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Create research model

create_research_model

The task is centered on a saved ticker, thesis, claim, or research review.

When to use it

The task is centered on a saved ticker, thesis, claim, or research review.

Typical workflow

Use company context first, then thesis, claims, reviews, and evidence gaps.

What it returns

Company thesis context, claims, reviews, and evidence health signals.

Avoid using it when

The ticker is not saved in Prism or the task only needs generic market data.

Advanced input contract

Agent hosts use this JSON Schema to validate the exact input shape.

View full registry notes

Create a persistent formula model with scenarios and classified assumptions. Preview this operation with mode=preview and a stable idempotencyKey. After approval, commit with mode=commit, operationId and commitToken only; saved preview fields cannot be replaced.

View JSON Schema
{
  "type": "object",
  "properties": {
    "folderId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "companyId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 200
    },
    "description": {
      "type": "string"
    },
    "formulae": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "key": {
            "type": "string",
            "pattern": "^[A-Za-z_][A-Za-z0-9_.]{0,119}$"
          },
          "name": {
            "type": "string",
            "minLength": 1,
            "maxLength": 200
          },
          "expression": {
            "type": "string",
            "minLength": 1,
            "maxLength": 2000
          },
          "unit": {
            "type": "string",
            "maxLength": 80
          },
          "scope": {
            "default": "period",
            "type": "string",
            "enum": [
              "period",
              "summary"
            ]
          }
        },
        "required": [
          "key",
          "name",
          "expression"
        ]
      }
    },
    "scenarios": {
      "minItems": 1,
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "name": {
            "type": "string",
            "minLength": 1,
            "maxLength": 200
          },
          "description": {
            "type": "string"
          },
          "assumptions": {
            "type": "array",
            "items": {
              "type": "object",
              "properties": {
                "key": {
                  "type": "string",
                  "pattern": "^[A-Za-z_][A-Za-z0-9_.]{0,119}$"
                },
                "name": {
                  "type": "string",
                  "minLength": 1,
                  "maxLength": 200
                },
                "value": {
                  "anyOf": [
                    {
                      "type": "number"
                    },
                    {
                      "type": "string",
                      "minLength": 1,
                      "maxLength": 2000
                    }
                  ]
                },
                "periodLabel": {
                  "type": "string",
                  "minLength": 1,
                  "maxLength": 80
                },
                "unit": {
                  "type": "string",
                  "maxLength": 80
                },
                "classification": {
                  "default": "E",
                  "type": "string",
                  "enum": [
                    "F",
                    "M",
                    "E",
                    "J"
                  ]
                },
                "effectiveFrom": {
                  "type": "string",
                  "format": "date",
                  "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
                },
                "effectiveTo": {
                  "type": "string",
                  "format": "date",
                  "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
                },
                "confidence": {
                  "type": "number",
                  "minimum": 0,
                  "maximum": 1
                },
                "notes": {
                  "type": "string",
                  "maxLength": 5000
                },
                "evidence": {
                  "default": [],
                  "maxItems": 100,
                  "type": "array",
                  "items": {
                    "type": "object",
                    "properties": {
                      "sourceFileId": {
                        "type": "string",
                        "format": "uuid",
                        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                      },
                      "sourceChunkId": {
                        "type": "string",
                        "format": "uuid",
                        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                      },
                      "deltaId": {
                        "type": "string",
                        "format": "uuid",
                        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                      },
                      "observationId": {
                        "type": "string",
                        "format": "uuid",
                        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                      },
                      "claimId": {
                        "type": "string",
                        "format": "uuid",
                        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                      },
                      "url": {
                        "type": "string",
                        "maxLength": 2000,
                        "format": "uri"
                      },
                      "exactClaim": {
                        "type": "string",
                        "maxLength": 5000
                      },
                      "sourceRevision": {
                        "type": "string",
                        "maxLength": 160
                      },
                      "label": {
                        "type": "string",
                        "maxLength": 240
                      }
                    }
                  }
                }
              },
              "required": [
                "key",
                "name",
                "value"
              ]
            }
          }
        },
        "required": [
          "name",
          "assumptions"
        ]
      }
    },
    "mode": {
      "type": "string",
      "enum": [
        "preview",
        "commit"
      ]
    },
    "idempotencyKey": {
      "type": "string",
      "minLength": 1,
      "maxLength": 500
    },
    "operationId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "commitToken": {
      "type": "string",
      "minLength": 1,
      "maxLength": 500
    }
  },
  "required": [
    "mode"
  ],
  "additionalProperties": false,
  "anyOf": [
    {
      "$schema": "http://json-schema.org/draft-07/schema#",
      "type": "object",
      "properties": {
        "folderId": {
          "type": "string",
          "format": "uuid",
          "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
        },
        "companyId": {
          "type": "string",
          "format": "uuid",
