Intelligize (LexisNexis) - Detailed Review
Summarizer Tools
Intelligize (LexisNexis) - Product Overview
Intelligize Overview
Intelligize, a product offered by LexisNexis, is a comprehensive legal research and compliance tool that caters to a wide range of professionals, including those in public and private companies, law firms, accounting and consulting firms, and other organizations.
Primary Function
The primary function of Intelligize is to help users stay compliant with SEC regulations, build stronger deals and agreements, and deliver value to their shareholders and clients. It achieves this by collecting, analyzing, and connecting various documents such as SEC filings, associated exhibits, comment letters, and SEC interpretations.
Target Audience
Intelligize is targeted at compliance, transactional, and financial reporting professionals. Its user base includes Fortune 500 companies like Starbucks, IBM, Microsoft, Verizon, and Walmart, as well as top global law and accounting firms.
Key Features
Advanced Search and AI Capabilities
Intelligize AI integrates advanced search technologies, including Expand Keywords and conceptual search, which allow users to go beyond traditional keyword searches and discover relevant documents based on underlying query concepts.
Document Analysis and Benchmarking
The platform provides powerful tools for analyzing SEC filings, enabling users to compare disclosure language by peer companies, identify market standards, and benchmark against peer disclosures using matrices for Risk Factors, MD&A, Notes to Financials, and Business.
AI-Driven Tools
Features like Ask AI, AI Summarize, and AI Compare help users pinpoint relevant examples, summarize sections of documents, and compare SEC documents quickly, reducing the time spent on research and mitigating risks.
Visualization and Redlining
Intelligize offers visualization tools to graphically break down topics commented on by SEC examiners and a redline capability to compare amendments or SEC comments made to previously searched filings.
Comprehensive Content
The platform includes over 16 million SEC filings, 430,000 SEC comment letters and responses, and more than 2,000 filters to quickly pinpoint examples of market standard language.
Expert Support
Users have access to real human intelligence through in-product live chat with the customer research team, ensuring continuous support for complex research needs.
Intelligize is a valuable resource for professionals needing to ensure compliance, draft agreements, and conduct thorough financial and regulatory research efficiently.
Intelligize (LexisNexis) - User Interface and Experience
User Interface
- The platform features a sleek, modern look-and-feel that makes searching, viewing, and analyzing SEC filings more straightforward and intuitive.
- The interface includes several AI-driven tools such as “Ask AI,” “AI Summarize,” and “AI Compare.” These tools are integrated seamlessly into the platform, allowing users to execute searches and then ask questions in plain English about their search results, summarize sections of documents, or compare documents to highlight similarities and differences.
Ease of Use
- The “Ask AI” feature enables users to query their search results in plain English, making it easier to pinpoint relevant examples or extract specific data points from multiple documents. This feature simplifies the process of document review.
- The “AI Summarize” feature provides condensed explanations of sections within documents, reducing the time spent manually synthesizing information. This makes it easier for users to quickly grasp the key points of lengthy documents.
- The “AI Compare” feature allows users to review SEC documents quickly by highlighting similarities and differences between them. This is particularly useful for benchmarking peer disclosures and identifying changes in disclosure language.
Overall User Experience
- The platform is guided by the RELX Responsible AI Principles, ensuring secure and private interaction. The generative AI is powered by a privately hosted model and is never shared with third parties, which enhances trust and security.
- Intelligize AI also introduces new search technologies, including the “Expand Keywords” feature and advanced conceptual search. These features make Boolean searches more robust and allow users to go beyond traditional keyword searches, making the discovery of relevant documents more intuitive.
- Users have praised the platform for its ability to reduce research hours and improve compliance outcomes. The tools are developed to support strategic analysis by humans, rather than replacing it, which adds value to the user experience.
Overall, the user interface of Intelligize AI is designed to be user-friendly, efficient, and secure, making it easier for users to conduct compliance-related research and analysis.
Intelligize (LexisNexis) - Key Features and Functionality
The Intelligize AI Platform
Launched by Intelligize (a part of LexisNexis), the Intelligize AI platform introduces several AI-driven features that significantly enhance SEC compliance analytics and research. Here are the main features and how they work:
Ask AI
This feature allows users to ask questions in plain English about their search results. Once a search is executed in SEC Filings or a matrix within Disclosure Benchmarking, users can query the AI to pinpoint the most relevant examples or extract specific data points from multiple documents. This simplifies the process of document review and helps users quickly find the information they need.
