Research a person or organization

Saved profiles bring together your notes, sources and research about one subject.

Steps

  1. Open the entity or saved profile and review its name and context.
  2. Open person research or generate the organization’s Research report.
  3. Check the report’s citations and identity assessment. A Likely match or Ambiguous identity needs extra checking.
  4. For person research, review and save the completed report. Organization research can continue in the background and saves to its profile.

Done when: The intended profile contains the reviewed report.