Record Completeness

Definition

Definition Record completeness measures whether a record includes the fields necessary to support real use cases: research, targeting, and engagement. For family office data, completeness typically means having clear entity identity plus decision-path information—relevant contacts, roles, geography, and at least basic preference or mandate signals. Context A record can be accurate but still unusable if it lacks the fields that drive action. In family office workflows, incomplete records create friction: teams must manually fill gaps, which slows execution and increases the probability of mistakes. Completeness also needs to be evaluated at the correct level: an entity record may be complete, but the associated contact list may be incomplete (or vice versa). Why It Matters Completeness affects conversion. In outreach, missing the gatekeeper or the decision-maker often means you never enter the process. In diligence, missing structure context leads to incorrect conclusions. Key Takeaways Completeness is about actionability, not just identification Missing roles/contacts reduce outreach success Completeness must be assessed across entity + people fields Better completeness improves workflow efficiency