AI Summarize
The AI Summarize feature provides condensed explanations of sections within documents. This reduces the time spent manually synthesizing information, allowing users to quickly grasp the key points of lengthy documents without having to read through them entirely.
AI Compare
AI Compare enables users to review SEC documents quickly by highlighting similarities and differences between them. This feature generates an easy-to-read list showing where disclosure language has changed or differs in substantive ways, making the review and evaluation of documents much faster.
AI Matrix Integration
This feature integrates the Ask AI, AI Summarize, and AI Compare functionalities with the four matrices available in Disclosure Benchmarking (Risk Factors, MD&A, Notes to Financials, and Business). This integration facilitates faster benchmarking against peer disclosures, helping users identify areas of similarity and difference in peer filings more efficiently.
Expand Keywords and Conceptual Search
Intelligize AI introduces new search technologies, including the Expand Keywords feature, which enhances Boolean searching by offering variations and high-confidence substitutes. The conceptual search technology goes beyond traditional keyword searches, surfacing the most relevant documents based on the concepts underlying the search terms. This makes the search process more intuitive and effective.
User-Friendly Interface
The platform features a sleek, modern look-and-feel that makes searching, viewing, and analyzing SEC filings more straightforward and intuitive. This user-friendly design ensures that users can easily leverage the advanced AI features without a steep learning curve.
AI Security and Privacy
The development of Intelligize AI is guided by the RELX Responsible AI Principles, which prioritize secure and private interaction. The generative AI is powered by a privately hosted model that is never shared with third parties, ensuring data security and privacy. The platform uses a proprietary retrieval augmented generation (RAG) process to enhance the accuracy of responses and ensure they are grounded in authoritative sources.
These features collectively help users cut through regulatory complexity, surface higher quality search results, and reduce the time spent on research, ultimately leading to improved compliance and more efficient use of resources.
Intelligize (LexisNexis) - Performance and Accuracy
The Intelligize AI Platform
Developed by Intelligize (a part of LexisNexis), the Intelligize AI platform introduces several AI-driven features aimed at enhancing SEC compliance research and analysis. Here’s an evaluation of its performance and accuracy in the summarizer tools category:
Performance
Efficiency and Speed
Intelligize AI significantly improves the efficiency of compliance research by providing features like “Ask AI,” “AI Summarize,” and “AI Compare.” These tools help users quickly find, analyze, and compare documents, reducing the time spent on manual research and document review.
User-Friendliness
The platform is designed with a sleek, modern look-and-feel, making it more intuitive for users to search, view, and analyze SEC filings. This user-friendly interface enhances the overall user experience.
Accuracy
AI Summarize Feature
The “AI Summarize” feature provides condensed explanations of sections within documents. However, like other AI summarization tools, it may struggle with capturing the full context and nuance of complex texts. This can lead to oversimplified summaries that might miss critical points or subtle references.
Grounding in Authoritative Sources
Intelligize AI leverages a proprietary retrieval augmented generation (RAG) process to ensure that responses are grounded in authoritative sources. This approach enhances the accuracy of the summaries and provides links to verifiable citations, which helps maintain factual accuracy.
Conceptual Search
The platform includes advanced conceptual search technology that goes beyond traditional keyword searches, allowing users to find documents based on the concepts of their search terms. This feature helps in surfacing more relevant results, improving the overall accuracy of the search outcomes.
Limitations and Areas for Improvement
Context and Nuance
AI summarizers, including those in Intelligize AI, can struggle to fully grasp the intricate context and nuances of complex texts. This limitation can lead to misrepresentations or oversimplifications of the original material.
Ambiguity and Multiple Interpretations
AI tools may find it challenging to handle texts with ambiguity or multiple interpretations, which can result in summaries that do not accurately reflect the depth and complexity of the original content.
Language and Genre Limitations
While Intelligize AI is primarily focused on English and SEC filings, it may face limitations when dealing with texts in other languages or genres that are less represented in its training data.
Potential for Inaccurate Summaries
As with other AI summarization tools, there is a risk of inaccurate summaries, especially if the input text contains errors or is not well-formed. Ensuring the quality of the input text is crucial for accurate output.
