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Distill SEC filings into a provenance wiki

Fetch a set of public SEC filings once, distill them into traceable Markdown wiki pages, and answer later questions with fact provenance.

Goal

Build a reusable source-linked wiki for recurring questions and expose conflicts across documents.

Steps

  1. Choose a tier with build_manifest.py, then fetch public SEC documents by accession using fetch_data_room.py to create provenance-stamped text. [src10-anthropic-distill-sec-filings-into-provenance-wiki]
  2. Extract entities, timeline, amounts, and relationships by section into Markdown wiki pages in the Managed Agents memory store; retain document/page citations. [src10-anthropic-distill-sec-filings-into-provenance-wiki]
  3. Query the wiki with cases for known price changes, look-alike entities, and a synthetic conflicting file; check each fact links to its SEC source. [src10-anthropic-distill-sec-filings-into-provenance-wiki]

How to verify

Key amounts/timeline facts resolve to SEC accession and page; synthetic conflicts are flagged rather than overwriting filings.

Troubleshooting

For missing citations, inspect manifest/page retention; if a conflict is collapsed, separate document timelines and preserve both sources.

Permissions

Prerequisites

Permissions

Limitations

The example deal materials are illustrative, not financial/legal/investment advice; facts absent from filings may remain unknown.

Pinned upstream source

https://github.com/anthropics/claude-quickstarts/blob/9ec32b91df50b0d4906cae64b13c6298055ff40d/managed-agents/knowledge-wiki/README.md

Repository
anthropics/claude-quickstarts
File path
managed-agents/knowledge-wiki/README.md
Pinned commit
9ec32b91df50b0d4906cae64b13c6298055ff40d
Source checked
2026-10-14 · Reviewed against the pinned upstream source

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License: MIT

Main topic

Turn ecommerce campaign materials into a reviewable weekly brief

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