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Entity Recognition

Finch Fusion automatically identifies and highlights important entities in your documents and reports. This feature helps you quickly spot key information like companies, people, locations, and dates.

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What is Entity Recognition?

Entity recognition is an AI-powered feature that:

• Identifies important elements in your text
• Categorizes them by type (company, person, date, etc.)
• Highlights them visually in your reports and documents
• Enriches them with additional information when available

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Entity Types

The system recognizes the following entity types:

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How Entities Appear

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In Reports

When viewing a report:

1. Recognized entities are highlighted inline with their type-specific color
2. Hover over an entity to see its type and confidence score
3. Click an entity for more information and actions

Switch between the Preview and Entities tabs to toggle between the full report view and the entity-focused view.

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In Documents

When viewing a document:

1. Select the Entities tab in the document viewer
2. Extracted entities are shown with color-coded highlights
3. Browse entities grouped by type

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Working with Entities

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Viewing Entity Details

Click on a highlighted entity to see:

• Full entity name
• Entity type
• Confidence score
• Number of mentions in the document

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Adding Entities to Your Knowledge Base

You can add recognized entities to your project’s knowledge base for use in knowledge graphs: Adding a single entity:

1. Click on a highlighted entity
2. Select Create Entity from the tooltip or context menu
3. Confirm the entity details
4. The entity is added to your knowledge base

Adding multiple entities at once:

1. Open the Entities view for a report or document
2. Look for non-disambiguated entities (entities not yet in the knowledge base)
3. Click Batch Create to add multiple entities at once
4. Review and confirm the entities to add

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Navigating by Entity

Use entities to navigate your report:

1. Open the Entities view
2. Click an entity name
3. Jump to that location in the report
4. Use navigation arrows to find other mentions

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Entity Search

Find specific entities across your report:

1. Use the search function
2. Enter an entity name
3. See all occurrences highlighted

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Entity Enrichment

For recognized entities, the system may provide additional context:

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Company Enrichment

When a company is recognized:

• Official company name
• Industry classification
• Key identifiers
• Related companies

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Person Enrichment

When a person is identified:

• Full name
• Associated organizations
• Role or title (when mentioned)

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Benefits of Entity Recognition

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Faster Review

• Quickly scan for mentioned companies
• Identify key people at a glance
• Spot important dates and deadlines
• See financial figures at a glance

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Better Understanding

• See relationships between entities
• Understand who and what is discussed
• Connect information across sections

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Improved Research

• Track entity mentions across documents
• Build knowledge about key players
• Identify patterns in your research

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Entity Recognition in Reports

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Automatic Processing

Entities are automatically recognized when:

• Documents are uploaded and processed
• Reports are generated
• Sections are enriched

No manual action is required to enable entity recognition.

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Customization

You can:

• Toggle entity highlighting on/off
• Filter to show specific entity types
• Switch between Preview and Entities views
• Expand or collapse the entity panel

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Accuracy and Limitations

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Recognition Accuracy

Entity recognition is highly accurate but may occasionally:

• Miss entities with unusual formatting
• Misclassify ambiguous terms
• Include false positives

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When Entities Aren’t Recognized

An entity might not be recognized if:

• It’s a lesser-known company or person
• The name is abbreviated or informal
• Context doesn’t clearly indicate entity type
• The text contains OCR errors

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Manual Corrections

If you notice incorrect entity recognition:

• Edit the report text directly to clarify
• Use clearer entity references in your prompts
• Report systematic issues to support

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Entity-Driven Features

Entities power other platform capabilities:

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Knowledge Graphs

Recognized entities become nodes in knowledge graphs, showing relationships and connections. See Exploring Graphs for more.

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Smart Search

Search across your project using entity names for precise results.

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Report Generation

Entities help the AI understand key subjects in your documents for better report generation.

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Troubleshooting