Conclusion
In summary, Intelligize AI offers significant improvements in efficiency and accuracy for SEC compliance research, but it is not immune to the common limitations of AI summarization tools. Users should remain aware of these limitations to ensure they are using the tool effectively and critically evaluating the output.
Intelligize (LexisNexis) - Pricing and Plans
Pricing Structure of Intelligize
The pricing structure of Intelligize, a product by LexisNexis, is not explicitly outlined in a simple tiered format in the available sources. Here are some key points that can help clarify the pricing and features:
Pricing Range
- Intelligize pricing starts in the range of $100 to $500, though the exact tiers and their corresponding prices are not specified.
Pricing Model
- The pricing model is annually based and quote-based, indicating that the final cost may vary depending on the specific needs and usage of the client.
Features
- Intelligize offers a range of features, including:
- Access to SEC filings, agreements, and exhibits with advanced search and filtering options.
- Tools for ensuring compliance, such as collecting and analyzing related documents.
- Section analysis and trends, including normalization of clauses and customized analytics.
- Accounting standards and guidance integration (FASB, PCAOB, AICPA, IFRS).
- Visualization tools for high-level overviews and detailed topic breakdowns.
- AI-powered features like Ask AI, AI Summarize, and AI Compare to enhance document analysis and comparison.
AI-Driven Features
- Intelligize AI includes features such as:
- Ask AI: Pinpoints relevant examples or extracts specific data points from multiple documents.
- AI Summarize: Provides condensed explanations of document sections.
- AI Compare: Reviews SEC documents to highlight similarities and differences.
- AI matrix integration: Enables faster benchmarking against peer disclosures.
Training and Support
- Intelligize offers various training resources, including documentation, in-person training, live online sessions, videos, and webinars. Support services include phone, chat, FAQ, forum, help desk, knowledge base, tickets, and 24/7 live support.
Free Trial
- There is an option for a free trial, which can be requested through the website.
No Free Plan
- There is no indication of a free plan or tier for ongoing use. The free trial is available, but long-term access requires a paid subscription.
Given the lack of detailed tiered pricing information, it is best to contact Intelligize or LexisNexis directly for a customized quote based on your specific needs.
Intelligize (LexisNexis) - Integration and Compatibility
Intelligize Enhancements
Intelligize, now integrated with LexisNexis, has undergone significant enhancements to improve its compatibility and integration with various tools and platforms.Integration with Lexis Securities Mosaic
One of the key integrations is the merging of Lexis Securities Mosaic content into the Intelligize platform. This integration, which began on October 29, 2021, allows users to access securities compliance information from a single, unified platform. Users can continue to use their existing login credentials, but they will be redirected to a new Intelligize home page. This integration provides more comprehensive results and better tagging and filtering capabilities, making research more efficient.AI-Driven Enhancements
The recent launch of Intelligize AI has significantly enhanced the platform’s capabilities. This new version incorporates advanced AI technologies, including natural language processing and generative AI, to help users find, analyze, and compare documents more effectively. Features like “Ask AI,” “AI Compare,” and “AI Summarize” enable users to ask questions in plain English, highlight similarities and differences between documents, and receive condensed explanations of document sections. These tools are integrated seamlessly into the existing platform, enhancing the overall research experience.Compatibility Across Platforms
While specific details on device compatibility are not provided, the platform’s design suggests it is accessible via web browsers, given its emphasis on advanced search technologies and AI-driven tools. The integration with LexisNexis resources and the use of real-time data feeds and proprietary algorithms indicate that the platform is optimized for use on various devices with internet access. However, there is no explicit information on whether there are dedicated mobile apps or specific device requirements.User Experience
The integration and enhancements are aimed at improving user experience by reducing research hours and improving the quality of search results. The platform’s advanced search technologies, such as the “Expand Keywords” feature and conceptual search capabilities, allow for more intuitive discovery of relevant documents. This suggests that the platform is user-friendly and compatible with the needs of various professionals, including legal, business, and academic users.Conclusion
In summary, Intelligize has been integrated with Lexis Securities Mosaic to provide a more comprehensive and efficient research platform. The addition of AI-driven tools enhances the user experience, and while specific device compatibility details are not provided, the platform is generally accessible via web browsers. Intelligize (LexisNexis) - Customer Support and Resources
Customer Support
Intelligize provides extensive customer support to address various needs:
- Login Help and Password Resets: Assistance with accessing the platform.
