Research Note Drafting Agent
Drafts research notes from the model and the house thesis.
Turns the refreshed model and the house thesis into a first-draft note (earnings recap, estimate changes, the argument) in the house style, with every figure traced to a source. A compliance/independence judge checks the note and the accountable supervisory analyst approves the send. It drafts within the house view; it does not invent one.
Authority
Recommend for approval
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
An accountable reviewer commits the decision or action.
Systems and capabilities involved
Filings + model retrieval
House research corpus
Compliance/independence QA judge
Supervisory analyst approval
compliance/independence judge checks; accountable supervisory analyst approves the send
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Receives from
External handoff
Compliance (Research Supervisory Analyst) for approval
Context
What the role needs to do the work
- Current work
- The model output, the house thesis, the draft.
- Prior interactions
- Prior notes on the name and the house view.
- Policies and reference
- House style, research-independence rules, disclosure requirements.
- Working method
- Note-structure templates refined by editorial feedback.
Illustrative workflow
How the work moves
Starting point
Refreshed model arrives post-earnings with a −6% estimate revision.
- 01
Draft the earnings recap and estimate-change section in house style.
- 02
Cite every figure to the filing or model; assemble the disclosure block.
- 03
Run the compliance/independence judge; route to the accountable supervisory analyst.
Result
A first-draft note with cited figures and disclosures, routed through the compliance/independence judge to the accountable supervisory analyst for approval of the send.
Checks and boundaries
What must be tested or reviewed
- 01Citation discipline: every figure links to a filing or model cell.
- 02Compliance agent-as-judge checks research-independence + disclosure rules.
- 03The accountable supervisory analyst approves the send after the compliance/independence judge's check.
Human authority
An accountable reviewer commits the decision or action.
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