> ## Documentation Index
> Fetch the complete documentation index at: https://docs.altss.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Requesting a bounded task

> Prepare a research question for manual commercial and rights review.

<Note>
  **Current availability:** Reviewed bounded request. **Execution:** Manual / scoped. **Automated invocation:** Not currently available. **API endpoint:** None. **MCP execution:** None.
</Note>

<Note>
  **Current availability:** Reviewed bounded request. **Execution:** Manual / scoped. **Automated invocation:** Not currently available. **API endpoint:** None. **MCP execution:** None.
</Note>

Each template maps to an existing canonical task. Scope and source rights are reviewed before agreement, payment and accepted work.

## Compare tasks

| Task                                                                       | When to use                                                                                                                              | Required input                                                                                           | Output                                                             | Maximum scope                                      |
| -------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------ | -------------------------------------------------- |
| [Company research](/tasks/company-research)                                | Use when you know the company and need to understand its activity, people, ownership or transaction context before a next research step. | Company name and website or another identifying reference; One research objective; Intended use          | A sourced research brief with evidence and limitations             | One organization and one agreed question           |
| [Fit assessment](/tasks/fit-assessment)                                    | Use when you have an identified organization and explicit criteria. No fit score or predicted interest is inferred.                      | One identified organization; Supplied objective or criteria; Intended use                                | An evidence-backed fit assessment, unknowns and citations          | One organization against supplied criteria         |
| [Ownership research](/tasks/ownership-research)                            | Use when you need to distinguish a parent, sponsor or acquisition relationship from an unresolved control question.                      | Company name and domain or another identifying reference; One ownership research objective; Intended use | A sourced research brief with evidence and limitations             | One organization and one agreed question           |
| [Family-office and investor research](/tasks/investor-research)            | Use before deciding what additional investor research or preparation is needed.                                                          | One identified investor organization; Research objective; Intended use                                   | A sourced research brief with evidence and limitations             | One organization and one agreed question           |
| [Institutional allocator research](/tasks/institutional-investor-research) | Use to distinguish stated preferences, allocations and recorded commitments before further diligence.                                    | One institutional organization; One research objective; Intended use                                     | A sourced research brief with evidence and limitations             | One organization and one agreed question           |
| [Transaction-context research](/tasks/transaction-context-research)        | Use when the participants, event dates or disclosed amounts need explanation.                                                            | One company or organization; One transaction-context question; Intended use                              | A sourced research brief with evidence and limitations             | One organization and one agreed question           |
| [Relationship-context research](/tasks/relationship-context-research)      | Use to understand why a connection is shown and what your team should review next.                                                       | One target organization; One relationship question; Intended use                                         | A sourced research brief with evidence and limitations             | One organization and one agreed question           |
| [Market map / shortlist](/tasks/market-map)                                | Use when you need a small research shortlist rather than an unrestricted database search.                                                | Market and geography; Inclusion criteria; Requested result count within published scope; Intended use    | A bounded selection with a reason and sources for each result      | Up to 10 organizations in one agreed market        |
| [Watchlist review](/tasks/watchlist-review)                                | Use for a scoped review of your existing list; it is not a live Monitor service.                                                         | Authorized supplied organization list; Review question; Intended use                                     | A scoped review of the supplied organizations and sources          | Up to 10 supplied organizations                    |
| [Evidence pack](/tasks/evidence-pack)                                      | Use when the supporting sources and their limits matter more than an additional narrative.                                               | One organization or question; Intended use                                                               | An organized set of relevant citations and evidence notes          | One question and up to 10 sources                  |
| [Scoped investigation](/tasks/scoped-investigation)                        | Use when the research question needs a scope decision before accepted work.                                                              | One organization; Defined question and permitted scope; Intended use                                     | An agreed research report with provenance and unresolved questions | One organization and an explicitly agreed question |

## Inputs and scope

<AccordionGroup>
  <Accordion title="Company research">
    Request a sourced brief on one company and one agreed research question.

    **Canonical task ID:** `organization-research`

    **When to use:** Use when you know the company and need to understand its activity, people, ownership or transaction context before a next research step.

