# Questions? We have answers. ## Summary Populations allow you to segment and organize analysis results in MindBridge. You can use them to **exclude** entries that you know are not risky (e.g., monthly accrual reversals) or are tested separately (e.g., equity). You can also create populations to help you better **focus** your attention on specific areas or business processes of interest. Once you have a population set up, you can use the **Populations** [filter](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#01H8EYBRAFAPPHWT1PV3HNE3NG) to find or exclude entries on the _Risk segmentation_ and _Data table_ dashboards. This can help to provide deeper insights by reducing noise in your analysis. Learn about creating and managing populations in the analysis settings below. - [Create a new population](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#h_01GYWW6XEFDPBC6YRSY5NXR4AH) - [View summary statistics](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#h_01GYWTW1XYQSV2RK7RJSK7Q5W6) - [Edit a population](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#h_01GYWW7BMMC4VK63QXHTQ5W19X) - [Disable/Enable a population](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#h_01GYWW7QMH04TDHB0MD6XRYPFW) - [Delete a population](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#h_01GYWW7WKVC549CE4XN0AWWK2C) **Note:** The _Analysis settings_ page contains populations created in the [library](https://support.mindbridge.ai/hc/en-us/articles/13640339540631), [within the analysis](https://support.mindbridge.ai/hc/en-us/articles/14172456052503), and within the [analysis settings](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#h_01GYWW6XEFDPBC6YRSY5NXR4AH). Changes made to the analysis settings will override engagement and library settings **within the given analysis**, but will not affect the original populations. ## Overview The Populations tab within the analysis settings displays all available populations within the analysis. Populations are grouped using the following hierarchy: 1. **Library**: Populations that were [created in the library](https://support.mindbridge.ai/hc/en-us/articles/13640339540631) used by your engagement. 2. **Engagement**: Populations that were [added to the engagement](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#01H8EYBRAFXHQZ5KCK3MZQX5X3) from an analysis. 3. **Analysis**: Populations that were [created within the analysis](https://support.mindbridge.ai/hc/en-us/articles/14172456052503) or the [analysis settings](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#h_01GYWW6XEFDPBC6YRSY5NXR4AH) — these may be added to the engagement for use across all analyses within the engagement. ### Search for a population Enter a full or partial search term into the **search bar**, then press **enter/return** on your keyboard or select the **magnifying glass** icon ( ). ### Filter for populations You can find populations created by a specific user. Open the **Created by** menu and select the user whose populations you want to find. ### Sort populations Populations within each category can be organized in different ways. Open the **Sort** menu and select: - **Last updated**: Populations are sorted by time of last update, with the population updated most recently appearing at the top. - **Created**: Populations are sorted by date of creation, with the newest population appearing at the top. - **Name**: Populations are sorted alphabetically from A to Z. ### View populations Use the **chevron** icon ( ) left of the population name to reveal details about it. You will see: - The name of the population - Indication that the population was modified (if applicable) - Indication that the population has been disabled (if applicable) - A timestamp detailing when the population was added to the engagement settings (or when it was last modified) and by whom - A brief description of the population or an explanation of its purpose - The unique conditions (such as accounts) used to define the population ## Create a population in the analysis settings You can add [analysis populations to the engagement settings](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#01H8EYBRAFXHQZ5KCK3MZQX5X3), allowing you to use them in other analyses within the same engagement. ### Step 1: Define the population 1. Select **Create population**. A pop-up window appears. 2. Enter a unique population **name**. 3. Enter or select the **category** that your population should belong to. If categories have not yet been defined, enter a new category name now and press **enter/return** on your keyboard to save it. 4. Enter a **description** of the population to help your team understand its purpose (maximum 250 characters). ### Step 2: Add conditions 1. If you want to apply conditions from an existing population, select a **base population**. 2. **Add a condition** from the available population options. 3. When you are satisfied, **Add** or **Apply** the condition to the population. 4. To add an "or" statement, **Add a condition** to the same row. 5. To add an "and" statement, **Add a condition** to the next row. 6. Select **Add row** to add additional "and" conditions. For example, if you select **Assets** "and" **High risk** **2 Digit Benford**, MindBridge will display all entries related to Assets that caused the 2 Digit Benford control point to receive a high score. #### **Remove conditions (optional)** 1. Select the **X** icon beside the specific condition you want to delete. 2. To remove a whole row of conditions, select the **delete** icon ( ). ### Step 3: Include/Exclude population conditions By default, conditions are the criteria that will be **included** in the population (indicated by the word "is" to the left of the condition), but you can also create populations that **exclude** specific entries. 1. To add a condition that excludes specific data, select the word **is** in the condition field. 2. Select **is not** from the menu. For example, if you want to create a population that excludes all Asset accounts, the condition should be set to " **is not** Account Assets". ### Step 4: Generate summary statistics 1. Select **Generate statistics** to see a [visual summary of the population](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#h_01GYWTW1XYQSV2RK7RJSK7Q5W6). 