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chrbailey wants to merge 2 commits into
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claude/plan-public-company-forensics
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Withdrawn#9
chrbailey wants to merge 2 commits into
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claude/plan-public-company-forensics

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@chrbailey

@chrbailey chrbailey commented Jun 11, 2026

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Withdrawn — superseded internally.

claude added 2 commits June 11, 2026 07:15
Proposal (no implementation yet) to point the existing contradiction/evidence
engine at public SEC filings instead of private SAP systems — removing the
adoption barrier. Covers the free EDGAR data sources, the published forensic
scorecard (Beneish/Altman/Piotroski/Dechow/Sloan), the structured-vs-narrative
reality-gap feature, a concrete reuse map of existing modules, phasing, and
legal/ethical guardrails.

https://claude.ai/code/session_0194vyNiy4Nn95aSHdA7ENgJ
Adds the narrative layer: what similar companies disclose that this one omits
(PEER_OMISSION), what it quietly stopped saying (DROPPED_DISCLOSURE), when its
long-stable script gets rewritten (SCRIPT_BREAK, per Lazy Prices JF 2020), and
what its tone overstates relative to peers and its own XBRL numbers
(NARRATIVE_INFLATION, EMPHASIS_ANOMALY, TONE_FUNDAMENTALS_GAP). Peer sets built
from SIC + size via EDGAR frames. Reuses herb-nlp (TF-IDF/BERTopic + ruptures
change-point) and extends the Worker/Critic/Ralph loop to narrative-pattern
discovery with outcome back-testing. Phasing updated.

https://claude.ai/code/session_0194vyNiy4Nn95aSHdA7ENgJ
@chrbailey chrbailey changed the title Plan: public-company (SEC EDGAR) forensics Withdrawn Jun 11, 2026
@chrbailey chrbailey closed this Jun 11, 2026
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2 participants