Issuer Brief Skill
Generates a professional HTML report (styled like a Moody's Issuer Brief) for a
target company. The report consolidates data from multiple Moody's MCP tools, annual/quarterly
reports, earnings calls, and news into 11 structured sections plus a pre-rendered table of
contents. Section 4 is titled "Company Metrics" (formerly "Share Price Performance and Valuation").
The workflow is single-artifact streaming: gather all data, then stream the entire filled
HTML document back to the user as one ```html fenced code block in the final assistant
message. No file copy, no open step, no progressive StrReplace edits, no JSON payload, and no
client-side render logic. The fenced code block is the deliverable.
⚠️ CRITICAL — NON-NEGOTIABLE OUTPUT CONTRACT
The LLM MUST stream the final report back as a single HTML artifact inside the assistant
response. This is the only acceptable form of delivery for this skill. Specifically:
- The final assistant message MUST contain exactly one
```html fenced code block
holding the **complete, standalone HTML document** (<!doctype html> → </html>), with
every section from the streaming protocol populated inline.
- The LLM MUST NOT write the report to a file on disk (no
Write, no cp of the
template, no StrReplace into a working artifact, no open command).
- The LLM MUST NOT split the report across multiple code blocks, multiple messages,
partial snippets, or summaries.
- The LLM MUST NOT substitute prose, Markdown, JSON, attachments, or links for the
fenced HTML artifact. The artifact itself is the answer.
- If data gathering fails partially, still emit the single
```html artifact with
the best-available content and "--" placeholders for missing cells — never skip the
artifact.
Treat any other output shape as a hard failure of the skill.
⚠️ CRITICAL — NO ESTIMATED OR APPROXIMATED NUMBERS ALLOWED
Every numeric value in the report — in tables, charts, KPI cards, prose, and SVGs — MUST
come directly from a Moody's MCP tool response or a company filing retrieved via
searchCompanyFilings. Estimation, approximation, interpolation, and inference from
indirect sources are strictly forbidden. Specifically:
- NEVER write
~, approx., estimated, or any similar qualifier next to a number.
If the exact figure is unavailable from the data gathered, use "--" instead.
- NEVER derive a number by splitting, distributing, or back-calculating from an aggregate
(e.g. do not allocate total debt across maturity buckets by assumption).
- NEVER invent segment revenue, EPS, FCF, ROE, debt maturity amounts, or any other
metric that was not explicitly returned by a tool call.
- Charts are not exempt: every bar height, data point, and label in every SVG chart
(KPI scorecard, rating timeline, segment revenue bar, debt maturity bar) must map 1-to-1
to a value returned by a tool. If tool data is insufficient to build a chart accurately,
omit the chart and leave the container empty rather than render fabricated values.
- Peer data is not exempt: only populate peer columns with values explicitly returned
by
getCreditOpinion, getEntityFinancials, or getEntityRatings for that peer.
Treat any estimated or approximated number in the emitted report as a hard failure of the skill.
Required MCP server
Moodys MCP server — tools used: findEntity, getEntityPeers, getEntityRatings,
getCreditOpinion, getEntitySectorOutlook, searchEntityDocuments,
searchEntityEarningsCall, searchNews, getEntityFinancials, getEntityManagersDirectors,
searchCompanyFilings.
If any of the tools required for a section do not exist, inform the user: One or more tools required for this section are not available under your current subscription. Unlock more of the expert insights, data, and analytics you trust. Get Link:https://www.moodys.com/web/en/us/capabilities/gen-ai/ai-ready-data.html with us to learn more.
ESG data (CIS, E, S, G) comes from getCreditOpinion via the ESGConsiderations section.
Bundled files
assets/template.html — self-contained static report shell: CSS, layout, a hardcoded 11-entry
table of contents, pre-shaped tables (financial / 5 valuation / key-indicators / ESG-score)
with cell-level IDs, and empty targets (containers, <tbody>, <ul>, <div>) for variable
content. Treat this file as the read-only structural reference: read it, fill it in
mentally, and emit the complete filled document in the final response.
Template (shared)
Before emitting the HTML report, read both:
skills/shared/template/SKILL.md — authoring rules (which
classes / snippets are owned by the shared layer, allowed per-skill overrides, outlook-badge
usage).skills/shared/template/assets/template.html —
canonical CSS (inside <style id="shared-template-css">) and literal HTML markup snippets
(inside <template> tags) for the document head, cover, TOC, section block, sources-section
wrapper, footer, and outlook-badge.
Lookup order — always check the shared template before inventing. If a class, design token,
layout primitive, or scaffold element you need is not defined in this SKILL.md or already
present in this skill's assets/template.html, the shared template skill is authoritative. Do
not invent CSS, HTML scaffolds, or design tokens that the shared skill already provides; do not
silently restyle anything the shared skill owns (cover, TOC, section, sources-section wrapper,
footer, outlook-badge, design tokens, reset, body / page base).
At emit time, copy the contents (not the <style> wrapper) of <style id="shared-template-css">
from the shared asset into the parent template's reserved marker region between the CSS-comment
markers /* BEGIN shared-template-css ... */ and /* END shared-template-css */. For HTML
scaffolds (head boilerplate, cover, TOC, sources-section wrapper, footer), use the literal markup
from the matching <template> snippet in the shared asset. The parent template no longer
carries duplicated chrome CSS — those rules ship only in the shared asset.
This skill uses the cover-simple variant. Skill-specific overrides retained above the
marker region: **body { font-size: 12.5px }** (PIB renders denser financial tables than the
13px canonical default) and **.page { max-width: 920px }** (slightly wider than the 900px
canonical default). Skill-specific CSS that stays local: table.data-table, table.fin-table,
and the PIB chart helper (.chart-container PIB variant — centered, no background).
Chart spacing rule: Every .chart-container must have margin-top: 28px (increased from the
template default of 16px) so that visualization titles do not visually merge with the preceding
section or subsection headings. When emitting the final HTML, ensure the .chart-container CSS
rule reads .chart-container { margin: 28px 0 20px; text-align: center; } — update the value
in the <style> block if it differs from the template default.
Outlook-badge migration. PIB previously shipped a solid-fill .outlook-badge styling
(white text on solid --green / --red / --amber / --accent backgrounds) inside its own
template. That carve-out has been removed. PIB now inherits the canonical pastel variant
from the shared skill — pastel background + colored text, with the same five class variants
(stable / positive / negative / review / na) used everywhere else. Do not re-define
.outlook-badge rules locally and do not emit inline style="..." overrides on outlook
badges. The --green, --red, --amber custom properties are no longer present and must not
be referenced anywhere in the emitted HTML.
Citations (shared)
Before emitting any [n] reference inline, any per-section recap block, or the end-of-document
Citations block, read both:
skills/shared/citations/SKILL.md — authoring rules
(numbering, hyperlinking, source data shape, carve-outs).skills/shared/citations/assets/template.html —
canonical CSS (inside <style id="shared-citations-css">) and literal HTML markup snippets
(inside <template> tags) for inline references, the end-of-document Citations block, and
the optional .section-citations recap.
At emit time, copy the contents (not the wrapper) of <style id="shared-citations-css">
from the shared asset into the parent template's reserved marker region, located inside
assets/template.html between the CSS-comment markers
/* BEGIN shared-citations-css … */ and /* END shared-citations-css */. The parent
template no longer carries duplicated citation CSS — those rules ship only in the shared
asset.
Skill-specific carve-out: never put citation markup inside data cells (financial,
valuation, key-indicators, rating, risk, or ESG tables). The prefix used for the
end-of-document container in this skill is pib, so the container id is #pib-sources.
Per-section recap blocks live in #pib-cite-a … #pib-cite-k, mapped one-to-one to the
eleven report sections in document order:
| Letter |
Section |
a |
1. Company Overview |
b |
2. Business Segments and Operations |
c |
3. Historical Financials |
d |
4. Company Metrics |
e |
5. Peer Comparison and Competitive Landscape |
f |
6. Industry Overview and Trends |
g |
7. Strategic Developments |
h |
8. Management and Governance |
i |
9. Credit Profile |
j |
10. Risks and Challenges |
k |
11. ESG Profile |
Each #pib-cite-{x} should be filled with a single <div class="section-citations">…</div>
recap as defined in the shared skill (.cite-label "Citations" pill plus one .cite-item per
source referenced in that section). The recap re-uses the same global [n] numbering as the
inline references and #pib-sources — it never starts a new sequence. If a section has no
inline citations, leave the corresponding #pib-cite-{x} empty.
Parameters
The user should provide:
- Company Name (required)
- Currency (optional, defaults to USD)
Step 1 — Resolve the target company and peers
Call findEntity with the company name. Store the canonical entity name and ID.
Then call getEntityPeers for the target to get up to 3 peers. Call findEntity
for each peer to resolve their entity IDs.
Step 2 — Read the template
Read assets/template.html (relative to this skill directory) once. Keep its exact structure —
CSS, <head>, hardcoded TOC, section order, table skeletons, row labels, and element IDs — as
the scaffold for the final artifact. Do not copy it to the workspace and do not open it.
Step 3 — Gather all data in parallel
Fire ALL of the following in a single parallel batch. This is the heaviest step — launch
everything at once.
For the target company
| Tool Call |
Purpose |
getCreditOpinion (sections: Profile, Summary, CreditStrengths, CreditChallenges, FactorsLeadingToUpgrade, FactorsLeadingToDowngrade, KeyIndicatorsTable, ScorecardTable, ESGConsiderations) |
Credit profile, strengths/challenges, financials, ESG |
getEntityFinancials |
Primary source for historical financials (3 full fiscal years + LTM) and valuation table data |
getEntityRatings |
Current rating, outlook, historical ratings |
getEntitySectorOutlook |
Sector outlook |
searchEntityDocuments with "Credit Opinion" |
Credit opinion documents |
searchEntityDocuments with "Business units, Segment Revenue, Profile, Segments, Revenue Drivers" |
Business segment data |
searchCompanyFilings with "segment revenue, business segments, revenue by segment" |
Per-segment revenue from annual/quarterly filings to populate Business Segments and Operations section |
searchEntityDocuments with "Risk factors, competitive pressures, market volatility, regulatory compliance, litigation" |
Risk analysis |
searchEntityDocuments with "Leverage, Debt, Liquidity, Credit Facilities, Coverage, Ratings, Outlook" |
Credit profile data |
searchEntityEarningsCall with "Target Market, Services, Products, Mission, Vision, Markets, Geographies, Revenue" |
Company overview from earnings call |
searchEntityEarningsCall with "Business units, Segment Revenue, Drivers, Revenue Drivers, Earnings" |
Business segments from earnings call |
searchEntityEarningsCall with "Market Size, Growth Rate, Demand, Competition, Market Share, Regulation, Trends" |
Industry analysis |
searchEntityEarningsCall with "Share, Stock, Price, Market capitalization, Earnings per share, Dividend, Valuation" |
Share price data |
searchEntityEarningsCall with "Risk factors, competitive pressures, market volatility, economic uncertainty" |
Risks from earnings call |
searchEntityEarningsCall with "merger, acquisitions, strategic developments, alliances, partnerships" |
Strategic developments |
searchNews with "{Company} Market, Industry Overview and Trends" |
Industry news |
searchNews with "{Company} merger, acquisitions, strategic developments" |
M&A news |
searchNews with "{Company} Share, Stock, Price, Valuation" |
Share price news |
searchNews with "{Company} Management, governance, leadership" |
Management news |
getEntityManagersDirectors |
Names and roles of current managers and directors for Management & Governance section |
For each peer (up to 3 peers)
| Tool Call |
Purpose |
getCreditOpinion (Profile, KeyIndicatorsTable, CreditStrengths, CreditChallenges, FactorsLeadingToUpgrade, FactorsLeadingToDowngrade, ScorecardTable, ESGConsiderations) |
Peer comparison data + ESG |
getEntityFinancials |
Peer valuation and financial data for Share Price Performance and Valuation section |
getEntityRatings |
Peer ratings |
Step 4 — Synthesize + emit the complete artifact
Use Moody's internal research as the primary foundation. Earnings call data and news
supplement. Write in professional credit-research language with numbered citation references
inline in narrative text. The exact inline markup, the URL-less fallback, and the rule that
n matches the row position of the source inside #pib-sources are defined in
skills/shared/citations/SKILL.md — read it before authoring
any [n] reference.
After data is gathered, produce one final assistant message. The message contains:
- A one-line summary sentence (e.g.
Issuer Brief for {Target Company}:).
- A single fenced
```html code block containing the entire filled
template.html document — with every element from the streaming protocol populated in
place. No partial documents, no separate code blocks per section.
The code block must:
- Start at column 0 with
```html and end with a closing ``` on its own line.
- Contain a complete, standalone HTML document (doctype →
</html>) that renders without
external dependencies.
- Preserve the template's
<head> (CSS, fonts), hardcoded TOC, section order, table
skeletons, row labels, and element IDs exactly. Only the empty targets defined below are
populated.
Render order of content inside the code block follows the page top-to-bottom so the artifact
is human-readable as well as browser-renderable.
Cover + footer
#pib-cover-company — plain text, canonical target name.#pib-company — plain text target name.#pib-date — report date, e.g. April 15, 2026.#pib-footer-date — same date string.
Section 1 — Company Overview
#pib-overview-kpi — KPI scorecard strip: a row of exactly 4 metric cards rendered as an
inline SVG (width="780" height="90"). Each card shows a metric name (top, small caps) and
value (bottom, bold). Source the four metrics from getEntityFinancials and getEntityRatings:
(1) Revenue (LTM, in billions, e.g. $412.3B), (2) EBITDA Margin (LTM, e.g. 31.2%),
(3) Net Debt / EBITDA (LTM, e.g. 1.8×), (4) Moody's Rating (current long-term rating,
e.g. Aa1). Cards are evenly spaced; use a light #f4f6f9 fill with a #0066cc left-border
accent (4 px). Render inside <div class="chart-container">…</div>.
SVG layout constants: W=780, H=90, 4 cards each cardW=170, gap=16,
total cards span = 4×170 + 3×16 = 728, left offset ox = (780−728)/2 = 26.
Card x for card i (0-indexed) = ox + i×(170+16).
Per card: background <rect> at card x, y=10, w=170, h=70, fill #f4f6f9, rx=4;
accent <rect> at card x, y=10, w=4, h=70, fill #0066cc, rx=2;
label <text> at card x+14, y=32, font-size=10, fill=#6b7280, font-weight=600 (metric name);
value <text> at card x+14, y=58, font-size=20, fill=#00205b, font-weight=700 (metric value).
#pib-overview-rating-timeline — Rating upgrade timeline showing Moody's rating history as a
horizontal step-line SVG. Source rating history from getEntityRatings. Constants:
W=780, H=160; padding {top:30, right:30, bottom:50, left:70}; plot area cW=680, cH=80.
X-axis = dates of rating changes (oldest left, most recent right). Y-axis = ordinal rating scale
(map ratings to numeric rank: Aaa=1, Aa1=2, Aa2=3, Aa3=4, A1=5, A2=6, A3=7, Baa1=8, Baa2=9,
Baa3=10, Ba1=11, Ba2=12, Ba3=13, B1=14, B2=15, B3=16, Caa1=17 … show only ratings present
in history on the y-axis). Draw as a step-line: horizontal segment at rating level, then
vertical drop/rise at the change date. Stroke #0066cc, stroke-width=2, fill=none.
Place a filled circle (r=4, fill=#0066cc) at each rating-change point and a label above
(font-size=10, fill=#00205b, font-weight=600) showing the rating symbol.
X-axis labels: year of each change, rotated -30°. Y-axis labels: rating symbols at each
tick. Title: <text x="390" y="16" text-anchor="middle" font-size="11" fill="#00205b" font-weight="700">Moody's Rating History</text>. Render inside <div class="chart-container">.
#pib-overview — 2–3 paragraphs in <p>…</p> covering: (1) opening statement of
significance, founding info, headquarters, and core business; (2) industry position, key
products/services, and target markets; (3) financial overview snapshot (revenue, margins, key
metrics) and strategic priorities. No bullet points, no bold text in the body. Use hyperlinked
inline citations per the shared citations skill.
Section 2 — Business Segments and Operations
Revenue per segment must be sourced exclusively from searchCompanyFilings (annual or
quarterly company filings) to ensure consistency with reported company data. Do not use
earnings call data or Moody's estimates for segment revenue figures.
#pib-segments-intro — one introductory paragraph in <p>…</p>.#pib-segments-pie — revenue-by-segment bar chart rendered as an inline SVG. Constants:
W=600, H=320; padding {top:40, right:20, bottom:80, left:80}; plot area cW=500, cH=200.
Let N = number of segments. bw = min(cW / N × 0.6, 60); gap = (cW − bw × N) / (N + 1).
mx = max(revenue values); yPos(v) = 40 + 200 − (v / mx) × 200.
Bar x for segment i (0-indexed) = 80 + gap × (i + 1) + bw × i.
If you do not have a calculator tool, use bash or Python to compute all of the above values before emitting any SVG — do not attempt to calculate them mentally.
Fill each bar with the palette in index order: #0066cc, #e74c3c, #27ae60, #f39c12, #8e44ad, #16a085.
Emit the revenue value (in the same unit as the pie, e.g. $12.3B or XX%) above each bar,
centred on the bar (text-anchor="middle", font-size=10, fill=#444c58).
Emit the segment name below the x-axis baseline, centred on the bar, rotated -30°
(font-size=10, fill=#444c58).
Draw the x-axis baseline: <line x1="80" y1="240" x2="580" y2="240" stroke="#9aa0ab"/>.
Title: <text x="300" y="24" text-anchor="middle" font-size="12" fill="#00205b" font-weight="700">Revenue by Segment</text>.
Render inside <div class="chart-container">.#pib-segments-list — one <li> per segment. Each <li> must contain a
<strong>Segment Name</strong> header followed by one paragraph of prose describing the
segment's business activities, key products/services, end markets, and revenue contribution.
Revenue figures cited must match those sourced from company filings used in the pie chart.
Structure: <li><strong>Segment Name</strong><p>Description paragraph with revenue context…</p></li>.#pib-segments-outro — one closing paragraph in <p>…</p>.
Section 3 — Historical Financials
ALL numeric values in the financial table MUST be populated exclusively from data returned by
the getEntityFinancials MCP tool. Do not supplement or override table cells with figures
from earnings calls, credit opinions, news, or any other source. If a value is not available in
getEntityFinancials, write "--" in that cell. This ensures every number is factual and
verifiable from Moody's MCP data. Annual columns are limited to exactly 3 full fiscal years (oldest → most recent). Include a single YoY% column calculated only between the last two fully completed years (FY−1 vs FY), and an LTM column. Remove all quarterly columns. The table layout runs left to right as: line items | FY−2 | FY−1 | FY | YoY% (FY vs FY−1) | LTM.
#pib-fin-col-1 … #pib-fin-col-5 — period labels. Canonical order: FY−2, FY−1, FY, YoY% (FY vs FY−1), LTM (adapt labels to actual fiscal years, e.g. 2022, 2023, 2024, YoY%, LTM). Do not populate #pib-fin-col-6, #pib-fin-col-7, or #pib-fin-col-8 — leave them empty.
