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Create your dataset

A module is the governed source that a project uses. Add Data creates a structured, file-only, or mixed module according to the files you supplied.

Structured and mixed modules

You need Add Module permission. When the source reaches Created status:

  1. Open Datasets.
  2. Find the module.
  3. Select Create Module.

Module Builder opens with the tabular files, data preview, hierarchy controls, LLM exposure, and AI Data Advisor suggestions when available.

Review the tabular data

Select each file and worksheet to confirm:

  • headings and rows are aligned;
  • dates and numbers were interpreted correctly;
  • irrelevant worksheets are excluded;
  • sensitive columns are appropriate for the intended use.

Review mixed source documents

For a mixed module, open Source Files to see the attached documents, sizes, chunk counts, AI-questioning state, and vectorisation status.

This tab is read-only. Return to Add Data and create a corrected module if the source set is wrong. Changing the exposure in Module Builder applies to the mixed module as a whole, including its source documents.

Set hierarchy and schema

Choose stable business labels that users recognise in Tree. Select the columns required for the intended questions and review their inferred types.

Use AI Data Advisor

AI Data Advisor may suggest fields to include or exclude. Review suggestions before applying them; they do not replace data-owner approval and are not required to build.

Confirm LLM exposure

Choose:

  • Full for exact authorised values and records.
  • Limited for analysis and aggregates without source-record disclosure.
  • Advisory only for qualitative guidance without dataset values or statistics.

The value chosen in Add Data is carried into Module Builder. You may adjust it before selecting Build Module.

Understand LLM exposure

Build

  1. Complete the required hierarchy, schema, and exposure settings.
  2. Review any AI suggestions you applied.
  3. Select Build Module.
  4. Wait for completion.

The completed module can then be selected when creating a project.

File-only modules

A file-only selection does not open Module Builder and does not require Tree training. RebelCore:

  1. creates a file module;
  2. associates the uploaded documents;
  3. schedules parsing and vectorisation;
  4. carries the selected exposure into the module;
  5. opens project creation with that module selected.

The project may be prepared while files show Vectorising. Agent can retrieve only content that has completed processing.

Correcting a module

The source set and module selection are treated as a governed snapshot. If files, schema, or exposure need to change after completion, create a corrected module and use it in a new project where required.

Next steps