An entity represents an organization, partner, or other grouping that can be associated with diagnostics and presentations. When a diagnostic 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, under Configuration > Entities, click New Entity. Provide:
- Name (required) — The name of the entity (e.g., "Acme Insurance").
- Dimension — Optional grouping category (e.g., "Payer", "Provider Network"). You can select an existing dimension or type a new one. The entity list groups by dimension.
- 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 diagnostic is associated with an entity that has a field name and field value, every session in that diagnostic 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 diagnostic form, so you can see exactly what the AI will receive. It is injected after the tool prompts and before the starting request. The entity notes are also included on the initial prompt, which allows the analysis to be informed by relevant entity-specific context.
Importing Entities from the Data Model
If the Business Entity Reference table (mi_ursa_core_150) exists in the client database, entities can be bulk-imported with Import Entities from Data Model on the entity list.
Each row in that table becomes one entity, with columns mapping to entity fields as follows:
| Column | Entity field |
|---|---|
business_entity_desc |
Name |
business_entity_dimension_desc |
Dimension |
business_entity_compass_usage_comments |
Notes |
standard_business_entity_code_field_name |
Field Name |
business_entity_code |
Field Value |
business_entity_id |
(not shown — used as the import key to recognize previously imported entities) |
The import upserts rather than replaces: new rows are inserted, previously imported rows are matched on that import key and updated, and an entity that was deleted in Compass but still present in the reference table is restored. Notes added by hand in Compass are preserved when the reference table has no notes of its own for that entity. A summary afterward reports how many entities were imported and how many updated.
Entity List
The entity list shows all entities, grouped by dimension. Entities without a dimension appear under "Other" at the bottom. Each entry shows the entity name, field name/value, and notes.
Associating Entities with Diagnostics and Presentations
Both the diagnostic 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 diagnostic detail page, the entity name and filter criteria are displayed below the domain.
Entities in the Opportunity Scan
The opportunity scan includes an entity filter dropdown when any opportunity scan diagnostics or presentations are associated with entities. Selecting an entity filters the opportunity scan to show only diagnostics 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 diagnostics and presentations.
Access Control
- Authenticated users can view the entity list.
- Compass Authors (and above) can create, edit, and delete entities.