{
  "status": "success",
  "data": {
    "contract": {
      "id": "public-materials",
      "name": "Public Materials",
      "summary": "A static catalog of concrete reliability scenario packs that connect TRADING4AI's public services to high-risk financial review tasks.",
      "htmlPath": "/agent-verification/materials",
      "artifactPath": "/reliability/public-materials-sample.json",
      "artifactProvenance": {
        "schemaVersion": "trading4ai-public-reliability-v1",
        "artifactVersion": "public-materials-sample-2026-05-25",
        "generatedAt": "2026-05-25T00:00:00.000Z",
        "staticSnapshotAt": "2026-05-25T00:00:00.000Z",
        "artifactUrl": "/reliability/public-materials-sample.json",
        "citationFields": [
          "artifactVersion",
          "generatedAt",
          "packs[].artifactProvenance.artifactVersion",
          "packs[].sampleEvidenceRecords[].retrievedAt",
          "packs[].sourceRefs"
        ],
        "howToCite": [
          "When citing the catalog, preserve artifactVersion, generatedAt, and the pack-specific artifact URLs you actually used.",
          "Open the HTML page first for scope and limitations, then cite the JSON artifact as a static pack catalog rather than a live review service."
        ]
      },
      "usageRules": {
        "stayAtServiceLayerWhen": [
          "Stay on the service page when the task is still broad and the agent has not yet identified the exact review scenario.",
          "Use the service layer first when the main need is to understand the general contract, output shape, and boundary language for Action Preflight, Evidence Cards, or Reliability Corpus.",
          "Do not jump straight to a pack when the action, source set, or publication claim is still too vague to name a concrete review context."
        ],
        "openScenarioPackWhen": [
          "Open the scenario pack when the task already maps to a concrete review job such as counterparty screening, wallet-transfer review, macro release packaging, filing review, or claim-safety review.",
          "Use the pack when the reader needs scenario-level checklist items, evidence-to-collect fields, and bounded safe-versus-blocked language examples.",
          "Treat the pack as the middle layer between the generic service page and the raw machine-readable JSON artifact."
        ],
        "useJsonArtifactWhen": [
          "Use the JSON artifact only after the HTML page has made the scope, limitations, and non-goals clear.",
          "Download the JSON when another agent, crawler, or retrieval workflow needs the stable machine-readable handoff surface rather than the explanatory page.",
          "Treat the JSON as a static artifact for retrieval and audit, not as a live work queue, runtime API, or request-time review service."
        ],
        "escalateToHumanReviewWhen": [
          "Escalate to human review when the case is high-value, private, legally sensitive, or close to irreversible money movement.",
          "Escalate when the evidence stays incomplete, the wording upgrades partial evidence into certainty, or the pack itself says unresolved items remain.",
          "Do not treat any static page or JSON artifact as approval, clearance, or final compliance judgment."
        ]
      },
      "delivery": "static_html_plus_static_json_artifact",
      "staticOnly": true,
      "runtimeApi": false,
      "backtesting": false,
      "tencentBackendRequired": false
    },
    "pack": {
      "id": "public_company_filing_pack",
      "slug": "public-company-filing-pack",
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "packArtifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "artifactProvenance": {
        "schemaVersion": "trading4ai-public-reliability-v1",
        "artifactVersion": "public-material-public-company-filing-pack-2026-05-25",
        "generatedAt": "2026-05-25T00:00:00.000Z",
        "staticSnapshotAt": "2026-05-25T00:00:00.000Z",
        "artifactUrl": "/reliability/public-materials/public-company-filing-pack.json",
        "citationFields": [
          "artifactVersion",
          "generatedAt",
          "sampleEvidenceRecords[].retrievedAt",
          "sampleReviewOutput.verdict",
          "sourceRefs"
        ],
        "howToCite": [
          "When citing this pack, preserve artifactVersion, generatedAt, sampleEvidenceRecords[].retrievedAt, and the bounded sampleReviewOutput summary.",
          "Keep the pack source-bound and do not upgrade it into valuation, execution, or suitability advice."
        ]
      },
      "title": "Public company filing review",
      "recommendedStart": false,
      "readingOrderLabel": "Then expand: filing review",
      "serviceId": "evidence-cards",
      "serviceName": "Evidence Cards",
      "actionTaxonomy": {
        "actionType": "public_company_filing_review",
        "preflightStage": "before_filing_summary_or_company_claim",
        "defaultPosture": "review",
        "primaryActionRisk": "A filing fact may be summarized without CIK, accession, period, item, exhibit, XBRL, unit, scale, or not-live-refresh boundaries.",
        "routeWhen": [
          "An agent needs to summarize or cite a public-company filing fact before using it in research or a company claim.",
          "The task needs source-bound filing context without becoming valuation, price target, suitability, or buy/sell advice."
        ],
        "stopOrEscalateWhen": [
          "CIK, accession, filing date, reporting period, item, exhibit, XBRL unit, or scale context is missing.",
          "The output turns filing context into valuation, recommendation, suitability, or a live freshness guarantee."
        ],
        "minimumInputFieldIds": [
          "filing_identifier",
          "filing_fact_reference",
          "source_links",
          "intended_use_context"
        ],
        "minimumRequiredInputs": [
          "Company name, ticker if used, CIK, form type, accession number, filing date, and reporting period.",
          "Exact filing item, exhibit, XBRL fact, unit, scale, or table reference behind the claim.",
          "Source URL and retrieval timestamp for the SEC filing, company filing page, or other cited official source.",
          "Intended claim text and whether the output will be used as summary, research context, or public-facing copy."
        ],
        "missingInputFallback": "Defer the company claim; collect missing filing identifiers, item or exhibit references, units, and retrieval context before publishing or citing."
      },
      "scenario": "An agent needs bounded evidence around a company filing event before drafting a public-facing summary or internal note.",
      "whyItMatters": "This is a useful middle ground between full securities research and generic AI summarization: preserve provenance, timestamps, and limits.",
      "intendedUsers": [
        "AI agents writing filing-based summaries",
        "Human reviewers checking whether a filing summary stayed source-bound",
        "Crawlers that need a concrete evidence-pack example for company-event review"
      ],
      "inputShape": [
        "entity: company, asset, counterparty, macro series, or research topic",
        "sources: public source definitions with source refs and fields",
        "observedAt: optional source observation time",
        "retrievedAt: retrieval time for the static card package"
      ],
      "outputShape": [
        "evidence cards for the filing source set",
        "statements that can be repeated safely",
        "blocked statements that would over-upgrade the filing"
      ],
      "limitations": [
        "Evidence Cards package sources; they do not value securities or recommend action",
        "Source freshness, methodology, and field definitions can change after retrieval",
        "Name-only or source-only evidence is not legal or compliance clearance",
        "The pack does not produce valuation, price targets, suitability conclusions, or real-time securities research."
      ],
      "sourceRefs": [
        "https://www.sec.gov/search-filings",
        "https://www.sec.gov/search-filings/edgar-application-programming-interfaces",
        "https://www.sec.gov/search-filings/edgar-search-assistance/accessing-edgar-data"
      ],
      "reviewChecklist": [
        "Identify the issuer name, CIK, form type, filing date, accession number, and primary document before summarizing.",
        "Tie each repeated fact to the exact SEC EDGAR filing section, exhibit, XBRL tag, or companyfacts field used.",
        "Preserve period end, fiscal year, fiscal period, item number, exhibit number, inline XBRL fact value, unit, and scale when citing structured facts.",
        "Preserve whether the filing is initial, amended, superseded, or incomplete in the current record.",
        "Keep filing facts separate from analyst-style interpretation, valuation language, price targets, or suitability claims.",
        "State clearly when the filing supports only a bounded event summary and not a full securities-research conclusion."
      ],
      "evidenceToCollect": [
        "The issuer name, CIK, form type, filing date, accession number, primary document, and source URL being cited.",
        "The exact filing sections, exhibit references, XBRL tags, companyfacts fields, or attachments that support the summary.",
        "Period end, fiscal year, fiscal period, item number, exhibit number, XBRL fact value, unit, scale, and any inline XBRL context used in the fact table.",
        "The retrieval time and SEC EDGAR access path used by the static sample.",
        "Any amendment, superseded filing, or incomplete-record context that changes how the filing should be read."
      ],
      "deliveryOutputs": [
        "A bounded filing evidence card tied to exact SEC EDGAR CIK, accession, filing date, and section or field references.",
        "A filing fact matrix that keeps period, item, exhibit, XBRL fact value, unit, scale, source path, and not live refresh status together.",
        "An amendment, superseded-record, or missing-context note when the filing record is incomplete.",
        "Safe source-bound language that keeps filing facts separate from valuation, price-target, recommendation, or suitability claims.",
        "A do-not-claim block showing which filing-to-investment conclusions remain unsupported."
      ],
      "citationRules": [
        "Cite the SEC EDGAR source path, issuer CIK, accession number, filing date, form type, and retrieval time whenever the summary repeats a filing-supported fact.",
        "Preserve the EDGAR API or search path used in the static sample and do not imply a live refresh occurred.",
        "Respect SEC EDGAR fair-access and user-agent requirements when any downstream agent retrieves the source directly.",
        "Distinguish filing facts from analyst interpretation, valuation, price-target, trading, or suitability conclusions.",
        "Preserve amendment and scope language instead of implying that one filing resolves the whole investment question."
