Milestone 10 - Advanced Data Collection

Summary

Add earnings calls, SEC filings, and advanced data processing.

Goal

Implement collection and processing of earnings calls and SEC filings for deeper insights.

Deliverables

Data Collection Agent (Advanced Features)

✅ Earnings Call Integration:
- SEC EDGAR API for earnings filings
- Transcript fetching from multiple sources
- AI-powered transcript summarization
- Key metrics extraction (revenue, EPS, guidance)
✅ SEC Filings Processing:
- 8-K, 10-Q, 10-K filing retrieval
- Basic entity relationship extraction from filings
- Filing metadata extraction
✅ Advanced Data Enrichment:
- Entity extraction from content
- Language detection
- Metadata extraction
- Sentiment pre-calculation

Query Strategy Agent (Enhanced)

✅ Use SEC filings for entity discovery:
- Extract competitors from 10-K filings
- Extract executive information
- Build entity relationships from filings

Analysis Agent (New Plugin)

✅ New Analysis Plugin - Earnings Analysis:
- Extract key insights from earnings calls
- Identify strategic direction and priorities
- Analyze management commentary for sentiment
- Registered as new plugin in AnalysisTypeRegistry
- Demonstrates plugin system flexibility (new analysis type added via configuration)
✅ Use SEC filing data for entity discovery and relationship mapping
✅ Plugin system supports multiple analysis types running in parallel

Content Generation Agent (Update)

✅ Dynamic section generation for earnings analysis plugin:
- Automatic section creation for earnings analysis
- Section template for earnings insights
- Integration with existing analysis sections
✅ Include earnings insights in newsletter (dynamically when plugin results available)
✅ Reference entity relationships discovered from SEC filings
✅ Continues to use Agent Data API and include agentVersion in outputs (already implemented)

Agent Versioning System (Advanced Features)

✅ Version Analytics:
- Track performance metrics per version (success rate, execution time, output quality)
- Version comparison dashboards
- Historical version performance trends
- Version impact analysis (how version changes affect outcomes)
✅ Advanced Version Management:
- Version tagging and categorization
- Version dependency tracking
- Version rollback with data preservation
- Version promotion workflows with validation gates
✅ Version Experimentation Enhancements:
- Canary deployments (gradual rollout of new versions)
- A/B testing with multiple versions simultaneously
- Statistical significance testing for version comparisons
- Automated version performance analysis

Limitations (Acceptable for This Milestone)

Basic transcript processing (no deep Q&A analysis)
Simple entity extraction from filings
No complex relationship mapping

Success Criteria

✅ Successfully retrieves earnings transcripts
✅ Extracts key metrics with 90%+ accuracy
✅ Processes SEC filings and extracts entities
✅ Earnings analysis plugin is registered and functional
✅ Earnings insights are dynamically included in newsletters (when plugin results available)
✅ Plugin system demonstrates ease of adding new analysis types
✅ Entity discovery improves with filing data
✅ Version analytics system tracks performance metrics per version
✅ Advanced version management features work correctly (tagging, dependencies, rollback)
✅ Canary deployments and A/B testing with multiple versions function properly
✅ All agent outputs include agentVersion field for traceability

After this milestone, data collection includes earnings and filings. The plugin system now supports four analysis plugins (sentiment, competitive, event, earnings), demonstrating the flexibility to add new analysis capabilities without core code changes. Milestone 11 will enhance QA with fact-checking.