Product methodology
Diligence Workpaper Evidence Pack
Source contract, normalization path, entity-graph join, refresh posture, and publication limits for this Branmoor product.
Status
Pending. This product is pending. The methodology page is published first so the source contract and join path are visible before Branmoor represents the product as live.
Distribution Scope
Engagement-bound; export layer for Provider Diligence Sheets and Healthcare Financial Diligence Memos
Product Question
Makes every diligence assertion traceable enough for professional review and buyer committee scrutiny.
Primary Sources
- Branmoor source archive — Dated public-source records and normalized entity facts
- Client-provided support under engagement terms — Private evidence references without public exposure
- Workpaper index and calculation logs — Tickmarks, assumptions, reviewer notes, and version traceability
Entity-Graph Join
`report_id`, `claim_id`, source record ID, uploaded document ID, entity ID, preparer/reviewer ID, calculation version.
Publication Rule
Branmoor does not treat raw public records as the product. A surface is publishable only when the source record is dated, normalized, source-linked, and joined to the relevant Branmoor entity identifiers with enough confidence to state the limits of the result.
Current Methodology Note
Pending methodology. Evidence packs require stable claim IDs, source IDs, preparer notes, reviewer notes, and export controls. They are not public data products and are scoped by engagement.
Limits
Coverage follows the underlying source. Missing state portals, gated APIs, PDF-only filings, suppressed fields, lagged agency refreshes, and entity-name ambiguity can all limit product completeness. Pending products are not marketed as live until those limits are documented on the product surface.