follow-through-refresh.md

Follow-Through Refresh

• case_id:
• ticker:
• refresh_date:
• original_memo_date:
• original_action_label:
• refreshed_action_label:
• qualifies_as_true_follow_through: yes/no

Qualification Check

requirement	answer	evidence
Event occurred after original memo cutoff
Event is material to named thesis variable
New source evidence added
Before/after action label stated
Original refresh trigger evaluated

Original Thesis State

• weakest_lens:
• strongest_evidence:
• biggest_source_gap:
• valuation_burden:
• stop_rule:

New Event Evidence

source_id	source_type	source_date	claim_supported	link_or_path	confidence

Before / After

thesis_variable	before	after	change	actionability_impact

Refresh Trigger Quality

Was the original must_refresh_if:

• too vague
• specific enough
• too strict
• missing a key variable

Explanation:

Decision

Refresh result label:

• thesis_strengthened_action_unchanged
• thesis_strengthened_action_upgraded
• thesis_weakened_action_unchanged
• thesis_weakened_action_downgraded
• source_gap_closed_action_unchanged
• refresh_trigger_failed_too_vague
• refresh_trigger_failed_wrong_variable

Public-Grade Impact

• follow_through_gate_status:
• reviewer_needed:
• remaining_source_gaps:

Next Refresh Conditions

• stale_after:
• must_refresh_if: