Research with sources
Build a current, traceable brief from an approved source set.
Purpose
Build a current, traceable brief from an approved source set. The workflow is acceptable only while its evidence, permission, review, and stop boundaries remain true.
Prerequisites
- A defined question, scope, and freshness window for each fact type.
- A source-quality rule, such as “a vendor’s own page is authoritative for its own price”.
- A reviewer who can open every cited source.
Worked example
This example uses a fictional vendor.
| Item | Record |
|---|---|
| Claim C3 | “Acme Analytics’ Team plan costs $24 per user per month, billed annually.” |
| Source S2 | Acme Analytics pricing page (primary). Passage: “Team — $24/user/month, billed annually.” Observed 2026-11-06. |
| Source S5 | Industry blog, March 2026: “Team costs $20/user/month.” |
| Conflict | S2 and S5 disagree. S2 is primary and newer, so C3 cites S2 and the brief records S5 as superseded. |
| Freshness | Prices use a 30-day window; S2 must be re-observed before the brief is reused after 2026-12-06. |
Procedure
- Write the question, the material claims it needs, the freshness window, and the authority rule before searching.
- Retrieve sources and record each passage with its source, version or date, and observation date.
- Build a claims table: each material claim, its supporting passage, and pass, conflict, or unsupported status.
- Resolve conflicts with the authority rule, or keep the claim unresolved and say so; never average two figures.
- The reviewer opens each passage, confirms it supports the claim, and signs off the claims table.
Deterministic and review checks
- Each material claim has at least one passage that directly supports it.
- Each observation date falls inside the freshness window for that fact type.
- Each conflict is resolved by the written authority rule or reported as unresolved.
A case that must fail
“Acme is the market leader” has no supporting passage. It is removed or labelled unsupported; it is not softened into “one of the leading vendors”.
Human boundary
The reviewer accepts the claims table, and the brief’s owner decides how it is used. Retrieval does not make a claim true.
Stop and escalation
- Do not fill evidence gaps with plausible language.
- Escalate conflicting authoritative sources.