# Enterprise Research Quality Checklist Three-level quality control executed at each stage transition. ## L1: Data Collection Quality (after each dimension) ### Per-Dimension Checks | Check Item | Standard | Method | Pass Condition | |-----------|----------|--------|---------------| | Source count | Key data points ≥2 sources | Count source annotations | ≥90% compliance | | Source attribution | All data has source marked | Check citations in draft | ≥95% completeness | | Cross-validation pass rate | Data deviation ≤10% | Compare multi-source data | ≥95% validation pass | | Timeliness | Financial: ≤2 years; News: ≤6 months | Check timestamps | 100% compliance | **Result handling**: All pass → proceed. Partial fail → supplement sources. Critical fail → re-collect dimension. ### Dimension-Specific Checklists **D1 Company Fundamentals** (target: 11/11): - [ ] Legal entity boundaries clarified - [ ] Founding date with month/year - [ ] Headquarters city identified - [ ] Founder/CEO confirmed (≥2 sources) - [ ] Employee count with year - [ ] Listing status (exchange, ticker) - [ ] Latest valuation/market cap with date - [ ] Core business one-liner - [ ] Funding history ≥3 rounds - [ ] ≥5 milestone events in timeline - [ ] Ownership structure: controller identified **D2 Business & Products** (target: 7/7): - [ ] ≥3 business segments identified - [ ] Revenue share per segment - [ ] ≥3 core products analyzed - [ ] User metrics (DAU/MAU) with numbers - [ ] Monetization model per product - [ ] Revenue breakdown (segment/geography/customer) - [ ] Growth/decline trend per segment **D3 Competitive Position** (target: 7/7): - [ ] Industry clearly defined - [ ] Market size quantified - [ ] Company rank established - [ ] Market share with number - [ ] ≥3 competitors identified - [ ] Multi-dimension comparison table complete - [ ] ≥5 barrier dimensions assessed with scores **D4 Financial & Operations** (target: 9/9): - [ ] Revenue: 3-year data - [ ] Net income: 3-year data - [ ] Gross margin: 3-year data - [ ] Net margin: 3-year data - [ ] Operating cash flow: 3-year data - [ ] R&D expense: 3-year data - [ ] Key financial data cross-validated (≥2 sources) - [ ] Metric definitions consistent across years - [ ] ≥3 efficiency metrics (ROE/ROA/etc.) **D5 Recent Developments** (target: 5/5): - [ ] ≥5 recent events (within 6 months) - [ ] Events span ≥3 event types - [ ] Each event has impact assessment - [ ] ≥2 strategic direction signals identified - [ ] Most recent event within 1 month **D6 Internal/Proprietary** (target: 2/2): - [ ] Internal knowledge base queried (or limitation noted) - [ ] Internal document search executed (or limitation noted) ## L2: Analysis Quality (after analysis frameworks applied) | Check Item | Standard | Method | Pass Condition | |-----------|----------|--------|---------------| | SWOT completeness | Each quadrant ≥3 entries | Entry count | Full coverage | | SWOT evidence | Every entry has data backing | Check "Evidence" fields | 100% evidenced | | Risk matrix coverage | All 8 categories assessed | Category checklist | 100% covered | | Barrier quantification | All 7 dimensions scored | Check scorecard completeness | 100% scored | | Conclusion support | All conclusions trace to evidence | Trace each conclusion | 100% supported | **Result handling**: All pass → proceed to writing. Partial fail → supplement analysis evidence. Critical fail → re-execute analysis framework. ## L3: Document Quality (after report drafted) | Check Item | Standard | Method | Pass Condition | |-----------|----------|--------|---------------| | Structure compliance | Follows 7-chapter template | Compare against template | ≥95% compliance | | Table format consistency | All tables uniformly formatted | Visual inspection | 100% uniform | | Readability | Paragraphs ≤450 chars; ≥3 parallel items use lists | Paragraph length check | ≥95% compliance | | Data annotation | All data has source + year | Citation audit | 100% complete | | Appendix completeness | Includes source index + glossary | Content check | 100% complete | **Result handling**: All pass → deliver. Partial fail → format optimization. Critical fail → regenerate document. ## Enterprise Report Structure (7 Chapters) ``` # {Company Name} Research Report > Executive Summary: {1-2 sentence core conclusion} --- ## 1. Company Overview ### 1.1 Basic Information (table) ### 1.2 Development Timeline ### 1.3 Funding History (table) ### 1.4 Ownership Structure & Control ### 1.5 Core Management Team (table) ## 2. Business & Product Structure ### 2.1 Business Landscape Overview ### 2.2 Core Product Matrix (table) ### 2.3 Revenue Structure Analysis ### 2.4 Business Development Trends ## 3. Market & Competitive Position ### 3.1 Industry Position Analysis ### 3.2 Competitive Comparison (table) ### 3.3 Competitive Barrier Assessment (scorecard) ## 4. Financial & Operations Analysis ### 4.1 Key Financial Metrics (3-year comparison table) ### 4.2 Operating Efficiency Assessment ### 4.3 Financial Health Summary ## 5. Risks & Concerns ### 5.1 Risk Matrix Analysis (8-category table) ### 5.2 Key Risk Deep-Dives ### 5.3 Risk Mitigation Recommendations ## 6. Recent Developments ### 6.1 Major Recent Events (table) ### 6.2 Strategic Signal Interpretation ## 7. Comprehensive Assessment & Conclusion ### 7.1 SWOT Summary ### 7.2 Comprehensive Scorecard ### 7.3 Core Conclusions & Outlook --- ## Appendices ### A. Data Source Index ### B. Glossary ### C. Disclaimer ``` ## Quality Control Four Dimensions Apply throughout all stages: | Dimension | Focus | Key Checks | |-----------|-------|------------| | **Accuracy** | Data correctness | Source attribution, fact verification, cross-validation, error tolerance | | **Completeness** | Information coverage | Dimension coverage, key element presence, conclusion support, risk coverage | | **Timeliness** | Data currency | Data freshness, trend capture, signal detection, dynamic updates | | **Consistency** | Uniform standards | Metric definitions aligned, format unified, style consistent, terminology standardized |