Release Notes: Here's What's New in Your Ontic Platform
Release Date: August 6, 2022
Summary:
Principal Enhancement
Principal and Sub Principal Types
What it is: We have added the ability to create, display, filter by, and build rules based on Principal sub-types.
Why it matters: This enhancement allows you to better organize and categorize your Principals.
How it works:
You will now see Sub Type as a standard field in Admin > Fields > Principal. This field will be added to the default Principal layouts, and it will be available for both Principals and Sub Principals.
You can add additional options and change the field visibility from Admin > Fields > Principal > Sub Type > 3 Dots > Edit.
You can now add sub types to existing Principals from the Principal’s profile page by selecting the sub type you want from the Sub Type dropdown. This field is also available during the Principal creation process for both Principals and Sub Principals.
You can also use sub types to build rules and filter dashboards across the platform.
Principal Tags
What it is: We have added the ability to create, display, filter by, and build rules based on Principal tags.
Why it matters: This aligns Principal functionality with the rest of the platform and allows you to further customize your Principals, dashboards, and alerts.
How it works:
You will now see Tags as a standard field in Admin > Fields > Principal. This field will be added to the default Principal layouts, and it will be available for both Principals and Sub Principals. This field is currently only available for Person and Location Principal types.
You can add additional options and change the field visibility from Admin > Fields > Principal > Tags > 3 Dots > Edit.
You can now add tags to existing Principals and Sub Principals from the Principal’s profile page. This field is also available during the Principal creation process for both Principals and Sub Principals.
You can also use tags to build rules and filter dashboards across the platform.
Restrict Principal Visibility
What it is: We have added the ability to restrict principal viewing permissions based on (1) specific user/user groups and (2) specific principal fields and field values in Roles.
Why it matters: This increases the security of the platform and aligns Principal viewing permissions with the rest of the platform viewing capabilities. This will allow you to fully customize your viewing permissions so you can ensure only approved users are viewing your Principals’ information.
How it works:
You can restrict principal viewing permissions in two ways:
(1) Via users and user groups
(2) Via specific principal fields and field values in Roles
(1) User and User Groups
From the Principal profile, click the Edit icon under Workspace and Visibility.
From here, click the edit icon under the User Visibility tab.
You can now set the visibility to restricted and add the users and user groups you want to have visibility from the Add User button. Only the users you add will be able to view that Principal.
Note: Anyone with the ability to edit that principal will be able to set permissions on the principal.
(2) Roles
From Roles, select the role you want to add principal restrictions to and navigate to the Content Viewing (Permissions) tab. Scroll down to the Principal section to begin building your viewing restrictions.
From here, you can build rules to determine which Principals this role can see.
In this example, this role can view all Principals with the BOLO, Ontic, or Principal tags OR Principals that were created by Kiara.
If you need more information about building these permissions, please get in touch with your Success Manager.
Real Time Threat Detection Enhancement
Search the Geo Risks Map
What it is: We have added the ability to search for specific principals, sub-principals, and locations on the map at any time.
Why it matters: This allows you to easily jump to certain locations, principals, or sub-principals without having to scroll on the map.
How it works:
Navigate to your Geo Risks dashboard and click on the Jump to Principal or Location box.
Type an address, a latitude and longitude, or a Principal / Sub-Principal name and select the option you want to jump to. This will take you to the location you have selected.
Dashboard Customization
What it is: We have added the ability to configure preferences for each custom Geo Risk dashboard, including setting the default zoom, selecting which principals and sub-principals you want to see, and whether you want the clustering of signals or not.
Why it matters: You can now set default preferences for each custom dashboard so you can immediately view what you care the most about when switching between dashboards.
How it works:
When creating or editing a custom dashboard, you will see a Configure Dashboard Preferences button in the top right corner of the page.
From here you can change the default zoom of the map, select which Principals and Sub-Principals you want to see on the map, and choose whether or not you want data clustering.
To set your preferred zoom, select Define Your Own Zoom under Default Map Zoom and either search your desired location or navigate to it on the map. The area shown on this map is where that dashboard will open every time you load it.
To set which Principals and Sub-Principals will show on the map, select them from the dropdown under Principal/Sub-Principal. Only the principals selected in this dropdown will show on the map (if none are selected then all principals and sub-principals will show).
Make sure to save the changes before exiting this view.
Sub-Principal Visibility
What it is: We have added the ability to see sub-principals on signals that are associated with them.
Why it matters: This enables you to see all levels of principals that the signal impacts.
How it works:
Click on any signal to see the sub-principals that the signal is impacting.
Click Signals from the Geo Risks Map
What it is: We have added the ability to click the signal card directly from the map icon.
Why it matters: It is now easier and faster to select the signal and view the full context in the side pane. This aligns the map with the expected behavior and creates a better user experience.
How it works:
When you hover over a signal pin, move your cursor over the signal card. You will now be able to hover over it and click on the card.
Task Management - Planner View Enhancement
What it is: We have added the ability to view a complete list of tasks across all types – Entity, Investigation, and Principal. You have the ability to view these tasks in 4 different views and with many different filters.
Why it matters: You now have more visibility into all tasks by type, status, or assigned parties. Users can see tasks created by the user and tasks assigned to the logged in user.
How it works:
From the Ontic home page, scroll down to find the Planner section and click on View Planner.
From here you can view all your tasks on the calendar. You can filter them via the filters section on the left side of the page. The calendar shows the task by Due Date by default. This can be changed to show by Start Date via the gear icon in the top right corner. You can change the view to schedule, day, week, or month at the top of the page.
Metrics - Color Selection Enhancement
What it is: We have added the ability to assign a specific color that will persist on fields within metrics.
Why it matters: You will no longer need to change the color for your field options to have it match across widgets.
How it works:
Navigate to fields and select the field you want to pull a metric on. You can do this for standard or custom fields. You can do this during field creation or during the editing process.
To change the field color, click on any of the colored circles. You can choose from either the standard palette or select your own colors via the advanced options.
From the Advanced option, you can enter your own hex code to match your brand’s colors.
To see these colors in metrics, build the metric you want and select that field. The colors in any of the metrics you build will match the colors you set from the field.
Cloning Assessments Enhancement
What it is: We have added the ability to clone assessments.
Why it matters: You will no longer have to completely recreate flows and forms, which will reduce human errors and save a significant amount of time.
How it works:
Navigate to either Admin > Flows or Admin > Forms. Then click the 3 dots on the flow or form you want to clone and click Clone.
From here, you can rename, edit, and save the form or flow.
Investigation - Save Conclusion Enhancement
What it is: We have added the ability to add to and save the conclusion of an investigation without closing the investigation.
Why it matters: This increases your efficiency, as you now have the ability to fill in part of the conclusion fields and then navigate away from that section without having to either re-enter the information or save it in a different platform.
How it works:
Navigate to the Conclusion section of an Investigation.
From here, you can edit and save any of the fields without closing the investigation. When you are ready to close the investigation, click Close Investigation.