      ],
      "sampleInputSummary": "Draft filing summary: restate a public company event from an 8-K without turning the filing into valuation language or a buy recommendation.",
      "sampleEvidenceRecords": [
        {
          "id": "edgar_accession_record",
          "label": "SEC EDGAR Search Filings identified the issuer CIK, form type, filing date, accession number, and primary document",
          "status": "confirmed",
          "sourceLabel": "SEC EDGAR Search Filings",
          "sourceUrl": "https://www.sec.gov/search-filings",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "This anchors the event summary to filing identifiers rather than a generic company narrative."
        },
        {
          "id": "edgar_api_structured_fields",
          "label": "SEC EDGAR Submissions API and companyfacts/XBRL endpoints define the structured fields an agent may cite",
          "status": "confirmed",
          "sourceLabel": "SEC EDGAR API documentation",
          "sourceUrl": "https://www.sec.gov/search-filings/edgar-application-programming-interfaces",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "Structured fields help an Evidence Card cite what was observed, but they still do not create valuation support."
        },
        {
          "id": "filing_period_item_exhibit_context",
          "label": "The filing fact matrix must preserve period end, fiscal year, fiscal period, item number, and exhibit references",
          "status": "warning",
          "sourceLabel": "SEC EDGAR filing context checklist",
          "sourceUrl": "/agent-verification/materials/public-company-filing-pack",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "A company-event summary becomes ambiguous if it drops period end, fiscal context, item number, exhibit number, or whether the cited record is initial or amended."
        },
        {
          "id": "xbrl_fact_value_unit_scale",
          "label": "XBRL fact value, unit, scale, and inline XBRL context must travel with any structured numeric filing fact",
          "status": "warning",
          "sourceLabel": "SEC EDGAR API documentation",
          "sourceUrl": "https://www.sec.gov/search-filings/edgar-application-programming-interfaces",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "A fact value without unit, scale, period, and source field context is not safe to reuse as a machine-readable Evidence Card claim."
        },
        {
          "id": "edgar_fair_access_boundary",
          "label": "Programmatic retrieval must preserve fair access behavior, including user agent and request rate discipline",
          "status": "warning",
          "sourceLabel": "SEC accessing EDGAR data guidance",
          "sourceUrl": "https://www.sec.gov/search-filings/edgar-search-assistance/accessing-edgar-data",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "A downstream agent should cite static retrieval time here and must not imply TRADING4AI performed a live SEC refresh."
        },
        {
          "id": "valuation_support_missing",
          "label": "No source in the sample package supports a price target, valuation view, or suitability conclusion",
          "status": "unresolved",
          "sourceLabel": "Public company filing pack sample boundary",
          "sourceUrl": "/agent-verification/materials/public-company-filing-pack",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "The filing supports an event summary only, not a securities recommendation."
        }
      ],
      "sampleReviewOutput": {
        "verdict": "review",
        "summary": "The SEC EDGAR source set supports a bounded filing event summary, but any valuation, recommendation, or suitability language remains out of scope and should be removed.",
        "unresolvedItems": [
          "The filing does not by itself support a price target, buy rating, valuation view, or suitability claim.",
          "Any amended or later filing context must still be checked before publication.",
          "The static sample records retrieval time and source paths; it does not prove a live EDGAR refresh occurred."
        ],
        "requiredFollowUp": [
          "Quote the exact filing section, exhibit, XBRL tag, or companyfacts field that supports the event summary.",
          "State the issuer CIK, accession number, form type, filing date, period end, fiscal period, item number, exhibit, XBRL unit and scale, and whether the record is initial, amended, or incomplete at retrieval time.",
          "Remove valuation and recommendation language from the final restatement."
        ],
        "safeRestatement": "The cited SEC EDGAR record states the filing event under the listed CIK, accession number, period, item, exhibit, XBRL unit and scale, and retrieval time; this static sample is not a live refresh, is not valuation research, and does not establish suitability.",
        "blockedRestatement": "This filing proves the stock is a buy and supports a new price target."
      },
      "escalationTriggers": [
        "The summary upgrades a filing event into a price target or investment conclusion.",
        "Key filing context, amendments, or attachments were not reviewed.",
        "A marketing or social claim is being repeated without the underlying filing support."
      ],
      "safeStatements": [
        "The filing states the cited event or disclosure in the referenced source set.",
        "This pack preserves source provenance and does not convert the filing into a suitability judgment.",
        "Further interpretation should remain bounded by the filing scope and retrieval time."
      ],
      "blockedStatements": [
        "This filing proves the stock will rise.",
        "The filing alone makes the company a buy.",
        "The filing summary is a substitute for full securities research."
      ],
      "relatedArtifacts": [
        {
          "label": "Evidence Cards page",
          "href": "/agent-verification/evidence-cards",
          "kind": "html_page"
        },
        {
          "label": "Evidence Cards JSON sample",
          "href": "/reliability/evidence-cards-sample.json",
          "kind": "json_artifact"
        },
        {
          "label": "Public Materials index",
          "href": "/agent-verification/materials",
          "kind": "html_page"
        }
      ],
      "artifactPath": "/reliability/evidence-cards-sample.json",
      "plainLanguageSummary": "Use this static pack when a financial agent needs to summarize a public company filing event without upgrading filing facts into valuation or recommendation claims.",
      "exampleUserInput": "A user asks an agent to summarize a filing, exhibit, item, XBRL fact, or company event and then publish a bounded explanation.",
      "expectedStaticOutput": "A source-bound filing note that preserves CIK, accession, form type, filing date, source path, exact field or exhibit, limitations, and blocked recommendation language.",
      "bestUsedWhen": [
        "A public filing fact needs to be cited precisely before an agent repeats it.",
        "The agent needs to separate filing-supported facts from analyst interpretation, price targets, or suitability claims."
      ],
      "notUsedFor": [
        "Live screening, live compliance clearance, or request-time approval.",
        "Trading, backtesting, execution, investment advice, or legal advice."
      ],
      "sourceFreshnessNote": "This pack preserves a static source snapshot and citation trail; it does not fetch fresh third-party data at request time.",
      "agentReadingHint": "Read the HTML page first for boundaries, then use the JSON artifact for structured retrieval.",
      "decisionMatrix": [
        {
          "matrixId": "public_company_filing_pack_filing_identifier_row",
          "label": "Filing identifier row",
          "status": "confirmed",
          "evidenceFieldIds": [
            "filing_identifier",
            "source_links"
          ],
          "sourceRequirement": "Record the company, CIK, accession number, form type, filing date, and reporting period as the anchor for the filing summary.",
          "allowedStaticUse": "Use as the filing identity anchor for the source-bound event summary.",
          "blockedUpgrade": "Do not turn the filing identifier into valuation support or a recommendation.",
          "agentAction": "Anchor the summary to the filing identity before summarizing any facts."
        },
        {
          "matrixId": "public_company_filing_pack_fact_reference_row",
          "label": "Filing fact reference row",
          "status": "warning",
          "evidenceFieldIds": [
            "filing_fact_reference",
            "source_links"
          ],
          "sourceRequirement": "Record the exact item, exhibit, XBRL fact, unit, scale, and source path for the filing fact being cited.",
          "allowedStaticUse": "Use this row as the structured filing fact reference for bounded summaries.",
          "blockedUpgrade": "Do not upgrade a filing fact reference into price target, valuation, or suitability language.",
          "agentAction": "Preserve the exact fact context and keep valuation claims out."
        },
        {
          "matrixId": "public_company_filing_pack_period_and_exhibit_row",
          "label": "Period and exhibit context row",
          "status": "warning",
          "evidenceFieldIds": [
            "filing_identifier",
            "filing_fact_reference"
          ],
          "sourceRequirement": "Record period end, fiscal year, fiscal period, item number, and exhibit references so the note does not lose the filing context.",
          "allowedStaticUse": "Use as a static filing-context row that keeps period and exhibit boundaries visible.",
          "blockedUpgrade": "Do not drop period or exhibit context and then say the result is current, complete, or comparable enough for recommendation language.",
          "agentAction": "Retain period and exhibit context in every summary and escalate if the context is incomplete."
        },
        {
          "matrixId": "public_company_filing_pack_not_valuation_row",
          "label": "Not valuation or suitability row",
          "status": "blocked",
          "evidenceFieldIds": [
            "filing_identifier",
            "intended_use_context"
          ],
          "sourceRequirement": "Record the intended use and the fact that this pack is a source-bound filing-review aid, not a valuation or suitability tool.",
          "allowedStaticUse": "Use only for bounded filing summaries that preserve the source boundary.",
          "blockedUpgrade": "Do not convert the filing note into valuation, recommendation, or suitability language.",
          "agentAction": "Block valuation wording and escalate when the user wants a recommendation."
