Files
claude-code-skills-reference/deep-research/references/enterprise_quality_checklist.md
daymade 6d261ce801 feat(deep-research): V6.1 source accessibility policy and Counter-Review Team
- Correct source accessibility: distinguish circular verification (forbidden)
  from exclusive information advantage (encouraged)
- Add Counter-Review Team with 5 specialized agents (claim-validator,
  source-diversity-checker, recency-validator, contradiction-finder,
  counter-review-coordinator)
- Add Enterprise Research Mode: 6-dimension data collection framework
  with SWOT, competitive barrier, and risk matrix analysis
- Update version to 2.4.0
- Add comprehensive reference docs:
  - source_accessibility_policy.md
  - V6_1_improvements.md
  - counter_review_team_guide.md
  - enterprise_analysis_frameworks.md
  - enterprise_quality_checklist.md
  - enterprise_research_methodology.md
  - quality_gates.md
  - report_template_v6.md
  - research_notes_format.md
  - subagent_prompt.md

Based on "深度推理" case study methodology lessons learned.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 09:15:17 +08:00

6.0 KiB

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