This decision tree belongs to the progress claim reconciliation guide. The guide covers the pre-migration inventory; this page answers who can say yes once you know the claim history exists.
Roles at a head contractor, ranked by authority
Start with what each role can actually commit the company to.
| Role | What they know | Can they authorize a licensing discussion? |
|---|---|---|
| Construction accountant or financial controller | ERP coverage, invoice references, migration scope | No; confirms records exist |
| Project controls manager | Measurement and claim version history | No; confirms the links |
| Commercial director | Which contracts had clean histories and where disputes were | Usually not alone; the natural sponsor |
| General counsel or contracts manager | Client confidentiality, government terms, JV agreements | Advises; review shapes the decision |
| CEO | Whether the company licenses its records at all | Yes; authorizes and signs |
| Board or owner | Ultimate authority | Consulted where governance requires it; the CEO signs |
A partner who stops at the financial controller has found the records, not the decision.
Gate one: whose project are the claims about?
Every claim describes a client's project, so the contract with that client matters first.
Private developer or owner. The head contract governs. Many include confidentiality clauses covering project information, and some cover pricing. Counsel reads them; the partner records how many head contracts are in scope.
Government agency. Public contracts carry their own terms. On U.S. federal fixed-price construction work, for example, FAR 52.232-5 requires each progress payment request to be substantiated and certified, and FAR 52.232-27 sets prompt payment terms. The payment rules explain why the records are detailed; they do not decide reuse. Government contract terms on data and confidentiality are a branch for counsel.
Contractor working under another head contractor. The subcontract and the head contract above it may both apply. The pay application review page shows the head contractor's side of the same records.
Gate two: was the work done in a joint venture?
Large projects are often delivered by two or three contractors in a joint venture. The JV usually has its own agreement covering who owns project documents and who may use them. Ask:
- Which contracts in the history were joint ventures?
- Did the JV keep its own claim and certificate records, or did one partner administer them?
- Who is the JV's representative on commercial matters?
If the JV created the records, expect the JV partner's consent to be part of any licensing decision. Records the contractor keeps on its own share may sit outside that. Counsel decides which.
Gate three: are subcontractor claims in the set?
A head contractor's files hold its subcontractors' progress claims too: their measurements, their prices, the head contractor's assessment. Those describe another company's work. Under security of payment regimes such as New South Wales', each assessment comes with a payment schedule stating the scheduled amount and the reasons for any shortfall, which makes them detailed records. Treat them as a separate branch from the contractor's own claims to its client, and let counsel and SourceX's review decide whether they belong in scope at all.
The tree in one table (Illustrative)
Three fictional contractors, written for this page, show how the same tree produces different paths.
| Question | 210-person fit-out contractor | 480-person building contractor | 900-person civil contractor |
|---|---|---|---|
| Client type | Private landlords | Private developers and one state agency | Government agencies |
| Joint ventures | None | One hospital JV | Several JVs on major roads |
| Subcontractor claims held | Few | Many | Many |
| Person introduced | Managing director, as CEO | CEO, commercial director as sponsor | CEO, with general counsel |
| Extra sign-off | Head contract confidentiality | State agency terms; JV partner for the hospital records | JV partners; agency terms; subcontractor branch |
| Cleanest starting point | All own claims | Own claims on private contracts | Own claims on single-party contracts |
The introduction is always to the CEO. What changes is how many side branches counsel has to clear before anything could be licensed.
What only SourceX's rights review settles
The partner names the executive and lists the branches. SourceX's rights review decides which contracts allow reuse, what must be removed, and whether client, JV or subcontractor consent is needed; why data rights matter explains the principle. Buyer interest and any offer also wait for that review. SourceX licenses approved business data directly from companies for AI training and evaluation, and manages the agreement, rights review, data preparation, delivery and payout. Claims consultants who work across several contractors may find the construction claims consultant guide useful for spotting which of their clients fit.
For SourceX, an introduced company needs 50+ full-time employees at peak (contractors excluded), a documented operating history, rights to license and an authorized contact. Companies in the U.S., Canada and the EU qualify, as do companies in the UK, Australia, New Zealand, India, Singapore, South Africa, Latin America, the UAE and Saudi Arabia when at least 90% of the data is in English. Partners sign the Channel Partner Agreement before submitting introductions; the first valid introduction within the 90-day window is credited when the company submits a verified application, and the partner portal is where status shows. The worked exception example shows what a strong claim file looks like, and the referral brief template carries the executive's name and the branches into the note.
Next step
Refer a company. Earn up to $100,000. Default reward: 25% of Actual Supplier Payout, capped at $100,000 cumulatively per referred company. Eligibility and payment conditions apply, and a signed Schedule A or addendum can differ. A lead, meeting or signature alone does not trigger payment.
Once the three gates are answered and one executive is named, register as a partner, check the contractor on who qualifies and read the program terms before you introduce the executive, with the commercial director as sponsor.