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N3: resolver composition, over-merge indicators, specification curve, ties, June->October reconciliation

Items: FIRC0001-ADVE-01 EDIT-07 THEO-01 AI_C-02 ECON-02 DATA-11 ECON-16 THEO-17 EDIT-06.
_keyed rebuilt from resolve.py:17-32 (121,099 projects, identical id set); 9 keys x 5 thresholds;
project count 21,027 (cik|type) .. 96,749 (type dropped) .. 121,099 (current) .. 198,488 (strict) .. 308,065 (mention);
token 'acquisition' absorbs 40,407 mentions; 33,820 projects tie at max confidence; June block reproduces 39,930 / 19,227.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Simon-Pierre Boucher committed (Nov 5, 2026) parent 1d2705d Browse files

15 changed files +1,753 −0

added code/audit/a03_resolver_speccurve.py +257 −0
@@ -0,0 +1,257 @@
1+"""N3 - resolver composition, over-merge indicators, specification curve, ties, June->October
2+reconciliation (cluster B). Read-only; _m/_keyed rebuilt as TEMP tables from resolve.py:17-32.
3+"""
4+from __future__ import annotations
5+import json, sys
6+from pathlib import Path
7+sys.path.insert(0, str(Path(__file__).resolve().parent))
8+from common import *
9+sys.path.insert(0, str(Path(__file__).resolve().parent / "spid"))
10+import taxonomy as tx # snapshot copy (hash-verified in N0)
11+
12+EXAMPLE_PROJECT = "3e2705ba5b2dd27408b25f0145e34250" # stats.json example_project (Cheniere Corpus Christi Stage 3)
13+STOP = ["project", "program", "development", "expansion", "acquisition", "phase", "initiative", "facility", "construction"]
14+THRESHOLDS = [0.45, 0.6, 0.7, 0.8, 0.9]
15+
16+r = Run("resolver")
17+con = connect(SPID_DB)
18+tmin = con.execute("select min(extracted_at) from extracted_sections").fetchone()[0]
19+con.execute(f"""CREATE TEMP TABLE runmap AS SELECT section_id, CASE WHEN extracted_at = TIMESTAMP '{tmin}' THEN 'backfilled_june' ELSE 'october' END AS run FROM extracted_sections""")
20+
21+# ---- exact rebuild of _m / _keyed (resolve.py:17-32) --------------------------------------------
22+con.execute("""
23+CREATE TEMP TABLE _m AS
24+SELECT *,
25+ lower(coalesce(try(locations[1]), '')) AS loc1,
26+ regexp_extract(lower(regexp_replace(project_name, '[^A-Za-z ]', '', 'g')), '([a-z]{4,})', 1) AS name_tok
27+FROM project_mentions""")
28+con.execute("""
29+CREATE TEMP TABLE _keyed AS
30+SELECT *,
31+ cik || '|' || project_type || '|' || CASE WHEN loc1 <> '' THEN loc1 ELSE coalesce(nullif(name_tok,''),'general') END AS gkey,
32+ md5(cik || '|' || project_type || '|' || CASE WHEN loc1 <> '' THEN loc1 ELSE coalesce(nullif(name_tok,''),'general') END) AS project_id
33+FROM _m""")
34+V = {}
35+V["rebuilt_projects"] = con.execute("select count(distinct project_id) from _keyed").fetchone()[0]
36+V["stored_projects"] = con.execute("select count(*) from projects").fetchone()[0]
37+V["project_id_set_equal"] = con.execute("select count(*) from (select project_id from _keyed except select project_id from projects) union all select count(*) from (select project_id from projects except select distinct project_id from _keyed)").fetchall()
38+V["mentions"] = con.execute("select count(*) from _keyed").fetchone()[0]
39+
40+# ---- (a) key composition ----------------------------------------------------------------------
41+V["mentions_by_key_branch"] = con.execute("""
42+ select case when loc1<>'' then 'location' when nullif(name_tok,'') is not null then 'name_token' else 'general' end b, count(*) from _keyed group by 1""").fetchall()
