MODULE 4 · LESSON 2 / 4
Upload and dataset validation
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The Upload Advisor
Before your data enters the analysis pipeline, the Upload Advisor validates everything. It is the quality gate that ensures your analysis starts on solid foundations.
Format validation
Checks file format (CSV/Excel), encoding, and structural integrity.
Source auto-detection
Identifies the source (Derwent Innovation, Espacenet, etc.) from column headers and data patterns.
Column mapping
Maps source-specific column names to Stratensight's expected schema (Publication Number, Filing Date, Assignee...).
Quality assessment
Deduplication, missing date check, assignee normalization, preliminary Intelligence Grade™ estimate.
Common rejection reasons and fixes
The Upload Advisor tells you exactly what is wrong and how to fix it. Here are the most common issues:
Fix: Re-export from your source and ensure Publication/Patent Number is included.
Fix: Filing Date is critical for Momentum Index™. Re-export with date fields included.
Fix: The Openness Score™ requires assignee data. Use a source with better metadata.
Fix: Export as CSV (UTF-8) or Excel (.xlsx). PDF and Word formats are not supported.
Fix: Broaden your search query or extend the time window to capture more filings.
After validation: automatic analysis
Once the Upload Advisor validates your file, the full analysis pipeline runs automatically. All four proprietary scores are calculated, Technology Clusters are generated, and the Decision Engine™ produces a verdict with confidence score.
Key difference from Explorer: Upload analysis produces a fixed, dated result. The same file uploaded again will always produce the same scores. This is the reproducible analysis mode for strategic decisions.
Key takeaways
- The Upload Advisor validates format, detects source, maps columns, and checks quality.
- Common rejections: missing Publication Number or Filing Date, unsupported format.
- Source auto-detection recognizes Derwent, PatSnap, Questel, and other major providers.
- After validation, the full analysis pipeline runs automatically with all four scores.
QUIZ DE VALIDATION
1. What does the Upload Advisor do?
2. Why might a file be rejected by the Upload Advisor?
3. How does source auto-detection work?
4. What happens during the quality checking process?
5. After the Upload Advisor validates your file, what is the next step?