- Technical Assistance: Support for any technical issues users may encounter.
- Research Support: Help with conducting research and using the platform’s features effectively.
Their customer support team has over 150 years of combined compliance experience, ensuring that users receive expert guidance for their most complex research needs.
Training and Resources
To get users up to speed, Intelligize offers a range of training tools:
- Tutorials: Step-by-step guides on how to use the platform.
- Reference Guides: Detailed documentation on the platform’s features.
- Quick Tips: Handy tips to improve user efficiency.
- FAQs: Frequently Asked Questions to address common queries.
- Webinars: Interactive sessions to deepen knowledge on specific topics.
- Customized Training Programs: Users can schedule training sessions that fit their needs, whether they are new to the platform or looking to maximize its features.
Intelligize AI Features
The new Intelligize AI platform introduces several AI-driven features that enhance user experience:
- Ask AI: Allows users to ask questions about their search results to pinpoint relevant examples or extract specific data points.
- AI Summarize: Provides condensed explanations of sections within documents, reducing the time spent on information distillation.
- AI Compare: Enables quick reviews of SEC documents by highlighting similarities and differences in disclosure language.
- AI Matrix Integration: Facilitates faster benchmarking against peer disclosures using four matrices (Risk Factors, MD&A, Notes to Financials, and Business).
Additional Resources
- Connected Content: Intelligize streamlines compliance research by bringing together a comprehensive pool of business and compliance information into one platform.
- Disclosure Benchmarking Matrices: Helps users stay ahead of competitors by leveraging benchmarking features.
- Extractable Tables: Allows users to extract tabular data from SEC filings, such as financial and compensation data.
- Sample Searches: Provides prebuilt sample searches to save time and improve accuracy.
- Custom Alerts: Users can receive alerts for various documents, including recent filings, new regulations, and SEC comment letters.
These resources and support options ensure that users can efficiently and effectively utilize Intelligize’s AI-driven tools to enhance their research and compliance activities.
Intelligize (LexisNexis) - Pros and Cons
Advantages of Intelligize AI
Efficient Research and Compliance
Intelligize AI significantly enhances the efficiency of SEC compliance research. It introduces features like “Ask AI,” which allows users to ask plain English questions about their search results, helping to pinpoint the most relevant examples and extract specific data points quickly.
Advanced Search Capabilities
The platform offers new search technologies, including the “Expand Keywords” feature and conceptual search. These tools enable more intuitive discovery of relevant documents by suggesting variations and high-confidence substitutes for Boolean searches and by searching based on the concepts underlying the queries.
Document Summarization and Comparison
The “AI Summarize” feature provides condensed explanations of sections within documents, reducing the time spent on manual information synthesis. The “AI Compare” feature highlights similarities and differences between documents, making the review process faster and more effective.
Benchmarking and Peer Analysis
Intelligize AI facilitates faster benchmarking against peer disclosures using four matrices (Risk Factors, MD&A, Notes to Financials, and Business). This integration helps users identify areas of similarity and difference in peer filings, reducing fatigue and mitigating risk.
User-Friendly Interface
The platform features a sleek, modern look-and-feel that makes searching, viewing, and analyzing SEC filings more straightforward and intuitive. This user-friendly design ensures that the tools are accessible and easy to use.
Data Security and Privacy
Intelligize AI is guided by the RELX Responsible AI Principles, ensuring secure and private interactions. The generative AI is powered by a privately hosted model that is never shared with third parties, and responses are grounded in authoritative sources with verifiable citations.
Disadvantages of Intelligize AI
Dependence on AI Accuracy
While the AI features are advanced, there is still a reliance on the accuracy of the AI models. Any inaccuracies or biases in the AI could lead to incorrect or misleading results, which could impact compliance and research outcomes.
Potential Learning Curve
Although the interface is designed to be user-friendly, the integration of new AI features might require some time for users to get accustomed to, especially for those who are not familiar with advanced AI tools.
Ethical and Trust Considerations
There may be concerns about trust and ethical considerations related to the use of generative AI. Users need to be confident in the AI’s ability to provide accurate and unbiased results, which can be a barrier to full adoption.
Cost and Accessibility
The cost of accessing Intelligize AI might be a barrier for some users or organizations, especially smaller firms or individuals who may not have the budget for such advanced tools.
