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Use case

Company research

Assembling a picture of an organisation — ownership, filings, news, sanctions exposure, key people — from public sources, with each statement traceable to the page it came from. Used for onboarding, due diligence and competitor tracking.

Source
Editorial ontology entry — no fetched document behind this page
Evidence
none on this page — it links to the pages that hold it
Category
Knowledge and search
Typical risk
medium
Entry
editorial · reviewed 25 Aug 2026

01What this is

Company research is web and registry retrieval with strict provenance. The system runs targeted searches, fetches primary records where they exist (company registries, regulator lists, filings), and composes a briefing where every line points at a document with a retrieval date.

A good deployment prefers registries and regulators over aggregators, marks what it could not verify, dates every claim, and repeats the run on a schedule so a stale briefing is visibly stale. Sanctions and adverse-media checks are treated as screening signals for a human, never as a decision.

The pitfalls are name collisions between similarly named entities, aggregator content presented as primary, and summaries that quietly drop the "as of" date. For regulated onboarding, the output is evidence for a human decision — the system does not approve or reject a counterparty.

Typical data
public filings, news articles, registry records, counterparty data
Solution classes it admits
Enterprise SaaS, Private cloud, Self-hosted

02Deployment options

  • ASSESSMENT

    On a neutral reading of this use case, Self-hosted is a strong alternative, Private cloud is a strong alternative and Enterprise SaaS is conditional.

  • ASSESSMENT

    Read as a generic reading of this page, not a recommendation: no organisation, size, jurisdiction, budget or technical capability has been supplied, so wherever an option depends on one of those, it says "unknown". Ask your own question to get a verdict that accounts for them.

Private cloud

STRONG ALTERNATIVE

Managed model API or private model deployment in your cloud account

  • ASSESSMENT

    Two patterns fit inside one account in a region you name: call a managed foundation-model API such as Amazon Bedrock, Microsoft Foundry / Azure OpenAI, or Vertex AI; or deploy an open-weight model on GPU compute you control. Your application, retrieval layer, storage, identity and logs remain in your cloud boundary in both patterns.

  • ASSESSMENT

    The managed-API pattern can use closed-source frontier models without buying or operating GPUs. It is usually the fastest way to build a custom workflow, but prompts and retrieved context are processed by the managed service, so model availability, retention, abuse monitoring and regional routing must be checked for the exact feature and endpoint.

  • ASSESSMENT

    The private-model pattern gives more control over weights, serving and network paths, and can use managed endpoints or your own containers. It also makes your team responsible for capacity, patches, model upgrades, evaluation and failover.

  • ASSESSMENT

    The cloud provider becomes a data processor in either pattern: you need a DPA, a documented region, and an answer on cross-region routing and where support staff can access the environment from.

  • RECOMMENDATION

    Start with the managed-API pattern when the workflow is custom but model operations are not the source of competitive advantage; move to private model serving only if evaluation, volume, portability or the data boundary justifies the extra operations. Your stated technical capability is "unknown".

Self-hosted

STRONG ALTERNATIVE

Open-weight models on infrastructure you operate

  • ASSESSMENT

    Documents, queries and embeddings stay on machines you own, using an open-weight model whose licence you review. For a brief that involves personal data, that removes a model-API vendor from the data path rather than governing that transfer by contract.

  • ASSESSMENT

    It costs you the operational work instead: a GPU server, Docker, Linux, backups and a patching routine. Your stated technical capability is "unknown", which is the attribute this option most depends on.

  • ASSESSMENT

    No processor agreement, subprocessor list or cross-border transfer assessment is needed for the model itself, because no third party processes the content.

  • RECOMMENDATION

    Recommended where local processing is preferred (you did not say so) and the content is sensitive (personal data).

Enterprise SaaS

CONSIDER IF

Finished closed-source cloud product with enterprise controls

  • ASSESSMENT

    This is a complete vendor application, not a model API: examples include an enterprise assistant, coding copilot or document product with the workflow, interface, connectors and administration already built. It can use closed-source cloud models while requiring no model hosting or application engineering from your team.

  • RECOMMENDATION

    Choose it when the product already performs the actual workflow and its controls meet your requirements. Do not choose it only because its underlying model is strong: a finished SaaS product is less flexible than building against a managed API when your process, integrations or review steps are organisation-specific.

  • ASSESSMENT

    Vendor commitments are treated as unverified until we have fetched the page that makes them. Until then this option carries questions to ask, not assurances: a signed data processing agreement covering the data you will actually put in; a documented data residency commitment naming the region, in the contract rather than a blog post; a written no-training commitment for your content, including uploads and connected sources; stated retention periods and a deletion path you can exercise; an administrative audit log you can export, and SSO with group-based access control.

  • RECOMMENDATION

    No jurisdiction was named, so this is the check rather than the conclusion: compare the vendor's stated processing locations and subprocessor list against the cross-border transfer rules wherever you operate before uploading anything.


03Deployment stacks

0 published

No deployment stack has been written up for this use case yet.


04Tools by hosting option

2 tools

05Compliance hot spots

This use case usually raises personal data, sector rules, transparency, auditability, terms-of-service restrictions, copyright.

Personal data
No published jurisdiction page names this topic yet
Sector rules
No published jurisdiction page names this topic yet
Transparency
No published jurisdiction page names this topic yet
Auditability
No published jurisdiction page names this topic yet
Terms-of-service restrictions
No published jurisdiction page names this topic yet
Copyright
No published jurisdiction page names this topic yet

06Example questions

Each of these opens the question box with the text already in it. The answer is researched for your organisation, not for this page.

  1. 01Research a prospective client before we onboard them.
  2. 02Summarise a competitor from public filings and news.
  3. 03Build a due-diligence briefing with sources for every claim.

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From the field

0 deployments · 0 questions

Nobody has reported deploying this here yet, and no question has been opened against this page. Both appear once a reviewer accepts them.