6d261ce801
- 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>
161 lines
6.0 KiB
Markdown
161 lines
6.0 KiB
Markdown
# Enterprise Research Quality Checklist
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Three-level quality control executed at each stage transition.
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## L1: Data Collection Quality (after each dimension)
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### Per-Dimension Checks
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| Check Item | Standard | Method | Pass Condition |
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|-----------|----------|--------|---------------|
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| Source count | Key data points ≥2 sources | Count source annotations | ≥90% compliance |
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| Source attribution | All data has source marked | Check citations in draft | ≥95% completeness |
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| Cross-validation pass rate | Data deviation ≤10% | Compare multi-source data | ≥95% validation pass |
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| Timeliness | Financial: ≤2 years; News: ≤6 months | Check timestamps | 100% compliance |
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**Result handling**: All pass → proceed. Partial fail → supplement sources. Critical fail → re-collect dimension.
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### Dimension-Specific Checklists
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**D1 Company Fundamentals** (target: 11/11):
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- [ ] Legal entity boundaries clarified
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- [ ] Founding date with month/year
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- [ ] Headquarters city identified
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- [ ] Founder/CEO confirmed (≥2 sources)
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- [ ] Employee count with year
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- [ ] Listing status (exchange, ticker)
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- [ ] Latest valuation/market cap with date
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- [ ] Core business one-liner
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- [ ] Funding history ≥3 rounds
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- [ ] ≥5 milestone events in timeline
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- [ ] Ownership structure: controller identified
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**D2 Business & Products** (target: 7/7):
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- [ ] ≥3 business segments identified
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- [ ] Revenue share per segment
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- [ ] ≥3 core products analyzed
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- [ ] User metrics (DAU/MAU) with numbers
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- [ ] Monetization model per product
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- [ ] Revenue breakdown (segment/geography/customer)
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- [ ] Growth/decline trend per segment
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**D3 Competitive Position** (target: 7/7):
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- [ ] Industry clearly defined
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- [ ] Market size quantified
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- [ ] Company rank established
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- [ ] Market share with number
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- [ ] ≥3 competitors identified
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- [ ] Multi-dimension comparison table complete
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- [ ] ≥5 barrier dimensions assessed with scores
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**D4 Financial & Operations** (target: 9/9):
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- [ ] Revenue: 3-year data
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- [ ] Net income: 3-year data
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- [ ] Gross margin: 3-year data
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- [ ] Net margin: 3-year data
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- [ ] Operating cash flow: 3-year data
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- [ ] R&D expense: 3-year data
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- [ ] Key financial data cross-validated (≥2 sources)
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- [ ] Metric definitions consistent across years
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- [ ] ≥3 efficiency metrics (ROE/ROA/etc.)
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**D5 Recent Developments** (target: 5/5):
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- [ ] ≥5 recent events (within 6 months)
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- [ ] Events span ≥3 event types
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- [ ] Each event has impact assessment
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- [ ] ≥2 strategic direction signals identified
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- [ ] Most recent event within 1 month
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**D6 Internal/Proprietary** (target: 2/2):
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- [ ] Internal knowledge base queried (or limitation noted)
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- [ ] Internal document search executed (or limitation noted)
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## L2: Analysis Quality (after analysis frameworks applied)
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| Check Item | Standard | Method | Pass Condition |
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|-----------|----------|--------|---------------|
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| SWOT completeness | Each quadrant ≥3 entries | Entry count | Full coverage |
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| SWOT evidence | Every entry has data backing | Check "Evidence" fields | 100% evidenced |
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| Risk matrix coverage | All 8 categories assessed | Category checklist | 100% covered |
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| Barrier quantification | All 7 dimensions scored | Check scorecard completeness | 100% scored |
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| Conclusion support | All conclusions trace to evidence | Trace each conclusion | 100% supported |
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**Result handling**: All pass → proceed to writing. Partial fail → supplement analysis evidence. Critical fail → re-execute analysis framework.
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## L3: Document Quality (after report drafted)
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| Check Item | Standard | Method | Pass Condition |
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|-----------|----------|--------|---------------|
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| Structure compliance | Follows 7-chapter template | Compare against template | ≥95% compliance |
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| Table format consistency | All tables uniformly formatted | Visual inspection | 100% uniform |
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| Readability | Paragraphs ≤450 chars; ≥3 parallel items use lists | Paragraph length check | ≥95% compliance |
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| Data annotation | All data has source + year | Citation audit | 100% complete |
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| Appendix completeness | Includes source index + glossary | Content check | 100% complete |
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**Result handling**: All pass → deliver. Partial fail → format optimization. Critical fail → regenerate document.
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## Enterprise Report Structure (7 Chapters)
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```
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# {Company Name} Research Report
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> Executive Summary: {1-2 sentence core conclusion}
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---
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## 1. Company Overview
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### 1.1 Basic Information (table)
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### 1.2 Development Timeline
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### 1.3 Funding History (table)
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### 1.4 Ownership Structure & Control
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### 1.5 Core Management Team (table)
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## 2. Business & Product Structure
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### 2.1 Business Landscape Overview
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### 2.2 Core Product Matrix (table)
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### 2.3 Revenue Structure Analysis
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### 2.4 Business Development Trends
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## 3. Market & Competitive Position
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### 3.1 Industry Position Analysis
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### 3.2 Competitive Comparison (table)
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### 3.3 Competitive Barrier Assessment (scorecard)
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## 4. Financial & Operations Analysis
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### 4.1 Key Financial Metrics (3-year comparison table)
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### 4.2 Operating Efficiency Assessment
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### 4.3 Financial Health Summary
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## 5. Risks & Concerns
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### 5.1 Risk Matrix Analysis (8-category table)
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### 5.2 Key Risk Deep-Dives
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### 5.3 Risk Mitigation Recommendations
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## 6. Recent Developments
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### 6.1 Major Recent Events (table)
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### 6.2 Strategic Signal Interpretation
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## 7. Comprehensive Assessment & Conclusion
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### 7.1 SWOT Summary
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### 7.2 Comprehensive Scorecard
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### 7.3 Core Conclusions & Outlook
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---
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## Appendices
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### A. Data Source Index
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### B. Glossary
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### C. Disclaimer
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```
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## Quality Control Four Dimensions
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Apply throughout all stages:
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| Dimension | Focus | Key Checks |
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|-----------|-------|------------|
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| **Accuracy** | Data correctness | Source attribution, fact verification, cross-validation, error tolerance |
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| **Completeness** | Information coverage | Dimension coverage, key element presence, conclusion support, risk coverage |
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| **Timeliness** | Data currency | Data freshness, trend capture, signal detection, dynamic updates |
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| **Consistency** | Uniform standards | Metric definitions aligned, format unified, style consistent, terminology standardized |
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