In summary, Intelligize AI offers significant advantages in terms of efficiency, advanced search capabilities, and user-friendly features, but it also comes with potential drawbacks such as dependence on AI accuracy, a possible learning curve, ethical considerations, and cost barriers.
Intelligize (LexisNexis) - Comparison with Competitors
Unique Features of Intelligize AI
- AI Summarize: This feature provides condensed explanations of sections within documents, significantly reducing the time spent on manual summarization.
- AI Compare: This allows users to review SEC documents quickly by highlighting similarities and differences between them, which is particularly useful for benchmarking peer disclosures.
- Ask AI: Users can ask questions in plain English about their search results to quickly pinpoint the most relevant examples or extract specific data points from multiple documents.
- Search Intelligence: Intelligize AI includes advanced search technologies such as Expand Keywords and conceptual search, which enhance Boolean searches and help users discover relevant documents based on the underlying concepts of their queries.
Alternatives and Comparisons
AlphaSense
- AlphaSense also offers advanced AI search and summarization capabilities, including Smart Synonyms™, which helps recognize keyword intent and eliminate irrelevant content. However, AlphaSense has a broader content universe with over 10,000 premium sources, including SEC and company filings, expert call transcripts, and broker research. AlphaSense’s features are more geared towards market research and include monitoring tools and automated alerts, which Intelligize does not offer.
QuillBot
- QuillBot is a versatile summarizer that uses advanced neural network models to condense lengthy texts into concise summaries. It supports multiple integrations (Windows, macOS, Chrome Extension, Word Plug-in) and can summarize text in paragraphs and bullet points. However, QuillBot’s pricing plans are more affordable than Intelligize , but it lacks the specialized SEC compliance and benchmarking features of Intelligize.
Jasper AI
- Jasper AI is known for its ability to generate high-quality summaries in over 30 languages and allows users to train the AI model to match their brand voice. It also includes a sentence expander feature. While Jasper AI is more focused on content creation and SEO, it does not have the specific SEC compliance and document comparison features that Intelligize AI offers.
Frase
- Frase is an AI-powered summarizer that focuses on SEO, using a proprietary model to generate summaries that can attract audiences and rank higher. It offers custom creativity levels and is more suited for marketers and eCommerce businesses. Unlike Intelligize, Frase does not specialize in SEC compliance or document comparison.
Other Summarizers
- Tools like SummarizeBot, SMMRY, and Summarygenerator.io offer various summarization capabilities, including PDF summarization and support for multiple languages. However, these tools are generally more generic and do not have the specialized features for SEC compliance and document analysis that Intelligize AI provides.
Conclusion
Intelligize AI stands out with its specialized features for SEC compliance, document comparison, and advanced search technologies, making it a strong choice for those needing detailed analysis of SEC filings and peer disclosures. While other tools like AlphaSense, QuillBot, Jasper AI, and Frase offer powerful summarization capabilities, they are more geared towards broader market research, content creation, or SEO-focused summarization, and may not meet the specific needs of SEC compliance and benchmarking as effectively as Intelligize AI.
Intelligize (LexisNexis) - Frequently Asked Questions
Frequently Asked Questions about Intelligize AI
What is Intelligize AI and how does it enhance SEC compliance research?
Intelligize AI is a new platform that integrates advanced AI technologies to improve SEC compliance research. It offers features like “Ask AI,” “AI Summarize,” and “AI Compare” to help users efficiently surface higher-quality search results, reduce research hours, and improve compliance.What is the “Ask AI” feature, and how does it help users?
The “Ask AI” feature allows users to ask questions in plain English about their search results. This helps to speed up document review and pinpoint the most relevant examples or extract specific data points from multiple documents.How does the “AI Summarize” feature work?
The “AI Summarize” feature provides condensed explanations of sections within documents. This reduces the time spent manually synthesizing information, making it easier to distill key points from lengthy documents.What is the “AI Compare” feature, and what benefits does it offer?
The “AI Compare” feature helps users review SEC documents quickly by highlighting similarities and differences between them. It presents this information in an easy-to-read list, making it easier to identify changes or differences in disclosure language.How does Intelligize AI improve benchmarking against peer disclosures?
