Modernized 实体

实体 是一种全球实体治理解决方案，可帮助组织集中、管理和有效构建其记录，并创建单一事实来源。

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

Available features

Modernized 实体 currently supports the following screens and functionality:

• Switching views Switch between modernized and classic 实体.

• 实体 AI Assistant Get information about companies and individuals without navigating the 实体 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 实体, you can view information about entities and customize how the information is displayed. To make changes to your data, switch to classic 实体.

Prerequisites

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

• blueprintserver.com
• diligentoneplatform.com

How do I access the modernized 实体 app?

You can access modernized 实体 from classic 实体.

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

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

   The Go to modernized 实体 message appears.

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

   Modernized 实体 opens in a new tab.

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

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

   The Go to classic 实体 message appears.

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

   Classic 实体 opens in a new tab.

You can also switch between modernized and classic 实体 while remaining in the context of your task. When you switch to classic 实体 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 实体, you can switch directly to the company details page in classic 实体 to make changes to data. To switch to a page's equivalent in classic 实体, select Manage in classic 实体 on the page.

When you make changes to data in classic 实体, you can see the results in both classic and modernized 实体. 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 实体.
• Entities you visit in the modernized view are displayed in the Dashboard > Recently viewed entities widget in modernized 实体.
• Entities you add to favorites in the classic view are displayed in the My Portal > My Favourite Entities section in classic 实体.
• Entities you add to favorites in the modernized view are displayed in the Favorites section in modernized 实体.

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

Getting started with modernized 实体

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 实体.

实体 AI Assistant

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

For more information about 实体 AI Assistant, see 实体 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 实体 includes a streamlined table with filters and features to help you view and analyze individual data efficiently.

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

Compliance

In the modernized version of 实体, 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 实体 view.

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

Data library

In modernized 实体, 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 实体.

Documents

现代化 实体 体验中的文档顶级列表页面以表格视图显示所有文档。您可以从一个位置浏览、搜索、过滤和下载。您还可以在实体记录内的文档选项卡中查看与实体相关的文档。表中的每一列都包含自动调整当前列大小、自动调整所有列大小或将列宽重置为默认值的选项。

现代化 实体 中的文档菜单和列表页面仅对有权访问至少以下文档区域之一的用户显示：工作文档、文档存储、数据资料库以及已删除的电子归档文档。若没有上述任何区域的访问权限，则文档主菜单项和列表页面会自动隐藏。要请求访问权限，请联系您的管理员。

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

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.