菜单
Document sources properly for due diligence reports. Use when citing any external data, ensuring full traceability and auditability of findings.
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基于 SOC 职业分类
| name | dd-sourcing |
| description | Document sources properly for due diligence reports. Use when citing any external data, ensuring full traceability and auditability of findings. |
All due diligence findings must be traceable to their sources. This enables audit trails, follow-up verification, and legal defensibility.
Every fact must include a source citation:
{
"source": {
"name": "Full source name",
"type": "SEC_FILING | NEWS | DATA_PROVIDER | INTERVIEW | GOVERNMENT | OTHER",
"url": "https://... (if available)",
"access_date": "2024-01-15",
"publication_date": "2024-01-10",
"tier": 1,
"excerpt": "Relevant quote or data point"
}
}
Include a sources section in every analysis:
{
"sources_used": [
{
"id": "S1",
"name": "Crunchbase - Acme Corp Profile",
"url": "https://crunchbase.com/...",
"access_date": "2024-01-15",
"tier": 2,
"used_for": ["funding_history", "employee_count"]
}
],
"source_statistics": {
"tier_1": 3,
"tier_2": 8,
"tier_3": 2,
"total": 13
}
}
When sources disagree:
Standard output format for due diligence analysis reports. Use when producing your final analysis to ensure consistency across all specialist agents.
Calculate weighted risk scores from specialist agent reports. Use when synthesizing multiple due diligence reports into an overall investment risk assessment.
Synthesize findings from multiple specialist agents into a coherent investment recommendation. Use when combining reports from 9+ specialist agents into a single decision document.
Verify claims in pitch decks and founder statements using multiple independent sources. Use when analyzing any claim about market size, traction, team background, or competitive positioning.