Entity object

Note: The Custodian object in Relativity has been renamed to the Entity object.

The EntityAn Entity is an object that functions as the central location for people, companies, organizational groups, and their metadata. Relativity Legal Hold, Processing, and Analytics all leverage the Entity object. object functions as the central location for people, companies, organizational groups, and their metadata. Relativity Legal Hold, Processing, and Analytics all leverage the Entity object.

There are several ways to add a new entity:

This page contains the following information:

Creating and editing an entity

To create an entity, complete the following:

  1. From the Entities tab, click New Entity.
  2. Select a layout from the drop-down list. For more information, see the following:

    Note: Layouts only appear for the applications you have installed.

    1. Legal Hold Custodian layout
    2. Processing Entity layout
    3. Entities - Communicators Layout
    4. Case Dynamics layouts
  3. Complete the fields in the layout.
  4. Click Save.

Importing entities through the RDC

You can add multiple entities by uploading a .CSV or .DAT file via the Relativity Desktop Client.

Use the following basic steps for importing entities through the RDC.

  1. Compile or locate the entity load file you wish to import. For more information about the load file, see the following:
  1. Log in to the RDC and select the workspace into which you want to import these entities and eventually publish data.
  2. From the object drop-down list in the RDC, select the Entity object.
  1. Click Tools | Import | Entity Load File.
  1. Click the ellipsis next to the Load File field and select the file containing all of your entities.
  2. Map the Relativity entity fields to the fields included in your load file.
  3. Complete the import. For more information, see Importing through the RDC.

Deleting an entity

You can use the Mass delete operation to delete aliases. For more information, see Mass delete. You can only delete an entity if it's not associated with any alias, Processing data source, or Legal Hold project.

Note: If the Legal Hold application is installed in the workspace, it will negatively impact the performance of the Mass delete operation.

Legal Hold entities

The following section contains entities information specific to Legal Hold.

Processing entities

The following section contains entities information specific to Processing.

Analytics entities

The following section contains entities information specific to Analytics.

Case Dynamics entities

The following sections contains entities information specific to Case Dynamics.

Collect entities

The following sections contains entities information specific to Collect.