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Saved searches and pursuit rules

Turn a commercial strategy into reusable inclusion, exclusion and scoring rules.

01

What this capability changes

Saved searches can be private, shared with a team or published as approved templates.

Turn a commercial strategy into reusable inclusion, exclusion and scoring rules. The design starts with a commercial question and preserves the trail back to the authoritative record, instead of forcing a team to trust a relevance label it cannot inspect.

How it works in the platform

Version history records who changed a rule and how its result set shifted.

Source identity, observation time, transformations and user decisions remain separate fields. That distinction allows the product to update a notice without erasing what a user saw when a pursuit decision was made.

Production controls

Test mode compares new rules against historical synthetic or licensed data before alerts are activated.

Deployment begins with a source register, access roles, retention rules and measurable acceptance criteria. Features that depend on customer systems or third-party rights remain disabled until those dependencies are approved.

Connected lifecycle

Discovery is only the first decision.

Link this capability to buyer context, matching, qualification and the mobile workspace without duplicating the record.

Source

Keep the authoritative URL, identifier and raw observation.

Normalise

Map fields while preserving source wording and uncertainty.

Decide

Record match reasons, blockers and the human outcome.

Learn

Measure relevance and workflow outcomes without inventing attribution.

Questions answered

Frequently asked questions

Is saved searches and pursuit rules available in the demonstration?

The public build demonstrates the interface and data contracts with synthetic records. Live connectors require deployment credentials and source approval.

Can the logic be changed for a specific organisation?

Yes. Matching, saved-search and workflow rules are versioned so an organisation can adapt them while retaining an audit trail.

Does B2BTenders.uk™ replace the source notice?

No. The source notice remains authoritative. B2BTenders.uk™ organises, explains and links the intelligence around it.

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