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Professional & financial services
20 business types. Explore your area of work and the records it may leave behind.
These examples help start a conversation. They do not establish ownership, suitability, buyer demand or a right to sell or license records.
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Open a business type to see its record examples. All 20 are listed here.
Start with a non-confidential description only. Do not upload or send underlying archive files at this stage.
Banks
Record classes to describe, not upload
- Review, exception-handling and reconciliation procedures
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archivePayment processors
Record classes to describe, not upload
- Non-personal review and reconciliation procedures
- Exception-handling methods; not payment-account or transaction histories
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archiveInsurance carriers
Record classes to describe, not upload
- Review, exception-handling and reconciliation procedures
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archiveInsurance loss-adjusting firms
Record classes to describe, not upload
- Review, exception-handling and reconciliation procedures
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archiveInsurance brokerages
Record classes to describe, not upload
- Review, exception-handling and reconciliation procedures
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archiveMortgage brokerages
Record classes to describe, not upload
- Review, exception-handling and reconciliation procedures
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archiveCredit-reporting agencies
Record classes to describe, not upload
- Non-personal data-quality and matching procedures
- No individual credit files, scores or account details in an enquiry
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archiveAccounting and tax practices
Record classes to describe, not upload
- Review, exception-handling and reconciliation procedures
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archivePayroll service companies
Record classes to describe, not upload
- Review, exception-handling and reconciliation procedures
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archiveInvestment management firms
Record classes to describe, not upload
- Review, exception-handling and reconciliation procedures
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archiveLaw firms
Record classes to describe, not upload
- Analytical reasoning, alternatives and review decisions
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archiveCourt-reporting businesses
Record classes to describe, not upload
- Analytical reasoning, alternatives and review decisions
- Speaker, timing and correction metadata
Describe the category only. Personal, clinical, privileged or otherwise restricted records are not assumed eligible; separate specialist review may be needed.
Discuss this type of archivePatent-search firms
Record classes to describe, not upload
- Prior-art evidence and claim comparisons
- Relevance assessments and search reasoning
- Client briefs, technical queries and review feedback
- Analytical reasoning, alternatives and review decisions
Examples to investigate, not a claim that these records exist, are owned by the holder or can be licensed.
Discuss this type of archiveTranslation agencies
Record classes to describe, not upload
- Translation memories, terminology and alignment
- Reviewer corrections and translation feedback
- Client briefs, technical queries and review feedback
- Analytical reasoning, alternatives and review decisions
Examples to investigate, not a claim that these records exist, are owned by the holder or can be licensed.
Discuss this type of archiveMarket-research companies
Record classes to describe, not upload
- Interview and focus-group recordings
- Survey responses and coded research findings
- Client briefs, technical queries and review feedback
- Analytical reasoning, alternatives and review decisions
Examples to investigate, not a claim that these records exist, are owned by the holder or can be licensed.
Discuss this type of archiveManagement consultancies
Record classes to describe, not upload
- Working analyses and recommendations
- Client briefs, proposals and final deliverables
- Client briefs, technical queries and review feedback
- Analytical reasoning, alternatives and review decisions
Examples to investigate, not a claim that these records exist, are owned by the holder or can be licensed.
Discuss this type of archiveArchitecture practices
Record classes to describe, not upload
- Design drawings, BIM and revisions
- Alternatives, design reviews and specification decisions
- Client briefs, technical queries and review feedback
- Analytical reasoning, alternatives and review decisions
Examples to investigate, not a claim that these records exist, are owned by the holder or can be licensed.
Discuss this type of archiveEngineering design consultancies
Record classes to describe, not upload
- Calculations, models and simulation assumptions
- Design drawings and review revisions
- Client briefs, technical queries and review feedback
- Analytical reasoning, alternatives and review decisions
Examples to investigate, not a claim that these records exist, are owned by the holder or can be licensed.
Discuss this type of archiveIndustrial design studios
Record classes to describe, not upload
- Prototype drawings and design revisions
- Usability observations and product feedback
- Client briefs, technical queries and review feedback
- Analytical reasoning, alternatives and review decisions
Examples to investigate, not a claim that these records exist, are owned by the holder or can be licensed.
Discuss this type of archiveProduct testing and certification companies
Record classes to describe, not upload
- Test results and certification evidence
- Nonconformities and corrective-action reviews
- Client briefs, technical queries and review feedback
- Analytical reasoning, alternatives and review decisions
Examples to investigate, not a claim that these records exist, are owned by the holder or can be licensed.
Discuss this type of archiveNo matching business type in this sector. Search all 240 business types, or describe your records in an enquiry.
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