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Documentation Index

Fetch the complete documentation index at: https://docs.terrapinfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

The agent answers questions by reading the disclosure documents attached to your session. The document filter bar below the session header controls which documents are included in retrieval. Every change is recorded in the session timeline so you can trace back which document set produced which answer.

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What gets attached by default

When you open a session for a CUSIP, the platform attaches:
  • Disclosure documents for the obligor: annual disclosures, audited financials, material event notices, and other filings reported to EMMA, going back a default number of years.
  • The latest official statement for the CUSIP (and optionally for the obligor).
Documents you upload or attach from your library are added on top.

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Filter bar

The filter bar has three tags. Each one opens a dropdown.

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Years back

Restrict to documents published in the last N years. The choices reflect actual coverage we have for the entity, 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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Disclosure types

Multi-select dropdown of disclosure categories in the attached set (annual disclosure, audited financial statement, material event notice, continuing disclosure). Tick the ones you want, untick the rest. If you only care about audited financials, select that category alone. The agent will skip everything else.

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Include latest OS

Whether the latest official statement is included on top of the disclosure documents:
  • For Obligor: include the latest OS we have for the obligor.
  • For CUSIP: include the latest OS specific to the CUSIP you’re researching.
You can enable either, both, or neither.

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Document table and the selection counter

Next to the filter bar, the N documents selected button expands a table of every document passing the current filters. For each row you can see:
  • Document name (clickable, opens the source PDF).
  • Document type and filing type.
  • Publication date.
Documents you’ve removed from your library after attaching them are marked (removed) and stay in the table so older citations still resolve, but they no longer take part in retrieval.
If the counter shows 0 documents selected, the next question can’t be submitted. Widen the filters until it’s greater than zero.

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Persistence and history

Every filter change is persisted to the session timeline. When you ask a question, the agent’s answer is permanently associated with the document set that was visible at that moment. Widening or narrowing the filters later doesn’t re-run earlier answers; they keep pointing at the documents they originally consulted. You can experiment with the filters without losing the provenance of earlier answers.

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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 window first. Most gaps are simply outside the default window.
  • Use the document table to sanity-check that the documents you expect are actually attached before asking a high-stakes question.