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Propose thesis update

propose_thesis_update

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 JSON Schema
{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "minLength": 1,
      "maxLength": 12
    },
    "companyId": {
      "type": "string",
      "format": "uuid"
    },
    "summary": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5000
    },
    "proposedChanges": {
      "type": "object",
      "properties": {
        "thesisFields": {
          "type": "array",
          "maxItems": 20,
          "items": {
            "type": "object",
            "properties": {
              "field": {
                "type": "string",
                "enum": [
                  "oneLineThesis",
                  "bullCase",
                  "baseCase",
                  "bearCase",
                  "convictionLevel"
                ]
              },
              "currentValue": {
                "type": [
                  "string",
                  "null"
                ]
              },
              "proposedValue": {
                "type": [
                  "string",
                  "null"
                ]
              },
              "rationale": {
                "type": "string",
                "minLength": 1,
                "maxLength": 2000
              }
            },
            "required": [
              "field",
              "currentValue",
              "proposedValue",
              "rationale"
            ],
            "additionalProperties": false
          }
        },
        "listChanges": {
          "type": "array",
          "maxItems": 100,
          "items": {
            "type": "object",
            "properties": {
              "list": {
                "type": "string",
                "enum": [
                  "keyRisks",
                  "catalysts"
                ]
              },
              "op": {
                "type": "string",
                "enum": [
                  "add",
                  "remove"
                ]
              },
              "value": {
                "type": "string",
                "minLength": 1,
                "maxLength": 2000
              }
            },
            "required": [
              "list",
              "op",
              "value"
            ],
            "additionalProperties": false
          }
        },
        "agendaItems": {
          "type": "array",
          "maxItems": 100,
          "items": {
            "type": "object",
            "properties": {
              "section": {
                "type": "string",
                "minLength": 1,
                "maxLength": 120
              },
              "question": {
                "type": "string",
                "minLength": 1,
                "maxLength": 2000
              }
            },
            "required": [
              "section",
              "question"
            ],
            "additionalProperties": false
          }
        }
      },
      "required": [
        "thesisFields",
        "listChanges",
        "agendaItems"
      ],
      "additionalProperties": false
    },
    "proposedUpdates": {
      "type": "object",
      "additionalProperties": {
        "type": "string"
      },
      "description": "Deprecated compatibility input. Prefer proposedChanges with typed fields, lists, and agenda items."
    },
    "rationale": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "maxItems": 20
    }
  },
  "required": [
    "summary"
  ],
  "additionalProperties": false
}

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