        }
      ]
    },
    "sampleEvidenceCard": {
      "cardId": "public_company_filing_pack_sample_evidence_card",
      "cardTitle": "Public company filing review sample evidence card",
      "evidenceLevel": "static_public_sample",
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "reviewVerdict": "review",
      "sourceBoundSummary": "The cited SEC EDGAR record states the filing event under the listed CIK, accession number, period, item, exhibit, XBRL unit and scale, and retrieval time; this static sample is not a live refresh, is not valuation research, and does not establish suitability.",
      "sourceRefs": [
        "https://www.sec.gov/search-filings",
        "https://www.sec.gov/search-filings/edgar-application-programming-interfaces",
        "https://www.sec.gov/search-filings/edgar-search-assistance/accessing-edgar-data"
      ],
      "canonicalCitation": {
        "pageUrl": "https://trading4ai.com/agent-verification/materials/public-company-filing-pack",
        "artifactUrl": "https://trading4ai.com/reliability/public-materials/public-company-filing-pack.json",
        "artifactVersion": "public-material-public-company-filing-pack-2026-05-25",
        "generatedAt": "2026-05-25T00:00:00.000Z",
        "staticSnapshotAt": "2026-05-25T00:00:00.000Z",
        "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
        "recommendedCitationText": "Public company filing review, public-material-public-company-filing-pack-2026-05-25, generated 2026-05-25T00:00:00.000Z, source snapshot 2026-05-25T00:00:00.000Z, https://trading4ai.com/agent-verification/materials/public-company-filing-pack"
      },
      "citationBlock": [
        "artifactVersion=public-material-public-company-filing-pack-2026-05-25",
        "generatedAt=2026-05-25T00:00:00.000Z",
        "staticSnapshotAt=2026-05-25T00:00:00.000Z",
        "sampleEvidenceRetrievedAt=2026-05-25T00:00:00.000Z",
        "pagePath=/agent-verification/materials/public-company-filing-pack",
        "artifactPath=/reliability/public-materials/public-company-filing-pack.json"
      ],
      "keyFindings": [
        "confirmed: SEC EDGAR Search Filings identified the issuer CIK, form type, filing date, accession number, and primary document (This anchors the event summary to filing identifiers rather than a generic company narrative.)",
        "confirmed: SEC EDGAR Submissions API and companyfacts/XBRL endpoints define the structured fields an agent may cite (Structured fields help an Evidence Card cite what was observed, but they still do not create valuation support.)",
        "warning: The filing fact matrix must preserve period end, fiscal year, fiscal period, item number, and exhibit references (A company-event summary becomes ambiguous if it drops period end, fiscal context, item number, exhibit number, or whether the cited record is initial or amended.)",
        "warning: XBRL fact value, unit, scale, and inline XBRL context must travel with any structured numeric filing fact (A fact value without unit, scale, period, and source field context is not safe to reuse as a machine-readable Evidence Card claim.)",
        "warning: Programmatic retrieval must preserve fair access behavior, including user agent and request rate discipline (A downstream agent should cite static retrieval time here and must not imply TRADING4AI performed a live SEC refresh.)",
        "unresolved: No source in the sample package supports a price target, valuation view, or suitability conclusion (The filing supports an event summary only, not a securities recommendation.)"
      ],
      "requiredDisclosures": [
        "Static public sample only; not a live review, approval, compliance clearance, or request-time judgment.",
        "Evidence Cards package sources; they do not value securities or recommend action",
        "Source freshness, methodology, and field definitions can change after retrieval",
        "Name-only or source-only evidence is not legal or compliance clearance",
        "The pack does not produce valuation, price targets, suitability conclusions, or real-time securities research.",
        "The filing does not by itself support a price target, buy rating, valuation view, or suitability claim.",
        "Any amended or later filing context must still be checked before publication.",
        "The static sample records retrieval time and source paths; it does not prove a live EDGAR refresh occurred."
      ],
      "doNotClaim": [
        "This filing proves the stock will rise.",
        "The filing alone makes the company a buy.",
        "The filing summary is a substitute for full securities research."
      ]
    },
    "actionRouting": {
      "packId": "public_company_filing_pack",
      "title": "Public company filing review",
      "serviceId": "evidence-cards",
      "serviceName": "Evidence Cards",
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "actionType": "public_company_filing_review",
      "preflightStage": "before_filing_summary_or_company_claim",
      "defaultPosture": "review",
      "primaryActionRisk": "A filing fact may be summarized without CIK, accession, period, item, exhibit, XBRL, unit, scale, or not-live-refresh boundaries.",
      "routeWhen": [
        "An agent needs to summarize or cite a public-company filing fact before using it in research or a company claim.",
        "The task needs source-bound filing context without becoming valuation, price target, suitability, or buy/sell advice."
      ],
      "stopOrEscalateWhen": [
        "CIK, accession, filing date, reporting period, item, exhibit, XBRL unit, or scale context is missing.",
        "The output turns filing context into valuation, recommendation, suitability, or a live freshness guarantee."
      ],
      "minimumInputFieldIds": [
        "filing_identifier",
        "filing_fact_reference",
        "source_links",
        "intended_use_context"
      ],
      "minimumRequiredInputs": [
        "Company name, ticker if used, CIK, form type, accession number, filing date, and reporting period.",
        "Exact filing item, exhibit, XBRL fact, unit, scale, or table reference behind the claim.",
        "Source URL and retrieval timestamp for the SEC filing, company filing page, or other cited official source.",
        "Intended claim text and whether the output will be used as summary, research context, or public-facing copy."
      ],
      "missingInputFallback": "Defer the company claim; collect missing filing identifiers, item or exhibit references, units, and retrieval context before publishing or citing."
    },
    "inputFieldGlossary": [
      {
        "fieldId": "filing_identifier",
        "label": "Filing identifier",
        "description": "Company, ticker if used, CIK, form type, accession number, filing date, and reporting period.",
        "whyItMatters": "Company claims need a stable filing anchor before summarization or citation.",
        "exampleValues": [
          "CIK",
          "10-K",
          "8-K",
          "accession number",
          "filing date"
        ],
        "usedByActionTypes": [
          "public_company_filing_review"
        ],
        "missingInputRisk": "The agent may cite the wrong filing, wrong period, or stale company fact."
      },
      {
        "fieldId": "filing_fact_reference",
        "label": "Filing fact reference",
        "description": "The exact item, exhibit, XBRL fact, table, unit, and scale behind a filing claim.",
        "whyItMatters": "Financial statement facts can be wrong if unit, scale, or exhibit context is omitted.",
        "exampleValues": [
          "Item 7",
          "Exhibit 99.1",
          "XBRL concept",
          "USD millions",
          "share count"
        ],
        "usedByActionTypes": [
          "public_company_filing_review"
        ],
        "missingInputRisk": "The agent may restate a filing fact with the wrong unit, scale, or source location."
      },
      {
        "fieldId": "source_links",
        "label": "Source links",
        "description": "Official registries, warning pages, filings, releases, or cited public pages used as evidence.",
        "whyItMatters": "Static evidence cards only work when their source set is explicit and retrievable.",
        "exampleValues": [
          "OFAC URL",
          "SEC filing URL",
          "FRED series URL",
          "public warning page"
        ],
        "usedByActionTypes": [
          "counterparty_payment_review",
          "wallet_transfer_unverified_counterparty",
          "macro_release_context_interpretation",
          "public_company_filing_review",
          "financial_claim_publication_review"
        ],
        "missingInputRisk": "The agent cannot separate source-bound evidence from unsourced assertion."
      },
      {
        "fieldId": "intended_use_context",
        "label": "Intended use context",
        "description": "Whether the output will be used as internal context, public copy, market commentary, or an action prompt.",
        "whyItMatters": "The same evidence may be safe as context but unsafe as a recommendation, advertisement, or action instruction.",
        "exampleValues": [
          "internal note",
          "public summary",
          "market commentary",
          "trade prompt"
        ],
        "usedByActionTypes": [
          "macro_release_context_interpretation",
          "public_company_filing_review"
        ],
        "missingInputRisk": "The agent may apply the wrong safety boundary to the final output."
      }
    ],
    "preflightQuestionnaire": {
      "packId": "public_company_filing_pack",
      "title": "Public company filing review",
      "actionType": "public_company_filing_review",
      "preflightStage": "before_filing_summary_or_company_claim",
      "defaultPosture": "review",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "completionRule": "Answer every question with source-bound evidence before upgrading the review posture; if any required input is missing, apply the missing-input fallback and do not treat the static pack as approval.",
      "questions": [
        {
          "fieldId": "filing_identifier",
          "label": "Filing identifier",
          "prompt": "What evidence identifies the filing identifier for this public_company_filing_review review?",
          "acceptableEvidence": [
            "CIK",
            "10-K",
            "8-K",
            "accession number",
            "filing date"
          ],
          "ifMissing": "The agent may cite the wrong filing, wrong period, or stale company fact. Defer the company claim; collect missing filing identifiers, item or exhibit references, units, and retrieval context before publishing or citing."
        },
        {
          "fieldId": "filing_fact_reference",
          "label": "Filing fact reference",
          "prompt": "What evidence identifies the filing fact reference for this public_company_filing_review review?",
          "acceptableEvidence": [
            "Item 7",
            "Exhibit 99.1",
            "XBRL concept",
            "USD millions",
            "share count"
          ],
          "ifMissing": "The agent may restate a filing fact with the wrong unit, scale, or source location. Defer the company claim; collect missing filing identifiers, item or exhibit references, units, and retrieval context before publishing or citing."
        },
        {
          "fieldId": "source_links",
          "label": "Source links",
          "prompt": "What evidence identifies the source links for this public_company_filing_review review?",
          "acceptableEvidence": [
            "OFAC URL",
            "SEC filing URL",
            "FRED series URL",
            "public warning page"
          ],
          "ifMissing": "The agent cannot separate source-bound evidence from unsourced assertion. Defer the company claim; collect missing filing identifiers, item or exhibit references, units, and retrieval context before publishing or citing."
