Entities

The Review Entities screen is composed of two primary sections:

• Entity—this section displays the information that is shown in the Entity Report for the Entity. You can edit what is shown in the Entity’s information by selecting the Edit button. You can only select the raw values from the data and cannot edit the text directly.
• Records—this section shows the Name and PI for every Record that was merged to create the Entity.
• Other Actions—Mark Complete: You can select the Mark Complete button to mark the Entity as reviewed.

Entity report

The Entity Report is found within the PI Detect and Data Breach Response Application under the Entity Analysis tab.

Note: We are moving the Entity Deduplication experience from the Report Generation page within the Privacy Workflows tab. The data within the entity reports should match and both will exist until the full Entity Deduplication experience is moved under the Entity Analysis tab in the application. This is expected to complete in Q1 2025.

Show PI

The Show PI toggle is turned off by default. When this toggle is turned off, PI values will be replaced with Y/N values in the Entity Report.

Report fields

Following are lists of static and dynamic fields that appear on the Entity Report:

Static fields

Field	Description
Entity ID	Unique identifier for the Entity
Full Name	Entity Full Name normalized from the underlying entity records
First Name	Entity First Name normalized from the underlying entity records. The machine attempts to parse the First Name from the Full Name.
Middle Name(s)	Entity Middle Name normalized from the underlying entity records. The machine attempts to parse the Middle Name from the Full Name.
Last Name	Entity Last Name normalized from the underlying entity records. The machine attempts to parse the Last Name from the Full Name.
Title	Entity Last Name normalized from the underlying entity records. The machine attempts to parse the Last Name from the Full Name.
Total PII	Total number of PI values in the report for the entity
Total Document Count	Number of documents in which an entity record is found
Total Reviewed Document Count	Number reviewed documents where an entity record is found.
Total Unreviewed Document Count	Number of unreviewed documents where an entity record is found.
Document Identifiers	Document IDs where entity records are located.
Cluster ID	The unique identifier of the cluster in which the entity resides

Dynamic fields

There are two types of dynamic fields: address and PI type.

Address fields

• Single Row per Entity (Default)
  • Primary Address Line 1-4, Zip Code, Country
  • Secondary Address Line 1-4, Zip Code, Country
  • Other Addresses
• Multiple Rows per Entity
  • Address Line 1-4, Zip Code, Country

PI Type Fields

• Every PI Type with at least one value tagged to an Entity will appear as a separate column.
• Original Value Fields—each field will display the original value for each PI Type found in the data.
• NORMALIZED Field—every PI Type field will include a field with the name ending in “_Normalized”. These fields are cleaned and standardized by Data Breach Response automatically. For custom PI types, these values will not be different.

Merge reasons

The following options can appear in the merge reason field of the Entity Report:

Field	Description
Entity ID	Unique Entity ID. Maps the Entity ID in the Entity Report.
Name	Entity full name.
Number of Records	Number of Records that make up the Entity.
Merge Reason	Summary of why Records were merged. Merge Reasons include: Names, Primary & Secondary Match Names & Primary Match Names & Secondary Match Names & Tertiary Match Names Match Names Match; Tertiary No Match Names Match; Other No Match Names & Other Match
Main Overlapping PI	The Primary PI Type that resulted in the merged Records.
Second Overlapping PI	The Secondary PI Type that resulted in the merged Records.
Source	Whether an entity was merged automatically during deduplication or by a user. Source will be System Generated for automatically merged entities, and User Generated for entities merged by a user.
Source User	If the Source is User Generated, this will be the username of the user who merged the entity. It will be empty if the Source is System Generated.
Review Status	The review status of the entity.

Download

Select the Export to File button to save an .xslx file to your downloads folder. Any filtering applied to the report in the UI will be maintained in the downloaded file.