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Assess My Entity Operations
Client onboarding

Turn incoming client data into a reviewed operating baseline.

Create the client boundary first, bring in the entity data they already have, surface what needs review and approve a baseline the operating team can rely on.

See how Entiti helpsAssess My Entity Operations
Client boundary firstImport is not authorityOpen requests stay visible
app.entiti.ai/portfolio
Apex Holdings onboardingImport batch · client-scoped
Illustrative
18legal entities
326fields mapped
21need review
Entities.xlsx18 rows
MappedReady
Directors.csv42 rows
MappedReady
Registers.zip11 files
Evidence linkedReady

Why this matters

Every new client should add revenue — not another layer of manual administration.

Client onboarding breaks down when data arrives in different formats, ownership is unclear and the team has to decide field by field what can be trusted.

  1. 01

    The client boundary is not explicit

    Entities can be imported before the firm has established where they belong.

  2. 02

    Imported values look more certain than they are

    A populated field is not the same as a proven field.

  3. 03

    Bad rows hold good rows hostage

    One missing document or duplicate can delay the entire onboarding exercise.

Onboarding reviewApex Holdings · attention only
Today
Ownership2 values disagree
ReviewerReview
Company number3 missing
ClientWaiting
Entity duplicate1 possible match
Data stewardReview

How Entiti helps

Make onboarding a governed process, not a cleanup project.

Entiti keeps the client boundary explicit and moves the data through one simple sequence: Import → Map → Reconcile → Approve.

  1. 01

    Import

    Bring Excel, CSV, exports, APIs and documents into the client portfolio.

  2. 02

    Map

    Match source fields to the Entiti model and review only the mappings that need attention.

  3. 03

    Reconcile

    Surface missing values, duplicates and conflicts without silently merging or overwriting them.

  4. 04

    Approve

    Establish the reviewed baseline and keep open requests visible for follow-up.

Between every stageGoverned context, the evidence behind it and a named owner.

Business outcomes

Move from incoming files to an operating client faster.

The goal is not to make every source perfect before go-live. It is to establish a reviewed baseline and make remaining issues visible.

01

Faster onboarding

Good data can move forward while exceptions stay in a controlled review queue.

02

Safer client boundaries

Every import, duplicate check and review stays inside the selected client context.

03

Reusable setup

Mapping decisions, receipts and onboarding patterns can be reused for future clients.

The Entiti operating model

One governed context. Three jobs.

Record establishes what can be trusted. Intelligence shows what needs attention. Action moves the work forward under your controls.

System of Record

Know what is true.

Governed entity information, sources, provenance and history.

System of Intelligence

Know what needs attention — and why.

Material issues, explanations, sources and visible uncertainty.

System of Action

Get the work done — under control.

Prepared work, approvals, completion evidence and updates.

Completed work returns evidence to the System of Record, so the next decision starts from better context.

Start small

Start with one representative client.

Choose a client with enough variation to test imports, mappings, duplicate handling, permissions and recurring work before scaling the onboarding model.

Data pilot

Bring one client portfolio through Import → Map → Reconcile → Approve.

Go-live pilot

Carry the approved baseline into recurring obligations and client reporting.

Bounded pilot

Prove the model before you expand it.

Use a representative scope, measure the result, then expand without changing the governed foundation.

  1. Start
  2. Validate
  3. Expand