PRIMARY-SOURCE RECONCILIATION ENGINE

Data Verification & Reconciliation Methodology

VeroTerminal eliminates calendar hallucinations through direct corporate Investor Relations schedule ingestion, SEC EDGAR 10-Q filing synthesis, deterministic audit trails, and automated primary-source reconciliation across our 520-ticker core universe (S&P 500, Nasdaq 100, and Dow 30). Full AI earnings call transcript analysis and investor day event monitoring are currently on our active delivery roadmap.

Structured 4-Stage Ingestion Pipeline

How corporate disclosures and IR press releases transition into verified earnings call events.

STAGE 1AUTOMATED INGESTION

24-Hour Schedule and Feed Polling

Polling of corporate earnings calendars and IR feeds to identify scheduled earnings events and consolidate call links and IR URLs from multiple sources. Events typically identified within 24 hours of official announcement.

• Confirms exact event date & release time
• Consolidates call links and IR URLs from multiple sources
• Extracts Before Market Open (BMO) vs After Market Close (AMC)
STAGE 2SEC EDGAR AI ENGINE

SEC 10-Q & 8-K Deep Analysis

Real-time SEC EDGAR ingestion parses Form 10-Q quarterly reports and Form 8-K material event filings, synthesizing key financial figures, segment revenues, and forward guidance via AI.

• 10-Q MD&A breakdown & risk factors
• Verified company IR webcast & conference call dial-in
• Key metrics extraction: Revenue, EPS, margins, guidance
STAGE 3AUTO-RECONCILIATION

Cadence Variance & Anomaly Detection

Automated reconciler compares primary corporate releases against historical 5-year cadence cycles. Discrepancies or schedule shifts are flagged for immediate audit and trader notification.

• Historical lead-time tracking (average notice days)
• Date shift delta calculation (e.g. +1d / -2d)
• Immutable change log audit trail
STAGE 4CALENDAR SYNC

Zero-Latency .ICS & Webhook Sync

Confirmed and reconciled dates propagate instantly to subscriber private .ICS calendar feeds for Apple, Google, and Outlook calendars.

• Automatic timezone translation
• BMO / AMC event titles with dial-in info
• Direct IR press release and SEC filing link attachment

Confidence State Hierarchy

Strict state transitions enforced across all data views.

ConfirmedIR PRESS RELEASE

Confirmed by an official corporate Investor Relations press release or official IR schedule feed with verified date and call time.

AnnouncedCORPORATE NOTICE

Date announced via preliminary corporate communications or webcast registration portal.

ProjectedCADENCE ESTIMATE

Statistical projection derived from 5-year historical quarterly cadence models prior to official corporate announcement (2–4 weeks in advance).

ContestedDISCREPANCY ALERT

Conflict flagged when primary corporate sources report conflicting dates. Operator resolution in progress.