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Org Intelligence Reports

Org Intelligence reports are special report types in the Aggregator that compare formal structures (roles, relationships, OKRs) with lived interaction signals from external systems.

Prerequisite: “Org Intelligence” data node switched on + at least one configured data source + person mapping for meaningful results.

Shows per person how well their actual interactions align with formally assigned relationships.

ValueMeaning
> 60%High alignment — formal role is being lived
30–60%Partial alignment
< 30%Low alignment — formal role possibly inactive

Identifies formal relationships (interfaces between teams/roles) for which no interaction signals exist. High silo rate = formally defined collaboration isn’t happening.

Detects persons who play a central role in the interaction graph (high number of strong connections) but have no formal leadership role. These persons informally coordinate and are often critical for information flow.

Formal vs. Lived (signals_vs_formal) — Org Gap Analysis

Section titled “Formal vs. Lived (signals_vs_formal) — Org Gap Analysis”

Detects differences between the lived organization (actual interactions, aggregated from all configured sources) and the defined organization (structures in roleALPHA). Three gap types:

TypeMeaningDetection Logic
UndocumentedCollaboration exists in practice but is not formally definedAggregated signal weight person↔entity > 0.4 with no formal assignment in rA
ContradictoryLived interactions contradict the formal assignment> 60% of a person’s interactions occur outside their formal team
IneffectiveDefined structure in rA is not livedEntity exists in rA, but cross-source weight < 0.1 over 90 days
  • Org Gaps tab (/signals → Org Gaps): Full overview of all gaps in the tenant — filterable by type and entity type
  • Entity detail panel: Direct gap analysis for a single entity (visible only to platform_admin and tenant_admin)

Every finding contains:

  • Interaction count from real signal data (no estimation)
  • sourceDiversity: How many independent sources (e.g. MSGraph + Confluence + Web = 3) confirm the finding
  • Source URLs (for web crawler signals): direct links to the crawled pages

A finding never appears without interactionCount ≥ threshold. Descriptions always show concrete numbers, e.g. “Person appeared 14 times informally with ‘Budget Planning’”.

The analysis evaluates all signal sources together — MSGraph, Confluence, SharePoint, Jira, CSV, web crawler. Only through combining multiple independent sources with high sourceDiversity do findings become reliable.

These thresholds belong to the Org Gap Analysis (Org Gaps tab / entity detail panel, powered by services/ra-signals) — not the minWeight/leaderMinEdgeCount parameters of the signals_* aggregator reports described below under “Configurable Parameters”. Both systems evaluate signal data but are separate code paths with separate thresholds — don’t confuse the two.

ParameterDefault
Undocumented: Min. weight0.4
Contradictory: Outside share> 60%
Ineffective: Max. weight< 0.1 over 90 days
General: Min. interactions5 (configurable)

Shows which persons (measured by interaction strength) are most active — enabling manual comparison with OKR targets.

  1. Open the Aggregator (/aggregator).
  2. Click New Report.
  3. Choose one of the signal report types (only visible when the Org Intelligence data node is switched on).
  4. Give it a name and save.
  5. Execute the report.

Each signals_* report optionally reads the following fields from its config:

ParameterMeaningDefault
minWeightMinimum edge weight loaded from ra-signals0.1
leaderMinEdgeCountMinimum edge count for a person to count as an informal leader (signals_leaders, signals_vs_formal)3
filtersFilters (same shape as the aggregator builder: field path/operator/value), applied to the computed result rows—
groupByCollapses the result rows into counts-per-group instead of passing them through individually—

API/MCP only: the report builder wizard currently has no editor for signal report configs (only for builder reports). Set these parameters directly via PUT /api/aggregator/reports/:reportId with config: { minWeight: 0.3, ... }.

Every result carries, in addition to its type-specific detail fields (items/silos/leaders/persons/summary), a rows/columns pair — the same generic table/chart shape as builder reports. Use Chart type: Table for the clearest view.

The more persons are mapped, the more meaningful the reports are. Persons without a mapping (no personUuid) don’t appear in the result. Check the mapping status under Person Mapping.