# Metis Platform — Use Case Specification


This document defines all key use cases for the **Metis Platform**, including integrations with the **xVista ecosystem** (CodeVista, TestVista, ReviewVista, and CodeWiki). It follows a standardized structure for clarity and alignment across business, technical, and AI-assisted domains.

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# 🧭 Use Case Matrix


| ID | Use Case | Group | Actors | Modules Involved |
|---|---|---|---|---|
| UC1.1 | Exact & Keyword Search | Search & Retrieval | User | Metis-Core |
| UC1.2 | Semantic & Hybrid Search | Search & Retrieval | User, IvyChat | Metis-Core |
| UC1.3 | Related Document Retrieval | Search & Retrieval | Developer, BA | Metis-Core |
| UC1.4 | Cross-Reference & Document Navigation | Search & Retrieval | User, IvyChat | Metis-Core, Portal |
| UC1.5 | Document Recommendation | Search & Retrieval | Developer, Tester | Metis-Core, AI Service |
| UC2.1 | Contextual Support for AI Tools | AI Context & Q&A | AI Tools | Metis-Core, XVista Agents |
| UC2.2 | Natural Language Q&A | AI Context & Q&A | Developer, Tester, BA | Metis-Core, IvyChat |
| UC2.3 | Onboarding Q&A | AI Context & Q&A | New Member | Metis-Core, IvyChat |
| UC2.4 | Proactive Knowledge Suggestions | AI Context & Q&A | Developer, Tester, BA | Metis-Core, CodeVista, TestVista |
| UC3.1 | Legacy Migration via Unified Graph | Code Understanding | Developer | Metis-Core, CodeVista |
| UC3.2 | Extend & Maintain Systems | Code Understanding | Developer, BA | Metis-Core, CodeVista |
| UC3.3 | Coding Assistance in IDE | Code Understanding | Developer | CodeVista, Metis-Core |
| UC3.4 | Auto Refactoring Suggestion | Code Understanding | Developer | CodeVista |
| UC3.5 | Cross-Project Code Reuse | Code Understanding | Developer, BA | Metis-Core |
| UC3.6 | Generate Document from Template | Code Understanding | Developer, BA, PM, Tester | DocGenie |
| UC4.1 | Auto-Generate & Sync Documentation | Documentation | Developer, BA | DocGenie, Metis-Core |
| UC4.2 | Document Navigation & Cross-Reference | Documentation | Developer, Tester, BA | Portal |
| UC4.3 | Document Versioning & Change Tracking | Documentation | BA, Developer | Portal, Metis-Core |
| UC5.1 | Context-Aligned Test Generation | Testing & QA | Tester, Developer | TestVista, Metis-Core |
| UC6.1 | Upload & Link Knowledge Items | Knowledge Management | Developer, BA | Metis-Core |
| UC6.2 | Knowledge Graph Exploration | Knowledge Management | Developer, Tester, BA | Metis-Core |
| UC7.1 | User Management | Security & Access | Admin | Portal, Auth Service |
| UC7.2 | Role-Based Access Control | Security & Access | Admin | Portal, Auth Service |
| UC7.3 | Authentication & Authorization | Security & Access | All Users | Auth Service |
| UC7.4 | Manage AI Agents | Security & Access | Admin | Metis-Core, Portal |
| UC7.5 | Automated Workflow Recommendation | Collaboration | BA, Developer, Admin | Metis-Core, AI Service |
| UC8.1 | Document Size & Complexity Metrics | Analytics | Admin, BA, Developer | Metis-Core |
| UC8.2 | Query & Domain Usage Analytics | Analytics | Admin, PM, BA | Metis-Core, Portal |
| UC8.3 | User Activity Tracking & Insights | Analytics | Admin, PM | Portal, Logging Service |
| UC9.1 | Productivity & Efficiency Measurement | Analytics & Governance | Admin, PM, BA | Metis-Core, Analytics Service |
| UC9.2 | Cost Transparency & Usage Billing Metrics | Analytics & Governance | Admin, Finance, PM | Metis-Core, Billing Service |
| UC10.1 | Large Input Handling (Code & Non-Code) | Large Input & System Capacity Handling | Admin, Developer | Metis-Core |
| UC10.2 | Batch Document Processing & Parallelization | Large Input & System Capacity Handling | Admin, Developer | Metis-Core |
| UC10.3 | File Type & Content Validation | Large Input & System Capacity Handling | Admin, Developer | Metis-Core |


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# 1️⃣ Group 1: Search & Retrieval


# UC1.1 — Exact & Keyword Search


**Actors:** User (Developer, Tester, BA)
**Description:** Search for documents by exact title, topic, or keyword.
**Main Flow:**

1. User inputs a query.
2. Metis performs exact title/topic search and BM25 keyword ranking.
3. Results are displayed with score and metadata.
**Outcome:** Fast, keyword-based document discovery.


