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Research & Advisory

Author recommendations through the research publication workflow and deliver to Customers with active entitlements via communications and the Customer Portal.

Last updated: August 2026

Research recommendations follow an editorial publication workflow: draft → review → approve → publish. Published revisions are immutable; new versions create new revision records.

Research publication workflow with draft and review stages
Research workspace, cropped publication workflow showing draft and review stages (object-position: center).

Publication workflow

  1. Analysts author drafts with attachments and audience targeting metadata.
  2. Reviewers validate content before approval.
  3. Approvers publish, the revision becomes immutable and delivery begins.
  4. Audience resolution uses Catalog entitlements and Plan segments.

Delivery channels

Published research reaches Customers with active entitlements through communications channels and the Customer Portal research feed. Customers without a matching Subscription or entitlement do not receive the publication.