Release Date: March 12, 2019
Here are the latest updates from our team to improve your Ontic experience.
@Mention Your Team Members in Entity Notes
What it is: This is a new way for you to collaborate with your team by “mentioning” (sometimes referred to as “tagging”) specific team members within Entity notes.
Why it matters: Collaboration with your team members has become easier, saving you time and reducing risk by ensuring no important information gets missed.
How it works: When you are writing notes on an entity’s profile, you can type the "@" symbol to mention/tag a team member (or multiple team members). Then the team member mentioned will receive a notification.
Simplifying XLS Files for Guest List Verification
What it is: Now you can simply drag and drop any XLS file from your desktop in order to perform guest list verifications (no need to format column headings anymore!).
Why it matters: Save time by reducing steps required to perform this analysis.
How it works: Navigate to the Research section and select “Guest List Verification”. You can simply drag and drop your guest list XLS file into the Guest List Verification window. Once the XLS file is uploaded, select which type of data is in each column, using a drop down menu (First name, Last name, Email, and more), then Ontic does the rest. You may search a range of data points using this tool (names, emails, phone numbers, etc.) across your platform by uploading an XLS file. For example, when you have a guest list and want to cross reference the guest list with your Entities, you can upload the XLS file and get immediate search matches.
Image & Video Available in Entity Notes
What it is: Entity notes have been enhanced to accommodate images and video.
Why it matters: Save time because images and video communicate more information than text and gain the ability to store these files within notes to assist with records keeping.
How it works: In Entity notes, you can select the camera or video icons to attach images and video to your notes. Then these can be retrieved and reviewed at any time.
Signal View
What it is: Signal View is a collection of recent signals, specifically originating from Entities.
Why it matters: This makes viewing entities and their related signals easier.
How it works: From the Entities page, you have the option to view entity-specific signals via the Signal View option. When you click Signal View, the page will shift from your list of entities to a chronological display of your entities’ signals.
Discover Entity tool
What it is: Now you can search entity data via the Discover tool with the click of your mouse.
Why it matters: This saves you time and mitigates risks associated with copy & pasting data.
How it works: New updates to the Discover tool enable you to simply click the blue “plus sign” to add pieces of entities' personal data into the search fields. There is no need to re-enter or copy and paste data.
Analytics Section
What it is: The Analytics section enables you to visualize trends across your platform.
Why it matters: You are able to gain greater insight into your entities, signals, and the activity of your team members. Ultimately, the enhanced Analytics provide security metrics for program managers to leverage in their discussions with executives
How it works: Navigate to the Analytics section to view insights under the following categories: Signal, Entity, and Consumption. Each of these three pages gives you a visual break down of data trends.
Scheduled Entity Alerts
What it is: Set customizable alerts based on your specific needs.
Why it matters: Scheduled entity alerts deliver actionable information to you in a timely manner and save time and reduce risk by ensuring nothing is missed by you or your team.
How it works: When you navigate to the “Scheduled Email Alerts” page (located under the Administration section), you can now configure alerts for activities related to signals and entities.
Landing Page
What it is: Based on your preferences, you can set a default landing page upon login.
Why it matters: This saves you time by automatically bringing you to the page you prefer to see first, without additional navigation.
How it works: When you navigate to the “Preferences” tab (see drop down menu that displays when you click your profile picture), you can choose which page your account defaults to when you log in. You can have your account display the page that is best for your needs: Entities, Signals, or Analytics.
Additional Notes and Improvements
- Main menu: updated for easier navigation
- Add team members: Easily add additional team members to your environment via the Administration section (see User tab); new users added to the platform automatically receive an email to login and set their password securely.
- Alert Settings: When you navigate to the Preferences tab (located under the drop down menu found by clicking your profile image) you can access new alert options under the Alert Settings tab. New options include alerts for entity updates, file exports, signal topics, and more.
- Workspace Access: Access to all Workspaces is no longer granted by default when an Analyst user's permissions are elevated to Administrator.
- Human Observation (Location): Previously, when a Human observation was added with a specific map location, you were not able to click the map in the newly added signal; now when you view this type of signal, you can click the map and be directed to the Google Map view of the specific address/coordinates, making this information actionable for you.
We hope you enjoy these new improvements in Ontic! As always, if you have any questions, please reach out to your Ontic Success Manager for further assistance in getting the most out of these Ontic updates.