          "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
        },
        "name": {
          "type": "string",
          "minLength": 1,
          "maxLength": 200
        },
        "description": {
          "type": "string"
        },
        "formulae": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "key": {
                "type": "string",
                "pattern": "^[A-Za-z_][A-Za-z0-9_.]{0,119}$"
              },
              "name": {
                "type": "string",
                "minLength": 1,
                "maxLength": 200
              },
              "expression": {
                "type": "string",
                "minLength": 1,
                "maxLength": 2000
              },
              "unit": {
                "type": "string",
                "maxLength": 80
              },
              "scope": {
                "default": "period",
                "type": "string",
                "enum": [
                  "period",
                  "summary"
                ]
              }
            },
            "required": [
              "key",
              "name",
              "expression"
            ]
          }
        },
        "scenarios": {
          "minItems": 1,
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "name": {
                "type": "string",
                "minLength": 1,
                "maxLength": 200
              },
              "description": {
                "type": "string"
              },
              "assumptions": {
                "type": "array",
                "items": {
                  "type": "object",
                  "properties": {
                    "key": {
                      "type": "string",
                      "pattern": "^[A-Za-z_][A-Za-z0-9_.]{0,119}$"
                    },
                    "name": {
                      "type": "string",
                      "minLength": 1,
                      "maxLength": 200
                    },
                    "value": {
                      "anyOf": [
                        {
                          "type": "number"
                        },
                        {
                          "type": "string",
                          "minLength": 1,
                          "maxLength": 2000
                        }
                      ]
                    },
                    "periodLabel": {
                      "type": "string",
                      "minLength": 1,
                      "maxLength": 80
                    },
                    "unit": {
                      "type": "string",
                      "maxLength": 80
                    },
                    "classification": {
                      "default": "E",
                      "type": "string",
                      "enum": [
                        "F",
                        "M",
                        "E",
                        "J"
                      ]
                    },
                    "effectiveFrom": {
                      "type": "string",
                      "format": "date",
                      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
                    },
                    "effectiveTo": {
                      "type": "string",
                      "format": "date",
                      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
                    },
                    "confidence": {
                      "type": "number",
                      "minimum": 0,
                      "maximum": 1
                    },
                    "notes": {
                      "type": "string",
                      "maxLength": 5000
                    },
                    "evidence": {
                      "default": [],
                      "maxItems": 100,
                      "type": "array",
                      "items": {
                        "type": "object",
                        "properties": {
                          "sourceFileId": {
                            "type": "string",
                            "format": "uuid",
                            "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                          },
                          "sourceChunkId": {
                            "type": "string",
                            "format": "uuid",
                            "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                          },
                          "deltaId": {
                            "type": "string",
                            "format": "uuid",
                            "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                          },
                          "observationId": {
                            "type": "string",
                            "format": "uuid",
                            "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                          },
                          "claimId": {
                            "type": "string",
                            "format": "uuid",
                            "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                          },
                          "url": {
                            "type": "string",
                            "maxLength": 2000,
                            "format": "uri"
                          },
                          "exactClaim": {
                            "type": "string",
                            "maxLength": 5000
                          },
                          "sourceRevision": {
                            "type": "string",
                            "maxLength": 160
                          },
                          "label": {
                            "type": "string",
                            "maxLength": 240
                          }
                        }
                      }
                    }
                  },
                  "required": [
                    "key",
                    "name",
                    "value"
                  ]
                }
              }
            },
            "required": [
              "name",
              "assumptions"
            ]
          }
        },
        "mode": {
          "type": "string",
          "const": "preview"
        },
        "idempotencyKey": {
          "type": "string",
          "minLength": 1,
          "maxLength": 500
        }
      },
      "required": [
        "folderId",
        "name",
        "formulae",
        "scenarios",
        "mode",
        "idempotencyKey"
      ],
      "additionalProperties": false
    },
    {
      "$schema": "http://json-schema.org/draft-07/schema#",
      "type": "object",
      "properties": {
        "mode": {
          "type": "string",
          "const": "commit"
        },
        "operationId": {
          "type": "string",
          "format": "uuid",
          "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
        },
        "commitToken": {
          "type": "string",
          "minLength": 1,
          "maxLength": 500
        }
      },
      "required": [
        "mode",
        "operationId",
        "commitToken"
      ],
      "additionalProperties": false
    }
  ]
}

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