TRUST / METHODOLOGY

Every normalized answer should remain auditable

The public rules for sourcing, interpreting, connecting, updating, and correcting AUMSearch data.

PROVENANCE CONTRACT

Reported, normalized, calculated, and inferred are different.

AUMSearch preserves those distinctions so a reader can tell what the filer reported, what the source system assigned, what AUMSearch standardized, what it calculated, and which relationships required inference.

POLICY DIRECTORY

Public methodology

01Data sources and coverage

The official sources, forms, systems, identifiers, coverage principles, and publication status behind AUMSearch records.

02Normalization methodology

How AUMSearch separates raw source values, normalized values, calculated metrics, dates, identifiers, and amendment history.

03Entity-resolution methodology

How AUMSearch should connect advisers, managers, CRD numbers, CIKs, names, affiliates, and filing records with evidence and confidence.

04Update and freshness policy

How AUMSearch distinguishes source reporting dates, filing dates, retrieval timestamps, processing dates, and content review dates.

05Corrections and change policy

How AUMSearch handles source amendments, normalization errors, disputed entity mappings, editorial corrections, and change history.