SOLUTIONS / COMPANY INTELLIGENCE ANALYST
Research the companies
behind a business decision.
Bring together legal-entity records, financial filings, peer comparisons and sector data for a company review, account meeting or recurring update.
- GLEIF identity
Resolve the legal entity
- Reported company facts
Keep the filing and period
- Sector measures
Choose a comparison basis
Entity record → Reported findings → Management questions
IDENTITY BEFORE SYNTHESIS
Make sure the records refer to the right company.
A group can have several subsidiaries, trading names and reporting entities. Match the legal entity and reporting period before adding a filing or comparing financial results.
Our source index includes GLEIF legal-entity data and SEC EDGAR filings and company facts. GLEIF parent relationships help identify reported connections; financial consolidation still needs to follow the relevant reporting basis.
THE COMPANY DOSSIER
What a company review includes.
| Part of the dossier | Analytical treatment | Useful question for the reviewer |
|---|---|---|
| Entity record | Record the legal name, identifier and relationship to the business being discussed. | Are these facts about the company we mean? |
| Reported facts | Keep filing references, units, periods and the reporting basis. | Which changes are comparable across periods? |
| Peer selection | State why the chosen organisations or business segments belong together. | Is the comparison driven by business model, geography or size? |
| Sector context | Add relevant industry, labour or macroeconomic measures. | What context could explain the reported movement? |
| Management questions | Separate sourced findings from the explanations still to test. | What would a direct discussion need to resolve? |
SOURCE ENTRY POINTS
Sources for identity, filings and account context.
GLEIF
Legal-entity identities represented in the source index.
Inspect GLEIF 02SEC EDGAR
Company facts and filing evidence for applicable US reporting entities.
Inspect SEC sources 03CRM context
An approved account set can supply the internal business question and account mapping.
Read the Salesforce approachTHE NEXT USE
Go into the meeting with better questions.
The report highlights changes in reported results, explains the peer selection and identifies the questions to put to management or the account team. A recurring review can retain that company set and update the evidence.
See how workflow runs retain the inputsAPPLICATION DESIGN
Use company intelligence inside your enterprise process.
A custom application can connect entity research to your account records, present findings in the context of a review and record the next step. Evidence OS provides selected data and analytical capabilities; the project adds the interface, identity mapping and business-system integrations.
See how to extend Evidence OS