#pib-fin-r{1..19}-c{1..5} — per-cell numeric values in millions for columns 1–5. The YoY% column (c4) is computed as (FY value − FY−1 value) / |FY−1 value| × 100, formatted as e.g. +4.2% or −3.1%. Write "--" when the value is zero or unavailable. Never touch the row-label <td> cells. Leave c6, c7, and c8 cells empty.
The financial table must include the following line items in this exact order (map to row IDs r1–r14; leave r15–r19 empty if not applicable):
r1 = Revenue, r2 = Gross Profit, r3 = Operating Profit (EBIT), r4 = Interest Expense,
r5 = Net Income, r6 = Cash & Cash Equivalents, r7 = Total Assets, r8 = Total Liabilities,
r9 = Total Equity, r10 = Cash Flow from Operations, r11 = Capital Expenditures,
r12 = Depreciation & Amortization, r13 = Net Cash from Investing, r14 = Net Cash from Financing.
Leave rows r15–r19 (including the EPS row at r19) empty — do not populate them.
#pib-fin-summary — one dense 6–8 sentence paragraph in <p>…</p> integrating revenue,
EBITDA margin, leverage, cash flow, and key operational metrics.
#pib-fin-highlights — <ul><li>…</li></ul> bullet points covering headline results vs
guidance, performance drivers, updated guidance, and strategic commentary.
#pib-fin-analysis — HTML with subsection headers and dense analytical bullets organised by
Revenue & End-Market Performance, Profitability & Margins, Leverage & Liquidity. Use
<strong class="subsection-title">…</strong> for each sub-heading, followed by
<ul><li>…</li></ul>.
Section 4 — Company Metrics
Note: This section was formerly "Share Price Performance and Valuation." The Monthly Share
Price chart and its analysis, the Peer Share Price chart and its analysis, and the first
valuation table (Market & Price Data) and its analysis have been removed. Do not emit
#pib-shareprice-monthly-chart, #pib-shareprice-monthly-analysis, #pib-shareprice-peer-chart,
#pib-shareprice-peer-analysis, or #pib-val-1-* elements. Leave those IDs empty.
#pib-val-col-1 … #pib-val-col-4 — shared company headers starting from valuation
table 2 (the first remaining table). Target company in column 1. Leave unused columns empty
if fewer than 3 peers.#pib-val-2-col-*, #pib-val-3-col-*, #pib-val-4-col-*, #pib-val-5-col-* — repeat the
same company names across all five valuation tables.#pib-val-{1..5}-r{i}-c{1..4} — per-cell values for the five valuation tables (row labels
are pre-filled). Source valuation data from getEntityFinancials for both the target company
and peer companies to ensure data availability. Use "--" for missing values.#pib-val-{1..5}-analysis — one paragraph each in <p>…</p> comparing target vs peers for
that table. No citation numbers inside the table cells.
Section 5 — Peer Comparison and Competitive Landscape
#pib-peers-intro — one short intro paragraph in <p>…</p>.#pib-peers-table — one <tr> per company (target first):
<tr><td>Target Co</td><td>Description from Credit Opinion Profile…</td></tr>.#pib-peers-rating — one <tr> per company:
<tr><td>Target Co</td><td>Aaa</td><td><span class="outlook-badge stable">Stable</span></td></tr>.#pib-ki-col-1 … #pib-ki-col-4 — reuse the valuation-table company labels.#pib-ki-r{1..8}-c{1..4} — per-cell values (8 metrics × up to 4 companies).
Row labels pre-filled.#pib-peers-conclusion — 1–2 paragraphs in <p>…</p> summarising the target company's quantitative and business-risk differentiation relative to peers and its relative competitive positioning.
Section 6 — Industry Overview and Trends
#pib-industry — exactly 3 paragraphs in <p>…</p>, one per subsection, with the subsection title rendered as <strong class="subsection-title">…</strong> before the paragraph text. Cover only these three subsections in order:
(1) Macroeconomic Context — macro conditions affecting the sector;
(2) Industry Size and Growth — market size, growth rates, and key demand drivers;
(3) Industry Outlook and Trends — forward-looking view, emerging trends, and regulatory considerations.
Do not include Sub-Sector and Regional Performance or a standalone Competitive Landscape prose subsection; those are replaced by the Porter's diagram below.
#pib-industry-porters — Porter's Five Forces diagram rendered as an inline SVG. Layout: hub-and-spoke with a central box connected by horizontal/vertical lines to four surrounding boxes. Positions:
- Centre:
cx=370, cy=200 — Competitive Rivalry (assessed intensity)
- Top:
cx=370, cy=40 — New Entrants
- Bottom:
cx=370, cy=360 — Substitutes
- Left:
cx=100, cy=200 — Supplier Power
- Right:
cx=640, cy=200 — Buyer Power
Each box is w=180, h=60, centred on its cx/cy. Draw connector lines from the edge of the centre box to the nearest edge of each surrounding box (straight horizontal or vertical lines, stroke=#9aa0ab, stroke-width=1.5).
Colour-code each box by assessed intensity based on gathered data:
- High → fill=
#ffe4e6, stroke=#e74c3c, title-color=#b91c1c
- Medium → fill=
#fef9c3, stroke=#f39c12, title-color=#92400e
- Low → fill=
#dcfce7, stroke=#27ae60, title-color=#166534
Each box contains two <text> lines: (1) force name, font-size=11, font-weight=700, fill=title-color; (2) intensity label (e.g. "High", "Medium", "Low"), font-size=10, fill=#444c58.
SVG constants: W=740, H=420. Title: <text x="370" y="410" text-anchor="middle" font-size="11" fill="#00205b" font-weight="700">Porter's Five Forces</text>.
Render inside <div class="chart-container">.
Section 7 — Strategic Developments
28b. #pib-strategy-timeline — horizontal timeline SVG rendered inline, listing all strategic events from the past 12 months in chronological order (oldest left → most recent right). Constants: W=740, H=120. Draw a horizontal baseline at y=60 from x=40 to x=700 (stroke=#9aa0ab, stroke-width=1.5). For each event place a filled circle (r=5, fill=#0066cc) on the baseline at its proportional date position; a short vertical stem (stroke=#0066cc, stroke-width=1) rising to y=36; and a <text> label above the stem (text-anchor="middle", font-size=9, fill=#00205b, font-weight=600) showing a 2–3 word title on one line and the date (YYYY-MM-DD) on the next line (dy=+11). Below the baseline add a <text> at y=80 per event showing the year tick mark if space permits. Title: <text x="370" y="14" text-anchor="middle" font-size="11" fill="#00205b" font-weight="700">Strategic Developments Timeline</text>. Render inside <div class="chart-container">.
#pib-strategy-list — one <li> per development from the past 12 months (same events as the timeline):
<li><strong>Title</strong>: 2026-01-15 — description with citation <a href="…" target="_blank" class="cite-ref">[3]</a>.</li>.
Cover M&A, partnerships, strategic shifts, capital allocation.
Section 8 — Management and Governance
#pib-mgmt-cards — a row of name cards rendered as an inline SVG showing key executives and directors from getEntityManagersDirectors. Each card is w=160, h=70, spaced 12px apart, with fill=#f4f6f9, stroke=#d1d5db, rx=4. Each card shows: (1) person's name (font-size=11, font-weight=700, fill=#00205b); (2) their position/title (font-size=9, fill=#6b7280). Lay out cards in rows of up to 4; compute SVG height dynamically (rows × 82 + 20). SVG width=700. Render inside <div class="chart-container">.
#pib-mgmt — 1–2 paragraphs in <p>…</p> summarising the leadership team's experience and strategic focus, board governance structure, and any notable recent governance changes or leadership transitions. Normal text only; no subsection headers.
Section 9 — Credit Profile
#pib-credit-analysis — 1–2 paragraphs in <p>…</p> covering the key aspects of the debt profile, leverage trends, maturity schedule, liquidity position, and credit ratings.#pib-credit-chart — one inline <svg> (see Debt Maturity template). Data for this
chart must come from searchCompanyFilings; use the actual future calendar-year debt
obligation periods as reported in the filing's maturity schedule.#pib-rating-table — one <tr> per rating class:
<tr><td>Senior Unsecured - Fgn Curr</td><td>Aaa</td><td><span class="outlook-badge stable">Stable</span></td><td>2024-11-20</td></tr>.
Section 10 — Risks and Challenges
#pib-risks-narrative — 1–2 paragraphs in <p>…</p> summarising the current key risks and challenges facing the company, spanning market/competitive, operational, regulatory, and technology dimensions.#pib-risk-table — 5–7 <tr>s:
<tr><td>Market & Competitive</td><td>Description…</td><td>Impact…</td><td>Mitigation…</td></tr>.
No citation numbers inside cells.
Section 11 — ESG Profile
#pib-esg-kpi — a row of exactly 4 metric cards rendered as an inline SVG (width="780" height="90"). The four cards are: (1) Overall CIS Score, (2) Environmental (E) Score, (3) Social (S) Score, (4) Governance (G) Score. Source all four scores from getCreditOpinion (ESGConsiderations section). Use the same card layout as the KPI scorecard strip in Section 1 (same SVG layout constants: cardW=170, gap=16, ox=26; #f4f6f9 fill, #0066cc left-border accent). Render inside <div class="chart-container">.
#pib-esg-narrative — three short paragraphs in <p>…</p>, one per ESG dimension:
(1) Environmental — key environmental initiatives, risks, and performance;
(2) Social — social policies, workforce practices, and community impact;
(3) Governance — governance structure, board practices, and oversight quality.
Use <strong class="subsection-title">…</strong> before each paragraph.
#pib-esg-r{1..3}-focus / #pib-esg-r{1..3}-score — category-row cells (Environmental,
Social, Governance rows are pre-labelled). Focus is a short text; score is the Moody's
ESG score (e.g. E-3). No citations inside cells.
