Deep Research

Deep Research

Create high-fidelity research reports with strict format control, evidence mapping, source governance, and multi-pass synthesis.

Architecture: Lead Agent + Subagents

Lead Agent (coordinator — minimizes raw search context)
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  P0: Environment + source policy setup
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  P1: Question and claim map (decision questions, evidence routes, stop rules)
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  Dispatch ──→ Subagent A ──→ writes task-a.md ──┐
           ──→ Subagent B ──→ writes task-b.md ──┤ (parallel)
           ──→ Subagent C ──→ writes task-c.md ──┘
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  |     research-notes/  <────────────────────────┘
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  P2: Build evidence packets + citation registry
  P3: Evidence-mapped outline with counter-evidence and unknowns
  P4: Draft from evidence packets; reopen decisive originals
  P5: Counter-review (claims, confidence, alternatives)
  P6: Verify every load-bearing claim and exact fact
  P7: Polish → final report with confidence markers

Context discipline: Keep raw search-result noise in task workspaces. Pass evidence packets to the lead agent, including locators and short source excerpts. Notes are routing aids, not authorities: the lead agent must open the original source for every load-bearing claim, conflicting claim, and exact figure/date/quotation used in the report.

Mode Selection

Determine the research mode before starting:

• Enterprise Research Mode: Question-led company research with optional analysis frameworks selected only when they help answer the decision
• General Research Mode: Standard P0-P7 research pipeline with source governance
• Depth Selection: Choose from the number and consequence of unresolved questions, not prompt length, task count, or a target word count

Source Governance (V6)

Source Accessibility Classification

Classify every source by accessibility:

First-party boundary: User-authorized records may establish what the organization did, agreed, paid, delivered, or observed. They do not count as independent external validation of market standing, customer sentiment, regulatory compliance, or third-party claims. Never relabel an internal record as an external finding.

✅ EXCLUSIVE INFORMATION ADVANTAGE: You SHOULD:

• Use user's Crunchbase Pro to research competitors
• Use user's proprietary databases for market research
• Use user's private APIs for investment analysis
• Leverage any exclusive source user provides for third-party research

Source Type Labels

Every source MUST also be tagged with:

Coverage diagnostics: Track source counts, domains, source-type mix, and concentration to reveal thin coverage. Never pass or fail research from these totals alone. Gate on whether each decision question and load-bearing claim has fit-for-purpose evidence, whether counter-evidence was sought, and whether remaining unknowns are explicit.

AS_OF Date Policy

Set AS_OF date explicitly at P0. For all time-sensitive claims:

• Include source publication date with every citation
• Downgrade confidence if source is older than relevant horizon
• Define a freshness horizon per claim class and flag material outside it; a universal age cutoff is only a diagnostic

P0: Environment & Policy Setup

Check capabilities before starting:

Set policy variables:

• AS_OF: Today's date (YYYY-MM-DD) - mandatory for timed topics
• MODE: Standard (default) or Lightweight, justified by the question map
• SOURCE_TYPE_POLICY: Enforce official/academic/secondary/journalism/community/other labels
• COUNTER_REVIEW_PLAN: What evidence would overturn each provisional conclusion

Report: [P0 complete] Subagent: {yes/no}. Mode: {standard/lightweight}. AS_OF: {YYYY-MM-DD}.

When researching a specific company, use the specialized workflow to route evidence by question. Treat the six dimensions as a coverage map, not a mandatory report outline.

Enterprise Workflow Overview

Enterprise Research Progress:
- [ ] E1: Intake — confirm company entity, research depth, format contract
- [ ] E2: Question-led evidence collection across relevant dimensions
  - [ ] D1: Company fundamentals (entity, founding, funding, ownership)
  - [ ] D2: Business & products (segments, products, revenue structure)
  - [ ] D3: Competitive position (industry rank, competitors, barriers)
  - [ ] D4: Financial & operations (3-year financials, efficiency metrics)
  - [ ] D5: Recent developments (6-month events, strategic signals)
  - [ ] D6: Internal/proprietary sources (or note limitation)
- [ ] E3: Optional analysis framework selected for the decision (or none)
- [ ] E4: Claim/evidence/unknown checks at each stage transition
- [ ] E5: Draft in the user's requested structure
- [ ] E6: Multi-pass drafting + UNION merge (same as general Step 6-7)
- [ ] E7: Present draft for human review and iterate

P1: Research Task Board

Decompose the assignment into decision questions. Create tasks only where separate evidence routes or expertise make the work clearer.

Each task assignment includes:

• Expert Role: Specialist persona (e.g., "Policy Historian", "Ecosystem Mapper")
• Objective: One-sentence investigation goal
• Queries: 2-3 pre-planned search queries
• Depth: DEEP (fetch 2-3 full articles) or SCAN (snippets sufficient)
• Output: Path to research notes file
• Parallel Group: Group A (independent) or Group B (depends on Group A)
• Decision Question: The exact question this task helps answer
• Load-Bearing Claims: Provisional claims that would change the conclusion
• Disconfirming Evidence: What would weaken or overturn each claim
• Evidence Route: Which source owners or record systems can actually observe the fact