View Unified Entity Details#

Open a Unified Entity#

To view detailed information about a Unified Entity:

From the Entity browse view, select a Unified Entity.
The detail pane opens, displaying aggregated information from all contributing Entities.

Unified Entity Information#

Unified Entities are distinguished from standalone Entities by the label “Unified Entity” in the top right corner of the detail pane.

Descriptions:

Descriptions are aggregated from multiple contributing Entities:

The overview displays descriptions from up to three contributing Entities, showing the source name, reliability rating, and last updated date for each. Text formatting, images, and tables are removed from this summary view.
Select View all descriptions to expand an accordion view showing all descriptions with their original formatting, images, and tables retained.

Other fields:

All other fields are either aggregated from contributing Entities or populated based on the deduplication configuration settings.

Edit Unified Entity Information#

Unified Entities display aggregated information from their contributing Entities. To update any information shown in a Unified Entity, navigate to the relevant contributing Entity and make your changes there. The Unified Entity will automatically reflect the updated information.

To update a Unified Entity:

From the Unified Entity detail pane, select the pencil icon in the header.
Select the contributing Entity you want to modify.
Make your changes to the contributing Entity.
The Unified Entity will automatically update to reflect the changes.

Manage Contributing Entities#

The Contributing Entities section in the Neighbourhood tab lists all Entities that contribute information to the Unified Entity, along with their source names. Only contributing Entities from sources you have access to are displayed.

Use the context menu next to each Entity to perform actions such as editing, removing from the Unified Entity, or conducting bulk operations.

Merge and Un-merge Entities#

You can merge and un-merge Entities to build or modify Unified Entities. These operations can be initiated from multiple locations in the system.

Merge Entities#

You can merge Entities at any time to create new Unified Entities or add Entities to existing Unified Entities, regardless of whether automatic deduplication is enabled or disabled.

Initiate a merge from the Entity details pane:

Open the Entity detail pane.
Select the context menu in the upper right.
Choose Unify with an existing Entity.

Initiate a merge from the Entity browse view: You can perform bulk merges by selecting multiple Entities before initiating the merge action.

Select one or more Entities in the browse table.
Select the Unify button in the action menu, or select the context menu and choose Unify with an existing Entity.

Initiate a merge from the Contributing Entities section:

From the Unified Entity detail pane, navigate to the Neighbourhood tab.
In the Contributing Entities section, select Search for Entity to add to merge additional Entities into this Unified Entity.

Select a merge destination:

A modal opens with options for merging:

Create as a new Unified Entity:

Select Create as a new Unified Entity.
Click the dropdown under Select the Entity you want the Unified Entity’s properties to be taken from.
A table displays all standalone Entities in the system.
Select the Entity whose properties should form the base of the new Unified Entity.
Confirm the merge action.

The selected Entities will be merged into a new Unified Entity, with properties prioritized from the Entity you selected.

Merge with an existing Unified Entity:

Select With existing Unified Entity.
Click the dropdown under Select the Unified Entity you want to merge Entities with.
A table displays all existing Unified Entities of the same type.
Select the Unified Entity you want to merge the selected Entities into.
Confirm the merge action.

The selected Entities become contributing Entities to the chosen Unified Entity. Properties are consolidated based on the deduplication configuration rules.

Un-merge Entities#

To remove a contributing Entity from a Unified Entity and return it to standalone status:

From the Unified Entity detail pane, navigate to the Neighbourhood tab.
In the Contributing Entities section, locate the Entity you want to remove.
From the context menu, select Remove from Unified Entity.
Confirm the removal in the modal.

Important:

If you attempt to remove all contributing Entities or reduce the Unified Entity to only one contributing Entity, a confirmation modal will appear.
Removing an Entity from a Unified Entity does not delete the Entity — it remains available as a standalone Entity.

Copy a Contributing Entity#

Creating a copy of a contributing Entity will create another contributing Entity linked to the same Unified Entity.

View Relationships#

The Neighbourhood tab displays relationship information for the Unified Entity.

Graph preview:

The graph preview shows the Unified Entity and all Entities indirectly related through its contributing Entities. Select Load in graph to view the full graph visualization.

Related Entities:

The Entities related through contributing Entities section displays an aggregated list of all Entities related to any contributing Entity. An additional column shows which contributing Entity each relationship originates from.

You can edit or delete related Entities from this view.

Create new relationships:

To create new relationships for the Unified Entity, you must create them through a contributing Entity.

In the Entities related through contributing Entities section, select Add relationship.
A modal displays standalone Entities of any type.
Select the Entity or Entities you want to relate, then select Add Entity.
Choose a source for the new relationship and confirm your selection.
The selected Entities will be related to the chosen contributing Entity, and the relationship will appear in the Unified Entity’s aggregated view.

View Associated Data#

The Unified Entity detail pane displays aggregated information about where contributing Entities are used:

Datasets containing contributing Entities: Lists all datasets that contain any of the contributing Entities
Workspaces containing contributing Entities: Lists all workspaces that contain any of the contributing Entities
Tasks involving contributing Entities: Lists all tasks attached to any of the contributing Entities

View Observables#

The Observables section displays all Observables related to contributing Entities that you have access to.

To add or modify Observables, make changes through the relevant contributing Entity. The Unified Entity cannot be edited directly.

Manage Notes#

The Notes section displays all notes aggregated from contributing Entities you have access to. Notes are created through contributing Entities, not directly on the Unified Entity.

To create a note:

From the Notes section, select Create a note.
Select a contributing Entity to attach the note to.
Create your note.

Edit or delete notes:

You can edit, unlink, or delete notes from the Unified Entity detail pane using the same actions available for standalone Entities.

Delete a Unified Entity#

You can delete a Unified Entity in two ways:

Delete only the Unified Entity:

From the Unified Entity detail pane, select Options > Delete.
Select Delete only Unified Entity.
Confirm the deletion.

The contributing Entities will remain available as individual standalone Entities and will be prevented from automatically re-unifying. All relationships that existed on the contributing Entities remain intact.

Delete Unified Entity and contributing Entities:

From the Unified Entity detail pane, select Options > Delete.
Select Delete Unified and contributing Entities.
Confirm the deletion.

Both the Unified Entity and all its contributing Entities will be permanently deleted. All relationships associated with the contributing Entities will also be deleted.

Export and Add to Collections#

From the Unified Entity detail pane, you can:

Export the Unified Entity
Add to: Dataset, task, graph, or Heatmap analysis

These actions apply to the Unified Entity as a whole. To perform actions on individual contributing Entities, use available actions in the Contributing Entities section.