2. Check the box next to **Add population to engagement** to make it available for use in all other analyses within the engagement. ### Step 5: Finalize the population When you are satisfied, select **Create population**. The population will be added to the analysis and you will go back to the Populations tab. **Note:** Some populations require additional processing before you can use them on the risk segmentation dashboard. Select **Generate population data**. You will be notified when the population can be used on the [Risk segmentation](https://support.mindbridge.ai/hc/en-us/articles/7649968253975) dashboard. Select **Cancel** any time to discard your changes and go back to the Populations tab. ### Share a population with the engagement Populations created within the current analysis can be shared with the engagement settings, which allows other completed analyses within the engagement to use the population. There are a few ways to add analysis populations to the engagement settings: - When creating or editing a new population in the analysis settings (or when [creating a new population on the data table](https://support.mindbridge.ai/hc/en-us/articles/360056334874)), check the box next to **Add population to engagement**, near the bottom of the creation or editing window. - In the analysis settings, open the **more actions menu** ( ) in line with the analysis population and select **Share with engagement**. Using either of these methods, a **point-in-time copy of the population** will appear within the engagement settings (its name will contain a numerical suffix to indicate that it is a copy). This copy will be shared to the analysis settings of all other **run analyses** within the engagement. Analysis settings are unique to each analysis, so if an analysis population that was previously shared with the engagement is edited, it will not impact the copy that exists within the engagement settings. For example, suppose you have 2 analyses in your engagement, "Analysis 1" and "Analysis 2." You could create population "X" in Analysis 1 and share it with the engagement. A copy called "X (1)" would appear in the engagement settings, and could then be selected for use in Analysis 2. However, if you then edited population X in Analysis 1, those changes would not be reflected in population X (1) in Analysis 2, and vice versa. To use the edited version of population X in Analysis 2, you must share the newly edited version with the engagement. Once re-shared, the engagement settings would contain population X (1) (the originally shared population), as well as the edited version (in this case, if the population name was not changed, it would be called "X (2)"). Similarly, if a population was deleted from an analysis, any versions of it that were shared with the engagement would be unaffected — if desired, these can be disabled within the engagement settings. ## Summary statistics Summary statistics give you high-level insight into the scope and impact of your population. When creating or editing a population, select **Generate statistics** to see a visual summary of the population. - **Total entries**: The total number of entries within the population - **Gross activity**: The total value of the population - **Total debit**: The total debit value of the population - **Total credit**: The total credit value of the population - **Average MindBridge score**: The MindBridge score averaged across the population - **% of $ value in high risk**: The percentage of high risk monetary values in the population - **% of $ value in med. risk**:The percentage of medium risk monetary values in the population - **% of $ value in low risk**:The percentage of low risk monetary values in the population - **High risk entries**: The number of high risk entries in the population - **$ value in high risk**: The total value of high risk entries in the population - **Med. risk entries**: The number of medium risk entries in the population - **$ value in med. risk**: The total value of medium risk entries in the population - **Low risk entries**: The number of low risk entries in the population - **$ value in low risk**: The total value of low risk entries in the population **Note:** You can continue to add, remove, and update conditions after generating the summary statistics. To see the impact of your changes, simply generate new summary statistics. ## Edit a population You can edit analysis populations as needed. When an engagement or library population is edited, MindBridge creates a copy in the analysis settings that can be updated as needed without affecting the original population. 1. Open the **more actions menu** ( ) in line with the population you want to edit. 2. Select **Edit population**. 3. Follow steps in [create a population](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#h_01GYWW6XEFDPBC6YRSY5NXR4AH) above to edit the population. 4. When you are satisfied, **Save** your work. The population is updated and you will go back to the Populations tab. ## Disable/Enable a population You can disable and enable populations within an analysis as needed. 1. Open the **more actions menu** ( ) in line with the population you want to disable or enable. 2. Select **Disable population** to disable any active population. The population will be disabled, and will not be available for use in the analysis. Disabled populations are indicated with a _Disabled_ status indicator. 3. Select **Enable population** to enable any inactive population. The population will be enabled, and will be available for use in the analysis. The _Disabled_ status disappears when a population is enabled. ## Delete a population You can delete analysis populations as needed. Once deleted, the population will not be available for use in the analysis. 1. Open the **more actions menu** ( ) in line with the analysis population you want to delete. 2. Select **Delete population**. A confirmation window appears. 3. To permanently delete the population, select **Delete**. The population is deleted and you will go back to the Populations tab. **Note:** Library and engagement populations cannot be deleted, but can be [disabled](https://support.mindbridge.ai/hc/en-us/articles/13640243477015-Analysis-settings-Populations#h_01GYWW7QMH04TDHB0MD6XRYPFW).