- 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>
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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 |