The Vault Templates IP & Brand Protection
The Vault · IP & Brand Protection

Case Workflow &
Data Model Reference

A complete operational reference for brand protection teams — how Hubstream structures an IP enforcement case from first alert to resolution, and what data gets captured along the way.

Template type Starter Template
Use case IP & Brand Protection
Workflow stages 6 stages
Entity types 11 core entities
How It Works · 01–06

Case Workflow

Every brand protection case moves through six stages — from initial alert to logged outcome. Here's how Hubstream structures that journey.

01
Stage 1 · Intake

Alert Intake & Case Creation

A new case enters Hubstream from one of several sources: an automated alert from a monitoring platform, a consumer or field report via Report a Fake, a customs seizure notification, or a manual entry by a team member. Each source maps to a structured intake form that captures the minimum required data to open a case.

Corsearch Bolster.ai Markify PhishLabs Report a Fake Customs Seizure Manual Entry
02
Stage 2 · Triage & Enrichment

AI Triage & OSINT Enrichment

Hubstream scores each new case by priority using configurable AI rules — factoring in product type, platform, seller history, and geographic risk. Simultaneously, OSINT enrichment runs against the seller account, domain, or email address to build a fuller profile: registration data, linked accounts, historical enforcement records, and geolocation data.

AI Priority Scoring Domain WHOIS Seller History Lookup Email Intelligence Geo Risk Flagging
03
Stage 3 · Investigation & Link Analysis

Investigation & Network Mapping

The investigator pivots from the case into Hubstream's DataSpace to run link analysis. Seller accounts, companies, individuals, addresses, and prior enforcement actions are connected into a visual network graph. Repeat offenders are automatically surfaced — even when they operate under different seller names or marketplaces. The investigator can follow any relationship thread without losing context.

Link Analysis Network Graph Repeat Offender Detection Timeline View Cross-Platform Pivoting
04
Stage 4 · Enforcement Action

Takedown, C&D & Enforcement Referral

From the case record, the team initiates one or more enforcement actions: a platform takedown request, a cease-and-desist referral to outside counsel, a customs escalation, or a direct law enforcement referral. Hubstream auto-generates the required documentation — case summary, evidence package, entity profile — formatted for the receiving party.

Takedown Request C&D Letter Referral Customs Escalation Law Enforcement Package Evidence Export
05
Stage 5 · Tracking & Escalation

Status Tracking & Auto-Escalation

Open enforcement actions are tracked automatically. Platform takedowns are monitored for compliance; if a listing reappears within a defined window, Hubstream flags the recurrence and escalates the case. Deadlines on C&D letters trigger reminders and escalation workflows. The team never has to chase status manually.

Takedown Status Monitoring Recurrence Detection Deadline Alerts Auto-Escalation Rules SLA Tracking
06
Stage 6 · Resolution & Reporting

Outcome Logging & Trend Reporting

When a case is closed, the outcome is logged — takedown confirmed, arrest made, seizure recorded, case withdrawn. All outcomes feed the trend dashboard automatically: enforcement volume by platform, recidivism rates, top offender networks, seizure value over time. Executives get a live picture of program impact without any manual report assembly.

Outcome Classification Trend Dashboard Executive Reporting KPI Tracking PowerBI Integration
Connects with
Corsearch Bolster.ai Markify PhishLabs Microsoft PowerBI Customs Systems Outside Counsel Tools Internal Data Sources
Data Model · 11 Entity Types

What Gets Captured

Every entity in Hubstream's IP & Brand Protection template — what it represents, what fields it holds, and how it connects to the rest of your enforcement picture.

📁

Case / Matter

The central record every other entity links to. Tracks the lifecycle of a single enforcement action from intake to resolution.

Case ID · unique reference Status · open / active / closed Priority · AI-scored + manual override Source · monitoring / RAF / customs / manual Assigned To · team member IP Asset(s) · linked trademark / patent Outcome · takedown / seizure / arrest / withdrawn Date Opened / Closed
🛒

Seller Account

A marketplace or platform seller identity linked to one or more cases. Key pivot point for identifying repeat offenders across platforms.

Seller Name / Handle Platform · Amazon / eBay / Shopee / etc. Seller URL Registration Email Enforcement History · linked cases Recidivist Flag · auto-set on repeat Status · active / taken down / suspended
🌐

Website / Domain

A website or domain associated with infringing activity — counterfeit storefronts, phishing sites, grey-market distributors.

Domain Registrar Registration Date Registrant (WHOIS) IP Address(es) Hosting Provider Takedown Status
📦

Listing / Product

A specific infringing product listing — the individual offer being sold, captured with its current state and evidence.

Listing URL Product Title Price Platform Screenshots (Evidence) Status · live / taken down / archived Date Detected
🏢

Company

A legal entity — distributor, manufacturer, importer, or shell company — connected to the infringing supply chain.

