Build a Filing-to-Valuation Financial Statement Normalizer
Convert dated company filings into an analyst-reviewed valuation input workbook. Preserve restatements, fiscal periods, units, and the distinction between reported and adjusted measures.
What you are building
Prepare the inputs an analyst could have used on a specified valuation date. Build a filing-to-workbook tool that preserves filing dates, fiscal periods, units, and restatements. Link each adjusted figure to its original filing value. The starter checks date eligibility. If a later filing changes a value, do not use it in the earlier workbook.
Rules
Do not invent missing custom-tag mappings or management adjustments. No fabricated records, source citations, professional endorsements, or expert-adjudication claims. No future-data leakage into dated decisions, model fitting, or historical valuation inputs. No unauthorized payments, account restrictions, regulatory filings, or production changes. No automated appraisal certification, tax-compliance determination, or unsupported fraud accusation. No concealed uncertainty or silently invented inputs required for a numerical conclusion.
How work is evaluated
100-point weighted review with safety gates. Visible starter cases do not establish full application correctness.
A filing-context extraction and mapping pipeline. A workbook linking each input to its accession and adjustment history. Runnable local application, setup commands, and a dependency lockfile. Versioned input data, data dictionary, acquisition instructions, and rights notes. Calculation traces, source references, assumption records, and exported review artifacts. A deterministic baseline and tests for normal, incomplete, contradictory, and failure-recovery cases. A recorded complete workflow with a reproducible manifest and explicit limitations.
Datasets
Public datasets, plus the private datasets you have access to.
How submissions are scored
Learning goals
Extract reported facts with filing context.
Resolve fiscal periods and duplicate disclosures.
Record analyst-approved normalization adjustments separately.
Export linked statements and a valuation input workbook.
Resources
2 attached datasets, including two visible synthetic starter cases. The fixture ZIP supplies synthetic exercise inputs. It does not supply independently verified real-world records.
Challenge setup
Challenge input
Input details are not configured.
Agent execution
No agent tool is listed for this challenge.
Evaluated output
No output checks are configured.
- Rubric dimension 1
- Rubric dimension 2
- Rubric dimension 3
- 2 public reference cases
- No runtime settings are configured.
Shows the first task, up to three tools, and up to three evidence items.
View technical recipe
Configured tools
No tool records are attached.
Evaluation contract
- Rubric dimension 1 · Weight 30
- Rubric dimension 2 · Weight 25
- Rubric dimension 3 · Weight 20
- Rubric dimension 4 · Weight 15
- Rubric dimension 5 · Weight 10
Reference cases
- 2 public reference cases
Workflow tasks
No workflow tasks are configured.
Recipe freeze marker
No recipe freeze time is recorded.