Agentic AI Is the Missing Piece in Legacy BI Tools: From Data to Context Catalogs

Legacy BI tools visualize data but lack intelligence. Discover how the combination fo a context catalog and agentic AI transforms static dashboards into systems that understand your business.
Legacy BI tools visualize data but lack intelligence. Discover how the combination fo a context catalog and agentic AI transforms static dashboards into systems that understand your business.
Legacy BI tools visualize data but lack intelligence. Discover how the combination fo a context catalog and agentic AI transforms static dashboards into systems that understand your business.
Legacy BI tools visualize data but lack intelligence. Discover how the combination fo a context catalog and agentic AI transforms static dashboards into systems that understand your business.

Nov 6, 2025

Nov 6, 2025

7 min read

7 min read

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The Intelligence Gap in Business Intelligence

Legacy BI tools helped businesses visualize, analyze, and understand historic data during the digital transformation boom. As cloud computing began supplementing on-premise technology, data analysts – experts in coding languages such as SQL, R, Python, and JavaScript – prepared dashboards, charts, and visualizations to help executives make decisions. But these traditional BI tools were missing a critical component: actual intelligence, which today is enabled by Agentic AI.

The challenge with traditional BI tools like Tableau, Power BI, and Looker is that they show static dashboards that display what happened. What’s missing? Why it matters, or what business leaders should do next. The result? Revenue, operations, and finance leaders end up drowning in charts and graphs that provide no insights about the future. With an Agentic AI platform like Oraion, however, you unlock access to thinking systems. 

Next-generation, AI-powered BI platforms offer business a context catalog, which is the next evolution of data catalogs, a key feature in traditional business intelligence. Context catalogs, enabled by agentic AI, allow us to move from "here's what happened last month" to "the data suggests you should take action based on next month’s forecast for demand." But to understand why this matters, we need to trace the evolution that brought us here.

Let’s dive in. 

The Evolution: From Data Catalogs to Context Catalogs

What Data Catalogs Were Built to Do

As organizations began migrating to the cloud, business leaders needed a solution for managing data scattered across legacy on-premise technology, as well as data hosted clouds like on AWS, Azure, Google Cloud, Oracle, and Alibaba. Suddenly data was everywhere. BI and data tools enabled businesses to create centralized repositories of metadata – data about data. This metadata helped data analysts answer questions such as "What data exists?", "Where is it?", and "Who can access it?"

Traditional data catalogs served five core functions.

  • Data discovery helped teams find the right data for analysis through categorization, tagging, and search capabilities. 

  • Data understanding provided context about what data represents through descriptions, definitions, data lineage, and usage history. 

  • Data governance tracked who accessed data, when, and why, focusing on quality and security compliance. 

  • Data quality ensured reliability by identifying issues and monitoring quality metrics.

  • Collaboration and communication features enabled teams to share knowledge through annotations and insights.

To accomplish this, data catalogs managed four types of metadata:

  • Descriptive (what the data represents)

  • Technical (how the data is structured)

  • Governance (rules and policies around data, especially as related to compliance measures like GDRP, HIPAA, CCPA)

  • Operational (usage patterns and performance). 

These data catalogs, key for helping data analytics working across hybrid and multi-cloud systems, were necessary, but limiting.  

The Analytics Catalog: A Step Toward Consolidation

As organizations accumulated new BI tools – Tableau for Salesforce-focused organizations, Power BI for Microsoft, Looker for Google Cloud, and countless other solutions – organizations struggled to manage and organize their charts, dashboards, and graphs. Siloes emerged, tech debt grew, and businesses were still starved for insights. 

Tools like Databricks Unity Catalog, Tableau Catalog, and open-source tools like Amundsen and Apache Atlas provided organizations with self-service interfaces known as analytics catalogs. This new feature made it easier to manage data visualizations, with the help of features like tagging, certification, and usage tracking. The value? Unified access to all analytics assets. 

But having access to an analytics catalog is still just an inventory of visualizations – no insights. And worse, these visualizations still only displayed information about historic data, not future trends. 

