Modernized Entités

Entités est une solution de gouvernance d’entité mondiale qui aide les entreprises à centraliser, gérer et structurer efficacement leurs enregistrements et à créer une source unique de vérité.

Starting from October 2025, we are rolling out a new, modernized Entités experience with an updated look and feel to align the Entities app with Plateforme Diligent One, streamline entity management, enhance user experience, and improve accessibility.

Available features

Modernized Entités currently supports the following screens and functionality:

• Switching views Switch between modernized and classic Entités.

• Entités AI Assistant Get information about companies and individuals without navigating the Entités interface.

• Dashboard View recently accessed and favorite entities, get an overview of your tasks and reminders, and search for entities.

• The Entities tab Display, search, and filter entities, and view detailed information about each entity.

• The Individuals tab Display, search, and filter individuals, and view detailed information about each entity.

• The Compliance tab Display, search, and filter reminders and pending events.

• The Data library tab Browse, search, filter, and download documents from one place.

• The Documents tab Display, search, and filter documents.

• The Favorites tab Display and search entities you’ve added to favorites.

In the current version of modernized Entités, you can view information about entities and customize how the information is displayed. To make changes to your data, switch to classic Entités.

Prerequisites

Your administrator must add the following domains to your organization’s allowlist:

• blueprintserver.com
• diligentoneplatform.com

How do I access the modernized Entités app?

You can access modernized Entités from classic Entités.

To switch to modernized Entités from classic Entités for the first time, perform the following steps:

1. From the navigation bar in classic Entités, select Go to modernized Entités.

   The Go to modernized Entités message appears.

2. (Optional) To skip the confirmation message and go directly to modernized Entités the next time you switch, select Don’t show this message again.
3. Select Go.

   Modernized Entités opens in a new tab.

To switch back to classic Entités, perform the following steps:

1. From the navigation bar in modernized Entités, select Go to classic Entités.

   The Go to classic Entités message appears.

2. (Optional) To skip the confirmation message and go directly to classic Entités the next time you switch, select Don’t show this message again.
3. Select Go.

   Classic Entités opens in a new tab.

You can also switch between modernized and classic Entités while remaining in the context of your task. When you switch to classic Entités from an entity details page, you are taken directly to the equivalent of the page you were on. For example, when viewing company details in modernized Entités, you can switch directly to the company details page in classic Entités to make changes to data. To switch to a page's equivalent in classic Entités, select Manage in classic Entités on the page.

When you make changes to data in classic Entités, you can see the results in both classic and modernized Entités. Currently, you can’t make changes to data using the modernized experience.

Information about recently opened entities and entities added to favorites is retained within a single view:

• Entities you visit in the classic view are displayed in the My Portal > My Recently Opened Entities section in classic Entités.
• Entities you visit in the modernized view are displayed in the Dashboard > Recently viewed entities widget in modernized Entités.
• Entities you add to favorites in the classic view are displayed in the My Portal > My Favourite Entities section in classic Entités.
• Entities you add to favorites in the modernized view are displayed in the Favorites section in modernized Entités.

For information on how to navigate the modernized interface, see Navigating modernized Entités.

Getting started with modernized Entités

Learn about the key features you can test out in the modernized experience.

Dashboard

The Dashboard tab provides a high-level, tailored overview of information specific to the logged-in user.

For more information about the dashboard, see Dashboard in modernized Entités.

Entités AI Assistant

With Entités AI Assistant, you can get information about companies and individuals without navigating the Entités interface. You can access Entités AI Assistant from every screen in modernized Entités.

For more information about Entités AI Assistant, see Entités AI Assistant.

Entities

The Entities tab in the modernized view provides an overview of all entities in your site in a table with filters and features to help you view and analyze entity data efficiently.

Individuals

The Individuals tab in the modernized Entités includes a streamlined table with filters and features to help you view and analyze individual data efficiently.

For more information about individuals in modernized Entités, see Individual details in modernized Entités.

Compliance

In the modernized version of Entités, the Compliance section has been streamlined to focus on two key areas: reminders and pending events. These features help you stay on top of important deadlines and tasks with a simplified interface. For additional compliance actions or more detailed event management, you can switch to the classic Entités view.

To learn more about the modernized Compliance tab, see Compliance in modernized Entités.

Data library

In modernized Entités, you can browse all your data libraries in a single streamlined table. From the Data library table, you can open libraries in the classic view to see more details or make changes.

To learn more about the modernized Data library tab, see Data library in modernized Entités.

Documents

La page de liste de premier niveau Documents dans l’expérience de la version Entités modernisée affiche tous les documents sous forme de tableau. Vous pouvez parcourir, rechercher, filtrer et télécharger des documents à partir d’un seul endroit. Vous pouvez maintenant afficher les documents associés à une entité dans l’onglet Documents à l’intérieur de l’enregistrement d’entité. Chaque colonne de la table comprend des options permettant de dimensionner automatiquement la colonne actuelle, de dimensionner automatiquement toutes les colonnes ou de réinitialiser les largeurs de colonne par défaut.

Les menus et les pages de liste Documents dans l’expérience de la version Entités modernisée n’apparaissent que pour les utilisateurs ayant accès à au moins l’une des zones de documents suivantes : Documents de travail, magasin de documents, bibliothèques de données et Documents de déclaration électronique supprimés. Si vous n’avez accès à aucune de ces zones, l’élément de menu principal Documents et la page de liste sont masqués. Pour demander l’accès, contactez votre administrateur.

To learn more about the modernized Documents tab, see Documents in modernized Entités.

Favorites

When you add entities to favorites, they are displayed in the Favorite entities widget. Each entry in the widget acts as a shortcut to the specific entity.

To learn about how to add entities to favorites, see Favorites.