qihangzhang-272 Financial Artifact QC
Review a finished artifact and report findings; do not silently rewrite its underlying research or valuation.
Core Rule
Attribute every finding to an artifact location and source handoff. A conflict is a finding to resolve, not permission to choose a preferred value.
How To Apply
- Confirm artifact type, source handoffs, review scope, as-of date, and whether the task is read-only or includes an approved remediation pass.
- Read references/ib-check-deck.md, references/ib-terminology.md, and references/report-format.md.
- Extract slide or section text into {{RUN_FOLDER}}/financial-artifact-qc/; run scripts/extract_numbers.py for deck number conflicts when applicable.
- Check numbers, data-narrative alignment, language, visual formatting, source labels, periods, units, and missing-data disclosures.
- Produce the severity-structured QC report. Do not edit the artifact unless the user separately asks for fixes.
Required Output
Artifact:
Scope:
Source handoffs reviewed:
Blockers:
High findings:
Medium findings:
Low findings:
Unverified items:
Ready for delivery: yes/no
Do Not Use
- The artifact still needs research, modeling, valuation, or primary drafting.
- The user asks to create a pitch deck, Tear Sheet, CIM, Teaser, or coverage report from scratch.
References
- references/ib-check-deck.md — complete migrated deck-QC workflow.
- references/ib-terminology.md — concise banking-language replacement patterns.
- references/report-format.md — severity and finding report format.
- scripts/extract_numbers.py — optional deterministic deck-number conflict check.
完成标准
- 完成 Required Output 中全部适用交付物与 Quality checks，数字、口径、单位、来源、时期和叙事相互一致。
- 产物必须可由目标读者直接使用；缺失输入保持可见，不得补造财务数字、交易事实或客户结论。
- 在 Mode 内调用与独立调用执行同一质量门槛，失败项由本 Skill 原地返工。