Merge Entity, Move Mentions, Move Email Addresses, Rename or Delete Entity
Occasionally Reveal AI makes incorrect merges, or misses merging two of the same people during processing. This can be fixed by using the Merge entities, Move mentions or Move email addresses features in the Launchpad.
To open the Clean Up tool,
click View beside the Communication or Person list,
right click the ellipsis to the left of the targeted entity…
...and select Merge entities or Move mentions or Move email addresses or Rename or Delete Entity.
Note
Only the Communication list provides the Move email addresses feature. Other Entity types provide other combinations of the above options.
Merge entities
When you select the option to merge entities, a new page will pop up. At the top of the page you can search for the individual that the current entities belong to.
Check the box of the individual, click the Merge button towards the bottom of the screen to start merging.
Move Mentions
When you select the option to move Mentions, a new page will pop up.
You will be able to select the incorrect mention and move it to the correct individual by searching for their names in the search textbox, making the appropriate choices, and then clicking Move Mentions.
Merge Email Addresses
When you select the option to merge email addresses, a new page will pop up.
At the top of the page you can search for the email addresses associated with the current entity. Check the box of the individual email address, use the search bar beside the Move Email Address button to find the target entity, then click the Merge Email Address button to start the moving.
Rename
If an entity needs to be renamed, choose the ellipsis to the left of the entity and choose Rename.
Fill out the form as required and choose Apply. The entity name will be changed accordingly.
Delete entity
To remove all the annotations of a particular entity,
Go to Exploring.
Choose Launchpad.
Choose a relevant entity type.
Find the entity incorrectly added to that type – in this case, “information” as an element of the entity type “Summary Phrase”.
If this entity needs to be removed, choose the ellipsis to the left of the entity...
...and choose Delete entity.
All instances of this entity-type annotation highlighting for this particular entity (“information”) are removed throughout the storybook.