Onward research lets you run a full follow-up report on any related person or organisation directly from within a parent report. It keeps all the research for a full investigation in one accessible place, so you don't need to switch between reports or re-enter subject details to dig deeper into a connection.
Findings from onward research flow back into the parent report - updating the related entity card, risk scores, and summaries - while the child report is also available on its own from the Reports tab.
How to run onward research
Open the parent report and navigate to the Related Entities section for the person or organisation you want to investigate further.
On the related entity card, click 'Run report'.
Choose the report template you'd like to use for the onward research. You can use the same template as the parent report, or select a different one depending on the depth of research you need.
Click 'Run report' to kick off the onward research.
You don't need to re-enter your subject's details - Xapien uses the information already gathered about the related entity in the parent report to start the investigation.
Following progress
Once onward research is running, you'll see a live status update on the related entity card as the report progresses through each stage:
Queued - the report is waiting for a slot to become available
In progress - the report is actively generating
Complete - the findings are ready to view
You can navigate away from the parent report while onward research runs. It will continue in the background and you can come back to it at any time.
Viewing the results in the parent report
Once onward research is complete, the findings appear directly in the related entity card within the parent report. This includes:
A risk summary for the related entity
Key findings surfaced during the onward investigation
The parent report also updates automatically to reflect the new information:
The executive summary and section summaries refresh to include findings from the onward research
Risk scores for the Related Entities section update based on what onward research has uncovered
If you export the parent report to PDF, completed onward research is included in the export.
Accessing the child report on its own
Each onward research report is a full report in its own right. You can open it directly from the related entity card in the parent report, or find it in the Reports tab alongside your other reports.
For more on finding and filtering reports, see How do I access my completed reports?
Worth noting
Onward research cannot currently be run from within a child report - you can only run a report on related entities from the original parent report.
Onward research reports require the same risk framework - child reports must use the same risk framework as the parent. Cross-template risk conversion is not yet supported.
Parent and child reports are not yet nested in the Reports tab - they appear as separate reports for now.
In Xapien Risk Framework templates, preliminary research for related entities is currently treated as medium risk.
If you have any feedback on onward research, please reach out to your Customer Success Manager or use the Help widget in the platform to contact support.