43+V["projects_by_key_branch"] = con.execute("""
44+ select case when loc1<>'' then 'location' when nullif(name_tok,'') is not null then 'name_token' else 'general' end b, count(distinct project_id) from _keyed group by 1""").fetchall()
45+V["projects_keyed_general"] = con.execute("select count(distinct project_id) from _keyed where gkey like '%|general'").fetchone()[0]
46+V["mentions_keyed_general"] = con.execute("select count(*) from _keyed where gkey like '%|general'").fetchone()[0]
47+states = sorted(tx.US_STATES); countries = sorted(tx.COUNTRIES)
48+con.execute("CREATE TEMP TABLE geo AS SELECT unnest(?) AS loc, 'us_state' AS kind UNION ALL SELECT unnest(?), 'country'", [states, countries])
49+V["location_keyed_projects_by_geo_kind"] = con.execute("""
50+ with p as (select project_id, any_value(loc1) loc1 from _keyed where loc1<>'' group by 1)
51+ select coalesce(g.kind,'other_place') kind, count(*) from p left join geo g on p.loc1 = g.loc group by 1""").fetchall()
52+V["location_keyed_mentions_by_geo_kind"] = con.execute("""
53+ select coalesce(g.kind,'other_place') kind, count(*) from _keyed k left join geo g on k.loc1 = g.loc where k.loc1<>'' group by 1""").fetchall()
54+r.dump("top_name_tokens.csv", con, """
55+ with t as (select name_tok, count(*) mentions, count(distinct project_id) projects from _keyed where loc1='' and nullif(name_tok,'') is not null group by 1)
56+ select name_tok, mentions, projects, round(100.0*mentions/(select count(*) from _keyed where loc1=''),2) pct_of_tokenkeyed_mentions,
57+ round(100.0*projects/(select count(distinct project_id) from _keyed where loc1=''),2) pct_of_tokenkeyed_projects
58+ from t order by projects desc limit 50""")
59+r.dump("top_location_keys.csv", con, """
60+ select loc1, count(*) mentions, count(distinct project_id) projects from _keyed where loc1<>'' group by 1 order by 2 desc limit 50""")
61+r.dump("key_branch_by_type.csv", con, """
62+ select project_type, count(distinct project_id) projects,
63+ count(distinct project_id) filter (where loc1<>'') loc_keyed,
64+ count(distinct project_id) filter (where loc1='' and nullif(name_tok,'') is not null) token_keyed,
65+ count(distinct project_id) filter (where loc1='' and nullif(name_tok,'') is null) general_keyed
66+ from _keyed group by 1 order by 2 desc""")
67+
68+# ---- (b) over-merge indicators ----------------------------------------------------------------
69+con.execute("""
70+CREATE TEMP TABLE pstat AS
71+SELECT project_id, any_value(project_type) project_type, count(*) n_mentions,
72+ count(DISTINCT lower(trim(project_name))) n_names,
73+ count(DISTINCT lower(trim(coalesce(try(partners[1]), '')))) FILTER (WHERE len(partners)>0) n_partners,
74+ count(DISTINCT accession_number) n_filings, count(DISTINCT cik) n_ciks,
75+ count(DISTINCT lower(description)) n_desc
76+FROM _keyed GROUP BY 1""")
77+bucket = "case when n_mentions=1 then '1' when n_mentions=2 then '2' when n_mentions<=5 then '3-5' when n_mentions<=10 then '6-10' else '>10' end"
78+r.dump("overmerge_by_type.csv", con, f"""
79+ select project_type, count(*) projects, sum(n_mentions) mentions,
80+ round(100.0*count(*) filter (where n_names>=3)/count(*),2) pct_ge3_names,
81+ round(100.0*count(*) filter (where n_names>=2)/count(*),2) pct_ge2_names,
82+ round(100.0*count(*) filter (where n_partners>=3)/nullif(count(*) filter (where n_partners>=1),0),2) pct_ge3_partners_among_with_partner,
