LightBeam Documentation
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  • 💡What is LightBeam?
  • 🚀Getting Started
    • ⚙️Installer Guides
      • Pre-Requisites / Security Configurations
        • Firewall Requirements
        • Securing LightBeam on EKS with AWS Certificate Manager on Elastic Load Balancer
        • Configure HTTPS for LightBeam Endpoint FQDN Standalone deployment
        • Using Custom Certificates with LightBeam
        • Securing LightBeam on GKE with Google Certificate Manager and GCE Ingress
      • Core
        • LightBeam Deployment Instructions
        • LightBeam Installer
        • Web App Deployment
        • LightBeam Diagnostics
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      • Platform Specific
        • AWS
        • Microsoft Azure
        • Google Cloud (GKE)
        • Standalone Virtual Machine
        • Deployment on an Existing Managed Kubernetes Cluster
        • Azure Marketplace Deployment
      • Integration and Setup
        • Setting Up AWS PrivateLink for RDS-EKS Interaction
        • Twingate and LightBeam Integration Guide
        • Data Subject Request Web Application Server
        • Generate CSR for LightBeam
  • 🧠Core Features
    • 🔦Spectra AI
      • 🔗Data Sources
        • Cloud Platforms
          • AWS Auto Discovery
          • GCP Auto Discovery
        • Databases and Datalakes
          • PostgreSQL
          • Aurora (PostgreSQL)
          • Snowflake
          • MS SQL
          • MySQL
          • Aurora (MySQL)
          • BigQuery
          • AWS Redshift
          • Oracle
          • DynamoDB
          • MongoDB
          • CosmosDB (PostgreSQL)
          • CosmosDB (MongoDB)
          • CosmosDB (NoSQL)
          • Looker
          • AWS Glue
          • Databricks
          • SAP HANA
          • CSV Files as a Datasource
        • Messaging
          • Gmail
          • Slack
          • MS Teams
          • MS Outlook
        • Developer Tools
          • Zendesk
          • ServiceNow
          • Jira
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          • Confluence
        • File Repositories
          • NetDocuments
          • AWS S3
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          • SharePoint
          • Viva Engage
          • Dropbox
          • Box
          • SMB
        • CRM
          • Hubspot
          • Salesforce
          • Automated Data Processing (ADP)
          • Marketo
          • Iterable
          • MS Dynamics 365 Sales
          • Salesforce Marketing Cloud
      • 🔔PlayBooks
        • What is LightBeam Playbooks?
        • Policy and Alerts
          • Types of Policies
          • How to create a rule set
            • File Extension Filter
          • Configuring Retention Policies
          • Viewing Alerts
          • Sub Alerts
            • Reassigning Sub-Alerts
            • Sub-alert States
          • Levels of Actions on Alerts
          • User Roles and Permissions
            • Admin View
            • Alert Owner View
            • Onboarding New Users
              • User Management
              • Okta Integration
              • Alert Assignment Settings
              • Email Notifications
            • Planned Enhancements
          • Audit Logs
          • No Scan List
          • Permit List
          • Policy in read-only mode
      • 📊Insights
        • Entity Workflow
        • Document Classification
        • Attribute Management Overview
          • Attributes Page View
          • Attribute Sets
          • Creating Custom Attribute
          • Attributes List
        • Template Builder
        • Label Management
          • MIP Integration
          • Google Labels Integration
      • 🗃️Reporting
        • Delta Reporting
        • Executive Report
        • LightBeam Lens
      • Scanning and Redaction of Files
        • On-demand scanning
      • How-to Guides
        • Leveraging LightBeam insights for structured data sources
      • LightBeam Dashboard Outlay
      • Risk Score
    • 🏛️PrivacyOps
      • Data Subject Request (DSR)
        • What is DSR?
        • Accessing the DSR Module
        • DSR Form Builder (DPO View)
          • Creating a New DSR Form
            • Using a Predefined Template
            • Creating a Custom Form
          • Form Configuration
          • Form Preview and Publishing
          • Multi-Form Management
          • Messaging Templates
        • Form Submission & Email Verification (Data Subject View)
        • DSR Management Dashboard (DPO View)
        • Processing DSR Requests
          • Data Protection Officer (DPO) Workflow
          • Self Service Workflow (Direct Validation)
          • Data Source Owner (DSO) Workflow
        • DSR Report
      • 🚧Consent Management
        • Overview
        • Consent Logs
        • Preference Centre
        • Settings
      • 🍪Cookie Consent
        • Dashboard
        • Banners
        • Domains
        • Settings
        • CMP Deployment Guide for Google Tag Manager
        • FAQs
      • 🔏Privacy Impact Assessment (PIA)
        • PIA Templates
        • PIA Assessment Workflow
        • Collaborator View
        • Process Owner Login View (With Collaborator)
        • Filling questionnaire without collaborator
        • Submitting the assessment for DPO review
        • DPO review process
        • Marking the assessment as reviewed
        • Editing and resubmitting assessments after DPO review
        • Revoke review request
        • Edit Reviewer
        • PIA Reports
      • ⏺️Records of Processing Activity (RoPA)
        • Creating a RoPA Template
          • How to clone a template
          • How to use a template
        • How to create a process
          • Adding Process Details
          • Adding Data Elements
          • Adding Data Subjects
          • Adding Data Retention
          • Adding Safeguards
          • Adding Transfers
          • Adding a Custom Section
          • Setting a Review Schedule
          • Data Flow Diagram
        • How to add a collaborator
        • Overview Section
        • Generating a RoPA Report Using LightBeam
        • Collaborator working on a ticket
    • 🛡️Governance
      • Access
        • Dashboard
        • Users
        • Groups
        • Objects
        • Active Directory Settings
        • Access Governance at a Data Source Level
        • Policies and Alerting
        • Access Governance Statistics
        • Governance Module Dashboard
      • Privacy At Partners
  • 📊Tools & Resources
    • 🔀API Documentation
      • API to Create Reports for Structured Datasource
    • ❓Onboarding Assessments
      • Structured Datasource Onboarding Questionnaire
        • MongoDB/CosmosDB Questionnaire
        • Oracle Datasource Questionnaire
      • SMB Questionnaire
    • 🛠️Administration
      • Audit Logs
      • SMTP
        • Basic and oAuth Configuration
      • User Management
        • SAML Identity Providers
          • Okta
            • LightBeam Okta SAML Configuration Guide
          • Azure
            • Azure AD SAML Configuration for LightBeam
          • Google
            • Google IDP
        • Local User Management
          • Adding a User to the LightBeam Dashboard
          • Reset Default Admin Password
  • 📚Support & Reference
    • 📅Release Notes
      • LightBeam v2.2.0
      • Reporting Release Notes
      • Q1 2024 Key Enhancements
      • Q2 2024 Key Enhancements
      • Q3 2024 Key Enhancements
      • Q4 2024 Key Enhancements
    • 📖Glossary
Powered by GitBook
On this page
  • Overview
  • What are Entities?
  • How to Use the Entity Module in LightBeam?
  • Locating an Entity at the Data Source-level
  • Viewing All Entities on Insights Page
  • Entity CSV Reports
  • Opening and Reviewing the CSV Report
  • About LightBeam
  1. Core Features
  2. Spectra AI
  3. Insights

