METHODOLOGY / CORRECTIONS

Corrections and change policy

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

EDITORIAL OWNER AUMSEARCH DATA EDITORIAL

LAST REVIEWED

SOURCE STANDARD PRIMARY PUBLIC RECORDS

DIRECT ANSWER

Definition

AUMSearch distinguishes source amendments from AUMSearch errors. Source amendments are preserved as part of filing history; normalization, mapping, or editorial errors are corrected with a record of what changed, when it changed, and which records were affected.

01

Types of change

ChangeTreatment
Source amendmentPreserve original and amended filing; link the relationship
Source restatement/status changeUpdate the current view and retain history
Normalization errorCorrect processed data and record affected fields
Entity-mapping errorRemove or revise the relationship with evidence
Editorial correctionCorrect text and add a material change note when needed

02

Report a concern

Until a dedicated correction form is available, use the access request form and select “Other.” Include the AUMSearch URL, source identifier, official source URL, and a concise description of the suspected issue.

  • AUMSearch page URL
  • CRD, CIK, accession number, or other source key
  • Official record URL
  • Expected value or relationship
  • Reason and supporting evidence

03

Correction standard

Corrections should be source-backed, reviewable, and reversible. A request does not guarantee a change, but it should receive a documented review rather than an unexplained overwrite.

SRC

Primary sources

Definitions and regulatory claims on this page are grounded in the following official public resources.