Modernized Entities

Entities is a global entity governance solution that helps organizations centralize, manage, and effectively structure their records and create a single source of truth.

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

Available features

Modernized Entities currently supports the following screens and functionality:

• Switching views Switch between modernized and classic Entities.

• Entities AI Assistant Get information about companies and individuals without navigating the Entities 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 Favorites tab Display and search entities you’ve added to favorites.

In the current version of modernized Entities, you can view information about entities and customize how the information is displayed. To make changes to your data, switch to classic Entities.

Prerequisites

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

• blueprintserver.com
• diligentoneplatform.com

How do I access the modernized Entities app?

You can access modernized Entities from classic Entities.

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

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

   The Go to modernized Entities message appears.

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

   Modernized Entities opens in a new tab.

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

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

   The Go to classic Entities message appears.

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

   Classic Entities opens in a new tab.

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

Getting started with modernized Entities

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 Entities.

Entities AI Assistant

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

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

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

Compliance

In the modernized version of Entities, 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 Entities view.

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

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.