Documents

The agent answers questions by reading the documents attached to your session. The N documents selected button in the session header opens the document panel, where you decide what is in and what is out. Whatever is ticked when you press Enter is what that question runs against.

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What gets attached

Each thing you add to a session brings its own documents:

• A security brings the disclosure documents filed for its obligor, plus the latest official statement.
• An obligor brings the disclosure documents for every issue it has outstanding, plus official statements.
• A document you picked by name brings just itself.
• An upload brings just itself.

Disclosure documents means annual disclosures, audited financials, material event notices, and other filings reported to EMMA, going back up to five years. Documents arrive ticked. A fresh session starts on the last five years of disclosures, or fewer if that is all the coverage there is.

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The document panel

The panel is one table grouped into sections, one per thing you added, so you can always see which document came from where. Each section header shows its name, a count of how many of its documents are ticked, and an x to remove the whole item from the session. Each row shows the document’s name (click to open the PDF), its type, its filing type, and its publication date. Tick or untick a row to include or exclude that single document. The checkbox in a section header does the whole section, and the one in the table header does everything. A document that was deleted from your library after you attached it is marked (removed). It stays in the table so older citations still resolve, but it no longer takes part in new questions.

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Filter pills

Two pills above the panel trim large document sets quickly. They hide rows rather than untick them, so widening a pill brings the documents straight back.

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Years

Restrict to documents published in the last N years, up to five. The choices reflect the coverage actually attached, so older entries only appear if documents exist for that period. Use a narrow window to focus on recent fundamentals. Use a wide one when researching trends over time.

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Official statements

Choose which official statements stay in:

• Obligor’s latest OS: the most recent official statement for the obligor.
• Security’s own OS: the official statement the security was issued under.

You can keep either, both, or neither.

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The selection limit

A single question can use at most 300 documents. The counter in the header turns into a warning when the selection is outside what can run:

• No documents selected: tick at least one, or widen the pills.
• Too many: untick some, or narrow the Years pill.

When a new session would start over the limit, the oldest documents are unticked for you and the header says so. Swap them back in by unticking others. A session with no documents at all is still allowed. If it covers a security, it can still answer from the reference data and Moody’s rating history it carries.

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What an answer is tied to

An answer is permanently associated with the documents that were ticked when you asked. Changing the selection later does not re-run earlier answers; they keep pointing at what they originally read. So you can experiment freely without losing the provenance of anything already in the thread.

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Tips

• Start broad, then narrow. Begin with a wider years window for context, then tighten as questions get specific.
• If the agent says it can’t find something, widen the Years pill first. Most gaps are simply outside the window.
• Before a high-stakes question, open the panel and check that the documents you expect are actually there and ticked.
• To ask about one filing in particular, untick everything else rather than relying on the wording of your question.