Intelligize AI integrates its AI features (Ask AI, AI Summarize, AI Compare) with four matrices (Risk Factors, MD&A, Notes to Financials, and Business). This integration enables faster benchmarking, reduces fatigue in reading vast volumes of text, and helps mitigate risk by providing more comprehensive and robust benchmarking.What new search technologies are available in Intelligize AI?
Intelligize AI offers new search options such as the “Expand Keywords” feature, which enhances Boolean searches with variations and high-confidence substitutes. It also includes advanced conceptual search technology that goes beyond traditional keyword searches to surface the most relevant documents based on the concepts of the search terms.Can users still use traditional search methods on the Intelligize AI platform?
Yes, the existing search capabilities of Intelligize are still available for use within the Intelligize AI platform. Users can choose between traditional search methods and the new AI-driven features.How does Intelligize AI help in avoiding SEC comment letters?
By using features like “Ask AI,” “AI Summarize,” and “AI Compare,” users can more efficiently review and compare documents, which is critical for avoiding SEC comment letters. These features make benchmarking peer filings much easier, reducing the risk of non-compliance.Is the Intelligize AI platform secure and reliable?
Intelligize AI is developed with security and reliability in mind. It is part of the LexisNexis family, which ensures high standards of accuracy and completeness. The platform is designed to minimize errors and provide trustworthy results.Can users interact with Intelligize AI using natural language?
Yes, users can interact with Intelligize AI using natural language. The platform allows users to ask questions in plain English, making the research process more intuitive and user-friendly.Are there any specific industries or organizations that benefit from Intelligize AI?
Intelligize AI benefits law firms, accounting firms, corporations, and other organizations that need to stay compliant with government regulations. It serves clients including Fortune 500 companies and top global law and accounting firms. Intelligize (LexisNexis) - Conclusion and Recommendation
Final Assessment of Intelligize AI
Intelligize AI, developed by LexisNexis, is a sophisticated tool that significantly enhances SEC compliance research and analysis through advanced AI-driven features. Here’s a comprehensive assessment of who would benefit most from using this platform and an overall recommendation.
Key Features and Benefits
- AI Summarize: This feature provides condensed explanations of sections within documents, reducing the time spent on manual synthesis of information. This is particularly useful for quickly grasping key points from lengthy SEC filings.
- AI Compare: Users can quickly review SEC documents by highlighting similarities and differences between them, which is crucial for benchmarking peer disclosures and avoiding SEC Comment Letters.
- Ask AI: This feature allows users to ask questions in plain English about their search results, speeding up document review and pinpointing the most relevant examples.
- Search Intelligence: The platform includes new search options such as Expand Keywords and conceptual search, making it easier to discover relevant documents based on the concepts of the search terms rather than just keywords.
Who Would Benefit Most
Intelligize AI is highly beneficial for several groups:
- Legal and Compliance Professionals: Those involved in SEC compliance will find the platform invaluable for streamlining the review and analysis of SEC filings, reducing the time and effort required for benchmarking and ensuring compliance.
- Financial Analysts: Analysts can use the AI-driven features to quickly compare financial disclosures, identify trends, and make more informed decisions.
- Corporate Lawyers: Lawyers can leverage the platform to efficiently review and analyze large volumes of legal documents, ensuring they are well-prepared for regulatory requirements and potential legal challenges.
- Researchers: Researchers in finance and law can benefit from the ability to quickly summarize extensive documents, accelerating their research and analysis processes.
Overall Recommendation
Intelligize AI is a powerful tool that significantly enhances the efficiency and accuracy of SEC compliance research and analysis. Here are some key reasons why it is highly recommended:
- Time Savings: The platform reduces the time spent on manual tasks such as summarizing documents, comparing disclosures, and searching for relevant information.
- Accuracy and Reliability: The AI features are grounded in authoritative sources and use a proprietary retrieval augmented generation (RAG) process to ensure accurate and reliable results.
- User-Friendliness: The platform features a modern and intuitive interface, making it easier for users to search, view, and analyze SEC filings.
- Security and Privacy: The AI model is privately hosted and never shared with third parties, ensuring secure and private interaction.
In summary, Intelligize AI is an essential tool for anyone involved in SEC compliance, financial analysis, or legal research. Its advanced AI features streamline complex tasks, enhance accuracy, and save valuable time, making it a highly recommended solution for those seeking to improve their research and compliance processes.