Once you've confirmed your subject in Identify, you choose a report template. Templates make Xapien reports configurable: each one sets the scope of the research and which sections appear, so the report focuses on what matters for your use case.
Templates every organisation has
General Research: broad due diligence across sanctions, political exposure, watchlists, financial crime, legal, ESG and more. Sections show Potential risk or No risk identified.
Xapien Risk Framework: the same research with a scored risk framework, so each section shows High, Medium or Low risk and the report carries an overall rating. Risk levels can be adjusted manually; see How to manually override a risk score.
Configured and specialist templates
Organisations on the Pro and Enterprise plans can have templates configured to their own requirements, for example prospect research for fundraising, supplier onboarding or client onboarding for a law firm. These are set up with our product team and appear in your template library alongside the standard ones.
Some templates carry a Preview label. They're new templates we're refining with a small group of customers. They run full production reports, and the research they do may evolve as we learn from feedback.
Templates control the sections in a report. Which templates you can use depends on your plan. If you'd like the Related Organisations and Related People sections added to or removed from one of your templates, ask your Customer Success Manager.
Requesting a template change
If you'd like to update an existing template, add a new one or try a Preview template, contact your Customer Success Manager.