An entity represents an organization, partner, or other grouping that can be associated with projects and presentations. When a project is linked to an entity, the AI is automatically instructed to filter its queries to that entity's data.
Creating an Entity
From the Entities list (accessible via the sidebar), click New Entity. Provide:
- Name (required) — The name of the entity (e.g., "Acme Insurance").
- Level — Optional grouping category (e.g., "Payer", "Provider Network"). You can select an existing level or type a new one. The entity list groups by level.
- Notes — Optional free-form notes about the entity.
- Field Name (required) — The database column name used to identify this entity's data (e.g.,
payer_name). - Field Value (required) — The value in that column that corresponds to this entity (e.g.,
Acme Insurance).
How Entity Filtering Works
When a project is associated with an entity that has a field name and field value, every session in that project automatically receives an entity filter instruction in its prompt. This instruction tells the AI:
- The analysis is restricted to the named entity.
- All queries at the entity scope must filter on the specified field name and value.
- It is acceptable to bring in data from other entities at the aggregate level for baselines or comparisons, but entity-level data should always be filtered.
The entity filter appears in the Prompt Preview on the project form, so you can see exactly what the AI will receive. It is injected after the tool prompts and before the starting request.
Entity List
The entity list shows all entities, grouped by level. Entities without a level appear under "Other" at the bottom. Each entry shows the entity name, field name/value, and notes.
Associating Entities with Projects and Presentations
Both the project form and the presentation form include an Entity dropdown and a Vintage text field. Select an entity to associate it; the vintage field is free-form text for identifying data periods (e.g., "2024 Q3", "CY2025").
On the project detail page, the entity name and filter criteria are displayed below the domain.
Entities in the Guided Tour
The guided tour includes an entity filter dropdown when any guided tour projects or presentations are associated with entities. Selecting an entity filters the guided tour to show only projects and presentations linked to that entity. When an entity is selected, a vintage dropdown also appears, populated by the distinct vintage values from the filtered projects and presentations.
Access Control
- Authenticated users can view the entity list.
- Reviewers (and above) can create, edit, and delete entities.