Name Normalization and Entity Analysis Fields
IN THIS ARTICLE:
Name Normalization and Entity Analysis has one set of results, no matter how often it's run over a set of documents except the thread participants fields. These fields are generated through Email Threading but fall into the Name Normalization and Entity Analysis category and can change if the thread groups change. Name Normalization and Entity Analysis works in close conjunction with the People List and Organizations List tabs where you can:
- Filter and sort people profile and organization profile lists
- View, edit, merge, and split people profiles NOTE: Split and merge feature is not available in this release.
- Create a new People Profile
- Bulk update the format preferences for Display Names for people profiles and Key and Organization Type for organization profiles
WHO CAN PERFORM:
You will need the View people profiles and Configure custom fields permissions to add new and manage existing custom fields and their layouts for a workspace. The Name Normalization part of the Name Normalization and Entity Analysis algorithm extracts name variants and email addresses for From, To, BCC, and CC fields from the text header of email messages and then groups them under a single "normalized" name viewable as a person's profile. The Entity Analysis part of the Name Normalization and Entity Analysis algorithm extracts organizations from email domains and associates organizations with persons that use those domains. Organization and People Profiles are editable. Grouped normalized name fields are generated for the top header on a message (Email Participants), for the top header To, CC, and BCC fields (Email Recipients), and for the entire email thread (Thread Participants). If there is more than one name for a given recipient or participant field, they're separated by a line. Name Normalization fields can be added to layouts, views, etc., to help organize your workflow.
- Normalized Thread Participants takes the output of email threading and then concatenates the normalized names from the entire thread group into one field. As such, the population of the Normalized Thread Participants field requires Email Threading and Name Normalization to both be run on the document set.
- Fields with double colons, :: , are the fields associated with a document. They are associative fields (or reflexive fields) that show the data in a related object. Fields without double colons are at the document level.
Name Normalization Fields
The following list of name normalization objects are created after running the Name Normalization algorithm with descriptions.
The following additional fields are generated for each object:
| First Name | First Name of every person present in the current email as defined by the associated object. |
| Middle Name | Middle Name of every person present in the current email as defined by the associated object. |
| Last Name | Last Name of every person present in the current email as defined by the associated object. |
| Full Name | Full Name of every person present in the current email as defined by the associated object. |
| Function Name | Function Name of every person present in the current email as defined by the associated object. |
A complete list of created fields is shown in the second table below.
Name Normalization Field Objects
| MA Normalized BCC |
Normalized details derived from the top-most message header identify as a BCC field |
| MA Normalized CC |
Normalized details derived from the top-most message header identify as a CC field |
| MA Normalized To |
Normalized details derived from the top-most message header identify as a To field |
| MA Normalized From |
Normalized details derived from the top-most message header identify as a From field |
| MA Normalized Recipients |
Normalized details derived from the top-most message header for all recipients, which includes To, CC, and BCC. Additional fields are also generated fields for first name, middle name, last name, full name, ID, and so forth |
| MA Normalized Email Participants (All) |
Normalized details derived from the message header for all participants listed above, which spans all identified email headers in the document text |
| MA Normalized Email Participants (Top Level) |
Normalized details derived from the top-most message header only for all participants (From, To, CC, and BCC) |
| MA Normalized Email Recipients Count |
Normalized details of number of email participants derived from the message header for all participants spanning all identified email headers in the document text |
List of MA Normalized Fields
| MA Normalized BCC |
| MA Normalized BCC::First Name |
| MA Normalized BCC::Full Name |
| MA Normalized BCC::Function Name |
| MA Normalized BCC::Last Name |
| MA Normalized BCC::Middle Name |
| MA Normalized CC |
| MA Normalized CC::First Name |
| MA Normalized CC:: Full Name |
| MA Normalized CC::Function Name |
| MA Normalized CC::Last Name |
| MA Normalized CC::Middle Name |
| MA Normalized Email Participants (All) |
| MA Normalized Email Participants (All)::First Name |
| MA Normalized Email Participants (All)::Full Name |
| MA Normalized Email Participants (All)::Function Name |
| MA Normalized Email Participants (All)::Last Name |
| MA Normalized Email Participants (All)::Middle Name |
| MA Normalized Email Participants (Top Level) |
| MA Normalized Email Participants (Top Level)::First Name |
| MA Normalized Email Participants (Top Level)::Full Name |
| MA Normalized Email Participants (Top Level)::Function Name |
| MA Normalized Email Participants (Top Level)::Last Name |
| MA Normalized Email Participants (Top Level)::Middle Name |
| MA Normalized From |
| MA Normalized From::First Name |
| MA Normalized From::Full Name |
| MA Normalized From::Function Name |
| MA Normalized From::Last Name |
| MA Normalized From::Middle Name |
| MA Normalized Recipients |
| MA Normalized Recipients::First Name |
| MA Normalized Recipients::Full Name |
| MA Normalized Recipients::Function Name |
| MA Normalized Recipients::Last Name |
| MA Normalized Recipients::Middle Name |
| MA Normalized To |
| MA Normalized To::First Name |
| MA Normalized To::Full Name |
| MA Normalized To::Function Name |
| MA Normalized To::Last Name |
| MA Normalized To::Middle Name |