        },
        {
          "fieldId": "intended_use_context",
          "label": "Intended use context",
          "prompt": "What evidence identifies the intended use context for this public_company_filing_review review?",
          "acceptableEvidence": [
            "internal note",
            "public summary",
            "market commentary",
            "trade prompt"
          ],
          "ifMissing": "The agent may apply the wrong safety boundary to the final output. Defer the company claim; collect missing filing identifiers, item or exhibit references, units, and retrieval context before publishing or citing."
        }
      ]
    },
    "preflightDecisionPolicy": {
      "packId": "public_company_filing_pack",
      "title": "Public company filing review",
      "actionType": "public_company_filing_review",
      "defaultPosture": "review",
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "proceedOnlyWhen": [
        "Collected and cited: Company name, ticker if used, CIK, form type, accession number, filing date, and reporting period.",
        "Collected and cited: Exact filing item, exhibit, XBRL fact, unit, scale, or table reference behind the claim.",
        "Collected and cited: Source URL and retrieval timestamp for the SEC filing, company filing page, or other cited official source.",
        "Collected and cited: Intended claim text and whether the output will be used as summary, research context, or public-facing copy."
      ],
      "fallbackWhenMissingInputs": "Defer the company claim; collect missing filing identifiers, item or exhibit references, units, and retrieval context before publishing or citing.",
      "stopOrEscalateWhen": [
        "CIK, accession, filing date, reporting period, item, exhibit, XBRL unit, or scale context is missing.",
        "The output turns filing context into valuation, recommendation, suitability, or a live freshness guarantee.",
        "The summary upgrades a filing event into a price target or investment conclusion.",
        "Key filing context, amendments, or attachments were not reviewed.",
        "A marketing or social claim is being repeated without the underlying filing support."
      ],
      "allowedStaticOutput": "The cited SEC EDGAR record states the filing event under the listed CIK, accession number, period, item, exhibit, XBRL unit and scale, and retrieval time; this static sample is not a live refresh, is not valuation research, and does not establish suitability.",
      "blockedStaticOutput": "This filing proves the stock is a buy and supports a new price target.",
      "humanEscalationRule": "Escalate to human review when any stop-or-escalate rule applies, when required evidence is missing, or when the requested action would treat this static pack as approval, clearance, execution advice, or live screening."
    },
    "decisionGuardrails": [
      {
        "packId": "public_company_filing_pack",
        "guardrailId": "public_company_filing_pack_missing_minimum_inputs",
        "severity": "escalate",
        "condition": "One or more minimum inputs are missing or uncited: Company name, ticker if used, CIK, form type, accession number, filing date, and reporting period.; Exact filing item, exhibit, XBRL fact, unit, scale, or table reference behind the claim.; Source URL and retrieval timestamp for the SEC filing, company filing page, or other cited official source.; Intended claim text and whether the output will be used as summary, research context, or public-facing copy..",
        "requiredAgentAction": "Defer the company claim; collect missing filing identifiers, item or exhibit references, units, and retrieval context before publishing or citing.",
        "allowedStaticOutput": "The cited SEC EDGAR record states the filing event under the listed CIK, accession number, period, item, exhibit, XBRL unit and scale, and retrieval time; this static sample is not a live refresh, is not valuation research, and does not establish suitability.",
        "blockedOutputUpgrade": "This filing proves the stock is a buy and supports a new price target.",
        "evidenceFieldIds": [
          "filing_identifier",
          "filing_fact_reference",
          "source_links",
          "intended_use_context"
        ],
        "sourceBoundary": "Static public material only; preserve source URLs, retrieval time, artifact version, limitations, and unresolved items. Do not upgrade this pack into live clearance, approval, execution advice, compliance sign-off, or backtesting.",
        "humanReviewRequired": true
      },
      {
        "packId": "public_company_filing_pack",
        "guardrailId": "public_company_filing_pack_stop_or_escalate_trigger",
        "severity": "escalate",
        "condition": "Any stop-or-escalate trigger applies: CIK, accession, filing date, reporting period, item, exhibit, XBRL unit, or scale context is missing.; The output turns filing context into valuation, recommendation, suitability, or a live freshness guarantee.; The summary upgrades a filing event into a price target or investment conclusion.; Key filing context, amendments, or attachments were not reviewed.; A marketing or social claim is being repeated without the underlying filing support..",
        "requiredAgentAction": "Stop automatic action, keep the unresolved risk visible, and route the item to human review before payment, publication, execution, or downstream trust transfer.",
        "allowedStaticOutput": "The filing states the cited event or disclosure in the referenced source set. This pack preserves source provenance and does not convert the filing into a suitability judgment. Further interpretation should remain bounded by the filing scope and retrieval time.",
        "blockedOutputUpgrade": "This filing proves the stock will rise. The filing alone makes the company a buy. The filing summary is a substitute for full securities research.",
        "evidenceFieldIds": [
          "filing_identifier",
          "filing_fact_reference",
          "source_links",
          "intended_use_context"
        ],
        "sourceBoundary": "Static public material only; preserve source URLs, retrieval time, artifact version, limitations, and unresolved items. Do not upgrade this pack into live clearance, approval, execution advice, compliance sign-off, or backtesting.",
        "humanReviewRequired": true
      },
      {
        "packId": "public_company_filing_pack",
        "guardrailId": "public_company_filing_pack_safe_static_output_boundary",
        "severity": "allow_with_limits",
        "condition": "All minimum inputs are collected, cited, and no stop-or-escalate trigger applies; the output still remains a bounded static material summary.",
        "requiredAgentAction": "Emit only source-bound, timestamped, limitation-preserving static output and carry unresolved items into the final note.",
        "allowedStaticOutput": "The cited SEC EDGAR record states the filing event under the listed CIK, accession number, period, item, exhibit, XBRL unit and scale, and retrieval time; this static sample is not a live refresh, is not valuation research, and does not establish suitability.",
        "blockedOutputUpgrade": "This filing proves the stock is a buy and supports a new price target.",
        "evidenceFieldIds": [
          "filing_identifier",
          "filing_fact_reference",
          "source_links",
          "intended_use_context"
        ],
        "sourceBoundary": "Static public material only; preserve source URLs, retrieval time, artifact version, limitations, and unresolved items. Do not upgrade this pack into live clearance, approval, execution advice, compliance sign-off, or backtesting.",
        "humanReviewRequired": false
      }
    ],
    "staticActionNoteTemplate": {
      "packId": "public_company_filing_pack",
      "templateId": "public_company_filing_pack_static_action_note_template",
      "title": "Public company filing review",
      "actionType": "public_company_filing_review",
      "defaultPosture": "review",
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "outputName": "Public company filing review static action note",
      "allowedUse": "Use only as a static, source-bound Evidence Cards note after completing action routing, the preflight questionnaire, and the decision policy.",
      "minimumInputFieldIds": [
        "filing_identifier",
        "filing_fact_reference",
        "source_links",
        "intended_use_context"
      ],
      "evidenceToCollect": [
        "The issuer name, CIK, form type, filing date, accession number, primary document, and source URL being cited.",
        "The exact filing sections, exhibit references, XBRL tags, companyfacts fields, or attachments that support the summary.",
        "Period end, fiscal year, fiscal period, item number, exhibit number, XBRL fact value, unit, scale, and any inline XBRL context used in the fact table.",
        "The retrieval time and SEC EDGAR access path used by the static sample.",
        "Any amendment, superseded filing, or incomplete-record context that changes how the filing should be read."
      ],
      "deliveryOutputs": [
        "A bounded filing evidence card tied to exact SEC EDGAR CIK, accession, filing date, and section or field references.",
        "A filing fact matrix that keeps period, item, exhibit, XBRL fact value, unit, scale, source path, and not live refresh status together.",
        "An amendment, superseded-record, or missing-context note when the filing record is incomplete.",
        "Safe source-bound language that keeps filing facts separate from valuation, price-target, recommendation, or suitability claims.",
        "A do-not-claim block showing which filing-to-investment conclusions remain unsupported."
      ],
      "sections": [
        {
          "sectionId": "action_context",
          "title": "Action context",
          "required": true,
          "guidance": "State the action type, preflight stage, default posture, and collected minimum inputs: Company name, ticker if used, CIK, form type, accession number, filing date, and reporting period.; Exact filing item, exhibit, XBRL fact, unit, scale, or table reference behind the claim.; Source URL and retrieval timestamp for the SEC filing, company filing page, or other cited official source.; Intended claim text and whether the output will be used as summary, research context, or public-facing copy.."
        },
        {
          "sectionId": "source_bound_evidence",
          "title": "Source-bound evidence",
          "required": true,
          "guidance": "List only cited evidence collected for this pack: The issuer name, CIK, form type, filing date, accession number, primary document, and source URL being cited.; The exact filing sections, exhibit references, XBRL tags, companyfacts fields, or attachments that support the summary.; Period end, fiscal year, fiscal period, item number, exhibit number, XBRL fact value, unit, scale, and any inline XBRL context used in the fact table.; The retrieval time and SEC EDGAR access path used by the static sample.; Any amendment, superseded filing, or incomplete-record context that changes how the filing should be read.."
