Search

Soria provides two search tools: search for querying content, and search_manage for administrative operations on the index.

search
search_manage

`search`

Search across dashboards, news stories, or both. The tool handles exact phrase matches, conceptual queries, and entity matching — for example, searching "United Healthcare" can surface the MA enrollment dashboard even if that exact phrase doesn’t appear in its title.

Parameters

string

required

The search query. Supports exact phrases (e.g., "MA Market Share"), conceptual queries (e.g., "health insurance enrollment"), and entity names (e.g., "United Healthcare").

string

Limit results to one content type. Accepted values: "dashboards" or "news". Omit to search both.

string

Filter dashboard results to a specific tag slug (e.g., "medicare-advantage"). Has no effect on news results.

number

default:"20"

Maximum number of results per scope.

string

Scope dashboard search to a specific workspace. Has no effect on news results.

Dashboard results

Each dashboard result includes:

title — page display name
score — relevance score (higher is more relevant)
path — URL path in Soria
tags — tag slugs attached to the page
match_context — one or more snippets explaining why the result matched, including the match type, document type, column name (if applicable), and a text excerpt

News results

Each news result includes:

label — event label or headline
event_type — category of the news event
event_date — date of the event
summary — brief summary of the story
source_count — number of source articles contributing to this event

Examples

# Search across everything
search(query="Medicare Advantage market share")

# Search dashboards only, filtered by tag
search(
    query="enrollment trends",
    scope="dashboards",
    tag="medicare-advantage",
    limit=10,
)

# Search news only
search(query="UnitedHealth acquisition", scope="news")

# Entity matching — finds dashboards related to this payer
search(query="Humana", scope="dashboards", environment="ws_test_pipeline_58d28fca")

`search_manage`

Manage the Soria search index. Use this to reindex content, purge and rebuild the index from scratch, or manage synonym groups that expand query matching.

Reindex operations run in the background. Check server logs for progress after triggering a reindex.

Parameters

string[]

Content types to index. Accepted values: "dashboards", "news". Pass both to do a full reindex.

string[]

Environments to include when indexing dashboards (e.g., ["prod", "ws_abc123"]). Defaults to ["prod"].

boolean

When true, deletes all documents and resets the schema before reindexing. Must be combined with reindex to repopulate after purge.

object

Add a new synonym group. Requires two keys:

name — display name for the group (e.g., "UHC")
synonyms — list of at least two lowercase terms that should match each other (e.g., ["united healthcare", "uhc", "unitedhealth group"])

string

Remove a synonym group by its control ID.

boolean

When true, returns all configured synonym groups and their terms.

Examples

Reindex dashboards and news

# Full reindex of all content types
search_manage(reindex=["dashboards", "news"])

# Reindex dashboards in a specific environment
search_manage(
    reindex=["dashboards"],
    environments=["prod", "ws_test_pipeline_58d28fca"],
)

Purge and rebuild

# Wipe the index and rebuild from scratch
search_manage(
    purge=True,
    reindex=["dashboards", "news"],
)

Manage synonyms

# List all synonym groups
search_manage(list_synonyms=True)

# Add a new synonym group
search_manage(
    add_synonyms={
        "name": "UHC",
        "synonyms": ["united healthcare", "uhc", "unh", "unitedhealth group"],
    }
)

# Remove a synonym group by ID
search_manage(remove_synonyms="uhc")

Overview

Ingestion Tools

Pipeline Tools

Warehouse & Models

Intelligence Tools

`search`

Parameters

Dashboard results

News results

Examples

`search_manage`

Parameters

Examples

​search

​Parameters

​Dashboard results

​News results

​Examples

​search_manage

​Parameters

​Examples

`search`

Parameters

Dashboard results

News results

Examples

`search_manage`

Parameters

Examples