3.1 Institution Query Portfolio

Path: Monitoring and Discovery > Query Packs. The Query Portfolio is the shared reference that defines what the platform searches for and how it distinguishes the institution from similar names. Approved changes affect subsequent discovery and collection runs.

Figure 3: Institution Query Portfolio.

Group | Use

Official names | The institution’s primary legal or trading name.

Alternative names and abbreviations | Common forms, translations, and variant spellings.

Teams, people, products, and services | Related entities that need monitoring.

Activities and topics | Contexts that make a mention relevant to the institution.

Exact-match phrases | Precise combinations that improve matching quality.

Exclusions | Similar names or contexts unrelated to the institution.

Disambiguation context | Words such as an industry, club, or match that confirm the intended meaning.

Editing the portfolio

1. Select Edit Portfolio Draft.

2. Add one term per line or use Add Phrase.

3. Review exclusions and disambiguation context to reduce irrelevant results.

4. Review post limits, monitoring duration, and collection frequency.

5. Save the draft, then review, approve, and activate the new version within your permissions.

Important: Discovering new Facebook pages is separate from collecting an approved official page. Keeping discovery off prevents unwanted suggested pages from being introduced; it does not prevent collection from an official source you added yourself.