        },
        {
          "sectionId": "decision_policy",
          "title": "Decision policy",
          "required": true,
          "guidance": "Apply fallback 'Defer the company claim; collect missing filing identifiers, item or exhibit references, units, and retrieval context before publishing or citing.' and stop/escalate when any policy trigger applies."
        },
        {
          "sectionId": "safe_restatement",
          "title": "Safe restatement",
          "required": true,
          "guidance": "Use bounded language no stronger than: The cited SEC EDGAR record states the filing event under the listed CIK, accession number, period, item, exhibit, XBRL unit and scale, and retrieval time; this static sample is not a live refresh, is not valuation research, and does not establish suitability."
        },
        {
          "sectionId": "blocked_language",
          "title": "Blocked language",
          "required": true,
          "guidance": "Do not restate or imply: This filing proves the stock is a buy and supports a new price target."
        },
        {
          "sectionId": "citation_trail",
          "title": "Citation trail",
          "required": true,
          "guidance": "Preserve citation requirements: Cite the SEC EDGAR source path, issuer CIK, accession number, filing date, form type, and retrieval time whenever the summary repeats a filing-supported fact.; Preserve the EDGAR API or search path used in the static sample and do not imply a live refresh occurred.; Respect SEC EDGAR fair-access and user-agent requirements when any downstream agent retrieves the source directly.; Distinguish filing facts from analyst interpretation, valuation, price-target, trading, or suitability conclusions.; Preserve amendment and scope language instead of implying that one filing resolves the whole investment question.."
        }
      ],
      "citationRequirements": [
        "Cite the SEC EDGAR source path, issuer CIK, accession number, filing date, form type, and retrieval time whenever the summary repeats a filing-supported fact.",
        "Preserve the EDGAR API or search path used in the static sample and do not imply a live refresh occurred.",
        "Respect SEC EDGAR fair-access and user-agent requirements when any downstream agent retrieves the source directly.",
        "Distinguish filing facts from analyst interpretation, valuation, price-target, trading, or suitability conclusions.",
        "Preserve amendment and scope language instead of implying that one filing resolves the whole investment question."
      ],
      "prohibitedUses": [
        "This filing proves the stock will rise.",
        "The filing alone makes the company a buy.",
        "The filing summary is a substitute for full securities research."
      ],
      "finalBoundaryStatement": "This is a static action note template, not approval, not live screening, not backtesting, not execution advice, and not a clearance decision."
    },
    "staticActionNoteExample": {
      "packId": "public_company_filing_pack",
      "exampleId": "public_company_filing_pack_static_action_note_example",
      "templateId": "public_company_filing_pack_static_action_note_template",
      "title": "Public company filing review static action note example",
      "actionType": "public_company_filing_review",
      "defaultPosture": "review",
      "noteStatus": "review",
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
      "citedEvidenceRecordIds": [
        "edgar_accession_record",
        "edgar_api_structured_fields",
        "filing_period_item_exhibit_context",
        "xbrl_fact_value_unit_scale",
        "edgar_fair_access_boundary",
        "valuation_support_missing"
      ],
      "sections": [
        {
          "sectionId": "action_context",
          "title": "Action context",
          "body": "Draft filing summary: restate a public company event from an 8-K without turning the filing into valuation language or a buy recommendation. Action type: public_company_filing_review. Default posture: review. Minimum inputs: Company name, ticker if used, CIK, form type, accession number, filing date, and reporting period.; Exact filing item, exhibit, XBRL fact, unit, scale, or table reference behind the claim.; Source URL and retrieval timestamp for the SEC filing, company filing page, or other cited official source.; Intended claim text and whether the output will be used as summary, research context, or public-facing copy..",
          "citationPointers": [
            "sampleInputSummary",
            "actionTaxonomy",
            "minimumRequiredInputs"
          ]
        },
        {
          "sectionId": "source_bound_evidence",
          "title": "Source-bound evidence",
          "body": "confirmed: SEC EDGAR Search Filings identified the issuer CIK, form type, filing date, accession number, and primary document. This anchors the event summary to filing identifiers rather than a generic company narrative. confirmed: SEC EDGAR Submissions API and companyfacts/XBRL endpoints define the structured fields an agent may cite. Structured fields help an Evidence Card cite what was observed, but they still do not create valuation support. warning: The filing fact matrix must preserve period end, fiscal year, fiscal period, item number, and exhibit references. A company-event summary becomes ambiguous if it drops period end, fiscal context, item number, exhibit number, or whether the cited record is initial or amended. warning: XBRL fact value, unit, scale, and inline XBRL context must travel with any structured numeric filing fact. A fact value without unit, scale, period, and source field context is not safe to reuse as a machine-readable Evidence Card claim. warning: Programmatic retrieval must preserve fair access behavior, including user agent and request rate discipline. A downstream agent should cite static retrieval time here and must not imply TRADING4AI performed a live SEC refresh. unresolved: No source in the sample package supports a price target, valuation view, or suitability conclusion. The filing supports an event summary only, not a securities recommendation.",
          "citationPointers": [
            "edgar_accession_record:https://www.sec.gov/search-filings",
            "edgar_api_structured_fields:https://www.sec.gov/search-filings/edgar-application-programming-interfaces",
            "filing_period_item_exhibit_context:/agent-verification/materials/public-company-filing-pack",
            "xbrl_fact_value_unit_scale:https://www.sec.gov/search-filings/edgar-application-programming-interfaces",
            "edgar_fair_access_boundary:https://www.sec.gov/search-filings/edgar-search-assistance/accessing-edgar-data",
            "valuation_support_missing:/agent-verification/materials/public-company-filing-pack"
          ]
        },
        {
          "sectionId": "decision_policy",
          "title": "Decision policy",
          "body": "review: The SEC EDGAR source set supports a bounded filing event summary, but any valuation, recommendation, or suitability language remains out of scope and should be removed. Unresolved items: The filing does not by itself support a price target, buy rating, valuation view, or suitability claim.; Any amended or later filing context must still be checked before publication.; The static sample records retrieval time and source paths; it does not prove a live EDGAR refresh occurred. Required follow-up: Quote the exact filing section, exhibit, XBRL tag, or companyfacts field that supports the event summary.; State the issuer CIK, accession number, form type, filing date, period end, fiscal period, item number, exhibit, XBRL unit and scale, and whether the record is initial, amended, or incomplete at retrieval time.; Remove valuation and recommendation language from the final restatement..",
          "citationPointers": [
            "sampleReviewOutput.verdict",
            "sampleReviewOutput.unresolvedItems",
            "sampleReviewOutput.requiredFollowUp"
          ]
        },
        {
          "sectionId": "safe_restatement",
          "title": "Safe restatement",
          "body": "The cited SEC EDGAR record states the filing event under the listed CIK, accession number, period, item, exhibit, XBRL unit and scale, and retrieval time; this static sample is not a live refresh, is not valuation research, and does not establish suitability.",
          "citationPointers": [
            "sampleReviewOutput.safeRestatement"
          ]
        },
        {
          "sectionId": "blocked_language",
          "title": "Blocked language",
          "body": "This filing proves the stock is a buy and supports a new price target.",
          "citationPointers": [
            "sampleReviewOutput.blockedRestatement",
            "blockedStatements"
          ]
        },
        {
          "sectionId": "citation_trail",
          "title": "Citation trail",
          "body": "Public company filing review, public-material-public-company-filing-pack-2026-05-25, generated 2026-05-25T00:00:00.000Z, source snapshot 2026-05-25T00:00:00.000Z, https://trading4ai.com/agent-verification/materials/public-company-filing-pack Citation requirements: Cite the SEC EDGAR source path, issuer CIK, accession number, filing date, form type, and retrieval time whenever the summary repeats a filing-supported fact.; Preserve the EDGAR API or search path used in the static sample and do not imply a live refresh occurred.; Respect SEC EDGAR fair-access and user-agent requirements when any downstream agent retrieves the source directly.; Distinguish filing facts from analyst interpretation, valuation, price-target, trading, or suitability conclusions.; Preserve amendment and scope language instead of implying that one filing resolves the whole investment question..",
          "citationPointers": [
            "artifactVersion:public-material-public-company-filing-pack-2026-05-25",
            "sourceSnapshotAt:2026-05-25T00:00:00.000Z",
            "/reliability/public-materials/public-company-filing-pack.json"
          ]
        }
      ],
      "finalBoundaryStatement": "This is a static action note template, not approval, not live screening, not backtesting, not execution advice, and not a clearance decision."
    },
    "agentWorkflow": {
      "packId": "public_company_filing_pack",
      "workflowId": "public_company_filing_pack_agent_workflow",
      "title": "Public company filing review agent workflow",
      "serviceId": "evidence-cards",
      "serviceName": "Evidence Cards",
      "actionType": "public_company_filing_review",
      "defaultPosture": "review",
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "stepIds": [
        "select_pack",
        "collect_minimum_inputs",
        "answer_preflight_questionnaire",
        "apply_decision_policy",
        "draft_static_action_note",
        "cite_and_escalate"
      ],
      "minimumInputFieldIds": [
        "filing_identifier",
        "filing_fact_reference",
        "source_links",
        "intended_use_context"
      ],
      "questionCount": 4,
      "linkedArtifacts": {
        "actionRoutingActionType": "public_company_filing_review",
        "preflightQuestionnairePackId": "public_company_filing_pack",
        "preflightDecisionPolicyPackId": "public_company_filing_pack",
        "staticActionNoteTemplateId": "public_company_filing_pack_static_action_note_template",
        "staticActionNoteExampleId": "public_company_filing_pack_static_action_note_example",
        "sourceManifestCount": 4,
        "canonicalCitationText": "Public company filing review, public-material-public-company-filing-pack-2026-05-25, generated 2026-05-25T00:00:00.000Z, source snapshot 2026-05-25T00:00:00.000Z, https://trading4ai.com/agent-verification/materials/public-company-filing-pack"
      },
      "recommendedUse": [
        "Select this workflow when the action type matches the user's requested financial action.",
        "Collect every minimum input field before upgrading the posture or drafting user-facing language.",
        "Use the filled static action note example as a format reference, not as a live decision for a new user request."