Entity Workflow


Overview

This document explains the Entity module of LightBeam Spectra.

After reading this document, you will be able to:

  • Navigate the Entity module to locate an Entity within the data sources.

  • View Entity details such as:

  • Attributes

  • Data Sources

  • Merged Entities

  • Alerts & Policies.

  • Locate an Entity at the Data Source level.

  • View all entities through the Insights Page.

What are Entities?

LightBeam Spectra monitors a system for specific sensitive data elements, such as SSN, Name etc. These sensitive data elements are referred to as Attributes.

Depending on the context, LightBeam Spectra recognises these attributes, correlates them with data, and determines whose data it is. These are referred to as Entities.

Example: LightBeam Spectra may have found attributes such as Name and SSN for Alexander Joseph in a data source such as Google Drive.


How to Use the Entity Module in LightBeam?

The Entity module in LightBeam Spectra can be used to locate any entity present in the data sources.

Follow these steps to locate an Entity through the Entity module:

  1. Click on INSIGHTS on the top navigation bar.

  2. Click on the Entities icon on the left sidebar menu.

  3. Scroll through the list of entities until you locate the target entity. Click on the entity name.

Example: To find out more about the entity John Sandra Russell, click on John Sandra Russell.

In the Overview section, you can view information about the Entity such as:

  • Number of attributes: Displays the number of attributes linked to the entity.

  • Number of data sources: Displays the number of data sources in which the entity is found.

  • Policy violations: Displays the number of policies violated by the entity.

  • Attribute instance distribution: Displays the number of times attributes have occurred in the data source.

  • Alerts: Displays the alerts triggered whenever a data privacy violation has occurred.

  1. To view the attributes of the Entity, click on Attributes.

This will show a grid-view of all the attributes.

Example: The entity John Sandra Russell has 11 attributes:

  1. Birth Date

  2. Email Address

  3. First Name

  4. Last Name

  5. Middle Name

  6. Name

  7. Phone Number

  8. Postal/ Zip Code

  9. Street Name

  10. US Driver License

  11. USA Social Security Number

To view the attributes of the Entity in a list view, click on the List View icon.

  1. To display which data sources contain the Entity, click on Data sources.

Example: The entity Alexander Joseph is present in 3 data sources:

  1. PostgreSQL

  2. Outlook

  3. Sharepoint

You can also view the number of attribute instances in each data source in the ‘# of Attributes Instances’ column and the number of objects that contain the Entity in ‘# of Objects’ columns.

Example: PostgreSQL data source contains 88 attribute instances of the entity John Sandra Russell while the number of objects that contain the entity John Sandra Russell is 2.