83+ count(*) filter (where n_partners>=3) n_ge3_partners,
84+ round(100.0*count(*) filter (where n_mentions>1 and n_names = n_mentions)/nullif(count(*) filter (where n_mentions>1),0),2) pct_multi_all_names_distinct
85+ from pstat group by 1 order by 2 desc""")
86+r.dump("overmerge_by_bucket.csv", con, f"""
87+ select {bucket} bucket, count(*) projects,
88+ round(100.0*count(*) filter (where n_names>=3)/count(*),2) pct_ge3_names,
89+ round(100.0*count(*) filter (where n_partners>=3)/nullif(count(*) filter (where n_partners>=1),0),2) pct_ge3_partners_among_with_partner,
90+ round(avg(n_names),2) mean_names
91+ from pstat group by 1 order by min(n_mentions)""")
92+r.dump("overmerge_ma_by_bucket.csv", con, f"""
93+ select {bucket} bucket, count(*) projects,
94+ count(*) filter (where n_partners>=1) with_partner,
95+ round(100.0*count(*) filter (where n_partners>=3)/nullif(count(*) filter (where n_partners>=1),0),2) pct_ge3_partners,
96+ round(100.0*count(*) filter (where n_partners>=2)/nullif(count(*) filter (where n_partners>=1),0),2) pct_ge2_partners,
97+ round(100.0*count(*) filter (where n_names>=3)/count(*),2) pct_ge3_names
98+ from pstat where project_type='ma_integration' group by 1 order by min(n_mentions)""")
99+# amount from a mention naming a different counterparty than the representative mention
100+V["amount_from_other_counterparty"] = con.execute("""
101+ with rep as (select project_id, arg_max(lower(trim(coalesce(try(partners[1]),''))), confidence) rep_partner from _keyed group by 1),
102+ amt as (select project_id, arg_max(lower(trim(coalesce(try(partners[1]),''))), amount_usd) amt_partner, max(amount_usd) mx from _keyed where amount_usd is not null group by 1)
103+ select count(*) filter (where rep_partner<>'' and amt_partner<>'' and rep_partner<>amt_partner) differing,
104+ count(*) filter (where rep_partner<>'' and amt_partner<>'') both_named, count(*) with_amount
105+ from amt join rep using(project_id)""").fetchone()
106+V["amount_from_other_counterparty_ma"] = con.execute("""
107+ with rep as (select project_id, any_value(project_type) t, arg_max(lower(trim(coalesce(try(partners[1]),''))), confidence) rep_partner from _keyed group by 1),
108+ amt as (select project_id, arg_max(lower(trim(coalesce(try(partners[1]),''))), amount_usd) amt_partner from _keyed where amount_usd is not null group by 1)
109+ select count(*) filter (where rep_partner<>'' and amt_partner<>'' and rep_partner<>amt_partner) differing,
110+ count(*) filter (where rep_partner<>'' and amt_partner<>'') both_named, count(*) with_amount
111+ from amt join rep using(project_id) where t='ma_integration'""").fetchone()
112+V["amount_from_other_name"] = con.execute("""
113+ with rep as (select project_id, arg_max(lower(trim(project_name)), confidence) rep_name from _keyed group by 1),
114+ amt as (select project_id, arg_max(lower(trim(project_name)), amount_usd) amt_name from _keyed where amount_usd is not null group by 1)
115+ select count(*) filter (where rep_name<>amt_name) differing, count(*) with_amount from amt join rep using(project_id)""").fetchone()
116+r.dump("example_provenance_keys.csv", con, """
117+ select project_id, cik, project_type, gkey, count(*) n, count(distinct lower(project_name)) n_names, list(distinct left(project_name,60)) names
118+ from _keyed where project_id in (select project_id from projects where project_id in (
