Projects
0| Project | Client | Status | Actions |
|---|
Project
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Intelligence Gathering
Collect intelligence for the period. You can run this multiple times; the latest set of gathered intelligence feeds the digest.
Information Digest
Filter, cluster, and analyze the latest gathering. Produces a versioned digest.
Build Report
Render the client PDF report from the latest digest.
Report Distribution
Distribute the delivered report. Mocked for now
Clients
Client relevance lensThe bank profile is the strict relevance lens applied to every project's filtering and analysis. Read-only in this release.
Sources
0The monitored corpora, publishers, feeds, reports, and domains a project gathers from. Collection runs against these sources are triggered inside a Project (Information gathering), not here. Read-only in this release; source editing (CRUD) is planned.
| Source | Kind | Origin | Provider | Status |
|---|
How it works
Client → Project → reportThe three things you work with
- Sources
- The monitored publishers, regulators, feeds, reports, and domains the platform may collect from. Read-only here; a project gathers against them.
- Clients
- The bank profile — geography, segments, positioning, competitive context, priorities, regulation — that acts as the strict relevance lens for a project's analysis.
- Projects
- The unit of work: one client, one report edition. You create a project, build it through four phases, and deliver it.
Building a project
Create a project for a client, then run the four phases. Each digest is a retained version; delivery and distribution use the latest.
Intelligence Gathering
Collect intelligence for the period. You can run this multiple times; the latest set of gathered intelligence feeds the digest.
Information Digest
Filter, cluster, and analyze the latest gathering. Produces a versioned digest.
Build Report
Render the client PDF report from the latest digest.
Report Distribution
Distribute the delivered report. Mocked for now
Good to know
- Digest versions
- Re-digesting keeps prior versions for reference; delivery renders from the latest, like newsletter editions.
- Report quality gate
- The automatable checklist for a client-ready report: deep trends, sourced figures, leader case, client implications, executive summary, weak signals, and no unsupported claims. Build Report is gated on it.
- Evidence provenance
- Whether evidence is live, a parser fixture, a static seed, or a manual note — surfaced so non-live material is never mistaken for live before a client handoff.
- Client lens
- The client profile filters and prioritizes every finding, so a project's analysis is specific to that bank rather than generic.