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Background

This is level 1 of 5. The records for this level are in workspace/t1/.

Task

Hi, the DQC approved v30.0.5 last Friday and engineering would like to swap it in for the v30.0.3 rulesets we ship. Before I sign off the swap I need the regression from you.

First, which rule element ids behave differently between those releases, for each supported taxonomy year, 2023 through 2026, and what changed? Kwame's diff note is in engineering mail.

Second, run the DQC's published test cases for those rules that use SEC filings on our production engine build and tell me whether v30.0.5 reproduces the expected results.

Third, across our regression corpus and the filings in the published test suite, which findings does either release give that the other does not?

Please put v30.0.5-regression.xlsx and a short note-to-mara.txt with your go/no-go reasoning in workspace/t1/results/, following our validation reporting conventions, as for everything you send me on this.

Mara

Input

  • workspace/t1/: the records supplied with the work (dqc_us_rules-v30.0.3/, dqc_us_rules/, edgar/, manuals/, shared/, taxonomies/, vendor/).

Output

  • workspace/t1/results/v30.0.5-regression.xlsx
  • workspace/t1/results/note-to-mara.txt