# UC1.2 — Semantic & Hybrid Search


**Actors:** User, IvyChat
**Description:** Retrieve documents based on semantic meaning using embeddings.
**Main Flow:**

1. User submits a natural-language query.
2. Metis performs semantic or hybrid (BM25 + Embedding) search.
3. Results returned with contextual similarity.
**Outcome:** Context-aware search experience.


# UC1.3 — Related Document Retrieval


**Actors:** Developer, BA
**Description:** Find documents related to another file or topic.
**Main Flow:**

1. User views a document.
2. Metis retrieves related docs via embedding or metadata similarity.
**Outcome:** Quick access to related materials.


# UC1.4 — Cross-Reference & Document Navigation


**Actors:** User, IvyChat
**Description:** Navigate documents through semantic links or hierarchical structure.
**Outcome:** Easier browsing across connected artifacts.


# UC1.5 — Document Recommendation


**Actors:** Developer, Tester
**Description:** Suggest related documents or sections based on user activity.
**Outcome:** Reduced search effort and improved discovery.

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# 2️⃣ Group 2: AI Context & Q&A


# UC2.1 — Contextual Support for AI Tools (CodeVista, TestVista, AgentVista, IvyChat)


**Actors:** AI Tools
**Description:** AI tools query Metis for project knowledge (requirements, code, test cases) to improve reasoning and accuracy.
**Outcome:** AI generates smarter, context-driven output.


# UC2.2 — Natural Language Q&A


**Actors:** Developer, Tester, BA
**Description:** Query project artifacts conversationally through IvyChat or CodeVista.
**Outcome:** Instant answers with linked artifacts.


# UC2.3 — Onboarding Q&A for New Members


**Actors:** New Team Member
**Description:** Enable onboarding via natural-language exploration of project knowledge.
**Outcome:** Reduced ramp-up time.


# UC2.4 — Proactive Knowledge Suggestions


**Actors:** Developer, Tester, BA
**Description:** System proactively suggests code, docs, or tests during user activity.
**Outcome:** Contextual assistance and higher productivity.

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# 3️⃣ Group 3: Code Understanding & Generation


# UC3.1 — Legacy Migration via Unified Knowledge Graph


**Actors:** Developer
**Description:** Migrate legacy systems by linking old and new artifacts in a unified graph.
**Outcome:** Traceable modernization workflow.


# UC3.2 — Extend & Maintain Systems with Contextual Traceability


**Actors:** Developer, BA
**Description:** Use Metis to locate existing logic and safely extend it.
**Outcome:** Faster, safer feature updates.


# UC3.3 — Coding Assistance in IDE


**Actors:** Developer
**Description:** Provide real-time AI suggestions inside IDEs.
**Outcome:** Smarter coding, fewer errors.


# UC3.4 — Auto Refactoring Suggestion


**Actors:** Developer
**Description:** Detect code smells and suggest refactors based on best practices.
**Outcome:** Reduced technical debt.


# UC3.5 — Cross-Project Code Reuse


**Actors:** Developer, BA
**Description:** Suggest reusable functions from other projects using semantic similarity.
**Outcome:** Accelerated development.


# UC3.6 — Generate Document from Template


**Actors:** Developer, BA, PM, Tester
**Description:** Use DocGenie to generate documents or deliverables from templates.
**Outcome:** Consistent and efficient documentation.

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# 4️⃣ Group 4: Documentation & Knowledge Exploration


# UC4.1 — Auto-Generate & Sync Documentation


**Actors:** Developer, BA, Metis (DocGenie)
**Description:** Automatically generate documentation from code and artifacts.
**Outcome:** Living, synchronized documentation.


# UC4.2 — Document Navigation & Cross-Reference


**Actors:** Developer, Tester, BA
**Description:** Explore documentation through tree and semantic links.
**Outcome:** Simplified access to interconnected documents.


