> For the complete documentation index, see [llms.txt](https://docs.dataplex-consulting.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dataplex-consulting.com/data-catalog/facilityguard-app/quickstart.md). # Quickstart From install to a populated change watchlist in about 10 minutes. {% hint style="info" %} **Prerequisites:** a Snowflake role that can install Marketplace apps, and read access to a table holding your facility list (one row per facility, with its CMS Certification Number, or CCN). Installing the app requires no account-level privileges, and FacilityGuard reads nothing in your account until you connect a facility list in step 3. In a hurry, or don't have your list ready? Skip to the [demo](#prefer-to-try-it-first) and be exploring real data in two clicks. {% endhint %} ## 1. Install the app Get FacilityGuard from the Snowflake Marketplace and install it into your account. When the install finishes, open the app from **Data Products → Apps** in Snowsight. You'll land on the **Portfolio setup** page. ## 2. Give your team access FacilityGuard installs with two roles you grant to your own team: | Role | For | Can | | --------- | ------------------- | ------------------------------------------------------------------------------------ | | **User** | Analysts, reviewers | Browse the watchlist, ownership chains, and portfolio health; record reviews; export | | **Admin** | Admins | Everything above, plus connecting a facility list and mapping columns | An account admin grants these in Snowsight, for example: ```sql GRANT APPLICATION ROLE .app_user TO ROLE ; GRANT APPLICATION ROLE .app_admin TO ROLE ; ``` `` is whatever your admin named FacilityGuard at install. ## 3. Connect your facility list On the Portfolio setup page, choose **Connect your facility list**. Snowflake's own grant dialog opens: pick the table or view that holds your facility list, and **Save**. The grant is **read-only SELECT on that one table**: FacilityGuard can see nothing else in your account, and you can revoke or reconnect a different table at any time. The setup page then confirms the connection, naming the exact table you picked and how many rows and columns it found. Any table with one row per facility works. The one required field is the **CCN**; a facility-name column is helpful for display. **Required table shape** (one row per facility): | Column | Type | Required | Notes | | ------------- | ---- | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- | | CCN | TEXT | Yes | 6-character CMS Certification Number. Store as **text**: CCNs can have leading zeros that a number column would strip; FacilityGuard restores them automatically. | | facility name | TEXT | No | Display only. | Sample rows: ``` CCN | FACILITY_NAME 265456 | Pleasant Valley Care Center 015009 | Riverside Nursing & Rehabilitation ``` {% hint style="success" %} **Prefer to try it first?** The setup page offers a bundled **demo portfolio of 14 real, public CMS facilities**, hand-picked to show every coverage state: fully-disclosed, private-equity-owned, dead-end, partial, and not-yet-in-the-enrollment-data. Choose **Use demo portfolio and continue →** to explore genuine ownership chains, a live change watchlist, and the coverage breakdown before connecting your own CCNs. {% endhint %} ## 4. Map your CCN column Point FacilityGuard at your CCN column (and optionally a facility-name column), then choose **Save mapping**. The page shows a match meter (how many of your rows read as valid 6-character CCNs) so you can confirm the mapping before binding. ## 5. Bind your portfolio Choose **Bind portfolio**. Binding matches your CCNs against the CMS universe and, only then, renders the **coverage panel**: how many facilities resolved, and, facility by facility, what the federal filings can and cannot tell you about each one (fully disclosed, partial, dead-end, or no enrollment data).
FacilityGuard portfolio setup showing the connected table, CCN mapping, and coverage panel
The coverage panel puts disclosure limits up front: before you rely on the watchlist, you already know which facilities have complete disclosed chains and which dead-end in the filings. On a trial, portfolios are capped; if your table holds more facilities than your plan allows, FacilityGuard binds a set and reports the over-cap count; nothing is silently dropped. ## 6. Review your watchlist Open **Change watchlist**. It fills immediately from the full detection history: every ownership change for your bound facilities, graded so the validated low-noise signal leads and noisier disclosure churn stays one filter away. A quiet portfolio is normal: the strong-signal baseline is roughly 1% of facilities per month, so a 25-facility book may surface an alert only every few months. The history is how you evaluate the product: replay what would have alerted over the past couple of years. **How to confirm it's working:** the **run log** on the Settings & export page records your bind with the exact source dates it used. If it shows your bind, FacilityGuard is wired up, and a portfolio with **zero current alerts is an expected outcome, not an error**. Widen the date range or include the watchlist tier to replay more history. ## Troubleshooting ### The table picker doesn't show my facility table **Cause:** the role you're using in Snowsight can't read that table, or you don't hold FacilityGuard's Admin role. **Fix:** 1. Switch to a role that can read the facility table. 2. Confirm the Admin role was granted to that role (step 2). 3. Re-open **Connect your facility list**. The picker lists only tables your current role can see. ### Fewer facilities bound than my table holds **Cause:** your portfolio is over your plan's facility limit, or some CCNs didn't match the CMS universe. **Fix:** 1. Check the bind summary: the over-cap count and any unmatched CCNs are reported explicitly. 2. Verify unmatched CCNs are real 6-character facility CCNs (typos won't match). 3. To bind a larger book, see [Security & Plans](/data-catalog/facilityguard-app/security-and-plans.md). ### A facility shows "no ownership data" **Cause:** expected for part of the universe: the facility isn't in the current CMS snapshot, or its enrollment discloses no ownership. The filings simply go no further. **Fix:** treat the flag as the finding. Absence of federal disclosure is itself information, and FacilityGuard shows it rather than hiding it. ### The change watchlist looks empty **Cause:** a small, stable portfolio. At the \~1%-per-month baseline, months with zero alerts are normal. **Fix:** widen the date range to the full history (a couple of years) to see the replay, and include the watchlist tier alongside the strong signal for lower-stakes moves. ## Next steps * Tour the five screens in workflow order: [Using the App](/data-catalog/facilityguard-app/using-the-app.md) * Understand the grades, the backtest, and the coverage limits: [Methodology](/data-catalog/facilityguard-app/methodology.md) * See what FacilityGuard monitors: [What FacilityGuard Checks](/data-catalog/facilityguard-app/data-dictionary.md) *** **FacilityGuard docs:** [Overview](/data-catalog/facilityguard-app.md) · [Using the App](/data-catalog/facilityguard-app/using-the-app.md) · [Methodology](/data-catalog/facilityguard-app/methodology.md) · [What FacilityGuard Checks](/data-catalog/facilityguard-app/data-dictionary.md) · [Security & Plans](/data-catalog/facilityguard-app/security-and-plans.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.dataplex-consulting.com/data-catalog/facilityguard-app/quickstart.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.