      ],
      "nonGoals": [
        "This workflow is not a live screening, approval, clearance, execution, trading, backtesting, or compliance decision.",
        "This workflow does not fetch fresh third-party sources or validate user-submitted data at request time.",
        "This workflow does not replace qualified human review for high-risk payments, transfers, claims, filings, or macro interpretation."
      ],
      "escalationRule": "Escalate to qualified human review when required inputs are missing, source confidence is unresolved, payment or transfer risk is present, or the user asks for approval, clearance, execution, suitability, or compliance guarantees."
    },
    "machineSummary": {
      "packId": "public_company_filing_pack",
      "title": "Public company filing review",
      "serviceId": "evidence-cards",
      "serviceName": "Evidence Cards",
      "actionType": "public_company_filing_review",
      "defaultPosture": "review",
      "pageUrl": "https://trading4ai.com/agent-verification/materials/public-company-filing-pack",
      "artifactUrl": "https://trading4ai.com/reliability/public-materials/public-company-filing-pack.json",
      "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
      "minimumInputFieldIds": [
        "filing_identifier",
        "filing_fact_reference",
        "source_links",
        "intended_use_context"
      ],
      "agentUse": [
        "Open the HTML page first for scope, limitations, source freshness, and scenario fit.",
        "Use the JSON artifact for structured retrieval after the page boundary is understood.",
        "Carry the canonical citation, source snapshot, limitations, and unresolved items into downstream summaries."
      ],
      "doNotUseAs": [
        "live screening",
        "payment approval",
        "compliance clearance",
        "trading or execution advice",
        "proof that a counterparty, wallet, claim, filing, or macro interpretation is safe"
      ],
      "decisionMatrixCount": 4,
      "decisionMatrixLabels": [
        "Filing identifier row",
        "Filing fact reference row",
        "Period and exhibit context row",
        "Not valuation or suitability row"
      ],
      "evidenceVerificationStepCount": 5,
      "evidenceVerificationStepLabels": [
        "Source manifest verification",
        "Evidence record linkage check",
        "Decision matrix boundary check",
        "Canonical citation and timestamp check",
        "Human escalation and blocked-upgrade check"
      ],
      "misusePatternCount": 2,
      "misusePatternLabels": [
        "Static sample treated as live result",
        "Missing inputs smoothed into confident output"
      ],
      "sourceReviewPolicy": {
        "policyId": "public_company_filing_pack_source_review_policy",
        "packId": "public_company_filing_pack",
        "title": "Public company filing review",
        "serviceId": "evidence-cards",
        "serviceName": "Evidence Cards",
        "actionType": "public_company_filing_review",
        "staticOnly": true,
        "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
        "reviewCadenceDays": 60,
        "nextRecommendedReviewAt": "2026-07-24T00:00:00.000Z",
        "freshnessStatus": "current_static_snapshot",
        "sourceReviewMode": "manual_public_source_recheck_required",
        "refreshRequiredWhen": [
          "Any cited official source, registry, guidance page, filing page, or public warning URL changes content, schema, access status, or meaning.",
          "A downstream agent wants to use the static pack for a new counterparty, payment destination, wallet, claim, filing, macro release, or source set.",
          "The current date is past nextRecommendedReviewAt or the artifactVersion / generatedAt fields are removed from the handoff."
        ],
        "staleSignals": [
          "A source URL no longer resolves, redirects to unrelated content, or changes field definitions.",
          "The pack is being reused after nextRecommendedReviewAt without a fresh official-source review.",
          "A user or agent treats this static snapshot as live screening, live clearance, or final approval."
        ],
        "agentActionWhenPastReview": "Re-check the cited official/public sources, preserve new retrieval timestamps, regenerate or version the artifact, and keep the output at review/escalate until source freshness is restored.",
        "staticUseBoundary": "This is a static source-review policy for a pre-generated public material pack; it is not live screening, request-time judgment, compliance clearance, payment approval, or trading advice.",
        "generatedAt": "2026-05-25T00:00:00.000Z"
      },
      "canonicalCitationText": "Public company filing review, public-material-public-company-filing-pack-2026-05-25, generated 2026-05-25T00:00:00.000Z, source snapshot 2026-05-25T00:00:00.000Z, https://trading4ai.com/agent-verification/materials/public-company-filing-pack"
    },
    "evidenceVerificationRecipe": {
      "packId": "public_company_filing_pack",
      "title": "Public company filing review evidence verification recipe",
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "defaultPosture": "review",
      "staticOnly": true,
      "steps": [
        {
          "stepId": "public_company_filing_pack_source_manifest_verification",
          "label": "Source manifest verification",
          "verificationAction": "Check the static source manifest before citing this pack. Source kinds: official_registry, sample_page. Source labels: SEC EDGAR Search Filings, SEC EDGAR API documentation, SEC EDGAR filing context checklist, SEC accessing EDGAR data guidance.",
          "trustBoundary": "The source manifest is a static citation map, not live clearance, approval, compliance review, execution advice, or backtesting evidence.",
          "failureMode": "If a cited source, retrieval time, source role, or evidence record link is missing, keep the output bounded and escalate before upgrading the claim.",
          "requiredCitationFields": [
            "sourceManifest[].url",
            "sourceManifest[].retrievedAt",
            "sourceManifest[].kind",
            "sampleEvidenceRecords[].id"
          ]
        },
        {
          "stepId": "public_company_filing_pack_evidence_record_linkage",
          "label": "Evidence record linkage check",
          "verificationAction": "Match each sample evidence record to a sourceManifest evidenceRecordIds entry, then preserve the record status, note, source label, source URL, and retrievedAt value.",
          "trustBoundary": "A sample record explains the static example only; it does not prove the current counterparty, claim, payment, wallet, filing, macro release, or subscription is safe.",
          "failureMode": "If a record cannot be linked to its source manifest row, do not reuse it as evidence and keep the final output unresolved.",
          "requiredCitationFields": [
            "sampleEvidenceRecords[].id",
            "sampleEvidenceRecords[].status",
            "sampleEvidenceRecords[].sourceUrl",
            "sampleEvidenceRecords[].retrievedAt",
            "sourceManifest[].evidenceRecordIds"
          ]
        },
        {
          "stepId": "public_company_filing_pack_decision_matrix_boundary_check",
          "label": "Decision matrix boundary check",
          "verificationAction": "Read all 4 decision matrix rows and carry their allowedStaticUse, blockedUpgrade, and agentAction fields into any downstream summary.",
          "trustBoundary": "Decision matrix rows define allowed static reuse and blocked upgrades; they are not automatic live approval, live screening, compliance sign-off, or execution permission.",
          "failureMode": "If a downstream sentence conflicts with a blockedUpgrade row, block or rewrite the sentence and escalate when money, publication, or user action is involved.",
          "requiredCitationFields": [
            "decisionMatrix[].matrixId",
            "decisionMatrix[].status",
            "decisionMatrix[].allowedStaticUse",
            "decisionMatrix[].blockedUpgrade"
          ]
        },
        {
          "stepId": "public_company_filing_pack_canonical_citation_check",
          "label": "Canonical citation and timestamp check",
          "verificationAction": "Preserve the canonical citation text, artifact version, generatedAt, staticSnapshotAt, sourceSnapshotAt, and all source retrievedAt values when citing this pack.",
          "trustBoundary": "A citation proves the static artifact and source snapshot were recorded; it does not prove the facts are current beyond the listed timestamps.",
          "failureMode": "If artifact version, generatedAt, sourceSnapshotAt, or source retrievedAt values are removed, the output is no longer evidence-bound.",
          "requiredCitationFields": [
            "canonicalCitation.recommendedCitationText",
            "artifactProvenance.artifactVersion",
            "artifactProvenance.generatedAt",
            "canonicalCitation.sourceSnapshotAt",
            "sourceManifest[].retrievedAt"
          ]
        },
        {
          "stepId": "public_company_filing_pack_human_escalation_boundary",
          "label": "Human escalation and blocked-upgrade check",
          "verificationAction": "Compare the final output with the pack's blockedStatements, sampleReviewOutput.blockedRestatement, escalationTriggers, and actionTaxonomy.stopOrEscalateWhen fields.",
          "trustBoundary": "Static public material may explain evidence and limitations, but it must not become live clearance, legal compliance, suitability, safety, guarantee, payment approval, publication approval, or trade advice.",
          "failureMode": "If the output asks a user or agent to move money, publish a financial claim, trust a counterparty, or treat the material as live approval, stop and escalate to human review.",
          "requiredCitationFields": [
            "canonicalCitation.recommendedCitationText",
            "artifactProvenance.artifactVersion",
            "blockedStatements[]",
            "sampleReviewOutput.blockedRestatement",
            "escalationTriggers[]",
            "actionTaxonomy.stopOrEscalateWhen[]"
          ]
        }
      ]
    },
    "misusePatterns": [
      {
        "packId": "public_company_filing_pack",
        "patternId": "public_company_filing_pack_static_sample_as_live_result",
        "label": "Static sample treated as live result",
        "severity": "escalate",
        "falseSignal": "The static pack contains a sample output, so the agent treats it as a fresh review of a new user request.",
