AI in entity management: useful intelligence needs evidence and controlled action
AI can make entity operations faster, but only when it sits on top of governed records and makes uncertainty visible. A generic chatbot is not a substitute for a reliable entity system of record.
Legal · Tax · Finance
Entiti · Operating guidanceReviewed September 2, 2026 · EntityOS's AI principle is question → structured answer → source records → confidence → action.
Illustrative · Permitted portfolio only
Where does Morgan Lee still hold authority after resigning?
Two authority records still need review.
Morgan Lee’s director role has ended. Separate authority records remain open.
| Entity | Authority | Review |
|---|---|---|
| Ashcombe Holdings Ltd | Bank mandate | Needs verification |
| Ashcombe Services Ltd | Power of Attorney | Review required |
A role end date does not prove that external authority has ended.
See the basis for the answer.
Each answer points back to its supporting records.
- Resignation noticeEffective September 18, 2026 · reviewed by Legal
- Bank mandate registerLast confirmed September 10, 2026 · Treasury review pending
- Power of Attorney registerRevocation evidence has not been recorded
The missing evidence is visible alongside the known facts.
Prepare an authority review.
The proposed work retains scope, owners and source records.
- PrepareList affected entities and current authority records.
- ReviewLegal and Treasury confirm the changes needed.
- Complete and verifyRetain bank confirmations and revocation evidence.
This example prepares work. It does not submit a filing or change a record.
01 · Useful answers
Start with a business question.
A useful answer brings the relevant entities, people and records into the conversation. You can see what is known, what remains uncertain and what needs review.
- Show a register for a population question, a timeline for a change and an ownership view for a relationship.
- Keep the answer inside the conversation, with sources and permitted next steps.
- Apply the same access rules to answers, counts, sources and exports.
One question, a usable result
| Question | Useful result |
|---|---|
| Who holds a role? | Current and historical appointments |
| What changed? | Effective dates and supporting evidence |
| What is due? | Obligation, owner, due date and blocker |
Dashboard: monitor priorities. Ask Entiti: investigate a question.
02 · Evidence
Make uncertainty easy to understand.
A confident sentence is not enough. Separate an approved record from an extracted candidate, a conflicting source or an answer the evidence cannot establish.
- Use clear states such as Verified, Needs verification and Conflict detected.
- Keep the original document and the extracted value together.
- Route material differences to the person authorized to resolve them.
Ownership needs a decision
| Source | Value | State |
|---|---|---|
| Imported spreadsheet | 74% | Needs verification |
| Share register | 60.4% | Source under review |
| Governed record | Unresolved | Conflict detected |
Preserve both sources. Do not average values or accept the latest upload automatically.
03 · Controlled action
Keep preparation and completion separate.
AI can draft a review, summarize evidence or identify affected records. Approval, execution and proof of completion remain separate parts of the work.
- Identify the responsible person and applicable policy.
- Ask for approval where authority or policy requires it.
- Verify execution before recording completion and updating the governed record.
From finding to evidence
- PrepareAffected records and a proposed action are assembled.
- Approve where requiredThe authorized reviewer decides.
- Execute and verifyThe responsible team confirms the external outcome.
- Attach evidenceAn approved update improves the entity record.
Questions by function
Start with the question your team needs answered.
The same entity context supports different responsibilities. Select a function to see what matters to that team.
Legal
What evidence supports this answer?
Inspect the underlying record, the effective date and who reviewed it.
Questions
The practical questions, answered plainly.
Clear boundaries help the team know what to do next.