    **Required input**

    * Company name and website or another identifying reference
    * One research objective
    * Intended use

    **Output**

    * Company identity
    * Available ownership context
    * Relevant people
    * Selected transaction context
    * Evidence
    * Unknowns and limitations

    **Maximum scope:** One organization and one agreed question

    **Current availability:** MANUAL\_REVIEWED\_REQUEST; automatedInvocation=false.

    [Read the template](/tasks/company-research) · [Prepare this request](https://altss.com/subscribe?product=agents-scoped-task\&source=/agents\&task=organization-research)
  </Accordion>

  <Accordion title="Fit assessment">
    Assess one organization against supplied criteria, with evidence and unresolved questions.

    **Canonical task ID:** `fit-assessment`

    **When to use:** Use when you have an identified organization and explicit criteria. No fit score or predicted interest is inferred.

    **Required input**

    * One identified organization
    * Supplied objective or criteria
    * Intended use

    **Output**

    * Entity identity
    * Assessment against supplied criteria
    * Supporting facts and evidence
    * Unresolved criteria
    * Limitations and rights

    **Maximum scope:** One organization against supplied criteria

    **Current availability:** MANUAL\_REVIEWED\_REQUEST; automatedInvocation=false.

    [Read the template](/tasks/fit-assessment) · [Prepare this request](https://altss.com/subscribe?product=agents-scoped-task\&source=/agents\&task=fit-assessment)
  </Accordion>

  <Accordion title="Ownership research">
    Research recorded ownership context around one identified company.

    **Canonical task ID:** `organization-research`

    **When to use:** Use when you need to distinguish a parent, sponsor or acquisition relationship from an unresolved control question.

    **Required input**

    * Company name and domain or another identifying reference
    * One ownership research objective
    * Intended use

    **Output**

    * Company identity
    * Recorded parent or ownership context
    * Supporting registry or filing evidence
    * Unknown control questions

    **Maximum scope:** One organization and one agreed question

    **Current availability:** MANUAL\_REVIEWED\_REQUEST; automatedInvocation=false.

    [Read the template](/tasks/ownership-research) · [Prepare this request](https://altss.com/subscribe?product=agents-scoped-task\&source=/agents\&task=organization-research)
  </Accordion>

  <Accordion title="Family-office and investor research">
    Request sourced research on one family office or investor organization.

    **Canonical task ID:** `organization-research`

    **When to use:** Use before deciding what additional investor research or preparation is needed.

    **Required input**

    * One identified investor organization
    * Research objective
    * Intended use

    **Output**

    * Organization identity
    * Recorded people and roles
    * Available investment and fund context
    * Evidence and unknowns

    **Maximum scope:** One organization and one agreed question

    **Current availability:** MANUAL\_REVIEWED\_REQUEST; automatedInvocation=false.

    [Read the template](/tasks/investor-research) · [Prepare this request](https://altss.com/subscribe?product=agents-scoped-task\&source=/agents\&task=organization-research)
  </Accordion>

  <Accordion title="Institutional allocator research">
    Research one institutional allocator and its available investment context.

    **Canonical task ID:** `organization-research`

    **When to use:** Use to distinguish stated preferences, allocations and recorded commitments before further diligence.

    **Required input**

    * One institutional organization
    * One research objective
    * Intended use

    **Output**

    * Allocator identity and people
    * Available fund/manager context
    * Commitments or reported positions
    * Evidence and limitations

    **Maximum scope:** One organization and one agreed question

    **Current availability:** MANUAL\_REVIEWED\_REQUEST; automatedInvocation=false.

    [Read the template](/tasks/institutional-investor-research) · [Prepare this request](https://altss.com/subscribe?product=agents-scoped-task\&source=/agents\&task=organization-research)
  </Accordion>

  <Accordion title="Transaction-context research">
    Research selected transaction context around one company or organization.

    **Canonical task ID:** `organization-research`

    **When to use:** Use when the participants, event dates or disclosed amounts need explanation.

    **Required input**

    * One company or organization
    * One transaction-context question
    * Intended use

    **Output**

    * Subject identity
    * Recorded transaction type/date
    * Supported participants and roles
    * Disclosed amount with currency where known
    * Sources and unknowns

    **Maximum scope:** One organization and one agreed question

    **Current availability:** MANUAL\_REVIEWED\_REQUEST; automatedInvocation=false.

    [Read the template](/tasks/transaction-context-research) · [Prepare this request](https://altss.com/subscribe?product=agents-scoped-task\&source=/agents\&task=organization-research)
  </Accordion>

  <Accordion title="Relationship-context research">
    Explain a recorded connection or research lead around one target organization.

