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TESTING & RESEARCH

Your research. A reusable capability.

Define and govern proprietary indicators, then use approved versions across charts, scanners and strategy rules.

Core platform

Availability depends on institutional scope, permissions and deployment.

Functional illustration

WHY IT MATTERS

Make analytical knowledge reusable.

Differentiate the research experience

Bring organisation-specific indicators into the client journey.

Maintain version clarity

Keep the definition associated with a specific validated version.

Control access

Activate indicators through the documented entitlement and validation workflow.

THE OPERATING MODEL

What happens, and in what order.

  1. Define

    Describe the indicator and its intended inputs.

  2. Validate

    Check the definition before activation.

  3. Version

    Keep changes attributable to a specific revision.

  4. Reuse

    Expose the activated indicator in permitted product surfaces.

MAKE THE EVALUATION CONCRETE

Ask to see it.

Use these demonstrations to test the fit with your institution. Capability descriptions are a starting point, not independent assurance.

  1. Show versioning when a definition changes.
  2. Use an activated indicator in a scanner and a strategy.
  3. Demonstrate access restrictions for another role.

QUESTIONS, ANSWERED

The questions that matter.

Bring the next question to a focused product and architecture conversation.

Where can an indicator be used?

The inventory describes reuse in charts, scanners and strategy rules, subject to activation and access.

Can any user publish a new indicator?

Publication and access depend on the organisation’s validation, activation and entitlement controls.

Does an indicator skip strategy validation?

No. Reusable research inputs remain part of the same governed strategy workflow.

START WITH YOUR REQUIREMENTS

Bring your operating model.
Let’s map the fit.

Discuss the client journey, enabled scope and institutional controls that matter to your team.