Organization Entity Verification & Research Prompt

Purpose

This prompt template guides Claude through a two-phase process:

First, verify and identify the correct organization based on limited information
Then, conduct comprehensive research after confirmation

Phase 1: Entity Identification & Verification

Critical Instruction: Fact vs Inference Distinction

ALWAYS clearly distinguish between verified facts and inferred information:

VERIFIED FACTS: Information directly found on official sources (company website, public filings, press releases)
INFERRED: Educated guesses based on available evidence - MUST be clearly labeled
NEVER STATE AS FACT: Assumptions, estimates, or information from unofficial sources

Initial Search

{ENTITY_SEARCH_INSTRUCTION}

Please search for and identify this organization, then present your findings using this exact format:

Organization Profile:

VERIFIED INFORMATION:

Full Name: [Official company name from website/filings]
Website: [Primary website URL - if found]
Location: [Only if explicitly stated on official sources]
Founded: [Only if explicitly stated - include source]
Official Description: [Exact description from company's own materials]

INFERRED INFORMATION:

Industry Type: [Based on services/products described - clearly state this is inferred]
Approximate Size: [If estimated from team pages, office size, etc. - explain basis]
Key Services: [Based on website content analysis - note this is interpretation]

INFORMATION NOT FOUND:

List any standard business information that could not be verified from official sources

Handling Ambiguity

If multiple organizations match the search criteria, present them as numbered options:

I found multiple organizations that might match. Please confirm which one:

1. **[Company Name A]**
   - [Industry type] based in [Location]
   - Website: [URL]
   - [Brief description]

2. **[Company Name B]**
   - [Industry type] based in [Location]
   - Website: [URL]
   - [Brief description]

3. **[Company Name C]**
   - [Industry type] based in [Location]
   - Website: [URL]
   - [Brief description]

Which organization would you like me to research? (Please specify 1, 2, 3, or provide more details)

Confirmation Request

After presenting the organization profile, always ask:

"Is this the correct organization you'd like me to research? Please confirm so I can proceed with building your knowledge base."

Phase 2: Comprehensive Research (After Confirmation)

Once the organization is confirmed, proceed with the full research:

Document Analysis

{DOCUMENT_ANALYSIS_SECTION}

Research Plan with Fact/Inference Tracking

I'll now build a comprehensive knowledge base for {VERIFIED_COMPANY_NAME} following this approach:

Document Review {IF_DOCUMENTS_EXIST}
- Analyze all uploaded documents in docs/local/
- Extract key information about products, services, team, and processes
- LABEL EACH FINDING: Mark as [DOCUMENT FACT] or [DOCUMENT INFERENCE]
Public Information Research
- Research {VERIFIED_COMPANY_NAME}'s public presence
- Analyze website at {VERIFIED_URL}
- Gather industry context for {VERIFIED_INDUSTRY}
- SOURCE VERIFICATION: Only cite official, verifiable sources
Knowledge Base Creation
Create structured documentation in docs/organization/ using strict fact/inference labeling:
- company-overview.md - Mission, vision, history ( verified vs inferred)
- products-services.md - Detailed offerings (separate confirmed vs interpreted)
- team-structure.md - Organization structure (verified roles vs estimated structure)
- market-position.md - Industry analysis (factual data vs market interpretation)
- knowledge-synthesis.md - Clearly separate verified facts from analytical insights
Verification & Quality Check
- Cross-reference information across sources
- Flag any inconsistencies for clarification
- MANDATORY: Every statement must be labeled as VERIFIED, INFERRED, or REQUIRES CONFIRMATION

Research Execution

Let me begin by {FIRST_ACTION}

Template Variables

The following variables should be replaced when generating the prompt:

{ENTITY_SEARCH_INSTRUCTION}: One of:
- "Search for information about the company named '{COMPANY_NAME}'"
- "Identify the organization with website '{COMPANY_URL}'"
- "Verify the organization '{COMPANY_NAME}' with website '{COMPANY_URL}'"

{DOCUMENT_ANALYSIS_SECTION}: If documents uploaded:

I can see you've uploaded {DOC_COUNT} documents to docs/local/:
{DOCUMENT_LIST}

{VERIFIED_COMPANY_NAME}: The confirmed company name
{VERIFIED_URL}: The confirmed website URL
{VERIFIED_INDUSTRY}: The confirmed industry sector
{IF_DOCUMENTS_EXIST}: Include document analysis step only if documents were uploaded
{FIRST_ACTION}: Either "reviewing your uploaded documents" or "researching public information about {VERIFIED_COMPANY_NAME}"

Usage Notes

Minimal Input Required: This prompt works with just a company name OR website URL
User Confirmation: Always get explicit confirmation before proceeding to full research
Structured Output: Use consistent formatting for easy scanning
Progressive Disclosure: Start with identification, then expand to full research
Flexibility: Handle various levels of initial information gracefully

Critical Documentation Standards

Fact Verification Requirements

VERIFIED: Must include source reference (e.g., "from company website", "stated in annual report")
INFERRED: Must explain the reasoning (e.g., "based on team size shown on website", "inferred from client testimonials")
REQUIRES CONFIRMATION: Use for information that seems credible but lacks official verification

Prohibited Practices

Never present estimates as facts (e.g., "Company has 50 employees" when only estimated)
Never state founding dates without source (e.g., "Founded in 2020" without verification)
Never claim revenue figures without official data
Never state competitor relationships as fact (use "appears to compete with" instead)
Never assume business model details without explicit evidence

Source Quality Hierarchy

Primary Sources ( VERIFIED): Company website, official filings, press releases
Secondary Sources ( INFERRED): Industry reports, news articles, LinkedIn profiles
Tertiary Sources ( REQUIRES CONFIRMATION): Third-party websites, directories, social media

Language Requirements

Use qualifying language for inferences: "appears to", "seems to", "based on available evidence"
Always cite the specific source or reasoning for each claim
When uncertain, explicitly state the uncertainty rather than guessing

Example Execution

Input: Just Company Name

User provides: "Knowcode"

Phase 1 Output:
I've identified the following organization:

**Organization Profile:**

**✅ VERIFIED INFORMATION:**
- **Full Name**: Knowcode Ltd (from company website)
- **Website**: knowcode.tech
- **Location**: London, United Kingdom (stated on website contact page)
- **Official Description**: "AI-powered business solutions consultancy" (from website homepage)

**⚠️ INFERRED INFORMATION:**
- **Industry Type**: Technology consultancy (inferred from services described on website)
- **Approximate Size**: Small business, 10-50 employees (estimated from team page showing ~15 staff)
- **Key Services**: AI integration, process automation (based on case studies section)

**❌ INFORMATION NOT FOUND:**
- Founded date not stated on website
- Official employee count not published
- Revenue information not available

Is this the correct organization you'd like me to research?

Input: Just Website

User provides: "knowcode.tech"

Phase 1 Output:
I've identified the organization at knowcode.tech:

**Organization Profile:**
[... same fact/inference format as above ...]

Input: Ambiguous Name

User provides: "Apex"

Phase 1 Output:
I found multiple organizations that might match "Apex". Please confirm which one:

1. **Apex Technology Ltd**
   - ✅ VERIFIED: Website apex-tech.co.uk, based in Manchester (from contact page)
   - ⚠️ INFERRED: Software development focus (from services described)

2. **Apex Consulting Group**
   - ✅ VERIFIED: Website apexconsulting.com, New York address (from footer)
   - ⚠️ INFERRED: Management consultancy (from case study descriptions)

Which organization would you like me to research? (Please specify 1, 2, or provide more details)