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ML models: walk-forward-judged panel rank, plain-language ML disclosure in report and progress
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UI: roles not models; declutter the home screen
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Storytellers run in parallel; 'under the hood' progress narration of Damodaran's framework inputs
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progress: story-start marker, updated timings; summary limited to two figures
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Summary-first report with expandable sections, mobile UI, live progress (storytellers, debate seats), low-risk stable-rate override
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AnalysisState pipeline: reconciliation, staged validation, frozen state, claim-token prose, audited renderer; public/QA split
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UI reads the shared objects: ScenarioSet, structured triggers, three named signals, engine methodology
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Architecture: typed concepts + immutable AnalysisContext with rejected-field quarantine and lineage; applicability policy; valuation engines with label invariants; quant reliability states; semantic comparisons; engine-side synthesis/scenario EV; five-state checks; six publication gates incl. final render audit; property/golden/corruption tests
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Remediation round 2: bank gross/net revenue mapping, REIT/financial composite exclusions, ADS ratio on issuer, total-return check per sentence, target-multiple phrasing in forward P/E audit, SOTP warning
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Pipeline remediation P0: canonical layer (issuer typing, framework selection, metric lineage, SEC XBRL cross-checks, Stage A validation), consensus-availability handling, story bridge/dispersion, corporate-action state machine, quote/return-kind rules, two-stage publication gate, guardrail tests
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Report-level validation gate: canonical rating, reproducible blend/composite audits, canonical PEG, Form 4 insider context, SEC-first leadership, mechanical momentum, REIT/services split, markdown export
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