Compass

Compass is an AI-powered data investigation tool within Ursa Studio. Users run interactive sessions in which the AI queries the client database, retrieves metadata about the data model, and reports what it finds. The outputs are findings — query results given a title, a description, and an optional chart — which can be gathered into presentations, curated collections that assemble findings from across sessions into a coherent narrative. Sessions can be started directly from Explorer, or run within a diagnostic that defines the AI's system prompt, toolset, and sharing. An opportunity scan automates the whole arc — running a whole suite of diagnostics end to end and assembling the resulting findings into presentations.

Getting Started

Compass is available to users with Compass Author-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, presentations, configuration, and the data model, with main content areas for diagnostic details, session workspaces, and presentation views. Diagnostic definitions and suites are tabs on the diagnostics page; entities, articles, and the global prompts live under configuration.

Appearance

Compass renders in either Light Mode or Dark Mode. Light Mode is the default. The avatar button at the bottom of the sidebar opens a menu containing your name, About Ursa Compass, My Account, and Log Out. Choosing My Account opens a dialog with a Presentation Mode setting; switching it applies immediately, with no reload.

This is the same Presentation Mode setting found on the My Account page in Ursa Studio, so changing it in Compass also changes the appearance of the Analytics Portal and Data Studio, and vice versa.

The My Account dialog also has a Model setting, which controls the AI model Compass uses for the sessions you run. Which models are offered depends on your deployment.

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. Configuration — Organization-wide prompt customizations for automated workflows and related customization.
13. Articles — Reference documents in the knowledge base that the AI can consult during sessions.
14. Data Model — Browse the objects, measures, and diagnostic definitions in each analytics module, then drill into any one of them for a Lineage Health report: whether the last ETL run validated cleanly across everything upstream, and whether the data inside those objects is as recent as it is expected to be.
15. Tools Reference — Capabilities available to the AI during sessions.

Access Control

User Roles

• Authenticated users can view sessions and presentations that have been shared with them.
• Compass Authors (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 Compass Author-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.