    **Canonical task ID:** `organization-research`

    **When to use:** Use to understand why a connection is shown and what your team should review next.

    **Required input**

    * One target organization
    * One relationship question
    * Intended use

    **Output**

    * Target and relevant parties
    * Typed connection and why it exists
    * Supporting evidence
    * Separately authorized customer context if agreed
    * Unknowns and customer-owned next action

    **Maximum scope:** One organization and one agreed question

    **Current availability:** MANUAL\_REVIEWED\_REQUEST; automatedInvocation=false.

    [Read the template](/tasks/relationship-context-research) · [Prepare this request](https://altss.com/subscribe?product=agents-scoped-task\&source=/agents\&task=organization-research)
  </Accordion>

  <Accordion title="Market map / shortlist">
    Request a bounded selection against a supplied market definition.

    **Canonical task ID:** `bounded-shortlist`

    **When to use:** Use when you need a small research shortlist rather than an unrestricted database search.

    **Required input**

    * Market and geography
    * Inclusion criteria
    * Requested result count within published scope
    * Intended use

    **Output**

    * Selected organization identities
    * Reason for inclusion
    * Evidence per result
    * Unknowns and limits

    **Maximum scope:** Up to 10 organizations in one agreed market

    **Current availability:** MANUAL\_REVIEWED\_REQUEST; automatedInvocation=false.

    [Read the template](/tasks/market-map) · [Prepare this request](https://altss.com/subscribe?product=agents-scoped-task\&source=/agents\&task=bounded-shortlist)
  </Accordion>

  <Accordion title="Watchlist review">
    Review an authorized supplied organization list against one question.

    **Canonical task ID:** `watchlist-review`

    **When to use:** Use for a scoped review of your existing list; it is not a live Monitor service.

    **Required input**

    * Authorized supplied organization list
    * Review question
    * Intended use

    **Output**

    * Supplied subjects
    * Relevant findings by subject
    * Evidence and dates
    * Unresolved questions

    **Maximum scope:** Up to 10 supplied organizations

    **Current availability:** MANUAL\_REVIEWED\_REQUEST; automatedInvocation=false.

    [Read the template](/tasks/watchlist-review) · [Prepare this request](https://altss.com/subscribe?product=agents-scoped-task\&source=/agents\&task=watchlist-review)
  </Accordion>

  <Accordion title="Evidence pack">
    Organize permitted evidence for one organization or question.

    **Canonical task ID:** `evidence-pack`

    **When to use:** Use when the supporting sources and their limits matter more than an additional narrative.

    **Required input**

    * One organization or question
    * Intended use

    **Output**

    * Question and claim context
    * Permitted source references
    * Field-level support notes
    * Dates and unknowns
    * Limitations and rights

    **Maximum scope:** One question and up to 10 sources

    **Current availability:** MANUAL\_REVIEWED\_REQUEST; automatedInvocation=false.

    [Read the template](/tasks/evidence-pack) · [Prepare this request](https://altss.com/subscribe?product=agents-scoped-task\&source=/agents\&task=evidence-pack)
  </Accordion>

  <Accordion title="Scoped investigation">
    Agree a deeper investigation into one identified organization and question.

    **Canonical task ID:** `scoped-investigation`

    **When to use:** Use when the research question needs a scope decision before accepted work.

    **Required input**

    * One organization
    * Defined question and permitted scope
    * Intended use

    **Output**

    * Research question
    * Supported findings
    * Source and date context
    * Unresolved issues
    * Limitations and agreed rights

    **Maximum scope:** One organization and an explicitly agreed question

    **Current availability:** MANUAL\_REVIEWED\_REQUEST; automatedInvocation=false.

    [Read the template](/tasks/scoped-investigation) · [Prepare this request](https://altss.com/subscribe?product=agents-scoped-task\&source=/agents\&task=scoped-investigation)
  </Accordion>
</AccordionGroup>