Blair CompassOrganization Intelligence MethodologyVersion 1.0
Blair Compass Organization Intelligence

One scoring system, visible uncertainty, and no invented payer precision

Current through July 24, 2026. This methodology is designed for physician associations, specialty societies, medical-group organizations, value-based-care coalitions, advocacy organizations, and their related entities.

The five questions

  1. Who pays?
  2. Who decides?
  3. Who benefits?
  4. What does the organization actually do?
  5. What cannot be determined from public records?

Eight report-card dimensions

DimensionWeightWhat is measured
Financial Transparency and Source Identification15Documented performance and accountability under the named dimension.
Funding Independence and Concentration Risk15Documented performance and accountability under the named dimension.
Mission-to-Action Alignment20Documented performance and accountability under the named dimension.
Physician or Member Governance and Representation15Documented performance and accountability under the named dimension.
Breadth of Support Across Physician Segments10Documented performance and accountability under the named dimension.
Leadership, Conflict Management, and Accountability10Documented performance and accountability under the named dimension.
Legal, Regulatory, and Ethical Record10Documented performance and accountability under the named dimension.
Outcomes and Public Accountability5Documented performance and accountability under the named dimension.

Normalized score: dimensions marked NE are excluded from the denominator rather than scored as zero. Evidence coverage is reported separately so a normalized grade cannot conceal missing evidence.

Public-language rules

Grades and statuses

GradeRangeMeaning
A90–100Strong documented alignment and accountability.
B80–89Generally favorable with limited or manageable gaps.
C70–79Mixed record or meaningful unanswered questions.
D60–69Material documented concerns.
F<60Serious documented concerns.
NE - Insufficient evidence for the dimension.

Affiliate and preliminary profiles may display an indicative normalized score but are excluded from peer ranking.

Verification and release gates

  1. Current leaders and titles checked against current official sources.
  2. Financial amounts and percentages independently recalculated.
  3. Related entities and political accounts separated.
  4. Legal status and case disposition checked for adverse claims.
  5. Public-facing language reviewed for unsupported motive, moral judgment, and internal production terminology.
  6. Mobile, print, accessibility, and link validation completed.
  7. Final editorial approval and last-link check completed before publication.

Update, monitoring, and re-grading policy

Blair Compass Organization Intelligence consists of living reports. Automation is used to identify possible changes and prepare a review queue; it does not silently alter a public conclusion or grade.

Review layerCadence or triggerWhat is checkedPublication rule
Event-triggered reviewAs neededVerified correction requests; new audited statements or Form 990s; leadership changes; mergers; major litigation, enforcement, policy reversals, or source corrections.A change is published only after source verification, scoring review when relevant, and editorial approval.
Semiannual freshness reviewAt least every 6 monthsCurrent leaders, newest financial records, major funding relationships, legal/regulatory developments, mission statements, broken references, and data-age warnings.The scheduled service queues an evidence-difference review for Goibniu. A web-enabled research agent verifies current sources; no score changes automatically.
Annual full re-reviewAt least every 12 monthsThe complete research prompt, primary-source ledger, financial reconciliation, contrary evidence, all eight dimensions, and independent review.Any revised grade is human-approved and recorded with the prior score, new score, reason, and effective date.
Continuous source monitoringWhen technically feasibleKnown official source URLs and filing calendars are checked for new or changed records.Automated findings are leads, not facts, until the source is opened and verified.
Automation boundary: Goibniu may orchestrate the review queue, apply an approved evidence package, recalculate a draft score, run technical QA, and prepare a draft change package. Current-source research must be performed by an approved web-enabled research agent. No system may publish, remove an adverse finding, or change a grade without the Blair Compass editorial approval gate.

The release package includes a machine-readable refresh manifest and scheduled queue function. The schedule becomes operational only after the production Netlify and private Goibniu/GitHub integration is enabled.

Organization response and corrections

Organizations and readers may submit primary documentation identifying a factual error, a newer record, or a methodology concern through the correction form. They do not receive editorial approval or veto authority. Material corrections are dated and described in the change log.

Traffic measurement and privacy

Public Organization Evidence Review pages use Plausible Analytics to measure aggregate page views, referral sources, outbound source-link clicks, file downloads, form submissions, and selected interface actions such as opening a review, printing, or copying a summary. The implementation does not send correction-form field contents or other free-text submissions to analytics.

Correction and organization-suggestion forms are processed separately through Netlify Forms and the private Goibniu review queue. Readers should never submit PHI, patient information, passwords, or confidential employer or client material.