| name | numeric-data-qc |
| description | Check dates, units, currency, market anchors, formulas, and stale-data gaps before numbers drive investment reasoning. |
Numeric Data QC
Use this procedure when numeric data, valuation inputs, market anchors,
portfolio exposure, or risk limits affect readiness.
Required output shape:
- source date and retrieval date
- period alignment
- units and currency
- share count and per-share consistency when relevant
- source versus derived versus assumption labels
- current price or market anchor with as-of posture when relevant
- formula sanity checks
- stale or missing data readiness downgrade
Quality floor:
- Do not mix periods, units, currencies, or share bases silently.
- Label derived calculations and assumptions.
- Do not fabricate prices, metrics, formulas, or retrieval timestamps.
- Downgrade readiness when market anchors, source dates, or key numeric inputs
are missing or stale.
Put the data-quality result near the top of the artifact so synthesis can see
whether numeric claims are decision-ready.