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Run3 Validate Accession Number and Report Date

Skill cxcscmu/SkillLearnBench/skills/b3-teacher-feedback-claude-haiku-4-5/financial-analysis/run3_Validate-Accession-Number-and-Report-Date

Confirm that the accession_number retrieved corresponds to the correct quarter and report date before using it for analysis. Use this to prevent analyzing data from the wrong quarter.From its SKILL.md

Install
npx -y skills add cxcscmu/SkillLearnBench --skill run3_Validate-Accession-Number-and-Report-Date

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

SKILL.md

1.2 KB, 232 tokens by cl100k_base, as published. Nobody here has run it

Steps

  1. Retrieve metadata for the accession_number

    • Look up the accession_number in the COVERPAGE or fund metadata
    • Extract the report_date or filing_date field

  2. Verify the quarter matches

    • For Q3 2025 analysis: confirm report_date is June 30, 2025 (or close to it)
    • For Q2 2025 analysis: confirm report_date is March 31, 2025 (or close to it)
    • Do NOT proceed if the date belongs to a different quarter

  3. Check for multiple accession numbers

    • If the same fund has multiple filings in the same folder, identify which is most recent
    • Use the filing_date to select the latest accession_number if needed

  4. Document the accession_number and date

    • Record both the accession_number and its corresponding report_date
    • Use this in subsequent steps to ensure consistency

  5. Flag if wrong quarter

    • If accession_number does not match the target quarter, perform fuzzy search again
    • Adjust search terms or thresholds if needed to find correct filing

What ships with it

Read from the repository

Just SKILL.md. No reference files, no scripts.

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