Citations
#pib-sources — end-of-document Citations rows. One <div class="source-item"> per
source, in [1], [2], … order. Use the canonical row markup defined in
skills/shared/citations/SKILL.md. Numbering must match
inline [n] references.
Step 5 — Present the report to the user
⚠️ CRITICAL — THIS STEP MUST NEVER BE SKIPPED
After the ```html code block, add a single short sentence confirming the artifact is
complete (e.g. Artifact rendered above — the report is fully self-contained HTML.). Do not
write the artifact to disk and do not suggest shell commands. The code block itself is the
deliverable.
Use whatever tool is available in your current environment to present or display the final report to the user (e.g. a file presenter, inline renderer, or widget) at the end of running the skill.
Streaming protocol (element → content)
| Element ID |
Content type |
#pib-cover-company, #pib-company, #pib-date, #pib-footer-date |
Plain text |
#pib-overview-kpi |
One inline <svg> — KPI scorecard strip (4 metric cards) |
#pib-overview-rating-timeline |
One inline <svg> — Moody's rating history step-line |
#pib-overview, #pib-mgmt |
<p>…</p> paragraphs (with subsection titles where noted) |
#pib-segments-intro, #pib-segments-outro, #pib-peers-intro, #pib-peers-conclusion, #pib-fin-summary, #pib-fin-analysis, #pib-val-{2..5}-analysis, #pib-credit-analysis, #pib-risks-narrative, #pib-esg-narrative, #pib-industry |
<p>…</p> paragraphs |
#pib-fin-highlights |
<ul><li>…</li></ul> |
#pib-segments-list |
One <li> per segment (with <strong> header + prose paragraph) |
#pib-strategy-list |
One <li> per development |
#pib-strategy-timeline |
One inline <svg> — horizontal event timeline |
#pib-mgmt-cards |
One inline <svg> — name cards grid |
#pib-esg-kpi |
One inline <svg> — 4 ESG metric cards |
#pib-industry-porters |
One inline <svg> — Porter's Five Forces hub-and-spoke diagram |
#pib-fin-col-{1..5} |
Plain text period label (FY−2, FY−1, FY, YoY%, LTM) |
#pib-fin-r{1..19}-c{1..5} |
Plain text number (millions) or YoY% (c4 only) or "--" |
#pib-val-col-{1..4}, #pib-val-{2..5}-col-{1..4}, #pib-ki-col-{1..4} |
Plain text company label |
#pib-val-{2..5}-r{i}-c{1..4}, #pib-ki-r{1..8}-c{1..4} |
Plain text number / ratio / "--" |
#pib-peers-table, #pib-peers-rating, #pib-rating-table, #pib-risk-table |
One <tr>…</tr> per row |
#pib-esg-r{1..3}-focus, #pib-esg-r{1..3}-score |
Plain text |
#pib-segments-pie, #pib-credit-chart |
One inline <svg> (see templates below) |
#pib-cite-{a..k} |
Optional per-section recap as one <div class="section-citations">…</div> (markup defined in skills/shared/citations/SKILL.md). Empty when the corresponding section carries no inline [n] references. |
#pib-sources |
One <div class="source-item">…</div> per source |
Fixed 4-company layout: valuation tables and the key-indicators table assume target + up to
3 peers (4 columns). If fewer than 3 peers are available, leave unused column header / cell IDs
empty — do not collapse or restructure the tables.
Reference markup snippets
Pre-filled row-label cells are never changed from the template. Only the empty data cells are
populated:
<!-- Already in the template (do not touch) -->
<tr><td class="row-label">Total debt</td><td id="pib-fin-r14-c1"></td>…</tr>
<!-- Peers table row (into #pib-peers-table) -->
<tr><td>Target Co</td><td>Description from Credit Opinion Profile…</td></tr>
<!-- Peers rating row (into #pib-peers-rating) -->
<tr><td>Target Co</td><td>Aaa</td><td><span class="outlook-badge stable">Stable</span></td></tr>
<!-- Rating table row (into #pib-rating-table) -->
<tr><td>Senior Unsecured - Fgn Curr</td><td>Aaa</td><td><span class="outlook-badge stable">Stable</span></td><td>2024-11-20</td></tr>
<!-- Risk table row (into #pib-risk-table) -->
<tr><td>Market & Competitive</td><td>Description…</td><td>Impact…</td><td>Mitigation…</td></tr>
<!-- Segment bullet (into #pib-segments-list) -->
<li><strong>iPhone</strong><p>The iPhone segment encompasses Apple's line of smartphones running iOS. It is the company's largest revenue contributor, generating $209,586.0m (50.4% of total revenue) in FY2024 as reported in the annual filing. The segment benefits from strong brand loyalty, a growing services attach rate, and continued premium pricing power across global markets.</p></li>
<!-- Strategy bullet (into #pib-strategy-list) -->
<li><strong>Title</strong>: 2026-01-15 — description of the development with citation <a href="https://www.moodys.com/research/doc--PBC_…" target="_blank" class="cite-ref">[3]</a>.</li>
For #pib-sources source-item rows, use the canonical row markup defined in
skills/shared/citations/SKILL.md.
SVG chart templates
Palette (indexed, target = first): #0066cc, #e74c3c, #27ae60, #f39c12, #8e44ad, #16a085.
Every chart is wrapped in <div class="chart-container">…</div> so the existing CSS applies.
KPI Scorecard Strip (#pib-overview-kpi)
See layout constants defined in Section 1, item 5 above. Four metric cards rendered inline.
Rating History Step-line (#pib-overview-rating-timeline)
See layout constants defined in Section 1, item 6 above. Horizontal step-line chart sourced
from getEntityRatings.
Revenue by Segment Bar Chart (#pib-segments-pie)
See layout constants defined in Section 2, item 9 above. Data sourced exclusively from
searchCompanyFilings.
Debt Maturity (#pib-credit-chart)
⚠️ MANDATORY DATA REQUIREMENT — NO ESTIMATION PERMITTED
searchCompanyFilings MUST be called with a query targeting the debt maturity schedule
(e.g. "long-term debt maturities schedule obligations") before this chart can be emitted.
This is a required tool call — it cannot be skipped, inferred from total debt figures, or
substituted with data from any other source.
- NEVER estimate, split, distribute, or approximate maturity amounts from aggregate debt.
- NEVER construct buckets from total debt divided by assumed years.
- If
searchCompanyFilings does not return an explicit per-year maturity schedule, leave
#pib-credit-chart empty and omit the chart entirely. Do not render a chart with
fabricated values.
Source data exclusively from searchCompanyFilings (annual reports, 10-K, or debt/liquidity
footnotes) — do not use Moody's estimates or earnings call figures for maturity amounts.
Build the chart using future debt obligation periods as reported in the filing's debt
maturity schedule. Use the actual future years (e.g. 2025, 2026, 2027, 2028, 2029, Thereafter)
rather than generic buckets; drop any year with zero obligations before computing layout.
Bar chart. Constants:
W=700, H=250; padding {top:20, right:20, bottom:60, left:70}; plot area cW=610, cH=170.- Buckets: use the actual future calendar years from the filing's debt maturity schedule (e.g.
2025, 2026, 2027, 2028, 2029, Thereafter). Drop any year whose value is 0 before
com
…(truncated)
1---2name: moody-s-issuer-brief3description: Produce a comprehensive Issuer Brief HTML report for a company using Moody's GenAI MCP tools. Use this skill whenever the user asks to create an Issuer Brief, company profile report, credit memo, investment book, or comprehensive company analysis. Also trigger when they ask for a report combining company overview, financials, peer comparison, industry overview, strategic developments, management, credit profile, risks, and ESG into a single document. Trigger even if they just name a company and say "Issuer Brief", "info book", "company book", "credit book", or "full company report".4---56# Issuer Brief Skill78Generates a professional HTML report (styled like a Moody's Issuer Brief) for a9target company. The report consolidates data from multiple Moody's MCP tools, annual/quarterly10reports, earnings calls, and news into 11 structured sections plus a pre-rendered table of11contents. Section 4 is titled "Company Metrics" (formerly "Share Price Performance and Valuation").1213The workflow is **single-artifact streaming**: gather all data, then stream the entire filled14HTML document back to the user as one ` ```html ` fenced code block in the final assistant15message. No file copy, no `open` step, no progressive `StrReplace` edits, no JSON payload, and no16client-side render logic. The fenced code block is the deliverable.1718> ## ⚠️ CRITICAL — NON-NEGOTIABLE OUTPUT CONTRACT19>20> **The LLM MUST stream the final report back as a single HTML artifact inside the assistant21> response.** This is the only acceptable form of delivery for this skill. Specifically:22>23> - The final assistant message **MUST** contain exactly one ` ```html ` fenced code block24> holding the **complete, standalone HTML document** (`<!doctype html>` → `</html>`), with25> every section from the streaming protocol populated inline.26> - The LLM **MUST NOT** write the report to a file on disk (no `Write`, no `cp` of the27> template, no `StrReplace` into a working artifact, no `open` command).28> - The LLM **MUST NOT** split the report across multiple code blocks, multiple messages,29> partial snippets, or summaries.30> - The LLM **MUST NOT** substitute prose, Markdown, JSON, attachments, or links for the31> fenced HTML artifact. The artifact itself is the answer.32> - If data gathering fails partially, still emit the single ` ```html ` artifact with33> the best-available content and `"--"` placeholders for missing cells — never skip the34> artifact.35>36> Treat any other output shape as a hard failure of the skill.3738> ## ⚠️ CRITICAL — NO ESTIMATED OR APPROXIMATED NUMBERS ALLOWED39>40> **Every numeric value in the report — in tables, charts, KPI cards, prose, and SVGs — MUST41> come directly from a Moody's MCP tool response or a company filing retrieved via42> `searchCompanyFilings`.** Estimation, approximation, interpolation, and inference from43> indirect sources are strictly forbidden. Specifically:44>45> - **NEVER** write `~`, `approx.`, `estimated`, or any similar qualifier next to a number.46> If the exact figure is unavailable from the data gathered, use `"--"` instead.47> - **NEVER** derive a number by splitting, distributing, or back-calculating from an aggregate48> (e.g. do not allocate total debt across maturity buckets by assumption).49> - **NEVER** invent segment revenue, EPS, FCF, ROE, debt maturity amounts, or any other50> metric that was not explicitly returned by a tool call.51> - **Charts are not exempt**: every bar height, data point, and label in every SVG chart52> (KPI scorecard, rating timeline, segment revenue bar, debt maturity bar) must map 1-to-153> to a value returned by a tool. If tool data is insufficient to build a chart accurately,54> omit the chart and leave the container empty rather than render fabricated values.55> - **Peer data is not exempt**: only populate peer columns with values explicitly returned56> by `getCreditOpinion`, `getEntityFinancials`, or `getEntityRatings` for that peer.57>58> Treat any estimated or approximated number in the emitted report as a hard failure of the skill.5960## Required MCP server6162`Moodys MCP server` — tools used: `findEntity`, `getEntityPeers`, `getEntityRatings`,63`getCreditOpinion`, `getEntitySectorOutlook`, `searchEntityDocuments`,64`searchEntityEarningsCall`, `searchNews`, `getEntityFinancials`, `getEntityManagersDirectors`,65`searchCompanyFilings`.6667If any of the tools required for a section do not exist, inform the user: One or more tools required for this section are not available under your current subscription. Unlock more of the expert insights, data, and analytics you trust. Get Link:https://www.moodys.com/web/en/us/capabilities/gen-ai/ai-ready-data.html with us to learn more. 6869> ESG data (CIS, E, S, G) comes from `getCreditOpinion` via the `ESGConsiderations` section.7071## Bundled files7273- `assets/template.html` — self-contained static report shell: CSS, layout, a hardcoded 11-entry74 table of contents, pre-shaped tables (financial / 5 valuation / key-indicators / ESG-score)75 with cell-level IDs, and empty targets (containers, `<tbody>`, `<ul>`, `<div>`) for variable76 content. Treat this file as the **read-only structural reference**: read it, fill it in77 mentally, and emit the complete filled document in the final response.7879## Template (shared)8081Before emitting the HTML report, **read both**:821. [`skills/shared/template/SKILL.md`](../shared/template/SKILL.md) — authoring rules (which83 classes / snippets are owned by the shared layer, allowed per-skill overrides, outlook-badge84 usage).852. [`skills/shared/template/assets/template.html`](../shared/template/assets/template.html) —86 canonical CSS (inside `<style id="shared-template-css">`) and literal HTML markup snippets87 (inside `<template>` tags) for the document head, cover, TOC, section block, sources-section88 wrapper, footer, and outlook-badge.8990**Lookup order — always check the shared template before inventing.** If a class, design token,91layout primitive, or scaffold element you need is not defined in this `SKILL.md` or already92present in this skill's `assets/template.html`, the shared template skill is authoritative. Do93not invent CSS, HTML scaffolds, or design tokens that the shared skill already provides; do not94silently restyle anything the shared skill owns (cover, TOC, section, sources-section wrapper,95footer, outlook-badge, design tokens, reset, body / page base).9697At emit time, copy the **contents** (not the `<style>` wrapper) of `<style id="shared-template-css">`98from the shared asset into the parent template's reserved marker region between the CSS-comment99markers `/* BEGIN shared-template-css ... */` and `/* END shared-template-css */`. For HTML100scaffolds (head boilerplate, cover, TOC, sources-section wrapper, footer), use the literal markup101from the matching `<template>` snippet in the shared asset. The parent template no longer102carries duplicated chrome CSS — those rules ship only in the shared asset.103104This skill uses the **`cover-simple`** variant. Skill-specific overrides retained above the105marker region: `**body { font-size: 12.5px }**` (PIB renders denser financial tables than the10613px canonical default) and `**.page { max-width: 920px }**` (slightly wider than the 900px107canonical default). Skill-specific CSS that stays local: `table.data-table`, `table.fin-table`,108and the PIB chart helper (`.chart-container` PIB variant — centered, no background).109110**Chart spacing rule:** Every `.chart-container` must have `margin-top: 28px` (increased from the111template default of 16px) so that visualization titles do not visually merge with the preceding112section or subsection headings. When emitting the final HTML, ensure the `.chart-container` CSS113rule reads `.chart-container { margin: 28px 0 20px; text-align: center; }` — update the value114in the `<style>` block if it differs from the template default.115116**Outlook-badge migration.** PIB previously shipped a solid-fill `.outlook-badge` styling117(white text on solid `--green` / `--red` / `--amber` / `--accent` backgrounds) inside its own118template. That carve-out has been **removed**. PIB now inherits the canonical pastel variant119from the shared skill — pastel background + colored text, with the same five class variants120(`stable` / `positive` / `negative` / `review` / `na`) used everywhere else. Do not re-define121`.outlook-badge` rules locally and do not emit inline `style="..."` overrides on outlook122badges. The `--green`, `--red`, `--amber` custom properties are no longer present and must not123be referenced anywhere in the emitted HTML.124125## Citations (shared)126127Before emitting any `[n]` reference inline, any per-section recap block, or the end-of-document128Citations block, **read both**:1291. [`skills/shared/citations/SKILL.md`](../shared/citations/SKILL.md) — authoring rules130 (numbering, hyperlinking, source data shape, carve-outs).1312. [`skills/shared/citations/assets/template.html`](../shared/citations/assets/template.html) —132 canonical CSS (inside `<style id="shared-citations-css">`) and literal HTML markup snippets133 (inside `<template>` tags) for inline references, the end-of-document Citations block, and134 the optional `.section-citations` recap.135136At emit time, copy the **contents** (not the wrapper) of `<style id="shared-citations-css">`137from the shared asset into the parent template's reserved marker region, located inside138`assets/template.html` between the CSS-comment markers139`/* BEGIN shared-citations-css … */` and `/* END shared-citations-css */`. The parent140template no longer carries duplicated citation CSS — those rules ship only in the shared141asset.142143Skill-specific carve-out: **never put citation markup inside data cells** (financial,144valuation, key-indicators, rating, risk, or ESG tables). The prefix used for the145end-of-document container in this skill is `pib`, so the container id is `#pib-sources`.146Per-section recap blocks live in `#pib-cite-a` … `#pib-cite-k`, mapped one-to-one to the147eleven report sections in document order:148149| Letter | Section |150|--------|--------------------------------------------------|151| `a` | 1. Company Overview |152| `b` | 2. Business Segments and Operations |153| `c` | 3. Historical Financials |154| `d` | 4. Company Metrics |155| `e` | 5. Peer Comparison and Competitive Landscape |156| `f` | 6. Industry Overview and Trends |157| `g` | 7. Strategic Developments |158| `h` | 8. Management and Governance |159| `i` | 9. Credit Profile |160| `j` | 10. Risks and Challenges |161| `k` | 11. ESG Profile |162163Each `#pib-cite-{x}` should be filled with a single `<div class="section-citations">…</div>`164recap as defined in the shared skill (`.cite-label` "Citations" pill plus one `.cite-item` per165source referenced in that section). The recap re-uses the same global `[n]` numbering as the166inline references and `#pib-sources` — it never starts a new sequence. If a section has no167inline citations, leave the corresponding `#pib-cite-{x}` empty.168169## Parameters170171The user should provide:172- **Company Name** (required)173- **Currency** (optional, defaults to USD)174175---176177## Step 1 — Resolve the target company and peers178179Call `findEntity` with the company name. Store the canonical entity name and ID.180Then call `getEntityPeers` for the target to get up to 3 peers. Call `findEntity`181for each peer to resolve their entity IDs.182183---184185## Step 2 — Read the template186187Read `assets/template.html` (relative to this skill directory) once. Keep its exact structure —188CSS, `<head>`, hardcoded TOC, section order, table skeletons, row labels, and element IDs — as189the scaffold for the final artifact. Do **not** copy it to the workspace and do **not** open it.190191---192193## Step 3 — Gather all data in parallel194195Fire ALL of the following in a **single parallel batch**. This is the heaviest step — launch196everything at once.197198### For the target company199200| Tool Call | Purpose |201|-----------|---------|202| `getCreditOpinion` (sections: Profile, Summary, CreditStrengths, CreditChallenges, FactorsLeadingToUpgrade, FactorsLeadingToDowngrade, KeyIndicatorsTable, ScorecardTable, ESGConsiderations) | Credit profile, strengths/challenges, financials, ESG |203| `getEntityFinancials` | Primary source for historical financials (3 full fiscal years + LTM) and valuation table data |204| `getEntityRatings` | Current rating, outlook, historical ratings |205| `getEntitySectorOutlook` | Sector outlook |206| `searchEntityDocuments` with "Credit Opinion" | Credit opinion documents |207| `searchEntityDocuments` with "Business units, Segment Revenue, Profile, Segments, Revenue Drivers" | Business segment data |208| `searchCompanyFilings` with "segment revenue, business segments, revenue by segment" | Per-segment revenue from annual/quarterly filings to populate Business Segments and Operations section |209| `searchEntityDocuments` with "Risk factors, competitive pressures, market volatility, regulatory compliance, litigation" | Risk analysis |210| `searchEntityDocuments` with "Leverage, Debt, Liquidity, Credit Facilities, Coverage, Ratings, Outlook" | Credit profile data |211| `searchEntityEarningsCall` with "Target Market, Services, Products, Mission, Vision, Markets, Geographies, Revenue" | Company overview from earnings call |212| `searchEntityEarningsCall` with "Business units, Segment Revenue, Drivers, Revenue Drivers, Earnings" | Business segments from earnings call |213| `searchEntityEarningsCall` with "Market Size, Growth Rate, Demand, Competition, Market Share, Regulation, Trends" | Industry analysis |214| `searchEntityEarningsCall` with "Share, Stock, Price, Market capitalization, Earnings per share, Dividend, Valuation" | Share price data |215| `searchEntityEarningsCall` with "Risk factors, competitive pressures, market volatility, economic uncertainty" | Risks from earnings call |216| `searchEntityEarningsCall` with "merger, acquisitions, strategic developments, alliances, partnerships" | Strategic developments |217| `searchNews` with "{Company} Market, Industry Overview and Trends" | Industry news |218| `searchNews` with "{Company} merger, acquisitions, strategic developments" | M&A news |219| `searchNews` with "{Company} Share, Stock, Price, Valuation" | Share price news |220| `searchNews` with "{Company} Management, governance, leadership" | Management news |221| `getEntityManagersDirectors` | Names and roles of current managers and directors for Management & Governance section |222223### For each peer (up to 3 peers)224225| Tool Call | Purpose |226|-----------|---------|227| `getCreditOpinion` (Profile, KeyIndicatorsTable, CreditStrengths, CreditChallenges, FactorsLeadingToUpgrade, FactorsLeadingToDowngrade, ScorecardTable, ESGConsiderations) | Peer comparison data + ESG |228| `getEntityFinancials` | Peer valuation and financial data for Share Price Performance and Valuation section |229| `getEntityRatings` | Peer ratings |230231---232233## Step 4 — Synthesize + emit the complete artifact234235Use Moody's internal research as the **primary foundation**. Earnings call data and news236supplement. Write in professional credit-research language with numbered citation references237inline in narrative text. The exact inline markup, the URL-less fallback, and the rule that238`n` matches the row position of the source inside `#pib-sources` are defined in239[skills/shared/citations/SKILL.md](../shared/citations/SKILL.md) — read it before authoring240any `[n]` reference.241242After data is gathered, produce **one** final assistant message. The message contains:2432441. A one-line summary sentence (e.g. `Issuer Brief for {Target Company}:`).2452. A single fenced ` ```html ` code block containing the **entire filled246 `template.html` document** — with every element from the streaming protocol populated in247 place. No partial documents, no separate code blocks per section.248249The code block **must**:250251- Start at column 0 with ` ```html ` and end with a closing ` ``` ` on its own line.252- Contain a complete, standalone HTML document (doctype → `</html>`) that renders without253 external dependencies.254- Preserve the template's `<head>` (CSS, fonts), hardcoded TOC, section order, table255 skeletons, row labels, and element IDs exactly. Only the empty targets defined below are256 populated.257258Render order of content inside the code block follows the page top-to-bottom so the artifact259is human-readable as well as browser-renderable.260261### Cover + footer2622631. `#pib-cover-company` — plain text, canonical target name.2642. `#pib-company` — plain text target name.2653. `#pib-date` — report date, e.g. `April 15, 2026`.2664. `#pib-footer-date` — same date string.267268### Section 1 — Company Overview2692705. `#pib-overview-kpi` — KPI scorecard strip: a row of exactly 4 metric cards rendered as an271 inline SVG (`width="780" height="90"`). Each card shows a metric name (top, small caps) and272 value (bottom, bold). Source the four metrics from `getEntityFinancials` and `getEntityRatings`:273 (1) Revenue (LTM, in billions, e.g. `$412.3B`), (2) EBITDA Margin (LTM, e.g. `31.2%`),274 (3) Net Debt / EBITDA (LTM, e.g. `1.8×`), (4) Moody's Rating (current long-term rating,275 e.g. `Aa1`). Cards are evenly spaced; use a light `#f4f6f9` fill with a `#0066cc` left-border276 accent (4 px). Render inside `<div class="chart-container">…</div>`.277278 SVG layout constants: `W=780`, `H=90`, 4 cards each `cardW=170`, `gap=16`,279 total cards span = `4×170 + 3×16 = 728`, left offset `ox = (780−728)/2 = 26`.280 Card `x` for card `i` (0-indexed) = `ox + i×(170+16)`.281 Per card: background `<rect>` at card x, y=10, w=170, h=70, fill `#f4f6f9`, rx=4;282 accent `<rect>` at card x, y=10, w=4, h=70, fill `#0066cc`, rx=2;283 label `<text>` at card x+14, y=32, font-size=10, fill=`#6b7280`, font-weight=600 (metric name);284 value `<text>` at card x+14, y=58, font-size=20, fill=`#00205b`, font-weight=700 (metric value).2852866. `#pib-overview-rating-timeline` — Rating upgrade timeline showing Moody's rating history as a287 horizontal step-line SVG. Source rating history from `getEntityRatings`. Constants:288 `W=780`, `H=160`; padding `{top:30, right:30, bottom:50, left:70}`; plot area `cW=680`, `cH=80`.289 X-axis = dates of rating changes (oldest left, most recent right). Y-axis = ordinal rating scale290 (map ratings to numeric rank: Aaa=1, Aa1=2, Aa2=3, Aa3=4, A1=5, A2=6, A3=7, Baa1=8, Baa2=9,291 Baa3=10, Ba1=11, Ba2=12, Ba3=13, B1=14, B2=15, B3=16, Caa1=17 … show only ratings present292 in history on the y-axis). Draw as a step-line: horizontal segment at rating level, then293 vertical drop/rise at the change date. Stroke `#0066cc`, stroke-width=2, fill=none.294 Place a filled circle (`r=4`, fill=`#0066cc`) at each rating-change point and a label above295 (font-size=10, fill=`#00205b`, font-weight=600) showing the rating symbol.296 X-axis labels: year of each change, rotated `-30°`. Y-axis labels: rating symbols at each297 tick. Title: `<text x="390" y="16" text-anchor="middle" font-size="11" fill="#00205b"298 font-weight="700">Moody's Rating History</text>`. Render inside `<div class="chart-container">`.2993007. `#pib-overview` — **2–3 paragraphs** in `<p>…</p>` covering: (1) opening statement of301 significance, founding info, headquarters, and core business; (2) industry position, key302 products/services, and target markets; (3) financial overview snapshot (revenue, margins, key303 metrics) and strategic priorities. No bullet points, no bold text in the body. Use hyperlinked304 inline citations per the shared citations skill.305306### Section 2 — Business Segments and Operations307308Revenue per segment **must be sourced exclusively from `searchCompanyFilings`** (annual or309quarterly company filings) to ensure consistency with reported company data. Do **not** use310earnings call data or Moody's estimates for segment revenue figures.3113128. `#pib-segments-intro` — one introductory paragraph in `<p>…</p>`.3139. `#pib-segments-pie` — revenue-by-segment **bar chart** rendered as an inline SVG. Constants:314 `W=600`, `H=320`; padding `{top:40, right:20, bottom:80, left:80}`; plot area `cW=500`, `cH=200`.315 Let `N` = number of segments. `bw = min(cW / N × 0.6, 60)`; `gap = (cW − bw × N) / (N + 1)`.316 `mx = max(revenue values)`; `yPos(v) = 40 + 200 − (v / mx) × 200`.317 Bar `x` for segment `i` (0-indexed) = `80 + gap × (i + 1) + bw × i`.318 **If you do not have a calculator tool, use bash or Python to compute all of the above values before emitting any SVG — do not attempt to calculate them mentally.