The Lumen Index helps teams augment customer portfolio reviews with enriched account context. These are the questions we hear most often from buyers evaluating fit, onboarding, workflow, and delivery options.
A customer health score reflects internal account behavior inside your business. The Lumen Index adds enriched account context from public reporting beside that internal view.
It supports customer portfolio review rather than replacing internal health scoring or judgment.
The review can include workforce changes, leadership changes, breaches, vulnerabilities, restructuring, funding activity, legal developments, and other visible company change tied to customer accounts.
The service uses public reporting that can be tied to customer accounts and handled through one consistent evidence process.
No. The Lumen Index is not a prediction engine. It adds enriched account context to customer portfolio reviews so teams can decide where a closer look may be useful.
A quiet account can mean no visible qualifying public reporting in the review window. It should not be treated as proof that nothing is changing.
Once your customer list is loaded, an initial enriched review can be prepared based on qualifying public reporting tied to accounts in scope.
Meaningful history can be included, depending on the source mix and review approach used for your engagement.
Matching starts with company name and domain, and it can be strengthened with aliases, CRM fields, or other account metadata you provide.
The Lumen Index does not treat every public item equally. Review strength depends on source quality, company identity, evidence completeness, and whether the item represents material company change.
That helps teams compare accounts using one consistent evidence process. Read the methodology overview.
Start with a customer account list. If you have it, you can also provide optional internal metadata such as health score, segment, industry, region, ARR band, renewal timing, account tier, or strategic account flag.
Yes. For teams that want review outputs in internal workflows, API support can be discussed as part of the engagement.
The onboarding workflow is centered on company and account metadata needed to support the review. It is not built around contact-level customer data.
If you want to talk through fit, workflow, or what a first portfolio review could look like, get in touch.
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