119+ select project_id from project_timeline group by 1 having count(*) between 4 and 8) and total_amount_usd > 5e8 and project_type in ('plant_construction','data_center'))
120+ group by 1,2,3,4 order by n desc limit 30""")
121+
122+# ---- (c) specification curve ----------------------------------------------------------------------
123+stop_sql = ",".join("'" + s + "'" for s in STOP)
124+con.execute(f"""
125+CREATE TEMP TABLE km AS
126+SELECT mention_id, cik, project_type, confidence, loc1, name_tok, gkey,
127+ regexp_replace(trim(regexp_replace(lower(project_name), '[^a-z0-9 ]', '', 'g')), ' +', ' ', 'g') AS name_norm,
128+ list_filter(string_split(regexp_replace(lower(project_name), '[^a-z ]', '', 'g'), ' '), lambda x: length(x) >= 4) AS toks,
129+ list_filter(string_split(regexp_replace(lower(project_name), '[^a-z ]', '', 'g'), ' '), lambda x: length(x) >= 4 AND x NOT IN ({stop_sql})) AS toks_sw,
130+ trim(regexp_replace(regexp_replace(regexp_replace(loc1, '\\b(u\\.s\\.|usa|u\\.s\\.a\\.|united states of america)\\b', 'united states', 'g'), '[^a-z, ]', '', 'g'), ' +', ' ', 'g')) AS loc_norm
131+FROM _keyed""")
132+con.execute("""
133+CREATE TEMP TABLE keys AS
134+SELECT mention_id, confidence, project_type,
135+ cik || '|' || project_type AS k_cik_type,
136+ gkey AS k_current,
137+ cik || '|' || project_type || '|' || CASE WHEN loc1 <> '' THEN loc1 ELSE coalesce(toks_sw[1], 'general') END AS k_current_stopwords,
138+ cik || '|' || project_type || '|' || CASE WHEN loc_norm <> '' THEN trim(string_split(loc_norm, ',')[1]) ELSE coalesce(toks_sw[1], 'general') END AS k_city_normalised,
139+ cik || '|' || CASE WHEN loc1 <> '' THEN loc1 ELSE coalesce(nullif(name_tok,''), 'general') END AS k_type_dropped,
140+ cik || '|' || project_type || '|' || CASE WHEN loc1 <> '' THEN loc1 ELSE coalesce(toks_sw[1], 'general') || '|' || coalesce(toks_sw[2], '') END AS k_two_tokens,
141+ cik || '|' || project_type || '|' || coalesce(toks_sw[1], 'general') AS k_name_only,
142+ cik || '|' || project_type || '|' || name_norm || '|' || loc1 AS k_strict,
143+ mention_id AS k_mention_level
144+FROM km""")
145+KEYS = ["k_cik_type", "k_type_dropped", "k_current", "k_current_stopwords", "k_city_normalised", "k_name_only", "k_two_tokens", "k_strict", "k_mention_level"]
146+ex_mention = con.execute("select arg_max(mention_id, confidence) from _keyed where project_id = ?", [EXAMPLE_PROJECT]).fetchone()[0]
147+rows = []; bytype = []
148+for k in KEYS:
149+ for t in THRESHOLDS:
150+ q = f"""
151+ with g as (select {k} key, count(*) n, max(mention_id = '{ex_mention}')::int has_ex from keys where confidence >= {t} group by 1)
152+ select count(*) projects, sum(n) mentions, round(100.0*count(*) filter (where n=1)/count(*),2) single_pct,
153+ round(100.0*count(*) filter (where n>10)/count(*),2) gt10_pct, round(avg(n),3) mean_mentions,
154+ max(n) max_cluster, coalesce(max(n) filter (where has_ex=1),0) example_cluster_size
155+ from g"""
156+ row = con.execute(q).fetchone()
157+ rows.append((k, t) + tuple(row))
158+ bt = con.execute(f"""
159+ with g as (select {k} key, any_value(project_type) project_type, count(*) n from keys where confidence >= {t} group by 1)
160+ select project_type, count(*) n from g group by 1""").fetchall()
161+ bytype += [(k, t, pt, n) for pt, n in bt]
162+ print(k, t, row, flush=True)
163+r.write_csv("spec_curve.csv", ["key", "threshold", "projects", "mentions", "single_mention_pct", "gt10_mention_pct", "mean_mentions", "max_cluster", "example_cluster_size_cheniere"], rows)
