Spotter generates an Answer.
  3. If needed, ask follow-up questions in the message bar at the bottom of the screen.
    To view the underlying data for the source, select Preview data.
    Important: If you change the data source, the conversation resets and previously generated Answers disappear.
Review the Answer
  1. Verify the Answer by checking the query tokens under the Answer title. They help you understand the data that was used to create the visualization.
    Hover over a token to learn more about it.
    For example, if you asked a question about claims the U.S. state of Ohio, but the query token says Loss Location County = 'Ohio', the resulting data is wrong. Spotter needs to use Loss Location State = 'Ohio' instead.
  2. If the Answer looks wrong, edit it by:
    • Selecting the query tokens at the top of the generated Answer to quickly fix them.
    • Selecting Edit on the generated Answer. This option gives you the most control.
    • Asking Spotter to change something. For example, you can type Ohio is a state, not a county. Can you fix that?.

    To return to an earlier point in the conversation, select Delete next to your latest messages.

  3. If you like the Answer, select Pin, Save, or Download so that you or others can find it later.
  4. Rate the Answer to help improve the system. Select the check mark or X to give positive or negative feedback.
    Watch a user search and give feedback in this video: