Running a report only takes a couple of minutes to set up and works the same way for a Person or an Organisation.
1. Choose Person or Organisation
When you open platform.xapien.com you'll be taken straight to the New Report page. To get back to it, select the Home button or the Xapien logo ('X') at the top of the navigation. You can also select the '+' icon in the bottom-left corner of the screen, then choose New report.
Above the two cards you'll see 'New report in' followed by a teamspace: that's where the report will be saved. It shows your default teamspace if you've set one, and you can change it before you start.
You can also start a report from the Reports page, using the New report button in the top-right corner, or from inside a teamspace, so the report will be saved that teamsapce.0
Then choose Person or Organisation.
2. Enter your subject's name and context
Start with the subject's full name, then add one or two details that make them unique. Select Show examples under the text box to see what works well.
Good identifiers include:
Jurisdiction or country (for example "United Kingdom", "Singapore")
Employer or associated organisation (for example "John Smith, Barclays")
Company registration number for an organisation
Sector or industry
A website that references the subject
Less is more. Identify works best with the registered name plus one or two strong identifiers. Long lists of ID numbers, addresses and associated entities can make matching less confident. Use a name rather than a job title, and separate items with commas.
You can enter names in any language or script; see Can I use languages other than English?.
When you're ready, select Let's find them to start Identify.
3.Identify - select the correct profile
Xapien gathers what it can find about the name and shows you the potential matches, strongest first. An exact match is shown with a green tick beside Exact match. Weaker profiles sit under Show weaker profiles.
Select the profile that is your subject. If none of them is right, go back and adjust your context; see Troubleshooting your report if Identify can't find them.
If there are weaker profiles, these will be visible in a drop-down section under 'Show weaker profiles'.
4. Choose a template and run the report
Pick the template that suits your purpose and select Run report. See Using Templates.
The report appears on your Reports page while it generates. You can navigate away or close the tab; you'll get an email when it's ready. If Xapien is busy, the report may show as Queued for a few minutes first; see Why is my report queued?.