Compass

Compass is an AI-powered data investigation tool within Ursa Studio. Users create diagnostics that define AI behavior and toolset, then run interactive sessions where the AI queries the client database, retrieves metadata, and presents findings. Sessions produce findings (query outputs with titles, descriptions, and optional charts) and can optionally conclude with a structured disposition — a formal determination of what was learned.

Getting Started

Compass is available to users with Architect-level access (or higher) on Ursa Studio instances where the infrastructure for LLM use is properly enabled.

Navigate to Compass from the main Ursa Studio application. The default landing page is Explorer, a streamlined way to start an AI conversation immediately. The Compass interface has a collapsible sidebar for navigating between Explorer, the opportunity scan, diagnostics, diagnostic definitions, entities, presentations, and global prompts, with main content areas for diagnostic details, session workspaces, and presentation views.

Contents

1. Explorer — Start an AI conversation immediately without creating a diagnostic first.
2. Opportunity Scan — Visual progress tracker and automated scan execution for cost-of-care investigations.
3. Diagnostics — Define the AI's behavior, tools, and sharing settings for investigation sessions.
4. Diagnostic Definitions — Reusable blueprints that capture diagnostic configuration and session structure.
5. Diagnostic Suites — Named collections of definitions that group related diagnostics for use in opportunity scans.
6. Sessions — Run interactive AI conversations within a diagnostic.
7. Findings — Query outputs with titles, descriptions, and optional chart visualizations.
8. Presentations — Curated collections of findings from across sessions and diagnostics.
9. Entities — Organizations or partners that scope diagnostic investigations via automatic query filtering.
10. Dispositions — Structured, machine-readable session conclusions with schema validation.
11. Dependencies — Multi-stage workflows where downstream sessions build on upstream findings.
12. Global Prompts — Organization-wide prompt customizations for automated workflows.
13. Tools Reference — Capabilities available to the AI during sessions.

Access Control

User Roles

• Authenticated users can view diagnostic lists, diagnostic details, session details, and available tools (for diagnostics and presentations shared with them).
• Architects (and above) can create diagnostics and presentations, and run AI conversations.

Sharing

Diagnostics, presentations, and scans support two levels of shared access:

• Editors have the same rights as the owner: they can edit the diagnostic, presentation, or scan, manage sessions, run AI conversations, and add or remove other editors and viewers. Only Architect-level users (or higher) can be added as editors.
• Viewers have read-only access to the diagnostic, presentation, or scan and all of its content.

Both individual users and user groups can be granted editor or viewer access. When a user group is added as an editor or viewer, all members of that group receive the corresponding access. The sharing dropdowns combine individual users and user groups under labeled headers.

Scan-level sharing is additive with diagnostic-level and presentation-level sharing — sharing a scan grants access to all diagnostics and presentations created by that scan, without affecting any sharing configured directly on those diagnostics or presentations.

See Diagnostics — Sharing, Presentations — Sharing, and Opportunity Scan — Sharing for details.

Setup and User Agreement

For installation and configuration, see the Compass Installation Instructions.

Use of Compass is governed by the Ursa Compass User Agreement, which is based on Ursa Health's Use of AI Policy.