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50 lines (39 loc) · 1.72 KB

User Material Intake

  • intake_id: {{ intake_id }}
  • ingestion_route: user_material
  • research_object: {{ research_object }}
  • market_scope: {{ market_scope }}
  • received_at: {{ YYYY-MM-DD }}
  • received_by: Mira
  • submitter: {{ submitter }}
  • file_or_material_name: {{ file_or_material_name }}
  • material_type: {{ filing | model | note | transcript | screenshot | holdings | risk_report | dataset | other }}
  • storage_scope: private
  • proposed_private_path: private/{{ proposed_path }}
  • source_date: {{ YYYY-MM-DD_or_unknown }}
  • as_of_date: {{ YYYY-MM-DD_or_unknown }}
  • stated_source: {{ stated_source }}
  • permission_scope: {{ permission_scope }}
  • redistribution_allowed: {{ yes | no | derived_only | unknown }}
  • completeness_status: {{ complete | partial | excerpt | unknown }}
  • confidentiality_status: {{ public | user_private | paid_restricted | confidential | account_level | unknown }}

Intake Decision

  • accept_for_private_use: {{ yes_or_no }}
  • eligible_for_tracked_case: {{ yes_or_no }}
  • restricted_source_note_required: {{ yes_or_no }}
  • source_registry_action: {{ reuse | case_local_note | add_source | waive }}
  • evidence_log_mapping_required: {{ yes_or_no }}
  • calculation_ledger_required: {{ yes_or_no }}

Material Summary

{{ short_summary }}

Claim Extraction Plan

claim_area expected_claim_type verification_path allowed_use readiness_impact
{{ claim_area }} {{ claim_type }} {{ verification_path }} {{ allowed_use }} {{ readiness_impact }}

Source Gaps

gap effect downgrade
{{ gap }} {{ effect }} {{ downgrade }}

Refresh Condition

  • stale_after: {{ YYYY-MM-DD_or_not_applicable }}
  • must_refresh_if: {{ refresh_condition }}