Findings
How client research findings are produced, organised, and what confidence means.
A finding is a discrete, factual claim about a prospect extracted from public sources during a research run.
What a finding looks like
Each finding has:
- Topic: the category it belongs to, as defined by the methodology (for example, Technology fit, Budget signals, Buying team).
- Claim: a specific statement about the prospect.
- Source: a URL or document reference from which the claim was extracted.
- Confidence: a 0-100 indicator of how well the source supports the claim.
How findings are produced
During a research run, the agent:
- Searches for public information about the prospect using their domain and legal name.
- Fetches and reads web pages and documents.
- Extracts claims that are relevant to the methodology criteria.
- Deduplicates near-identical claims across sources.
- Assigns each claim to a topic and gives it a confidence score.
Confidence
Confidence reflects the quality of the source evidence:
- High confidence (70-100): the source directly states the claim and is authoritative.
- Medium confidence (40-69): the claim is inferred from indirect evidence.
- Low confidence (0-39): the claim is speculative or the source is weak.
Low-confidence items are included because they may still be useful context, but they carry less weight in scoring.
Deduplication
If the same fact appears in multiple sources, the agent merges them into a single item with the highest-confidence source as the primary reference.
Flagging
From the inspector you can:
- Mark as incorrect: excludes the item from future scoring.
- Mark as key: surfaces the item at the top of the report.