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Create observation

create_research_observation

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

Save a structured observation in a Prism Project, classified as fact (F), management statement (M), estimate (E), or judgment (J), with optional source evidence, interpretation, confidence, and thesis impact. Returns the saved observation without applying changes to the canonical thesis. 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)$"
    },
    "companyId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "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)$"
    },
    "sourceChunkId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "idempotencyKey": {
      "type": "string",
      "minLength": 1,
      "maxLength": 500
    },
    "observation": {
      "type": "object",
      "properties": {
        "observation": {
          "type": "string",
          "minLength": 1,
          "maxLength": 5000
        },
        "interpretation": {
          "type": "string",
          "maxLength": 5000
        },
        "classification": {
          "type": "string",
          "enum": [
            "F",
            "M",
            "E",
            "J"
          ]
        },
        "sourceTier": {
          "default": "unknown",
          "type": "string",
          "minLength": 1,
          "maxLength": 80
        },
        "confidence": {
          "type": "number",
          "minimum": 0,
          "maximum": 1
        },
        "effectiveAt": {
          "type": "string",
          "format": "date-time",
          "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])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d(?::[0-5]\\d(?:\\.\\d+)?)?(?:Z|([+-](?:[01]\\d|2[0-3]):[0-5]\\d)))$"
        },
        "entities": {
          "default": [],
          "maxItems": 100,
          "type": "array",
          "items": {
            "type": "string",
            "minLength": 1,
            "maxLength": 160
          }
        },
        "topics": {
          "default": [],
          "maxItems": 100,
          "type": "array",
          "items": {
            "type": "string",
            "minLength": 1,
            "maxLength": 120
          }
        },
        "supports": {
          "default": [],
          "maxItems": 100,
          "type": "array",
          "items": {
            "type": "string",
            "minLength": 1,
            "maxLength": 2000
          }
        },
        "contradicts": {
          "default": [],
          "maxItems": 100,
          "type": "array",
          "items": {
            "type": "string",
            "minLength": 1,
            "maxLength": 2000
          }
        },
        "doesNotProve": {
          "default": [],
          "maxItems": 100,
          "type": "array",
          "items": {
            "type": "string",
            "minLength": 1,
            "maxLength": 2000
          }
        },
        "thesisImpact": {
          "default": {
            "direction": "neutral",
            "magnitude": "none"
          },
          "type": "object",
          "properties": {
            "direction": {
              "default": "neutral",
              "type": "string",
              "enum": [
                "positive",
                "negative",
                "mixed",
                "neutral"
              ]
            },
            "magnitude": {
              "default": "none",
              "type": "string",
              "enum": [
                "none",
                "small",
                "medium",
                "large"
              ]
            }
          }
        },
        "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)$"
        },
        "idempotencyKey": {
          "type": "string",
          "maxLength": 500
        }
      },
      "required": [
        "observation",
        "classification"
      ]
    },
    "mode": {
      "type": "string",
      "enum": [
        "preview",
        "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)$"
    },
    "commitToken": {
      "type": "string",
      "minLength": 1,
      "maxLength": 500
    }
  },
  "required": [
    "mode"
  ],
  "additionalProperties": false,
  "anyOf": [
    {
      "$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)$"
        },
        "companyId": {
          "type": "string",
          "format": "uuid",
          "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
        },
        "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)$"
        },
        "sourceChunkId": {
          "type": "string",
          "format": "uuid",
          "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
        },
        "idempotencyKey": {
          "type": "string",
          "minLength": 1,
          "maxLength": 500
        },
        "observation": {
          "type": "object",
          "properties": {
            "observation": {
              "type": "string",
              "minLength": 1,
              "maxLength": 5000
            },
            "interpretation": {
              "type": "string",
              "maxLength": 5000
            },
            "classification": {
              "type": "string",
              "enum": [
                "F",
                "M",
                "E",
                "J"
              ]
            },
            "sourceTier": {
              "default": "unknown",
              "type": "string",
              "minLength": 1,
              "maxLength": 80
            },
            "confidence": {
              "type": "number",
              "minimum": 0,
              "maximum": 1
            },
            "effectiveAt": {
              "type": "string",
              "format": "date-time",
              "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])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d(?::[0-5]\\d(?:\\.\\d+)?)?(?:Z|([+-](?:[01]\\d|2[0-3]):[0-5]\\d)))$"
            },
            "entities": {
              "default": [],
              "maxItems": 100,
              "type": "array",
              "items": {
                "type": "string",
                "minLength": 1,
                "maxLength": 160
              }
            },
            "topics": {
              "default": [],
              "maxItems": 100,
              "type": "array",
              "items": {
                "type": "string",
                "minLength": 1,
                "maxLength": 120
              }
            },
            "supports": {
              "default": [],
              "maxItems": 100,
              "type": "array",
              "items": {
                "type": "string",
                "minLength": 1,
                "maxLength": 2000
              }
            },
            "contradicts": {
              "default": [],
              "maxItems": 100,
              "type": "array",
              "items": {
                "type": "string",
                "minLength": 1,
                "maxLength": 2000
              }
            },
            "doesNotProve": {
              "default": [],
              "maxItems": 100,
              "type": "array",
              "items": {
                "type": "string",
                "minLength": 1,
                "maxLength": 2000
              }
            },
            "thesisImpact": {
              "default": {
                "direction": "neutral",
                "magnitude": "none"
              },
              "type": "object",
              "properties": {
                "direction": {
                  "default": "neutral",
                  "type": "string",
                  "enum": [
                    "positive",
                    "negative",
                    "mixed",
                    "neutral"
                  ]
                },
                "magnitude": {
                  "default": "none",
                  "type": "string",
                  "enum": [
                    "none",
                    "small",
                    "medium",
                    "large"
                  ]
                }
              }
            },
            "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)$"
            },
            "idempotencyKey": {
              "type": "string",
              "maxLength": 500
            }
          },
          "required": [
            "observation",
            "classification"
          ]
        },
        "mode": {
          "type": "string",
          "const": "preview"
        }
      },
      "required": [
        "folderId",
        "idempotencyKey",
        "observation",
        "mode"
      ],
      "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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