Scoped investigation

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

Canonical task ID: scoped-investigation.

When to use this task

Use when the research question needs a scope decision before accepted work.

Scope a deeper investigation

Fictional request brief, entities, sources, values and dates. This is a documentation example, not a live HTTP response or customer result. Missing dates remain null.

Input
Result
Evidence

A research brief for human scope review, not an API payload.

{
  "organization": "Example Automation Ltd",
  "question": "Which ownership and transaction questions remain unresolved?",
  "intended_use": "Research preparation"
}

{
  "task_type": "scoped-investigation",
  "status": "supported_with_unknowns",
  "entity": null,
  "subject": {
    "entity_type": "company",
    "name": "Example Automation Ltd",
    "website": "https://example.com/fictional/company",
    "research_scope": null
  },
  "as_of": null,
  "result": {
    "summary": "Review the fictional company’s identity, ownership, people and selected acquisition context before deciding what to investigate next.",
    "company": null,
    "criteria": [],
    "sections": [
      {
        "entity_type": "company",
        "data": {
          "name": "Example Automation Ltd",
          "description": "Industrial automation company",
          "website": "https://example.com",
          "sector": "Industrial automation",
          "subsector": null,
          "location": null,
          "country": "United Kingdom",
          "founded_year": null,
          "employee_count": null,
          "ownership_context": [
            {
              "name": "Example Industrial Holdings",
              "role": "Recorded parent organization",
              "date": null,
              "amount": null,
              "currency": null
            }
          ],
          "people": [
            {
              "name": "Jamie Chen",
              "role": "Chief Executive",
              "date": null,
              "amount": null,
              "currency": null
            }
          ],
          "transactions": [
            {
              "name": "Example Controls Ltd",
              "role": "Acquisition target",
              "date": "2026-09-12",
              "amount": null,
              "currency": null
            }
          ]
        }
      }
    ]
  },
  "evidence": [
    {
      "field": "result.sections.0.data.name",
      "source_url": "https://example.com/fictional/source-1",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "Fictional source supports the illustrated name entry. This does not establish current interest or independent verification."
    },
    {
      "field": "result.sections.0.data.description",
      "source_url": "https://example.com/fictional/source-1",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "Fictional source supports the illustrated description entry. This does not establish current interest or independent verification."
    },
    {
      "field": "result.sections.0.data.website",
      "source_url": "https://example.com/fictional/source-1",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "Fictional source supports the illustrated website entry. This does not establish current interest or independent verification."
    },
    {
      "field": "result.sections.0.data.sector",
      "source_url": "https://example.com/fictional/source-1",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "Fictional source supports the illustrated sector entry. This does not establish current interest or independent verification."
    },
    {
      "field": "result.sections.0.data.country",
      "source_url": "https://example.com/fictional/source-1",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "Fictional source supports the illustrated country entry. This does not establish current interest or independent verification."
    },
    {
      "field": "result.sections.0.data.ownership_context",
      "source_url": "https://example.com/fictional/source-1",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "Fictional source supports the illustrated ownership context entry. This does not establish current interest or independent verification."
    },
    {
      "field": "result.sections.0.data.people",
      "source_url": "https://example.com/fictional/source-1",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "Fictional source supports the illustrated people entry. This does not establish current interest or independent verification."
    },
    {
      "field": "result.sections.0.data.transactions",
      "source_url": "https://example.com/fictional/source-1",
      "source_type": "public_reporting",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "Fictional source supports the illustrated transactions entry. This does not establish current interest or independent verification."
    }
  ],
  "unknowns": [
    "Ultimate beneficial ownership",
    "Current willingness to transact"
  ],
  "limitations": [
    "Fictional entities, sources, values and dates; no real customer result or live execution.",
    "Source coverage and output use remain subject to the agreed purpose and rights review."
  ],
  "rights": {
    "scope": "A task purchases the agreed bounded result, not database access, unrestricted API queries, contacts export or graph redistribution. Sources and unknowns accompany results. Purchaser authorization, scope acceptance, agreement and payment are required before manual fulfillment; no automated external task service is offered.",
    "raw_graph_access": false,
    "bulk_export": false,
    "graph_redistribution": false
  }
}

Each field path identifies the particular value supported by the source note.

