Model Refresh Agent
Updates financial models the moment results and data drop.
When the company reports or the data prints, it pulls the numbers, refreshes the model, and surfaces what changed versus the prior estimates as a diff. It updates the model and hands the diff to the note-drafting agent, which carries the view forward; it does not publish.
Authority
Act within policy
Team role
Completes a defined task
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Research
Desk workflow
A data release triggers the model update, then the note draft, then the supervisory-analyst approval and compliance-judge check, then distribution. Reporting-season note drafting runs as event-driven agent chains.
Collaboration
Moves work through defined stages
Decision boundary
Acts only within an explicit policy, permission and escalation boundary.
Systems and capabilities involved
Filings + data-release feed
Model execution sandbox
Estimates database
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Handoff to
Context
What the role needs to do the work
- Current work
- The release, the prior model, the recomputed estimates + diff.
- Prior interactions
- The company's reporting history and estimate accuracy.
- Policies and reference
- Accounting conventions, the house model structure.
- Working method
- Not specified for this role.
Checks and boundaries
What must be tested or reviewed
- 01Extraction accuracy validated against the source filing; figures cite the line item.
- 02Material estimate changes handed to the note-drafting agent, never published from the refresh itself.
- 03Model-integrity check before the refresh is committed.
Human authority
Acts only within an explicit policy, permission and escalation boundary.
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