164+r.write_csv("spec_curve_by_type.csv", ["key", "threshold", "project_type", "projects"], bytype)
165+cur = [x for x in rows if x[0] == "k_current" and x[1] == 0.45][0]
166+V["project_count_current"] = cur[2]
167+V["project_count_range_045"] = {k: [x[2] for x in rows if x[0] == k and x[1] == 0.45][0] for k in KEYS}
168+V["project_count_strict_045"] = V["project_count_range_045"]["k_strict"]
169+V["project_count_loose_045_cik_type"] = V["project_count_range_045"]["k_cik_type"]
170+V["example_mention"] = ex_mention
171+
172+# ---- (d) ties and idempotence ----------------------------------------------------------------------
173+D = {}
174+D["projects_with_tie_at_max_confidence"] = con.execute("""
175+ with mx as (select project_id, max(confidence) mc from _keyed group by 1)
176+ select count(*) from (select k.project_id from _keyed k join mx using(project_id) where k.confidence = mx.mc group by 1 having count(*)>1)""").fetchone()[0]
177+D["projects_with_tie_and_distinct_names"] = con.execute("""
178+ with mx as (select project_id, max(confidence) mc from _keyed group by 1)
179+ select count(*) from (select k.project_id from _keyed k join mx using(project_id) where k.confidence = mx.mc group by 1 having count(distinct project_name)>1)""").fetchone()[0]
180+D["projects_with_tie_and_distinct_descriptions"] = con.execute("""
181+ with mx as (select project_id, max(confidence) mc from _keyed group by 1)
182+ select count(*) from (select k.project_id from _keyed k join mx using(project_id) where k.confidence = mx.mc group by 1 having count(distinct description)>1)""").fetchone()[0]
183+D["projects_with_status_tie_on_last_seen"] = con.execute("""
184+ with mx as (select project_id, max(filing_date) md from _keyed group by 1)
185+ select count(*) from (select k.project_id from _keyed k join mx using(project_id) where k.filing_date = mx.md group by 1 having count(distinct status)>1)""").fetchone()[0]
186+D["mentions_at_confidence_1"] = con.execute("select count(*) from project_mentions where confidence = 1.0").fetchone()[0]
187+# stored projects vs rebuilt with the original (tie-ambiguous) SQL: how many representative fields differ
188+con.execute("""
189+CREATE TEMP TABLE rebuilt AS
190+SELECT project_id, arg_max(project_name, confidence) project_name, arg_max(status, filing_date) status, arg_max(description, confidence) description,
191+ max(amount_usd) total_amount_usd, count(*) n_mentions
192+FROM _keyed GROUP BY 1""")
193+D["rebuilt_vs_stored_diff"] = con.execute("""
194+ select count(*) filter (where r.project_name is distinct from p.project_name) name_diff,
195+ count(*) filter (where r.status is distinct from p.status) status_diff,
196+ count(*) filter (where r.description is distinct from p.description) desc_diff,
197+ count(*) filter (where r.total_amount_usd is distinct from p.total_amount_usd) amount_diff,
198+ count(*) filter (where r.n_mentions is distinct from p.n_mentions) n_diff, count(*) n
199+ from rebuilt r join projects p using(project_id)""").fetchone()
200+con.execute("""
201+CREATE TEMP TABLE rebuilt2 AS
202+SELECT project_id, arg_max(project_name, confidence) project_name, arg_max(status, filing_date) status, arg_max(description, confidence) description
203+FROM _keyed GROUP BY 1""")
204+D["original_sql_run_twice_diff"] = con.execute("""
205+ select count(*) filter (where a.project_name is distinct from b.project_name), count(*) filter (where a.status is distinct from b.status), count(*) filter (where a.description is distinct from b.description)
