Ensuring Accuracy of Expert Profiles
External Verification
Internal Verification
- Interaction History
- Rate
- Comments
- Adverse Media
- Identifying Information
- Career History
Flag to CP
If you come across any of these red flags please escalate to CP so we can assess next steps!
Interaction Count
If an expert has done 25+ interactions that is a potential flag this an expert could be gaming the system Ensure that the projects they have worked on make sense with their career history
Identifying Information
Ask your self if the experts phone number area code makes sense with an experts location
Career History
Ensure that experts career history in our system matches their career history on LinkedIn Sometimes an experts LinkedIn might not be updated so please be sure to review comments to see if someone added a note about a role If you are adding a role that is not on an experts LinkedIn please be sure to add a comment to their page that you confirmed this role with them You can look up an experts company online and see if they are on their company page When doing custom research it is important to ensure that you are importing experts into the system to see if they are locked in our system, on a DNC list, etc.
Adverse Media Vetting Tests
Properly actioning the adverse media vetting test prior to setting up a call In our contracts with our clients we agree not to set them up on calls with experts who are involved in any litigation or who have any previous criminal records. Per our legal agreement it is the responsibility of CST to action the adverse media checklist and to flag any potential issues to CP It is NEVER worth it to set up a non compliant call the potential credits from a call sold do not outweigh the reputational or internal consequences
Comments
Potential comments about how to vet the expert, if there have been previous calls that were “a mismatch in expert experience and client expectations” be sure you are not setting the expert up on a similar call Red flag comments: Expert refuses to answer vetting questions on the phone, expert is money hungry,
Rate
Experts who often ask to increase their rate are “gaming the system” and are red flags for potentially fraudulent experts
Ensuring Accuracy of Expert Profiles
Anna Hentunen
Created on October 16, 2025
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Transcript
Ensuring Accuracy of Expert Profiles
External Verification
Internal Verification
Flag to CP
If you come across any of these red flags please escalate to CP so we can assess next steps!
Interaction Count
If an expert has done 25+ interactions that is a potential flag this an expert could be gaming the system Ensure that the projects they have worked on make sense with their career history
Identifying Information
Ask your self if the experts phone number area code makes sense with an experts location
Career History
Ensure that experts career history in our system matches their career history on LinkedIn Sometimes an experts LinkedIn might not be updated so please be sure to review comments to see if someone added a note about a role If you are adding a role that is not on an experts LinkedIn please be sure to add a comment to their page that you confirmed this role with them You can look up an experts company online and see if they are on their company page When doing custom research it is important to ensure that you are importing experts into the system to see if they are locked in our system, on a DNC list, etc.
Adverse Media Vetting Tests
Properly actioning the adverse media vetting test prior to setting up a call In our contracts with our clients we agree not to set them up on calls with experts who are involved in any litigation or who have any previous criminal records. Per our legal agreement it is the responsibility of CST to action the adverse media checklist and to flag any potential issues to CP It is NEVER worth it to set up a non compliant call the potential credits from a call sold do not outweigh the reputational or internal consequences
Comments
Potential comments about how to vet the expert, if there have been previous calls that were “a mismatch in expert experience and client expectations” be sure you are not setting the expert up on a similar call Red flag comments: Expert refuses to answer vetting questions on the phone, expert is money hungry,
Rate
Experts who often ask to increase their rate are “gaming the system” and are red flags for potentially fraudulent experts