Field path	Illustrated value	Source type	Basis
result.sections.0.data.name	”Example Automation Ltd”	public_reporting	Fictional source supports the illustrated name entry. This does not establish current interest or independent verification.
result.sections.0.data.description	”Industrial automation company”	public_reporting	Fictional source supports the illustrated description entry. This does not establish current interest or independent verification.
result.sections.0.data.website	”https://example.com”	public_reporting	Fictional source supports the illustrated website entry. This does not establish current interest or independent verification.
result.sections.0.data.sector	”Industrial automation”	public_reporting	Fictional source supports the illustrated sector entry. This does not establish current interest or independent verification.
result.sections.0.data.country	”United Kingdom”	public_reporting	Fictional source supports the illustrated country entry. This does not establish current interest or independent verification.
result.sections.0.data.ownership_context	[{“name”:“Example Industrial Holdings”,“role”:“Recorded parent organization”,“date”:null,“amount”:null,“currency”:null}]	public_reporting	Fictional source supports the illustrated ownership context entry. This does not establish current interest or independent verification.
result.sections.0.data.people	[{“name”:“Jamie Chen”,“role”:“Chief Executive”,“date”:null,“amount”:null,“currency”:null}]	public_reporting	Fictional source supports the illustrated people entry. This does not establish current interest or independent verification.
result.sections.0.data.transactions	[{“name”:“Example Controls Ltd”,“role”:“Acquisition target”,“date”:“2026-09-12”,“amount”:null,“currency”:null}]	public_reporting	Fictional source supports the illustrated transactions entry. This does not establish current interest or independent verification.

[
  {
    "field": "result.sections.0.data.name",
    "source_url": "https://example.com/fictional/source-1",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "Fictional source supports the illustrated name entry. This does not establish current interest or independent verification."
  },
  {
    "field": "result.sections.0.data.description",
    "source_url": "https://example.com/fictional/source-1",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "Fictional source supports the illustrated description entry. This does not establish current interest or independent verification."
  },
  {
    "field": "result.sections.0.data.website",
    "source_url": "https://example.com/fictional/source-1",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "Fictional source supports the illustrated website entry. This does not establish current interest or independent verification."
  },
  {
    "field": "result.sections.0.data.sector",
    "source_url": "https://example.com/fictional/source-1",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "Fictional source supports the illustrated sector entry. This does not establish current interest or independent verification."
  },
  {
    "field": "result.sections.0.data.country",
    "source_url": "https://example.com/fictional/source-1",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "Fictional source supports the illustrated country entry. This does not establish current interest or independent verification."
  },
  {
    "field": "result.sections.0.data.ownership_context",
    "source_url": "https://example.com/fictional/source-1",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "Fictional source supports the illustrated ownership context entry. This does not establish current interest or independent verification."
  },
  {
    "field": "result.sections.0.data.people",
    "source_url": "https://example.com/fictional/source-1",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "Fictional source supports the illustrated people entry. This does not establish current interest or independent verification."
  },
  {
    "field": "result.sections.0.data.transactions",
    "source_url": "https://example.com/fictional/source-1",
    "source_type": "public_reporting",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "Fictional source supports the illustrated transactions entry. This does not establish current interest or independent verification."
  }
]

Availability

LIMITED · manual / reviewed request. Automated invocation: not currently callable (automatedInvocation=false). Scoped investigation is a documentation template for Deeper scoped investigation. It is not a new commercial product or invocation transport. The commercial product is Altss Agents. Use when the research question needs a scope decision before accepted work.

Required input

One organization
Defined question and permitted scope
Intended use

Helpful optional input

Existing evidence
Unresolved questions
Related people, funds or transactions within the organization question

Criteria

Agree the boundaries and permitted sources before work; wider scope is not automatically included.

Entity and scope

Accepted entity types: organization, company, family-office, institutional-investor. Maximum published scope: One organization and an explicitly agreed question. Existing task input: A defined question, organization and permitted scope.

Possible result sections

An agreed research report with provenance and unresolved questions

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

Evidence and unknowns

Available fields depend on source coverage and the agreed purpose. Supporting sources are attached to permitted facts; missing publication, capture, observation or verification dates remain unknown. A source statement is not automatically a verified fact. Unknowns may remain after research. No unlimited follow-on queries, off-platform contact extraction or automatic execution are included. Private contact information or customer context is not included by default. Access to a source or a subscription is not blanket permission to redistribute it.

Rights and review

A task purchases the agreed bounded result, not database access, unrestricted API queries, contacts export or graph redistribution. Sources and unknowns accompany results. Purchaser authorization, scope acceptance, agreement and payment are required before manual fulfillment; no automated external task service is offered. Scope and price are agreed before agreement, payment and accepted work. The buyer must authorize the intended purpose and accepted scope. Human review is required before relying on an assessment or using a draft. No message is sent on the buyer’s behalf.

Getting started

Data

Tasks

Results

Reference

Agents

When to use this task

Scope a deeper investigation

Availability

Required input

Helpful optional input

Criteria

Entity and scope

Possible result sections

Evidence and unknowns

Rights and review

Request this task today

​When to use this task

​Scope a deeper investigation

​Availability

​Required input

​Helpful optional input

​Criteria

​Entity and scope

​Possible result sections

​Evidence and unknowns

​Rights and review

​Request this task today

When to use this task

Scope a deeper investigation

Availability

Required input

Helpful optional input

Criteria

Entity and scope

Possible result sections

Evidence and unknowns

Rights and review

Request this task today