Trusted Assets

1. Trusted Assets

Some metrics are too important to leave to chance. Let's learn how Trusted Assets guarantee accuracy.

2. What are Trusted Assets

A Trusted Asset is a verified query or function that Genie uses exactly as you defined it. Unlike regular SQL examples where Genie might adapt the query, a Trusted Asset runs your exact SQL every time. It's the difference between "Genie's interpretation" and "the official company number."

3. Creating a Trusted Asset

Creating a Trusted Asset is straightforward. In the Instructions panel, navigate to the SQL tab and click "Add trusted asset." You can choose between two types: a parameterized example SQL query for structural patterns, or a SQL function for reusable calculation logic. Either way, you provide the SQL and a natural language description of what it does. Once saved, Genie will use your exact code whenever a user's question matches. No adaptation, no guessing. The key is that you're locking down the logic so it runs exactly as written.

4. The Trusted badge

When users query a Trusted Asset, they see a "Trusted" badge on the response. That badge shifts the mindset from "chatting with an AI" to "viewing official data."

5. The Trusted badge

This can help users feel confident using results in formal outputs, knowing that a human has verified the logic.

6. When to create Trusted Assets

So when should you create a Trusted Asset? Reserve them for queries where getting the number wrong has real consequences. Think regulatory metrics that get reported to auditors, executive KPIs like year-to-date revenue that go into board decks, or formulas with specific tax or discount rules that need to be exact every time. The key is restraint: if you make everything a Trusted Asset, the badge stops meaning anything. Keep it for the metrics that really matter.

7. Let's practice!

Query Trusted Assets, see the Trusted badge, and learn when they matter. Let's practice!

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