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Resolve a ticker, name, or market identifier before an issuer-specific call when it could be ambiguous. The result supplies a canonical entity and match metadata for the filing, ownership, or enforcement request that follows.

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Resolve first, then carry the CIK

For a high-confidence result, record the returned CIK with the match basis, match confidence, primary identifiers, requestId, and retrieval time. Use the CIK in later filing queries when the work must survive ticker changes or similarly named entities.

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Routes and inputs

view=agent is useful when an integration needs identifiers and matching context. view=compact keeps the response focused on core identity fields. An empty resolve request is invalid; use an entity-search route when the task begins with a broad name search.

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Licensed identifiers and match limits

CUSIP and ISIN are returned only to accounts licensed for those identifiers. For accounts without that entitlement, those fields are null, and resolving by CUSIP or ISIN returns licensed_identifier_required. Ticker, CIK, and FIGI-family identifiers remain available without that license. A match is identity metadata, not proof of a legal relationship, beneficial owner, corporate parent, or security equivalence. Tickers can be reused or changed. Keep the query and filters unchanged while paging an entity list, then inspect the returned entity type and identifiers before joining records.

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Next action

Carry the resolved CIK into a reproducible filing manifest, or retain the canonical identifier before querying holders, insiders, or enforcement actions.