The Gap That Remained: Context 

Despite these advances, fundamental problems persisted. The silos problem kept data isolated from business logic, with no connection between technical definitions and business meaning, and knowledge trapped in people's heads rather than systems. 

  • The language problem meant that "revenue" carried different meanings across teams, "conversion" had multiple definitions across departments, and metrics lacked business context about what they actually measured. 

  • Dashboards still required constant human interpretation. 

  • No autonomous reasoning or insight generation existed. 

  • Systems were reactive rather than proactive, unable to adapt or learn from business context.

Enter: Context Catalog. 


Enter the Context Catalog: Understanding, Not Just Organizing

What Is a Context Catalog?

A context catalog uses agentic AI to take business intelligence tools to the next level. Rather than simply organizing data and visualizations, context catalogs take an organization’s data sources and create a living knowledge layer. With data from datasets, data lakes, the cloud, CRM, communication channels, and other tools, context catalogs map data meaning, ownership, business semantics, and most importantly intent. 

The context catalog turns your business’s scattered data and information into a searchable system accessible to not only data analysts, but also operations, revenue, and other functions. With a tool like Oraion, no SQL or code is necessary to write queries. 

By enabling intent and search, context catalogs help you personalize the user experience by mapping hierarchies and relationships based on context. And this context lives and evolves with your business, rather than remaining frozen in the past. 

Context Engineering: The Foundation of Intelligent AI

Context engineering is the foundation of agentic AI and the context catalog, encompassing seven components: 

  • System instructions

  • User input

  • Short-term

  • Long-term memory

  • Retrieved knowledge

  • Tool outputs

  • Guardrails

Unlike prompt engineering, which provides lines to an actor, context engineering sets the entire scene—curating data, tools, rules, and memory to enable clarity, token efficiency, autonomy within boundaries, learning, and proper tool integration. 

The critical challenge is that agentic AI loops accumulate massive data from multiple sources. Without a context catalog, agents can lead to hallucinations and failures. 

Oraion solves for this challenge with the help of dynamic filtering: selecting only the most valuable information for each inference based on task requirements, transforming context 


How Context Catalogs Enable Agentic AI: A Technical Breakdown 

Context catalogs aggregate three knowledge sources:

  • Repositories

  • Databases

  • Web resources


These sources form a two-layer memory architecture: 

  • Short-term (session interactions and agent scratchpad) 

  • Long-term (facts, relationships, and learned behaviors). 


The context catalog provides the insights you need by taking these 4 steps:

  1. Agentic AI uses LLMs (like ChatGPT and Claude) to identify significant information for database storage. 

  2. GraphRAG organizes memories as interconnected entities for complex inference. 

  3. Using API technology, the Model Context Protocol (MCP) enables continuous, structured communication across platforms by connecting short- and long-term memories with data from your stack stack.

  4. The context catalog enables coherent and autonomous AI behavior, not just static prompts. 


The Context Catalog’s Semantic Layer

Sitting on top of a strong context catalog is what’s known as a semantic layer. A semantic layer is essential for turning scattered data into meaningful business intelligence. It standardizes definitions, relationships, and business concepts across systems, ensuring that terms like “revenue,” “customer,” or “conversion” are interpreted consistently by both humans and AI agents. Without a semantic layer, context catalogs risk misinterpretation, conflicting metrics, and fractured insights, leaving decisions reliant on guesswork or manual reconciliation. By providing this unified business vocabulary, the semantic layer enables the context catalog to reason about intent, connect technical data to real-world outcomes, and deliver actionable, trustworthy insights at scale. Context catalogs can only achieve their full potential when paired with a robust semantic layer that guarantees clarity and consistency across the organization. 


Oraion's Context Catalog: The Differentiator

Oraion's Context Catalog maps data meaning, ownership, and intent across your entire tech stack, connecting data definitions to business intent. Our next-generation business intelligence platform reasons rather than retrieves by making inferences, explaining outcomes, autonomously surfacing insights, and suggesting actions based on business goals. The system maintains unified language across teams while learning from usage patterns, creating an evolving knowledge base that adapts to changing business conditions rather than a static catalog.