206+ from rebuilt a join rebuilt2 b using(project_id)""").fetchone()
207+det = """
208+SELECT project_id, project_name, status, description FROM (
209+ SELECT project_id,
210+ first_value(project_name) OVER (PARTITION BY project_id ORDER BY confidence DESC, mention_id) project_name,
211+ first_value(description) OVER (PARTITION BY project_id ORDER BY confidence DESC, mention_id) description,
212+ first_value(status) OVER (PARTITION BY project_id ORDER BY filing_date DESC, mention_id) status,
213+ row_number() OVER (PARTITION BY project_id ORDER BY mention_id) rn
214+ FROM _keyed) WHERE rn = 1"""
215+con.execute(f"CREATE TEMP TABLE det1 AS {det}")
216+con.execute(f"CREATE TEMP TABLE det2 AS {det}")
217+D["deterministic_tiebreak_run_twice_diff"] = con.execute("""
218+ select count(*) filter (where a.project_name is distinct from b.project_name), count(*) filter (where a.status is distinct from b.status), count(*) filter (where a.description is distinct from b.description)
219+ from det1 a join det2 b using(project_id)""").fetchone()
220+D["deterministic_vs_stored_diff"] = con.execute("""
221+ select count(*) filter (where a.project_name is distinct from p.project_name), count(*) filter (where a.status is distinct from p.status), count(*) filter (where a.description is distinct from p.description)
222+ from det1 a join projects p using(project_id)""").fetchone()
223+r.write_json("ties_idempotence.json", D)
224+
225+# ---- (e) June -> October reconciliation (S&P 500 CIKs) -------------------------------------------
226+con.execute("""CREATE TEMP TABLE kr AS SELECT k.*, rm.run, co.in_sp500, co.in_russell3000 FROM _keyed k LEFT JOIN runmap rm USING (section_id) LEFT JOIN src_companies co ON k.cik = co.cik""")
227+R = {}
228+R["sp500_ciks"] = con.execute("select count(*) from src_companies where in_sp500").fetchone()[0]
229+R["mentions_in_backfilled_block"] = con.execute("select count(*) from kr where run='backfilled_june'").fetchone()[0]
230+R["projects_from_backfilled_block_only"] = con.execute("select count(distinct project_id) from kr where run='backfilled_june'").fetchone()[0]
231+R["expected_june"] = {"mentions": 39930, "projects": 19227, "timeline_rows": 39930}
232+R["sp500_mentions_total"] = con.execute("select count(*) from kr where in_sp500").fetchone()[0]
233+R["sp500_projects_total"] = con.execute("select count(distinct project_id) from kr where in_sp500").fetchone()[0]
234+R["paper_sp500_projects_october"] = 27766
235+R["sp500_projects_by_run_composition"] = con.execute("""
236+ with p as (select project_id, max(run='backfilled_june')::int has_june, max(run='october')::int has_oct from kr where in_sp500 group by 1)
237+ select case when has_june=1 and has_oct=1 then 'both runs' when has_june=1 then 'june only' else 'october only' end c, count(*) from p group by 1""").fetchall()
238+R["sp500_mentions_by_run_form"] = con.execute("select run, form_type, count(*), count(distinct accession_number) from kr where in_sp500 group by 1,2 order by 1,2").fetchall()
239+R["sp500_mentions_filing_date_le_20260525_by_run"] = con.execute("select run, count(*), count(distinct project_id) from kr where in_sp500 and filing_date <= DATE '2026-05-25' group by 1").fetchall()
240+R["sp500_projects_filing_date_le_20260525"] = con.execute("select count(distinct project_id) from kr where in_sp500 and filing_date <= DATE '2026-05-25'").fetchone()[0]
