Organizes and prioritizes enriched findings by Line of Business (LOB) for actionable insights.

Description

Groups and prioritizes enriched findings by Line of Business (LOB) using the mappings defined in references/lob-mappings.json. Produces a structured output organized by LOB with severity-ranked findings.

Trigger

This skill is invoked automatically after enrich-findings completes, or when orchestrated by commands.

Instructions

1. Accept Input

Receive the enriched findings array from enrich-findings.

2. Load LOB Mappings

Read references/lob-mappings.json to get LOB definitions, metric mappings, and dashboard keywords.

3. Assign Findings to LOBs

For each finding, determine the LOB assignment using the priority order from the mappings:

Dashboard folder location — Match folder path against LOB keywords (e.g., Sales/ → Sales)
Dashboard name — Match dashboard name against LOB dashboard_keywords
Metric type — Match the finding's metric against LOB metrics arrays
Fallback — If no match, assign to "Executive"

A finding may be relevant to multiple LOBs. In that case, assign to the primary LOB and note secondary LOBs.

4. Prioritize Within Each LOB

Within each LOB group, sort findings by:

Severity: Critical → Warning → Informational
Variance magnitude (highest first)
Recency of the data

5. Generate LOB Summaries

For each LOB with findings, produce:

{
  "lob": "Sales",
  "finding_count": 0,
  "critical_count": 0,
  "warning_count": 0,
  "informational_count": 0,
  "executive_summary": "2-3 sentence summary of the LOB's key findings",
  "findings": [ ... ],
  "recommended_tools": ["hubspot", "asana"]
}

The recommended_tools field comes from the LOB mapping's primary_tools and determines which routing skills to invoke next.

6. Return Synthesized Output

{
  "synthesized_at": "ISO-8601 timestamp",
  "total_findings": 0,
  "lobs_with_findings": 0,
  "lobs_clean": 0,
  "by_lob": [
    {
      "lob": "Sales",
      "finding_count": 2,
      "critical_count": 1,
      "warning_count": 1,
      "informational_count": 0,
      "executive_summary": "...",
      "findings": [ ... ],
      "recommended_tools": ["hubspot", "asana"]
    },
    ...
  ],
  "cross_lob_themes": [
    "Theme or pattern that spans multiple LOBs, if any"
  ]
}

7. Identify Cross-LOB Themes

After grouping, scan for patterns that appear across multiple LOBs:

Same external factor affecting multiple areas (e.g., economic downturn hitting Sales and Finance)
Correlated metrics across LOBs (e.g., Marketing lead drop correlating with Sales pipeline decline)
Note these in the cross_lob_themes array for executive-level context

synthesize-by-lob