Best Of
New and Improved Search Functionality
We’re excited to announce that our new and improved Search capability has now moved to General Availability as of 2.7.7. (this is referred to as Search 2 within our technical documentation).
Let’s face it – the current Search experience came out with the first versions of the Quantexa Platform and needed a facelift. Although it did the job, and quite a good one at that, we received feedback from Quantexa users that gave us ideas on how to overhaul the functionality to both keep the UX consistent and to make it a lot more intuitive. Throughout this journey, we also found synergies in the Search setup process by coupling it up with our Data Fusion tool, and making Search a lot faster to set up.
By the way, now you can explore our roadmap and give feedback on our features and functionality in our Product Roadmap & Ideas Portal! Be a part of our product development!
How we brought Entities front and center
From user feedback, we realized that the way users interact with the Search functionality can be improved by bringing more power to search using what Quantexa already knows about entities thereby optimizing the Search query construction.
To enable this the Query Building aspects of the Search UI have been redesigned to reframe the search experience around the Entities available in the Platform. This gives the user the power to tell the system what they are looking for (which Entity Type) and then the system offers the most appropriate Data Sources and Search Fields to find the Individual, Business or other Entity the user wishes to search for. Before, the search results could sometimes be not exactly what -the user expected due to incomplete or sub-optimal search configuration. This brings us to our next update – new configuration through Data Fusion!
How we simplified Search configuration
If you are a Quantexa user, you might be familiar with the Search configuration process which is separate from entity resolution and tuning. What we figured is, if our users are overwhelmingly looking for entities in their searches, why not streamline the search setup up by ‘inheriting’ the settings from Data Fusion, where all the magic happens with entities. To be specific, you no longer manually have to define the search fields and groups yourself as we derive them from Fusion config. So you not only save efforts in setting up a tool, but you also get far better results from reusing the configuration that’s been tuned and tested.
We have also improved some existing features:
- We have updated how our Results Filters work once the user has executed their query. It is now possible to filter using more than one item in the Filter list in the results screen.
- Additionally, we have improved the Table View of results.
How we made Search faster
If you are using new Search with our Entity Store then you are able to perform very fast direct Entity Searches even across massive amounts of data. The Entity Store keeps a pre-built version of your resolved entities available at hand, but also updates as soon as there are any changes or new data is introduced, so you get the speed without compromising on the content.
How we made de-bugging faster
Lastly, it is worth noting that this new version of Search has both re-used existing components within the Platform and is much simpler to support and de-bug than the old version of Search. Together this reduces the overall support burden on Quantexa’s R&D department – you might be thinking this is more of Quantexa benefit, but actually it means we are able to handle support requests faster and free up engineers to work on other enhancements to the Platform.
What has been removed?
At a fundamental level the new version of Search (known as Search 2 in our technical documentation) has feature parity with the old version of Search (Search 1) plus the new features already explained. However, there are several feature removals that are worth noting:
- As the Fusion configuration will now drive the search field mappings, there is no need to generate Search Fields anymore, thus we removed the feature altogether.
- We have removed the support for field boosting as the feature was deemed not useful by our users
- Facets have been replaced with Aggregations and can be easily migrated from the old Search to the new Search.
- We have removed the type ahead on Search Fields in the Search Bar as the query-building experience has been re-designed and this feature is no longer necessary.
Deprecation and Removal of the old version of Search
- The old version of Search (Search 1) is deprecated at 2.8.0.
- We expect to remove the old version of Search from the Platform at the earliest at 2.9.0.
- All new customers are required to adopt the new version of Search from 2.7.7. onwards.
View the New and Improved Search Demo
Head over to Product Demos and launch the New Search Demo (login required) for an interactive walk-through of the new features included:
How do I provide Feedback?
We know this is not the end of the improvements necessary to our search capabilities, so expect to make further investments in the medium term. It would be valuable to hear feedback about the new Search results screen and the query editing experience. Please provide feedback directly to the Search initiative using the Product Roadmap & Ideas Portal.
Future roadmap
For the next 12 months we will not be making major changes to introduce new capabilities to our Search functionality. Our focus will be ensuring that as our existing customers upgrade and adopt this new version of Search and that the experience of migrating from old Search to new Search is as simple, fast and pain-free as possible.