**319 Fill each bar with the palette in index order: `#0066cc, #e74c3c, #27ae60, #f39c12, #8e44ad, #16a085`.320 Emit the revenue value (in the same unit as the pie, e.g. `$12.3B` or `XX%`) above each bar,321 centred on the bar (`text-anchor="middle"`, font-size=10, fill=`#444c58`).322 Emit the segment name below the x-axis baseline, centred on the bar, rotated `-30°`323 (font-size=10, fill=`#444c58`).324 Draw the x-axis baseline: `<line x1="80" y1="240" x2="580" y2="240" stroke="#9aa0ab"/>`.325 Title: `<text x="300" y="24" text-anchor="middle" font-size="12" fill="#00205b"326 font-weight="700">Revenue by Segment</text>`.327 Render inside `<div class="chart-container">`.32811. `#pib-segments-list` — one `<li>` per segment. Each `<li>` must contain a329 `<strong>Segment Name</strong>` header followed by **one paragraph** of prose describing the330 segment's business activities, key products/services, end markets, and revenue contribution.331 Revenue figures cited must match those sourced from company filings used in the pie chart.332 Structure: `<li><strong>Segment Name</strong><p>Description paragraph with revenue333 context…</p></li>`.33412. `#pib-segments-outro` — one closing paragraph in `<p>…</p>`.335336### Section 3 — Historical Financials337338**ALL numeric values in the financial table MUST be populated exclusively from data returned by339the `getEntityFinancials` MCP tool.** Do not supplement or override table cells with figures340from earnings calls, credit opinions, news, or any other source. If a value is not available in341`getEntityFinancials`, write `"--"` in that cell. This ensures every number is factual and342verifiable from Moody's MCP data. Annual columns are limited to exactly 3 full fiscal years (oldest → most recent). Include a single YoY% column calculated **only between the last two fully completed years** (FY−1 vs FY), and an LTM column. **Remove all quarterly columns.** The table layout runs left to right as: line items | FY−2 | FY−1 | FY | YoY% (FY vs FY−1) | LTM.3433449. `#pib-fin-col-1` … `#pib-fin-col-5` — period labels. Canonical order: FY−2, FY−1, FY, YoY% (FY vs FY−1), LTM (adapt labels to actual fiscal years, e.g. `2022`, `2023`, `2024`, `YoY%`, `LTM`). Do **not** populate `#pib-fin-col-6`, `#pib-fin-col-7`, or `#pib-fin-col-8` — leave them empty.34510. `#pib-fin-r{1..19}-c{1..5}` — per-cell numeric values in millions for columns 1–5. The YoY% column (c4) is computed as `(FY value − FY−1 value) / |FY−1 value| × 100`, formatted as e.g. `+4.2%` or `−3.1%`. Write `"--"` when the value is zero or unavailable. Never touch the row-label `<td>` cells. Leave `c6`, `c7`, and `c8` cells empty.346347 The financial table **must** include the following line items in this exact order (map to row IDs r1–r14; leave r15–r19 empty if not applicable):348 r1 = Revenue, r2 = Gross Profit, r3 = Operating Profit (EBIT), r4 = Interest Expense,349 r5 = Net Income, r6 = Cash & Cash Equivalents, r7 = Total Assets, r8 = Total Liabilities,350 r9 = Total Equity, r10 = Cash Flow from Operations, r11 = Capital Expenditures,351 r12 = Depreciation & Amortization, r13 = Net Cash from Investing, r14 = Net Cash from Financing.352 Leave rows r15–r19 (including the EPS row at r19) empty — do **not** populate them.35311. `#pib-fin-summary` — one dense 6–8 sentence paragraph in `<p>…</p>` integrating revenue,354 EBITDA margin, leverage, cash flow, and key operational metrics.35512. `#pib-fin-highlights` — `<ul><li>…</li></ul>` bullet points covering headline results vs356 guidance, performance drivers, updated guidance, and strategic commentary.35713. `#pib-fin-analysis` — HTML with subsection headers and dense analytical bullets organised by358 Revenue & End-Market Performance, Profitability & Margins, Leverage & Liquidity. Use359 `<strong class="subsection-title">…</strong>` for each sub-heading, followed by360 `<ul><li>…</li></ul>`.361362### Section 4 — Company Metrics363364> **Note:** This section was formerly "Share Price Performance and Valuation." The Monthly Share365> Price chart and its analysis, the Peer Share Price chart and its analysis, and the first366> valuation table (Market & Price Data) and its analysis have been **removed**. Do not emit367> `#pib-shareprice-monthly-chart`, `#pib-shareprice-monthly-analysis`, `#pib-shareprice-peer-chart`,368> `#pib-shareprice-peer-analysis`, or `#pib-val-1-*` elements. Leave those IDs empty.36937014. `#pib-val-col-1` … `#pib-val-col-4` — shared company headers starting from valuation371 table 2 (the first remaining table). Target company in column 1. Leave unused columns empty372 if fewer than 3 peers.37319. `#pib-val-2-col-*`, `#pib-val-3-col-*`, `#pib-val-4-col-*`, `#pib-val-5-col-*` — repeat the374 same company names across all five valuation tables.37520. `#pib-val-{1..5}-r{i}-c{1..4}` — per-cell values for the five valuation tables (row labels376 are pre-filled). Source valuation data from `getEntityFinancials` for both the target company377 and peer companies to ensure data availability. Use `"--"` for missing values.37821. `#pib-val-{1..5}-analysis` — one paragraph each in `<p>…</p>` comparing target vs peers for379 that table. No citation numbers inside the table cells.380381### Section 5 — Peer Comparison and Competitive Landscape38238322. `#pib-peers-intro` — one short intro paragraph in `<p>…</p>`.38423. `#pib-peers-table` — one `<tr>` per company (target first):385 `<tr><td>Target Co</td><td>Description from Credit Opinion Profile…</td></tr>`.38624. `#pib-peers-rating` — one `<tr>` per company:387 `<tr><td>Target Co</td><td>Aaa</td><td><span class="outlook-badge stable">Stable</span></td></tr>`.38825. `#pib-ki-col-1` … `#pib-ki-col-4` — reuse the valuation-table company labels.38926. `#pib-ki-r{1..8}-c{1..4}` — per-cell values (8 metrics × up to 4 companies).390 Row labels pre-filled.39127. `#pib-peers-conclusion` — **1–2 paragraphs** in `<p>…</p>` summarising the target company's quantitative and business-risk differentiation relative to peers and its relative competitive positioning.392393### Section 6 — Industry Overview and Trends39439528. `#pib-industry` — **exactly 3 paragraphs** in `<p>…</p>`, one per subsection, with the subsection title rendered as `<strong class="subsection-title">…</strong>` before the paragraph text. Cover only these three subsections in order:396 (1) **Macroeconomic Context** — macro conditions affecting the sector;397 (2) **Industry Size and Growth** — market size, growth rates, and key demand drivers;398 (3) **Industry Outlook and Trends** — forward-looking view, emerging trends, and regulatory considerations.399 Do **not** include Sub-Sector and Regional Performance or a standalone Competitive Landscape prose subsection; those are replaced by the Porter's diagram below.40040129. `#pib-industry-porters` — **Porter's Five Forces diagram** rendered as an inline SVG. Layout: hub-and-spoke with a central box connected by horizontal/vertical lines to four surrounding boxes. Positions:402 - Centre: `cx=370, cy=200` — **Competitive Rivalry** (assessed intensity)403 - Top: `cx=370, cy=40` — **New Entrants**404 - Bottom: `cx=370, cy=360` — **Substitutes**405 - Left: `cx=100, cy=200` — **Supplier Power**406 - Right: `cx=640, cy=200` — **Buyer Power**407408 Each box is `w=180, h=60`, centred on its `cx/cy`. Draw connector lines from the edge of the centre box to the nearest edge of each surrounding box (straight horizontal or vertical lines, stroke=`#9aa0ab`, stroke-width=1.5).409410 Colour-code each box by assessed intensity based on gathered data:411 - **High** → fill=`#ffe4e6`, stroke=`#e74c3c`, title-color=`#b91c1c`412 - **Medium** → fill=`#fef9c3`, stroke=`#f39c12`, title-color=`#92400e`413 - **Low** → fill=`#dcfce7`, stroke=`#27ae60`, title-color=`#166534`414415 Each box contains two `<text>` lines: (1) force name, font-size=11, font-weight=700, fill=title-color; (2) intensity label (e.g. "High", "Medium", "Low"), font-size=10, fill=`#444c58`.416417 SVG constants: `W=740`, `H=420`. Title: `<text x="370" y="410" text-anchor="middle" font-size="11" fill="#00205b" font-weight="700">Porter's Five Forces</text>`.418 Render inside `<div class="chart-container">`.419420### Section 7 — Strategic Developments42142228b. `#pib-strategy-timeline` — **horizontal timeline SVG** rendered inline, listing all strategic events from the past 12 months in chronological order (oldest left → most recent right). Constants: `W=740`, `H=120`. Draw a horizontal baseline at `y=60` from `x=40` to `x=700` (stroke=`#9aa0ab`, stroke-width=1.5). For each event place a filled circle (`r=5`, fill=`#0066cc`) on the baseline at its proportional date position; a short vertical stem (`stroke=#0066cc`, stroke-width=1) rising to `y=36`; and a `<text>` label above the stem (`text-anchor="middle"`, font-size=9, fill=`#00205b`, font-weight=600) showing a 2–3 word title on one line and the date (`YYYY-MM-DD`) on the next line (dy=+11). Below the baseline add a `<text>` at `y=80` per event showing the year tick mark if space permits. Title: `<text x="370" y="14" text-anchor="middle" font-size="11" fill="#00205b" font-weight="700">Strategic Developments Timeline</text>`. Render inside `<div class="chart-container">`.42342429. `#pib-strategy-list` — one `<li>` per development from the past 12 months (same events as the timeline):425 `<li><strong>Title</strong>: 2026-01-15 — description with citation <a href="…" target="_blank" class="cite-ref">[3]</a>.