Deep Search

Introduction

Deep Search allows you to buy company data from several sources at once, instead of relying on a single provider.

How It Works

Run Deep Search on a case's main company and it handles the whole data-purchase sequence for you, in one pass.

More data means more UBOs: a single provider rarely reveals every owner. Deep Search adds the sources you don't already have, filling the gaps the first source left behind.
Your ownership view updates on its own: every new piece of data feeds straight into the company's ownership graph, which refreshes automatically to surface the beneficial owners it finds.
First level only, for now: Deep Search enriches the case's main company, not its affiliated companies.

What a Deep Search Run Does

Step	What it orders
Secondary vendor profile	A company-data profile from the next-best vendor for the company's country, excluding your primary vendor and any source already fetched.
UBO registry extract	The most relevant available UBO registry extract (or equivalent), matched automatically.
Registration certificate	The most relevant available registration certificate (or equivalent), matched automatically.

Running Deep Search

Manually, from a case

On a case's main company, open the Business Data panel and click Start Deep Search.

Automatically, on company creation

Turn on auto-trigger in Settings → Advanced features → Deep Search with the Run Deep Search when a company is created toggle. After that, a run fires automatically every time a main company is created in a case, whether in the console or via the API.

Billing

Each profile or document ordered is billed as normal vendor consumption. Auto-runs are billed per company creation. Failed attempts in the secondary-vendor cascade aren't billed; only the source that succeeds is charged.

Availability and Permissions

Deep Search is available to all Dotfile workspaces, no activation needed. Anyone who can edit a company can run it manually; the auto-trigger setting is changed in workspace Settings by an admin.

Using the API? If you create companies through the API, we recommend enabling the auto-trigger setting so Deep Search runs automatically as soon as a company is created.