241+R["backfilled_block_mentions_not_sp500"] = con.execute("select count(*) from kr where run='backfilled_june' and not coalesce(in_sp500,false)").fetchone()[0]
242+R["june_10q_accessions_in_block_ledger"] = con.execute(f"""
243+ select count(distinct e.accession_number) from extracted_sections e join src_filings f using(accession_number) where e.extracted_at = TIMESTAMP '{tmin}' and f.form_type='10-Q'""").fetchone()[0]
244+R["ledger_block_accessions_by_form"] = con.execute(f"""
245+ select f.form_type, count(distinct e.accession_number), count(*) from extracted_sections e join src_filings f using(accession_number) where e.extracted_at = TIMESTAMP '{tmin}' group by 1 order by 1""").fetchall()
246+R["sp500_october_ledger_by_form"] = con.execute(f"""
247+ select f.form_type, count(distinct e.accession_number), count(*), sum(e.n_mentions) from extracted_sections e join src_filings f using(accession_number) join src_companies co on f.cik=co.cik
248+ where e.extracted_at <> TIMESTAMP '{tmin}' and co.in_sp500 group by 1 order by 1""").fetchall()
249+R["sp500_block_ledger_by_form"] = con.execute(f"""
250+ select f.form_type, count(distinct e.accession_number), count(*), sum(e.n_mentions) from extracted_sections e join src_filings f using(accession_number) join src_companies co on f.cik=co.cik
251+ where e.extracted_at = TIMESTAMP '{tmin}' and co.in_sp500 group by 1 order by 1""").fetchall()
252+r.write_json("june_october_reconciliation.json", R)
253+r.dump("june_october_reconciliation.csv", con, """
254+ select coalesce(in_sp500,false) in_sp500, run, form_type, count(*) mentions, count(distinct project_id) projects_touched, count(distinct accession_number) filings, count(distinct cik) issuers
255+ from kr group by 1,2,3 order by 1,2,3""")
256+r.write_json("composition.json", V)
257+r.finish()
added results/resolver/composition.json +100 −0
@@ -0,0 +1,100 @@
1+{
2+ "rebuilt_projects": 121099,
3+ "stored_projects": 121099,
4+ "project_id_set_equal": [
5+ [
6+ 0
7+ ],
8+ [
9+ 0
10+ ]
11+ ],
12+ "mentions": 308065,
13+ "mentions_by_key_branch": [
14+ [
15+ "name_token",
16+ 187212
17+ ],
18+ [
19+ "location",
20+ 118783
21+ ],
22+ [
23+ "general",
24+ 2070
25+ ]
26+ ],
27+ "projects_by_key_branch": [
28+ [
29+ "name_token",
30+ 66405
31+ ],
32+ [
33+ "location",
34+ 54658
35+ ],
36+ [
37+ "general",
38+ 229
39+ ]
40+ ],
41+ "projects_keyed_general": 286,
42+ "mentions_keyed_general": 2152,
43+ "location_keyed_projects_by_geo_kind": [
44+ [
45+ "other_place",
46+ 40422
47+ ],
48+ [
49+ "us_state",
50+ 6110
51+ ],
52+ [
53+ "country",
54+ 8126
55+ ]
56+ ],
57+ "location_keyed_mentions_by_geo_kind": [
58+ [
59+ "other_place",
60+ 78479
61+ ],
62+ [
63+ "country",
64+ 22986
65+ ],
66+ [
67+ "us_state",
68+ 17318
69+ ]
70+ ],
71+ "amount_from_other_counterparty": [
72+ 2347,
73+ 21908,
74+ 56500
75+ ],
76+ "amount_from_other_counterparty_ma": [
77+ 1630,
78+ 12372,
79+ 28044
80+ ],
81+ "amount_from_other_name": [
82+ 8882,
83+ 56500
84+ ],
85+ "project_count_current": 121099,
86+ "project_count_range_045": {
87+ "k_cik_type": 21027,
88+ "k_type_dropped": 96749,
89+ "k_current": 121099,
90+ "k_current_stopwords": 130101,
91+ "k_city_normalised": 123246,
92+ "k_name_only": 114244,
93+ "k_two_tokens": 145697,
94+ "k_strict": 198488,
95+ "k_mention_level": 308065
96+ },
97+ "project_count_strict_045": 198488,
98+ "project_count_loose_045_cik_type": 21027,