From Static Dashboards to Dynamic Understanding

The shift from static visualizations and siloed tools to context catalogs enables dynamic, multi-step conversations that surface insights, autonomously reason about data relationships, forecast trends, and offer actionable insights. 

This creates contextual AI-driven personalization: memory-driven architectures that learn your preferences, infer details from interactions, and deliver real-time recommendations that evolve with changing contexts.

The Workflow Transformation

Before context catalogs, businesses needed to search data, write queries, validate data sets, and make future forecasts based on the past. With context catalogs, you can streamline labor-intensive w workflows while improving governance through 1) consistent understanding and 2) shifting the focus from retrieval to decision-making.


The Future: Truly Intelligent Data Systems

This evolution in BI tools  moves toward agents that anticipate needs and proactively identify opportunities, enabling true human-AI collaboration. Early adopters in the AI arms race will gain faster decision-making, deeper contextual insights, reduced dependency on legacy technology , and ongoing organizational learning. 

Are you ready to understand the "why" and "what next” behind your data? See how Oraion’s Context Catalog brings true intelligence to your data. Book a demo today.


FAQs

Why can’t legacy BI tools like Tableau, Power BI, and Looker reach the level of insights offered by Agentic AI? 

The Fundamental Limitations

Legacy BI tools face architectural constraints that prevent them from evolving into truly intelligent systems. were designed for visualization, not understanding (After all, “tableau” is the French word for painting). Without a context catalog there is no way to connect with technical and business meaning. 

When traditional BI tools add AI features, they're often bolting them on as afterthoughts – bells and whistles. Without the the foundational context management layer, the platforms can't maintain persistent understanding across your organization’s data and miss the critical context management component needed to manage evolving context windows.

The Integration Problem and Why Embracing Agentic Makes Sense

Legacy BI faces complex and costly integration and implementation challenges, byzantine access management, persistent training burdens, and too much reliance on institutional knowledge. What's needed instead is a unified platform combining data, context, and intelligence, with automated governance and natural language interfaces that eliminate tool-specific training or technology knowledge such as SQL, Python, and R. 

Purpose-built context catalogs designed for agentic AI enable true autonomous reasoning with modern memory systems without the time-consuming implementation or costly integration. 

What is a data catalog?

A data catalog is a centralized repository that organizes metadata from your organization’s data assets, data lakes, data warehouses, and other resources. Data catalogs help you discover what data exists in your organization, understand its structure and meaning, govern who can access it, ensure data quality, and offer collaboration tools around best practices for data usage. 

In other words, an enterprise’s data catalog tells you what data is available and where to find it, but doesn't interpret what the information means for your business.

What is the difference between a data catalog and a context catalog?

A data catalog organizes technical metadata (schemas, tables, columns, access controls), while a context catalog goes several layers deeper. Context catalogs map business meaning, capture intent, understand relationships, and encode how your organization actually uses and interprets data.

Example: A data catalog tells you there's a column called "revenue" in an excel table used by your sales team. A context catalog understands that "revenue" means different things to the sales team (bookings), finance team (recognized revenue), and operations team (collected cash), then can reason about which definition matters for any given question based on 1) who is asking and 2) what they’re asking

What is context engineering in Agentic AI?

Context engineering is the practice of curating the data, information, tools, rules, and memory that an AI agent has access to during task execution. Unlike prompt engineering with LLMs like ChatGPT and Claude  (crafting the right question), context engineering sets the entire stage for automating complex, multi-step workflows – providing system instructions, relevant data, tool access, memory of past interactions, and guardrails. Context engineering is critical because AI agents have limited context windows and need the most relevant information to reason effectively without hallucinating or getting lost in irrelevant details.

What is the difference between short-term and long-term memory in Agentic AI?

Short-term memory includes the session (chronological flow of the current conversation) and state (the information needed for the agent's current task). This data gets cleared when the session ends, like my own memory after I finish drafting an article. 

Long-term memory includes facts, relationships, learned behaviors, and patterns that persist across sessions. After a session ends, important information is extracted and stored permanently in vector or relational databases. This allows agents to learn from experience, remember user preferences, and apply successful patterns to future problems, like your brain's long-term memory storage.

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