Summary

Segments allow you to see various fields of data laid out in a structure that is meaningful to you, and aligns with your firm's methodology.

Segments can be created within the library. When in use, your team can leverage these pre-populated, key segments in a repeatable and efficient manner across their engagements. The segments created within a library are automatically available for use in analyses using that library.

Learn how to manage segments for your team in the library.

• View a segment
• Create a segment
• Edit a segment
• Delete a segment
  
  

Configuration details

You must be an App Admin to view and manage segments in the library.

Go to segments in the library

1. Open the MindBridge sidebar ( ).
2. Select Admin ( ) near the bottom of the sidebar.
3. Go to the Libraries tab.
4. Open the Actions menu in line with the library you want to view.
5. Select View library.
   You will go to the Library details tab on the Libraries page.
6. Go to the General ledger tab.
7. Select Segments from the menu on the left.
   You will go to the Segments section.

View a segment

Select the chevron icon ( ) in line with a segment to reveal its details. You will see the data fields and columns that the segment will use, as well as the structure of the data fields as presented in analysis results.

Find a segment

Enter a full or partial search term into the search bar, then press enter/return on your keyboard or select the magnifying glass icon ( ). 

Create a segment

You can create segments in the library as needed. New segments will be made available to all engagements using the library.

1. Select Create segment near the top right of the screen.
   A pop-up window appears, populated with default segment settings.
2. If you want to start with a blank slate, select Clear all in the top-right corner of the window.
3. Enter a unique segment name.
4. Select data fields to include in the segment via the checkboxes.
   When you select a data field to include, it is added to the bottom of the Arrange data structure section on the right.
   Deselect boxes to remove fields from the segment.
5. Select columns to include in the segment via the checkboxes.
   Deselect boxes to remove columns from the segment.
6. Arrange the data structure with the grab handles (  ) or use the arrows (  /  ) to move data fields around one row at a time.
7. If you want to see a visual indication of risk within the segment table, toggle Display cell visuals to Yes — otherwise the table will display text-only data.
8. When you are satisfied with your segment, Save it.
   The segment is added to the library and you will go back to the Segments screen.

Select Cancel any time to discard your changes and go back to the Segments screen.

Edit a segment

You can edit segments in the library as needed. Changes are applied to all engagements using the library.

1. Select the edit icon ( ) in line with the segment you want to update.
   A pop-up window appears.
2. Adjust the segment as desired (refer to steps 2 through 6 in create a segment).
3. When you are satisfied with your segment, Save it.
   You will return to the library segments screen.

Select Cancel any time to discard your most recent changes and go back to the Segments screen.

Delete a segment

You can delete segments in the library as needed. Once deleted, the segment will be removed from all engagements using the library.

1. Select the delete icon ( ) in line with the segment you want to delete.
   A confirmation window appears.
2. Select Delete to permanently delete the risk segment.
   The segment is deleted and you will go back to the Segments screen.

Select Cancel to go back to the Segments screen without deleting the segment.

Anything else on your mind? Chat with us or submit a request for further assistance.

Related articles

• Understand risk segmentation
• Risk segmentation dashboard: Overview