# UC4.3 — Document Versioning & Change Tracking


**Actors:** BA, Developer
**Description:** Manage and compare document versions for content evolution tracking.
**Outcome:** Full version control and traceability.

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# 5️⃣ Group 5: Testing & Quality Assurance


# UC5.1 — Automatically Generate Context-Aligned Test Cases


**Actors:** Tester, Developer
**Description:** Generate tests aligned with code and requirements using TestVista.
**Outcome:** Enhanced coverage and quality.

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# 6️⃣ Group 6: Knowledge Management & Governance


# UC6.1 — Upload & Link Knowledge Items


**Actors:** Developer, BA
**Description:** Upload and link code, documents, and design artifacts.
**Outcome:** Unified, searchable repository.


# UC6.2 — Knowledge Graph Exploration


**Actors:** Developer, Tester, BA
**Description:** Visualize and explore relationships between knowledge items.
**Outcome:** Better understanding of dependencies and impact.

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# 7️⃣ Group 7: Security, Access & Collaboration


# UC7.1 — User Management


**Actors:** Admin
**Description:** Create, update, or deactivate user accounts.
**Outcome:** Controlled user base.


# UC7.2 — Role-Based Access Control


**Actors:** Admin
**Description:** Assign permissions and enforce roles.
**Outcome:** Secure and structured access.


# UC7.3 — Authentication & Authorization


**Actors:** Any User
**Description:** Validate credentials and restrict access based on role.
**Outcome:** Secure authentication flow.


# UC7.4 — Manage AI Agents (Metis Portal)


**Actors:** Admin
**Description:** Register, configure, and monitor AI agents (CodeVista, TestVista, IvyChat).
**Outcome:** Secure and governed AI lifecycle.


# UC7.5 — Automated Workflow Recommendation


**Actors:** BA, Developer, Admin
**Description:** Recommend automation workflows (e.g., upload → auto-generate docs/tests).
**Outcome:** Improved productivity and consistency.

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# 8️⃣ Group 8: Analytics, Reporting & Insights


# UC8.1 — Document Size & Complexity Metrics


**Actors:** Admin, BA, Developer
**Description:** Retrieve statistics about the entire knowledge base: total files, max file size (MB), average file size, total LOC, longest modules.
**Outcome:** Helps plan ingestion capacity and refactoring.


# UC8.2 — Query & Domain Usage Analytics


**Actors:** Admin, PM, BA
**Description:** Analyze top queried domains, most accessed documents, trending search keywords.
**Outcome:** Identify hotspots, gaps, and improve documentation quality.


# UC8.3 — User Activity Tracking & Behavioral Insights


**Actors:** Admin, PM
**Description:** Track user behaviors such as search events, document views, uploads, edits, AI usage.
**Outcome:** Governance, compliance, and improved understanding of user engagement.

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# 9️⃣ Group 9: Effectiveness & Cost Transparency Measurement


# UC9.1 — Measure Productivity & Effectiveness Improvement


**Actors:** PM, Admin, BA, Developer

**Description:** Track how Metis features improve productivity (e.g., time saved in generating documents/tests, reduced review effort, fewer iterations).

**Outcome:** Quantifiable ROI showing impact of using the platform.


# UC9.2 — Track User Spending & Cost Transparency


**Actors:** Admin, PM, Finance User

**Description:** Provide detailed breakdown of costs (tokens, compute time, service usage) per team or project.

**Outcome:** Clear, transparent billing so customers know exactly what they paid for.

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# 🔟 Group 10: Large Input & System Capacity Handling


# UC10.1 — Large Input Handling (Code & Non-Code)


**Actors:** Admin, Developer**Description:** Validate and handle files exceeding system processing limits (size, page count, LOC).**Outcome:** Safe, predictable ingestion with clear user feedback and error handling.


# UC10.2 — Batch Document Processing & Parallelization


**Actors:** Admin, Developer
**Description:** Enable splitting large document sets into manageable batches and parallel processing for ingestion.
**Outcome:** Efficient handling of massive datasets with reduced processing time.


# UC10.3 — File Type & Content Validation


**Actors:** Admin, Developer
**Description:** Check incoming files for supported formats, corrupted content, or prohibited data before processing.
**Outcome:** Prevent errors and maintain system stability.


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# 📊 Summary Diagram


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