LightBeam Spectra merges all instances of the entity in various forms into one entity by mapping each entity instance to an attribute type consisting of a distinctive identifier. These instances are listed under Merged Entities with their Attributes and Identifiers under the labeled columns.

In Fig 6., you will be able to observe the No. of Attributes linked to the entity and No. of Entities i.e. entity instances, under their respective sections.

Example: For the entity John Sandra Russell, LightBeam Spectra has merged 10 entity instances based on the unique identifiers present in the 11 attributes linked to the entity John Sandra Russell.

As seen in Fig 6 and Fig 6.1 these 7 unique attributes are:

  1. First Name: John

  2. Last Name: Russell

  3. Middle Name: Sandra

  4. Street Name: Johnson Harbor

  5. Postal/Zip Code: 31229

  6. Email Address: johnrussell@gmail.com

  7. Phone Number: 741-835-6881

  8. USA Social Security Number (SSN): 691-89-8463

  9. Birth Date: 1934-09-25

  10. US Driver License: 55088658

  11. Name: John Sandra Russell

LightBeam Spectra will scan through the selected data source(s) and raise an alert each time there is an instance of data violation.

Alerts and Policies displays the policies that are violated by the Entity and enlists the alerts triggered by them that put the Entity at risk. Each entity that has triggered an alert will have an ‘At Risk’ next to its name.

You can view the number of objects impacted by the entity under Objects Impacted.

Assignee label shows the details of who will receive alerts. Last Occurred displays the details of when the alert was triggered.

Example: The entity John Sandra Russell is under risk for violating the following policy:

Policy Name: Discovery & Classification: Detection rule entity based-lb-sharepoint

Objects impacted: 11

Last occurred: May 14, 2024


Locating an Entity at the Data Source-level

LightBeam Spectra allows users to locate an entity at the Data Source-level.

Click on DATASOURCES on the top navigation bar and select the name of the Data Source that contains the Entity.

Click on the Entities icon on the left sidebar menu.

Scroll until you find the name of the Entity and click on it.


Viewing All Entities on Insights Page

To view all the entities in the data sources, user can utilize the Insights page.

  1. Click on INSIGHTS on the top navigation bar.

  2. Click on the Entities icon on the left sidebar menu.

Entity CSV Reports

Entity CSV Reports provide an organized view of all detected entities within monitored data sources. The export feature allows users to easily download and review sensitive data associated with these entities, supporting effective data management and risk assessment.

Exporting Entity Data as CSV

To export the list of entities to a CSV file:

  1. Click on the Export CSV Button: On the top-right corner of the Entities table, click the blue "Export CSV" button.

  1. Download Notification: After clicking, a "Successful Download" banner will appear.

  1. Access the Notification: Click on the notification icon in the top-right corner. Within a few minutes, the report will be ready for download, and you will be notified both on LightBeam and via email.

  1. Download the Report: Click the blue "Download" button to save the report.

Opening and Reviewing the CSV Report

The report will be downloaded as an Excel file named "LB Entity List (DATE) at (TIME)" in your Downloads folder.

This file contains three columns:

  1. Entity Name: Names of entities such as "Ricky Allen".

  2. Attributes: A JSON format list showing the attributes found, such as:

{"name": "US Driver License", "values": ["*******"]}
{"name": "Birth Date", "values": ["00-22-2016"]}
{"name": "Gender", "values": ["M"]}
  1. Datasources Names: The names of the data sources where these entities were found, e.g., ["google-drive"].

About LightBeam

LightBeam automates Privacy, Security, and AI Governance, so businesses can accelerate their growth in new markets. Leveraging generative AI, LightBeam has rapidly gained customers’ trust by pioneering a unique privacy-centric and automation-first approach to security. Unlike siloed solutions, LightBeam ties together sensitive data cataloging, control, and compliance across structured and unstructured data applications providing 360-visibility, redaction, self-service DSRs, and automated ROPA reporting ensuring ultimate protection against ransomware and accidental exposures while meeting data privacy obligations efficiently. LightBeam is on a mission to create a secure privacy-first world helping customers automate compliance against a patchwork of existing and emerging regulations.

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Last updated 8 months ago

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Figure 1. Click on Insights then Entities
Figure 2. Select Entity
Figure 3. Entity Details
Figure 4. Entity Attributes
Figure 4.1 Entity Attributes List View
Figure 5. Entity Data Sources
Figure 6. Merged Entities
Figure 6.1 Merged Entities
Figure 7. Alerts & Policies
Figure 8. Locating Entity at Data Source-level
Figure 8.1 Locating Entity through Data Source
Figure 8.2 Locating Entity through Data Source
Fig 9 View Entities on Insight page
Fig 10 Click on Export CSV Button
Fig 11 Succesful Download Notification
Fig 12.1 Access Notifications
Fig 12.2 Check Notification
Fig 13 Download Report
Fig 14 Downloaded Excel File
Fig 15 Data as shown on Excel