People Profile Summary Cards
IN THIS ARTICLE
The People Profile Summary card is a smaller version of the People page that summarizes the most important information about a profile. Running the Name Normalization and Entity Analysis (NN & EA) algorithm and overlaying the results generates the People Profiles and People Profile Summary cards. The information in these cards can be shared using email or a link.
WHO CAN PERFORM:
The View people profiles permission, when disabled, disables the Entity Profiles tab and the ability to click into people or organization details. Color coding by function remains viewable within reports and MA Viewers. People Profile Summary cards appear throughout MA anywhere you see a name surrounded by a colored box. Click on the colored box to display this person's People Profile Summary card. The example below shows a NAME NORMALIZATION AND ENTITY ANALYSIS report with the colored box for the Person, "Benjamin Rogers" clicked to display the People Profile Summary.
People Profile Summary Card Example
| DISPLAY NAME |
The first, middle, last name, and professional suffix for this person. When the profile is first created, this information is automatically populated by the Name Normalization and Entity Analysis algorithm, using the most common name variation found in the headers. Click on the display name link to open the full People Profiles Details page in a new tab, where you can edit the profile details if desired. |
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| FUNCTION |
Functions describe the type of role a person plays, particularly as it relates to privilege review. Each profile can only be assigned to one function. If the function is not set, this field is not displayed in the summary card |
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| TOTAL DOCUMENTS |
The number of documents where this person appears in the email headers or as a mention. |
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| Other Personal Information... |
Further personal information identified for this person includes Title, Department, Primary Email, Phone Number, Country, Address, City, State, and Zip Code. If these fields are blank, they are not displayed in the summary card. |
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| Custom Fields |
Any custom fields created for this workspace marked for "Display in People Profile Summary Card."See custom field settings in People Profiles for details on how to make a custom field display in the summary. NOTE: If these fields are blank, they are not displayed in the summary card even when they are marked for display in the settings. |
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Headers Tab
| NAME |
The name identified in an email header as belonging to this person. The name may be identified in the To, From, CC, or BCC fields, that is, in the top-level or subsumed message headers. If a name variant and email address are identified side-by-side in the same email header, they appear together on the same row in this tab. |
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The email address identified in an email header as belonging to this person. The email address may be identified in the To, From, CC, or BCC fields, that is, in the top-level or subsumed message headers. If a name variant and email address are identified side-by-side in the same email header, they appear together on the same row in this tab. |
| COUNT |
The total number of documents where this name/email address was found in the header. |
Mentions Tab
Click the MENTIONS tab to display the number of mentions associated with this person.
| MENTION |
Displays each unique mention linked to the profile. |
| TYPE |
The type of mention linked to this profile. The following types are available by default:
Additional mention types can be created from User-Defined PII ID Extraction. See the PII Identification Settings article. NOTE: not available in this release. |
| LINKED |
The count for all the documents where this mention is linked. |