        "whyMisleading": "Static public materials are pre-generated examples and do not fetch fresh sources, inspect private user data, or perform request-time judgment.",
        "safeAlternative": "Use the pack as a format and boundary reference, then collect fresh source-bound evidence before making a case-specific note.",
        "blockedAgentAction": "Do not present the static sample as live approval, clearance, execution advice, or a completed review of the current case.",
        "evidenceFieldIds": [
          "filing_identifier",
          "filing_fact_reference",
          "source_links",
          "intended_use_context"
        ],
        "relatedDecisionMatrixIds": [
          "public_company_filing_pack_filing_identifier_row",
          "public_company_filing_pack_fact_reference_row",
          "public_company_filing_pack_period_and_exhibit_row",
          "public_company_filing_pack_not_valuation_row"
        ],
        "relatedGuardrailIds": [
          "public_company_filing_pack_missing_minimum_inputs",
          "public_company_filing_pack_stop_or_escalate_trigger",
          "public_company_filing_pack_safe_static_output_boundary"
        ]
      },
      {
        "packId": "public_company_filing_pack",
        "patternId": "public_company_filing_pack_missing_inputs_smoothed_over",
        "label": "Missing inputs smoothed into confident output",
        "severity": "warning",
        "falseSignal": "The agent has partial source context and writes a fluent summary that hides missing required inputs.",
        "whyMisleading": "A fluent summary can transfer trust while required identifiers, source links, timestamps, or match semantics remain missing.",
        "safeAlternative": "Name missing inputs explicitly and apply the pack's missing-input fallback instead of upgrading the posture.",
        "blockedAgentAction": "Do not turn incomplete evidence into confident public language, payment action, publication, transfer, or downstream trust.",
        "evidenceFieldIds": [
          "filing_identifier",
          "filing_fact_reference",
          "source_links",
          "intended_use_context"
        ],
        "relatedDecisionMatrixIds": [
          "public_company_filing_pack_filing_identifier_row",
          "public_company_filing_pack_fact_reference_row",
          "public_company_filing_pack_period_and_exhibit_row",
          "public_company_filing_pack_not_valuation_row"
        ],
        "relatedGuardrailIds": [
          "public_company_filing_pack_missing_minimum_inputs",
          "public_company_filing_pack_stop_or_escalate_trigger",
          "public_company_filing_pack_safe_static_output_boundary"
        ]
      }
    ],
    "sourceReviewPolicy": {
      "policyId": "public_company_filing_pack_source_review_policy",
      "packId": "public_company_filing_pack",
      "title": "Public company filing review",
      "serviceId": "evidence-cards",
      "serviceName": "Evidence Cards",
      "actionType": "public_company_filing_review",
      "staticOnly": true,
      "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
      "reviewCadenceDays": 60,
      "nextRecommendedReviewAt": "2026-07-24T00:00:00.000Z",
      "freshnessStatus": "current_static_snapshot",
      "sourceReviewMode": "manual_public_source_recheck_required",
      "refreshRequiredWhen": [
        "Any cited official source, registry, guidance page, filing page, or public warning URL changes content, schema, access status, or meaning.",
        "A downstream agent wants to use the static pack for a new counterparty, payment destination, wallet, claim, filing, macro release, or source set.",
        "The current date is past nextRecommendedReviewAt or the artifactVersion / generatedAt fields are removed from the handoff."
      ],
      "staleSignals": [
        "A source URL no longer resolves, redirects to unrelated content, or changes field definitions.",
        "The pack is being reused after nextRecommendedReviewAt without a fresh official-source review.",
        "A user or agent treats this static snapshot as live screening, live clearance, or final approval."
      ],
      "agentActionWhenPastReview": "Re-check the cited official/public sources, preserve new retrieval timestamps, regenerate or version the artifact, and keep the output at review/escalate until source freshness is restored.",
      "staticUseBoundary": "This is a static source-review policy for a pre-generated public material pack; it is not live screening, request-time judgment, compliance clearance, payment approval, or trading advice.",
      "generatedAt": "2026-05-25T00:00:00.000Z"
    },
    "caseReadinessChecklist": {
      "checklistId": "public_company_filing_pack_case_readiness_checklist",
      "packId": "public_company_filing_pack",
      "title": "Public company filing review case readiness checklist",
      "serviceId": "evidence-cards",
      "serviceName": "Evidence Cards",
      "actionType": "public_company_filing_review",
      "defaultPosture": "review",
      "staticOnly": true,
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "requiredEvidenceFieldIds": [
        "filing_identifier",
        "filing_fact_reference",
        "source_links",
        "intended_use_context"
      ],
      "sourceFreshnessGate": "Before reuse, compare the case date and cited source retrieval plan with sourceReviewPolicy.nextRecommendedReviewAt=2026-07-24T00:00:00.000Z; if the static snapshot is stale, re-check sources and version the artifact before using it.",
      "mustConfirmBeforeUse": [
        "Collected and cited every minimum input field: filing_identifier, filing_fact_reference, source_links, intended_use_context.",
        "Opened the HTML page for scope and limitations, then used the JSON artifact for structured retrieval.",
        "Preserved source URLs, retrieval timestamps, source roles, canonical citation text, and unresolved items in the downstream note.",
        "Checked decisionMatrix, misusePatterns, sourceReviewPolicy, and evidenceVerificationRecipe before upgrading any sentence.",
        "Confirm the pack's source manifest, sample evidence records, decision matrix, and citation rules still match the case being reviewed."
      ],
      "notReadySignals": [
        "One or more required evidence fields are missing, uncited, or unresolved: filing_identifier, filing_fact_reference, source_links, intended_use_context.",
        "The case is past sourceReviewPolicy.nextRecommendedReviewAt without a fresh source re-check.",
        "The user or downstream agent asks for approval, clearance, safety, compliance, suitability, execution, payment, publication, or legal/trading advice.",
        "The requested case uses a new counterparty, payment destination, wallet, claim, filing, macro release, source set, or audience that is not covered by the static sample."
      ],
      "readyStaticHandoff": [
        "A bounded static action note or evidence card with citations, source snapshot, unresolved items, and blocked-upgrade language preserved.",
        "A JSON artifact reference plus canonical citation text that another crawler or agent can retrieve without treating it as a live service.",
        "A human-review handoff when the case remains high-risk, private, legally sensitive, or close to money movement or public distribution."
      ],
      "escalationWhen": [
        "Defer the company claim; collect missing filing identifiers, item or exhibit references, units, and retrieval context before publishing or citing.",
        "Escalate to qualified human review when source confidence, match confidence, exact wording, ownership, payment authority, publication risk, or user-specific suitability remains unresolved.",
        "Escalate immediately when a user asks the static pack to approve payment, clear a counterparty, certify compliance, publish a claim as safe, or execute a financial action."
      ]
    },
    "caseWorksheet": {
      "worksheetId": "public_company_filing_pack_case_worksheet",
      "packId": "public_company_filing_pack",
      "title": "Public company filing review case worksheet",
      "worksheetType": "generic_static_case_ledger",
      "serviceId": "evidence-cards",
      "serviceName": "Evidence Cards",
      "actionType": "public_company_filing_review",
      "staticOnly": true,
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "rows": [
        {
          "rowId": "public_company_filing_pack_static_case_scope_row",
          "label": "Static case scope row",
          "sourceLabel": "TRADING4AI public material pack",
          "evidenceToCapture": "Capture the case summary, source links, required input fields, sample evidence record references, audience or action context, and any unresolved source gaps before reuse.",
          "resultSemantics": "Treat the row as an exact static-sample match, partial match, no-hit, unresolved match, or out-of-scope match before producing any handoff.",
          "unsafeTermCategory": "static sample upgraded into live approval, safety, suitability, or execution guidance",
          "safeRewrite": "Safe restatement: the static pack can describe cited evidence, unresolved items, source limitations, and a bounded next step at the listed retrieval time.",
          "blockedRewrite": "Do not say this static sample is verified, safe, compliant, suitable, approved, cleared, guaranteed, or permission to proceed.",
          "escalationReason": "Escalate when the current case, source set, audience, payment destination, publication channel, or requested action differs from the static sample.",
          "linkedEvidenceRecordIds": [
            "edgar_accession_record"
          ],
          "linkedDecisionMatrixIds": [
            "public_company_filing_pack_filing_identifier_row"
          ],
          "blockedUpgrade": "Do not say this static sample is verified, safe, compliant, suitable, approved, cleared, guaranteed, or permission to proceed."
        }
      ],
      "completionRule": "Treat this worksheet as complete only when every row preserves source/citation fields, result semantics, safe rewrite, blocked rewrite, and escalation reason.",
      "boundaries": [
        "This worksheet is a static sample handoff and not a live review, legal verdict, compliance approval, payment clearance, trading advice, or publication approval.",
        "Do not reuse a worksheet row for a new case unless the cited sources, retrieval timestamps, input fields, and source-review policy have been rechecked.",
        "Escalate to qualified human review when any row remains unresolved or the user asks for approval, clearance, suitability, payment, execution, or publication permission."
