Entity Explorer lets you manage the custom entities you have created in Sentieo.
Why Create Custom Entities?
Sentieo has an extensive coverage with over 1.5m entities and over 115k public equity security quotes. Beyond this, you can still benefit from our workflow and analysis tools by creating your own companies securities and quotes.
You could for example fill the gaps by creating private companies we don’t offer out of the box. You can also create securities we do not cover, such as bonds, CDO , or derivative contracts. Once created, you can start generating content using Notebook for example or uploading documents to these new entities.
It could also be that Sentieo integrate within your own workflow with other tools, where our sources may conflict on the corporate structures of organizations or common shortnames (tickers and symbols) used to describe them. Custom entities give you the flexibility to model your own entity structures and call each item as you wish, so it eases the integration of Sentieo with the rest of your workflow.
Finally, it is possible to map your custom entities with Sentieo’s default quotes, which merge stock information we provide out of the box with your generated content and uploaded 3rd party content.
How to access Entity Explorer
The main navigation screen is made of two main sections:
The main area presents an overview of all the entities in the database. The base entity of the tree structure is that which is selected in the “view by” pane to the left.
By default, on the entity views, only the ultimate parents are shown, meaning that each organization is only shown once, nested under its direct parent. For example, if you have created “Facebook” and “Whatsapp”, with Whatsapp being nested under Facebook, Whatsapp will show only once in the view, nested under Facebook. If you untick the “ultimate Parent Only” box (2), Whatsapp you be shown at the root of the view, along with Facebook, and also under Facebook.
Use the arrows (3) to uncollapse a tree and see its children entities.
Use the “create” button (4) to create a new entity.
Use the Edit, Add a nested entity or delete buttons (5) for their respective actions.
Create an Entity
Press the “Create” button at the top right to start the creation wizard
Several types of entities are available
- Private Companies: Create an organization which is a non-public company.
- Public Companies Create an organization which is a public company.
- Organizations: Create an organization and define if it is public or private, and what are the roles it is fulfilling (Company, School, Investor, NGO, Government, etc.)
- Securities: Create a security; define its nature (equity, bond, derivative, etc..), and who is the issuing entity (a new one, or attach it to an existing organization)
- Quotes: Create a quote for an existing security.
When creating an entity, it is required to provide at least the following parameters:
- a name
- a short name (which will be used as a token to identify the entity in places like autocomplete search boxes across Sentieo, and to tag notes in Notebook),
- and for securities a type (bond, share etc..)
Each entity type also support many more parameters, mainly identifiers in various symbologies, which can then be used for the purpose of automatic mapping to Sentieo tickers (see below).
Add a nested entity
Hover on an item to reveal the controls buttons to the right. click on the “add” button to start creating a nested entity.
An Organization can have one or more nested organization subsidiaries as well as one or more nested Securities.
A security can have one or more quotes
Amend an Entity Information
Hover on an item to reveal the edit controls and click on the edit button.
The Edit view has a navigation pane (1), which shows all the items in the entity organization tree. Click on any item to jump to its location in the Edit pane (2). You can add or edit any characteristic of any item in the organization. When you finish, press “save” (3) to validate and save the changes, or “Discard Changes” to return to the previous screen and abandon the amendments.
Mapping to Sentieo Quotes
It is possible to identify a custom quote as being a like for like to an existing quote provided by Sentieo.
Why Map to a Sentieo Quote
Mapping a custom quote to a Sentieo quote will bring together the content you have generated for your custom entity and that of the Sentieo quote you are mapping it to. For example, once mapped, you will find all broker research and filings we provided for the mapped ticker when you search for your custom entity in Dashboard or on Document Search.
Adding common Identifiers such as Refinitiv RIC, ISIN, FIGI, or PermID to the Organization, Security and/or Quotes that you create will help the mapping process.
Sentieo automatically tries to map your quotes to Sentieo tickers when you add recognized identifiers and there is little ambiguity as to what it should corresponds to.
In this example, adding a RIC of “vod.l”, the Refinitic RIC for Vodafone quote in London and pressing “save” automatically matches and maps the custom quote to “VOD:LN”, which is the corresponding Sentieo ticker.
Press the “map” button next to a quote to start the mapping process
Search for the Sentieo ticker you would like to map your custom quote to (1). Make sure it is select (2), then press “Map” (3).
Unmapping an entity
if you have mapped an entity to the wrong ticker by mistake, or if you simply want to break the link for whatever reason, click on the “unmap” button to revert to having 2 separate entries.