</li>`.426 Cover M&A, partnerships, strategic shifts, capital allocation.427428### Section 8 — Management and Governance42943030. `#pib-mgmt-cards` — a row of name cards rendered as an inline SVG showing key executives and directors from `getEntityManagersDirectors`. Each card is `w=160, h=70`, spaced 12px apart, with fill=`#f4f6f9`, stroke=`#d1d5db`, rx=4. Each card shows: (1) person's name (font-size=11, font-weight=700, fill=`#00205b`); (2) their position/title (font-size=9, fill=`#6b7280`). Lay out cards in rows of up to 4; compute SVG height dynamically (`rows × 82 + 20`). SVG width=`700`. Render inside `<div class="chart-container">`.43143231. `#pib-mgmt` — **1–2 paragraphs** in `<p>…</p>` summarising the leadership team's experience and strategic focus, board governance structure, and any notable recent governance changes or leadership transitions. Normal text only; no subsection headers.433434### Section 9 — Credit Profile43543632. `#pib-credit-analysis` — **1–2 paragraphs** in `<p>…</p>` covering the key aspects of the debt profile, leverage trends, maturity schedule, liquidity position, and credit ratings.43733. `#pib-credit-chart` — one inline `<svg>` (see **Debt Maturity** template). Data for this438 chart **must** come from `searchCompanyFilings`; use the actual future calendar-year debt439 obligation periods as reported in the filing's maturity schedule.44034. `#pib-rating-table` — one `<tr>` per rating class:441 `<tr><td>Senior Unsecured - Fgn Curr</td><td>Aaa</td><td><span class="outlook-badge stable">Stable</span></td><td>2024-11-20</td></tr>`.442443### Section 10 — Risks and Challenges44444535. `#pib-risks-narrative` — **1–2 paragraphs** in `<p>…</p>` summarising the current key risks and challenges facing the company, spanning market/competitive, operational, regulatory, and technology dimensions.44636. `#pib-risk-table` — 5–7 `<tr>`s:447 `<tr><td>Market & Competitive</td><td>Description…</td><td>Impact…</td><td>Mitigation…</td></tr>`.448 No citation numbers inside cells.449450### Section 11 — ESG Profile45145237. `#pib-esg-kpi` — a row of exactly **4 metric cards** rendered as an **inline SVG** (`width="780" height="90"`). The four cards are: (1) **Overall CIS Score**, (2) **Environmental (E) Score**, (3) **Social (S) Score**, (4) **Governance (G) Score**. Source all four scores from `getCreditOpinion` (`ESGConsiderations` section). Use the same card layout as the KPI scorecard strip in Section 1 (same SVG layout constants: `cardW=170`, `gap=16`, `ox=26`; `#f4f6f9` fill, `#0066cc` left-border accent). Render inside `<div class="chart-container">`.45345438. `#pib-esg-narrative` — **three short paragraphs** in `<p>…</p>`, one per ESG dimension:455 (1) **Environmental** — key environmental initiatives, risks, and performance;456 (2) **Social** — social policies, workforce practices, and community impact;457 (3) **Governance** — governance structure, board practices, and oversight quality.458 Use `<strong class="subsection-title">…</strong>` before each paragraph.45946039. `#pib-esg-r{1..3}-focus` / `#pib-esg-r{1..3}-score` — category-row cells (Environmental,461 Social, Governance rows are pre-labelled). Focus is a short text; score is the Moody's462 ESG score (e.g. `E-3`). No citations inside cells.463464### Citations46546638. `#pib-sources` — end-of-document Citations rows. One `<div class="source-item">` per467 source, in `[1], [2], …` order. Use the canonical row markup defined in468 [skills/shared/citations/SKILL.md](../shared/citations/SKILL.md). Numbering must match469 inline `[n]` references.470471---472473## Step 5 — Present the report to the user474475> ## ⚠️ CRITICAL — THIS STEP MUST NEVER BE SKIPPED476>477After the ` ```html ` code block, add a single short sentence confirming the artifact is478complete (e.g. `Artifact rendered above — the report is fully self-contained HTML.`). Do not479write the artifact to disk and do not suggest shell commands. The code block itself is the480deliverable.481482Use whatever tool is available in your current environment to present or display the final report to the user (e.g. a file presenter, inline renderer, or widget) at the end of running the skill.483484---485486## Streaming protocol (element → content)487488| Element ID | Content type |489|---|---|490| `#pib-cover-company`, `#pib-company`, `#pib-date`, `#pib-footer-date` | Plain text |491| `#pib-overview-kpi` | One inline `<svg>` — KPI scorecard strip (4 metric cards) |492| `#pib-overview-rating-timeline` | One inline `<svg>` — Moody's rating history step-line |493| `#pib-overview`, `#pib-mgmt` | `<p>…</p>` paragraphs (with subsection titles where noted) |494| `#pib-segments-intro`, `#pib-segments-outro`, `#pib-peers-intro`, `#pib-peers-conclusion`, `#pib-fin-summary`, `#pib-fin-analysis`, `#pib-val-{2..5}-analysis`, `#pib-credit-analysis`, `#pib-risks-narrative`, `#pib-esg-narrative`, `#pib-industry` | `<p>…</p>` paragraphs |495| `#pib-fin-highlights` | `<ul><li>…</li></ul>` |496| `#pib-segments-list` | One `<li>` per segment (with `<strong>` header + prose paragraph) |497| `#pib-strategy-list` | One `<li>` per development |498| `#pib-strategy-timeline` | One inline `<svg>` — horizontal event timeline |499| `#pib-mgmt-cards` | One inline `<svg>` — name cards grid |500| `#pib-esg-kpi` | One inline `<svg>` — 4 ESG metric cards |501| `#pib-industry-porters` | One inline `<svg>` — Porter's Five Forces hub-and-spoke diagram |502| `#pib-fin-col-{1..5}` | Plain text period label (FY−2, FY−1, FY, YoY%, LTM) |503| `#pib-fin-r{1..19}-c{1..5}` | Plain text number (millions) or YoY% (c4 only) or `"--"` |504| `#pib-val-col-{1..4}`, `#pib-val-{2..5}-col-{1..4}`, `#pib-ki-col-{1..4}` | Plain text company label |505| `#pib-val-{2..5}-r{i}-c{1..4}`, `#pib-ki-r{1..8}-c{1..4}` | Plain text number / ratio / `"--"` |506| `#pib-peers-table`, `#pib-peers-rating`, `#pib-rating-table`, `#pib-risk-table` | One `<tr>…</tr>` per row |507| `#pib-esg-r{1..3}-focus`, `#pib-esg-r{1..3}-score` | Plain text |508| `#pib-segments-pie`, `#pib-credit-chart` | One inline `<svg>` (see templates below) |509| `#pib-cite-{a..k}` | Optional per-section recap as one `<div class="section-citations">…</div>` (markup defined in [skills/shared/citations/SKILL.md](../shared/citations/SKILL.md)). Empty when the corresponding section carries no inline `[n]` references. |510| `#pib-sources` | One `<div class="source-item">…</div>` per source |511512**Fixed 4-company layout**: valuation tables and the key-indicators table assume target + up to5133 peers (4 columns). If fewer than 3 peers are available, leave unused column header / cell IDs514empty — do not collapse or restructure the tables.515516## Reference markup snippets517518Pre-filled `row-label` cells are never changed from the template. Only the empty data cells are519populated:520521```html522<!-- Already in the template (do not touch) -->523<tr><td class="row-label">Total debt</td><td id="pib-fin-r14-c1"></td>…</tr>524525<!-- Peers table row (into #pib-peers-table) -->526<tr><td>Target Co</td><td>Description from Credit Opinion Profile…</td></tr>527528<!-- Peers rating row (into #pib-peers-rating) -->529<tr><td>Target Co</td><td>Aaa</td><td><span class="outlook-badge stable">Stable</span></td></tr>530531<!-- Rating table row (into #pib-rating-table) -->532<tr><td>Senior Unsecured - Fgn Curr</td><td>Aaa</td><td><span class="outlook-badge stable">Stable</span></td><td>2024-11-20</td></tr>533534<!-- Risk table row (into #pib-risk-table) -->535<tr><td>Market & Competitive</td><td>Description…</td><td>Impact…</td><td>Mitigation…</td></tr>536537<!-- Segment bullet (into #pib-segments-list) -->538<li><strong>iPhone</strong><p>The iPhone segment encompasses Apple's line of smartphones running iOS. It is the company's largest revenue contributor, generating $209,586.0m (50.4% of total revenue) in FY2024 as reported in the annual filing. The segment benefits from strong brand loyalty, a growing services attach rate, and continued premium pricing power across global markets.</p></li>539540<!-- Strategy bullet (into #pib-strategy-list) -->541<li><strong>Title</strong>: 2026-01-15 — description of the development with citation <a href="https://www.moodys.com/research/doc--PBC_…" target="_blank" class="cite-ref">[3]</a>.</li>542```543544For `#pib-sources` source-item rows, use the canonical row markup defined in545[skills/shared/citations/SKILL.md](../shared/citations/SKILL.md).546547## SVG chart templates548549Palette (indexed, target = first): `#0066cc, #e74c3c, #27ae60, #f39c12, #8e44ad, #16a085`.550551Every chart is wrapped in `<div class="chart-container">…</div>` so the existing CSS applies.552553### KPI Scorecard Strip (`#pib-overview-kpi`)554555See layout constants defined in Section 1, item 5 above. Four metric cards rendered inline.556557### Rating History Step-line (`#pib-overview-rating-timeline`)558559See layout constants defined in Section 1, item 6 above. Horizontal step-line chart sourced560from `getEntityRatings`.561562### Revenue by Segment Bar Chart (`#pib-segments-pie`)563564See layout constants defined in Section 2, item 9 above. Data sourced exclusively from565`searchCompanyFilings`.566567### Debt Maturity (`#pib-credit-chart`)568569> **⚠️ MANDATORY DATA REQUIREMENT — NO ESTIMATION PERMITTED**570>571> `searchCompanyFilings` **MUST** be called with a query targeting the debt maturity schedule572> (e.g. `"long-term debt maturities schedule obligations"`) before this chart can be emitted.573> This is a required tool call — it cannot be skipped, inferred from total debt figures, or574> substituted with data from any other source.575>576> - **NEVER** estimate, split, distribute, or approximate maturity amounts from aggregate debt.577> - **NEVER** construct buckets from total debt divided by assumed years.578> - If `searchCompanyFilings` does not return an explicit per-year maturity schedule, leave579> `#pib-credit-chart` **empty** and omit the chart entirely. Do not render a chart with580> fabricated values.581582**Source data exclusively from `searchCompanyFilings`** (annual reports, 10-K, or debt/liquidity583footnotes) — do **not** use Moody's estimates or earnings call figures for maturity amounts.584Build the chart using **future debt obligation periods** as reported in the filing's debt585maturity schedule. Use the actual future years (e.g. 2025, 2026, 2027, 2028, 2029, Thereafter)586rather than generic buckets; drop any year with zero obligations before computing layout.587588Bar chart. Constants:589590- `W=700`, `H=250`; padding `{top:20, right:20, bottom:60, left:70}`; plot area `cW=610`, `cH=170`.591- Buckets: use the actual future calendar years from the filing's debt maturity schedule (e.g.592 `2025, 2026, 2027, 2028, 2029, Thereafter`). **Drop any year whose value is 0** before593 com594595…(truncated)
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