      ]
    },
    "searchIntent": {
      "intentId": "public_company_filing_pack_search_intent",
      "packId": "public_company_filing_pack",
      "title": "Public company filing review",
      "serviceId": "evidence-cards",
      "serviceName": "Evidence Cards",
      "actionType": "public_company_filing_review",
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "queryExamples": [
        "SEC filing evidence card",
        "company filing event summary",
        "10-K or 8-K source card"
      ],
      "userTask": "Turn a company filing event into a cited evidence note without making valuation or recommendation claims.",
      "routeReason": "Route to Public company filing review when the user task matches public_company_filing_review and needs A source-bound filing note that preserves CIK, accession, form type, filing date, source path, exact field or exhibit, limitations, and blocked recommendation language.",
      "useWhen": [
        "An agent needs to summarize or cite a public-company filing fact before using it in research or a company claim.",
        "A public filing fact needs to be cited precisely before an agent repeats it.",
        "Read the HTML page first for boundaries, then use the JSON artifact for structured retrieval."
      ],
      "doNotUseAs": [
        "live approval",
        "investment advice",
        "compliance clearance",
        "real-time screening",
        "backtesting or execution advice"
      ],
      "escalationRule": "Escalate to qualified human review when required inputs are missing, source confidence is unresolved, payment or transfer risk is present, or the user asks for approval, clearance, execution, suitability, or compliance guarantees."
    },
    "sourceQuality": {
      "packId": "public_company_filing_pack",
      "title": "Public company filing review",
      "serviceId": "evidence-cards",
      "serviceName": "Evidence Cards",
      "actionType": "public_company_filing_review",
      "workflowId": "public_company_filing_pack_agent_workflow",
      "pagePath": "/agent-verification/materials/public-company-filing-pack",
      "artifactPath": "/reliability/public-materials/public-company-filing-pack.json",
      "sourceManifestCount": 4,
      "sourceKinds": [
        "official_registry",
        "sample_page"
      ],
      "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
      "officialRegistrySourceCount": 3,
      "officialGuidanceSourceCount": 0,
      "sourceQualityProfile": "registry_heavy",
      "registryCoverageExpectation": "primary_for_this_static_pack",
      "sourceMixRationale": "This pack is registry-heavy because public company event evidence should anchor to SEC EDGAR filing identifiers, accession records, documents, and fair-access boundaries.",
      "agentSourceUse": [
        "Use SEC EDGAR registry fields as citation anchors for filing facts.",
        "Keep issuer, CIK, accession, form type, filing date, item, exhibit, and XBRL fields together.",
        "Do not turn filing registry facts into valuation, price-target, suitability, or trading conclusions."
      ],
      "sourceReviewPolicy": {
        "policyId": "public_company_filing_pack_source_review_policy",
        "packId": "public_company_filing_pack",
        "title": "Public company filing review",
        "serviceId": "evidence-cards",
        "serviceName": "Evidence Cards",
        "actionType": "public_company_filing_review",
        "staticOnly": true,
        "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
        "reviewCadenceDays": 60,
        "nextRecommendedReviewAt": "2026-07-24T00:00:00.000Z",
        "freshnessStatus": "current_static_snapshot",
        "sourceReviewMode": "manual_public_source_recheck_required",
        "refreshRequiredWhen": [
          "Any cited official source, registry, guidance page, filing page, or public warning URL changes content, schema, access status, or meaning.",
          "A downstream agent wants to use the static pack for a new counterparty, payment destination, wallet, claim, filing, macro release, or source set.",
          "The current date is past nextRecommendedReviewAt or the artifactVersion / generatedAt fields are removed from the handoff."
        ],
        "staleSignals": [
          "A source URL no longer resolves, redirects to unrelated content, or changes field definitions.",
          "The pack is being reused after nextRecommendedReviewAt without a fresh official-source review.",
          "A user or agent treats this static snapshot as live screening, live clearance, or final approval."
        ],
        "agentActionWhenPastReview": "Re-check the cited official/public sources, preserve new retrieval timestamps, regenerate or version the artifact, and keep the output at review/escalate until source freshness is restored.",
        "staticUseBoundary": "This is a static source-review policy for a pre-generated public material pack; it is not live screening, request-time judgment, compliance clearance, payment approval, or trading advice.",
        "generatedAt": "2026-05-25T00:00:00.000Z"
      },
      "sampleEvidenceRecordCount": 6,
      "boundary": "static_source_manifest_not_live_screening"
    },
    "sourceManifest": [
      {
        "id": "sec_edgar_search_filings_https_www_sec_gov_search_filings",
        "label": "SEC EDGAR Search Filings",
        "url": "https://www.sec.gov/search-filings",
        "kind": "official_registry",
        "citationRole": "official_reference",
        "retrievedAt": "2026-05-25T00:00:00.000Z",
        "evidenceRecordIds": [
          "edgar_accession_record"
        ],
        "supports": [
          "SEC EDGAR Search Filings identified the issuer CIK, form type, filing date, accession number, and primary document",
          "This is a useful middle ground between full securities research and generic AI summarization: preserve provenance, timestamps, and limits."
        ],
        "limitations": [
          "This source entry records what the static sample cites; it does not prove current, complete, or final clearance.",
          "Preserve retrievedAt and linked evidenceRecordIds when reusing this source in an agent or crawler workflow."
        ]
      },
      {
        "id": "sec_edgar_api_documentation_https_www_sec_gov_search_filings_edgar_application_p",
        "label": "SEC EDGAR API documentation",
        "url": "https://www.sec.gov/search-filings/edgar-application-programming-interfaces",
        "kind": "official_registry",
        "citationRole": "primary_warning",
        "retrievedAt": "2026-05-25T00:00:00.000Z",
        "evidenceRecordIds": [
          "edgar_api_structured_fields",
          "xbrl_fact_value_unit_scale"
        ],
        "supports": [
          "SEC EDGAR Submissions API and companyfacts/XBRL endpoints define the structured fields an agent may cite",
          "XBRL fact value, unit, scale, and inline XBRL context must travel with any structured numeric filing fact",
          "This is a useful middle ground between full securities research and generic AI summarization: preserve provenance, timestamps, and limits."
        ],
        "limitations": [
          "This source entry records what the static sample cites; it does not prove current, complete, or final clearance.",
          "Preserve retrievedAt and linked evidenceRecordIds when reusing this source in an agent or crawler workflow."
        ]
      },
      {
        "id": "sec_edgar_filing_context_checklist_agent_verification_materials_public_company_f",
        "label": "SEC EDGAR filing context checklist",
        "url": "/agent-verification/materials/public-company-filing-pack",
        "kind": "sample_page",
        "citationRole": "sample_context",
        "retrievedAt": "2026-05-25T00:00:00.000Z",
        "evidenceRecordIds": [
          "filing_period_item_exhibit_context",
          "valuation_support_missing"
        ],
        "supports": [
          "The filing fact matrix must preserve period end, fiscal year, fiscal period, item number, and exhibit references",
          "No source in the sample package supports a price target, valuation view, or suitability conclusion"
        ],
        "limitations": [
          "This source entry records what the static sample cites; it does not prove current, complete, or final clearance.",
          "Preserve retrievedAt and linked evidenceRecordIds when reusing this source in an agent or crawler workflow."
        ]
      },
      {
        "id": "sec_accessing_edgar_data_guidance_https_www_sec_gov_search_filings_edgar_search_",
        "label": "SEC accessing EDGAR data guidance",
        "url": "https://www.sec.gov/search-filings/edgar-search-assistance/accessing-edgar-data",
        "kind": "official_registry",
        "citationRole": "primary_warning",
        "retrievedAt": "2026-05-25T00:00:00.000Z",
        "evidenceRecordIds": [
          "edgar_fair_access_boundary"
        ],
        "supports": [
          "Programmatic retrieval must preserve fair access behavior, including user agent and request rate discipline",
          "This is a useful middle ground between full securities research and generic AI summarization: preserve provenance, timestamps, and limits."
        ],
        "limitations": [
          "This source entry records what the static sample cites; it does not prove current, complete, or final clearance.",
          "Preserve retrievedAt and linked evidenceRecordIds when reusing this source in an agent or crawler workflow."
        ]
      }
    ],
    "canonicalCitation": {
      "pageUrl": "https://trading4ai.com/agent-verification/materials/public-company-filing-pack",
      "artifactUrl": "https://trading4ai.com/reliability/public-materials/public-company-filing-pack.json",
      "artifactVersion": "public-material-public-company-filing-pack-2026-05-25",
      "generatedAt": "2026-05-25T00:00:00.000Z",
      "staticSnapshotAt": "2026-05-25T00:00:00.000Z",
      "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
      "recommendedCitationText": "Public company filing review, public-material-public-company-filing-pack-2026-05-25, generated 2026-05-25T00:00:00.000Z, source snapshot 2026-05-25T00:00:00.000Z, https://trading4ai.com/agent-verification/materials/public-company-filing-pack"
    },
    "generatedAt": "2026-05-25T00:00:00.000Z"
  },
  "request_id": "public_material_pack_public-company-filing-pack_static_artifact_2026_05_25",
  "timestamp": "2026-05-25T00:00:00.000Z"
}