Company Name Registration Number Country of Incorporation Known Addresses Associated Persons Role · manufacturer / distributor / importer
👤

Person

An individual connected to the infringement — seller account owner, company director, or contact named in enforcement records.

Full Name Aliases Email Address(es) Phone Number(s) Known Addresses Associated Companies Enforcement History
📍

Address / Geospatial

A physical or registered address — warehouse, storefront, residential, or shipping origin — linked to entities in the network.

Street Address City / Region / Country Coordinates (Lat/Long) Address Type · warehouse / residential / registered Linked Entities · persons / companies
™️

IP Asset

The brand's intellectual property being infringed — trademark, patent, copyright, or trade dress. Anchors every case to the specific right being protected.

Asset Name / Mark Type · trademark / patent / copyright / trade dress Registration Number Jurisdiction(s) Expiry Date Linked Cases
🗂️

Evidence

Anything captured to support an enforcement action — screenshots, test purchase records, lab reports, shipping documents, correspondence.

Evidence Type · screenshot / purchase / lab / doc Date Captured Captured By File / Attachment Chain of Custody Notes Linked Case / Listing
📤

Takedown Request

A formal or informal request to a platform or registrar to remove infringing content. Tracked from submission through confirmation.

Platform / Recipient Date Submitted Method · API / portal / email / legal Status · pending / confirmed / rejected / recurred Response Date Linked Listing(s)
🛃

Customs Seizure

A physical seizure of counterfeit goods at a border or port. Links to the shipment, importer, and originating case for network analysis.

Seizure Date Port of Entry Country of Origin Product Description Units Seized Declared Importer Linked Case / Company
Link Analysis · Key Relationships

How the Entities Connect

These are the relationship paths that reveal patterns invisible in any single system — the connections that turn isolated records into an enforcement network.

Seller Account Person

Every seller account can be linked to a real individual — by registration email, payment account, or shipping address — revealing the human behind the storefront and their full history across platforms.

Seller Account Other Seller Accounts

Repeat offenders operate under new seller names after takedowns. Shared email, phone, address, or payment fingerprints link accounts across marketplaces — surfacing a network that appears unrelated to any one system.

Person Company

A named individual connected to a company as director, owner, or signatory — tracing the supply chain from street-level seller to registered legal entity, including shell companies.

Company Address

Registered, operating, and shipping addresses linked to a company — revealing warehouse locations, manufacturing origins, and the geographic scope of a distribution operation.

Customs Seizure Company / Seller

A physical seizure at the border connected back to the importer of record and onward to a known seller account — closing the loop between online enforcement and physical supply chain disruption.

Website / Domain Person / Company

WHOIS registration data, hosting records, and shared IP address ranges link a domain to its operator — connecting an anonymous infringing storefront to a known entity in the network.

Case Prior Cases (Same Entities)

When a new case is opened, Hubstream checks whether any linked entity — seller, person, company, address — appears in prior enforcement history, automatically flagging recidivism and escalating priority.

Takedown Request Listing Recurrence

After a takedown is confirmed, the original listing and seller are monitored. If the same or substantially similar listing reappears — on the same or a different platform — it is linked back to the original case and auto-escalated.

Add-On Modules · 03

Extend the Core Template

The IP & Brand Protection template covers the full enforcement lifecycle. These add-ons bolt onto specific stages when your team needs a dedicated sub-workflow for high-volume or specialized activity.

Extends Stage 1 · Intake

Report a Fake

An external-facing intake form that lets consumers, field agents, or distribution partners submit suspected counterfeit reports directly into Hubstream — automatically creating a case and triggering triage.

Branded public submission form Auto-case creation on submission Photo / evidence upload support Geo-tagged incident location Auto-routing by product / region
View this template →
Extends Stages 4–5 · Enforcement & Tracking

Takedown Management

A dedicated sub-workflow for managing high-volume platform takedown requests — from submission through confirmation and recurrence monitoring — without losing track of where each request stands.

Batch takedown submission Per-platform status tracking Recurrence detection & auto-escalation SLA deadline alerts Takedown rate reporting
View this template →
Extends Stages 1 & 4 · Intake & Enforcement

Customs Seizure Management

A specialized workflow for receiving, processing, and linking physical customs seizures — connecting each seizure back to known seller accounts, companies, and active cases for supply chain network analysis.

Customs agency notification intake Shipment & importer linkage Chain-of-custody documentation Seizure value & volume tracking Cross-border pattern analysis
View this template →
Ready to build on this?

See the Template
Live in Hubstream

Request a demo and we'll walk you through how this workflow and data model work inside a real Hubstream environment — configured for your team's specific products, platforms, and enforcement process.

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