I encourage you to get started with the new Search functionality and let us know how you find it!
Read the full release notes and Search 2 Migration Guide on the Documentation site.
📢 Introducing the Community Training Program 📢
Education Services and the Quantexa Community are excited to announce the launch of the Community Training Program: Quantexa User Foundations and Quantexa Technical Foundations!
Powered by the Quantexa Academy, the Community Training Program provides registered Customer and Partner Community Members an opportunity to access the content of the Quantexa User Foundations and Quantexa Technical Foundations programs easily and at no extra cost.
"What I love most about the Community Training Program is the speed of providing access to training materials. This has been particularly useful to client Product Managers and business stakeholders being onboarded onto projects. They can jump right into the topics that interest them. It’s a flexible and accessible approach to learning that is responsive to individual needs." @Manny_Lawal, Technology Account Partner
Benefits for You and Your Team
Reference & Refresher Material: Perfect for revisiting key concepts and keeping skills sharp, especially for those who have previously completed the Academy.
Enhanced Knowledge: A great way for non-end users to build awareness of how their colleagues use the Platform.
Team Development: Share this with your team to expand their knowledge of Quantexa’s functionalities— they may uncover new features or techniques to enhance their work.
Quantexa User Foundations (QUF)
This program introduces the key concepts of the Quantexa Platform through tutorials, demos, and easy-to-follow guides for end-users, such as Analysts and Investigators.
Modules:
- Introduction to Quantexa Decision Intelligence Platform: A high-level introduction to what the Quantexa Platform is and what it does. The module also explains some of Quantexa's capabilities and the benefits it offers to customers looking for a cutting-edge and user-friendly Decision Intelligence Platform.
- Core Concepts: This module introduces the foundational concepts of the Quantexa Platform, including Networks, Documents, and Entities, while exploring features like Search, Investigations, and Scoring to help users understand data structure, Entity Resolution, and Network creation.
- Search: This module provides an in-depth overview of the Quantexa Platform’s Search function, teaching users how to configure Advanced Search Options, construct effective queries, and interpret Search Results to support investigative work.
- Investigations: This module introduces the Quantexa Platform’s User Interface for conducting Investigations, focusing on mapping the 5W process, navigating Network Visualizations, and utilizing features like the Multi-Panel UI, Contextual Search, Scoring Panel, and Entity Lab.
Quantexa Technical Foundations (QTF)
This program introduces some of the more technical components of our Platform, namely Data Fusion (ETL) and Assess (Scoring).
We recommend completing Quantexa User Foundations (QUF) before beginning Quantexa Technical Foundations (QTF).
Modules:
- ETL and Data Fusion: The module covers the key concepts and definitions related to the Extract, Transform, and Load (ETL) process utilizing Data Fusion: Quantexa’s data modeling tool.
- Scoring with Assess: This module introduces you to the key concepts and functionalities of Assess: Quantexa’s Modelling and Scoring capability. The important process of Scoring, which allows you to identify the subjects of interest linked to your data, will be explained in detail.
Learn more:
More information on the Quantexa Academy and Community Training Program can be found in the Community Library:
Important Note: The Community Training Program is a great learning opportunity. However, using the materials on the Quantexa Community does not provide an official accreditation. If you require official accreditation, you will need to complete an official certification program through the Quantexa Academy.
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Re: ✨Welcome to the Quantexa Community✨
Hi all, I'm Kayla! Thought I'd properly introduce myself.
-Current role
: I'm a Lead Data Engineer in Quantexa's Delivery Department. Delivery supports proof of concept and implementation projects for our clients globally.
-Where you're currently based:
Boston, MA
-Background in Tech:
I went to university for physics and biomedicine but left the laboratory and went back to school a few years later to do a masters in data science. I interned at SAP as a software engineer in testing and realized I wanted to do something between the two, finding data engineering at Quantexa in summer 2019.
-Why you joined the Quantexa Community:
I love mentoring and helping people learn and grow — I also still have a lot to learn myself!
Re: ✨Welcome to the Quantexa Community✨
Hello fellow Quantexans! I started Monday, Jan 9, 2023 in the Boston office.