Produce a tear sheet or financial summary for a single obligor
Produce a tear sheet or financial summary for a single obligor
1
Open Deep Dive
Go to Deep Dive (
/platform/deep-dive).2
Create a session
In the sidebar, enter the CUSIP or entity name and submit. A new session opens for that obligor.
3
Scope the documents
In the document filter bar, set Years Back to the horizon you want the tear sheet to cover. Confirm the “N documents selected” counter is greater than 0.
4
Ask the question
Type your question in the chat box. For reusable, multi-entity tear sheets, author a template on Tear Sheets instead.
5
Export or follow up
When the answer is in, ask a follow-up or click Export to save as PDF or DOCX.
Produce tear sheets across every obligor in a watchlist
Produce tear sheets across every obligor in a watchlist
1
Create the watchlist
Open Watchlists (
/platform/watchlists). In the left sidebar, name the watchlist (e.g. “Sector tear sheet”), paste one or more CUSIPs for your target entities into the CUSIPs/entities field, and submit. Each CUSIP is resolved to its obligor.2
Author a tear sheet template
Open Tear Sheets (
/platform/tear-sheets). Create a new template or open an existing one. Write the prompt body (sections, tables, definitions, instructions) and run it on a sample entity.3
Apply across the watchlist
From the Tear Sheets workspace, apply the template to the production watchlist. Set years back and document filters as needed.
4
Review the results
The backend pulls the matching documents and runs the prompt for every obligor. Browse results on the Tear Sheets page. If the watchlist already has tear sheets applied, its assignments pane also links to Tear Sheets.
5
Stay current
When new disclosures land for any obligor in the watchlist, the tear sheet re-runs automatically. You don’t have to do anything.
Track disclosure publications (with summaries) for every name in a watchlist
Track disclosure publications (with summaries) for every name in a watchlist
1
Open the watchlist
Open the target watchlist.
2
Open Document Publications
On the watchlist detail page, open the pinned Document Publications entry in the assignments pane. Document publications are intrinsic to every watchlist.
3
Review new events as they arrive
Each time new disclosures land for any entity in the watchlist, a new event appears there and in Surveillance. Each event includes a summary and key takeaways. From an event you can:
- Set a priority or mark it completed.
- Drill into the disclosure with the Deep Dive button.
Compare metrics across every entity in a watchlist (Data Tables)
Compare metrics across every entity in a watchlist (Data Tables)
1
Open Data Tables
Go to
/platform/data-tables.2
Pick or create a prompt
Select an existing prompt-driven table from the sidebar or create a new one. The prompt describes the metrics you want, the years to cover, and any sector-specific instructions.
3
Run on a few CUSIPs
Click Run and select a few CUSIPs from the watchlist. Tweak the prompt until the cells look right.
4
Apply to the full watchlist
Once the cells look right, click Run again and select the rest of the watchlist. Already-extracted entities are locked and carry over; the matrix fills in as the new ones come back, and you can sort, filter, and export it.