99+ "example_mention": "cebf8e727e1a7f5bc821"
100+}
\ No newline at end of file
added results/resolver/example_provenance_keys.csv +31 −0
@@ -0,0 +1,31 @@
1+project_id,cik,project_type,gkey,n,n_names,names
2+dbe60cbe1feab59090d7ce4c63c0b6a1,0001001838,plant_construction,0001001838|plant_construction|peru,8,4,"['Tía María Mining Project', 'Tia Maria Greenfield Project', 'Tia Maria Project', 'Toquepala Expansion Project']"
3+7942bcad2b16e5c326d64ef7cc4d79f6,0000092122,plant_construction,0000092122|plant_construction|waynesboro/georgia/usa,8,1,['Plant Vogtle Units 3 and 4']
4+d333f4d6faa95492939e7d242761e7b5,0000753308,plant_construction,0000753308|plant_construction|california,8,7,"['507 Megawatt Natural Gas-Fired Power Generation Facility', 'McCoy Project', '20 MW Solar Facility', 'Redwood Trails Wind Generation Facilities', 'Desert Sunlight Solar Project', 'Genesis Project', 'Genesis Solar Project']"
5+f58417bd7fc1be9b73fcd47a88f4a406,0001513761,plant_construction,0001513761|plant_construction|norwegian,8,6,"['Norwegian Breakaway', 'Norwegian Escape and Norwegian Bliss', 'Norwegian Joy and Breakaway Plus Class Ships', 'Norwegian Getaway', 'Norwegian Bliss', 'Norwegian Encore']"
6+105ebf2e17ec61bd2bff6f3cce50a33b,0001451505,plant_construction,0001451505|plant_construction|deepwater,8,7,"['Deepwater Titan', 'Deepwater Champion', 'Deepwater Poseidon', 'Deepwater Thalassa Construction', 'Deepwater Atlas', 'Deepwater Pontus', 'Deepwater Proteus']"
7+47fda6961d383537e6e3ce70adf8b064,0001324404,plant_construction,"0001324404|plant_construction|donaldsonville, louisiana",8,6,"['Green Hydrogen Project', 'Ammonia and Urea Production Units', 'New Ammonia and Urea Plants', 'Ammonia and UAN Plants Construction', 'Capacity Expansion Projects', 'Urea Plant Commissioning']"
8+dc8940627597a296318115e21e7ea024,0001164727,plant_construction,0001164727|plant_construction|peru,8,2,"['Conga Project', 'Conga']"
9+00461ab6a8ee44d809b436b3aaf59072,0001287865,plant_construction,0001287865|plant_construction|development,8,4,"['Development Project', 'Development Projects with First Choice Emergency Room', 'Development Projects with Adeptus Health, Inc.', 'Development Projects']"
10+5317e0ee56e32e3563b0d34a8ec04442,0000025232,plant_construction,0000025232|plant_construction|development,8,5,"['Development Pipeline', 'New Development Projects', 'Development of Domain 10, Domain 12, and Avalon 10000', 'Development projects', 'Development of Office and Mixed-Use Projects', 'Development Projects']"
11+3e2705ba5b2dd27408b25f0145e34250,0000003570,plant_construction,"0000003570|plant_construction|san patricio county, texas",8,7,"['Third Liquefaction Train', 'First Liquefaction Train Construction', 'Third Liquefaction Train at CCLNG', 'Corpus Christi Liquefaction Stage 3 Project', 'Second Liquefaction Train at CCLNG', 'Corpus Christi Liquefaction Project', 'Second Liquefaction Train']"
12+30a198e7029a4956be8327cd83da4b70,0001513761,plant_construction,0001513761|plant_construction|explorer,7,3,"['Explorer Class Newbuild Loan Agreement', 'Explorer Class Ships', 'Explorer Class Ship']"
13+14d587c2883840856f231fe3414727b5,0000831259,plant_construction,0000831259|plant_construction|grasberg,7,4,"['Grasberg Underground Development', 'Grasberg Block Cave Restart', 'Underground Development Activities at Grasberg', 'Grasberg Underground Mine Development']"
14+fbfb8fca9ac08121c1681b13a9db3e38,0001051470,plant_construction,0001051470|plant_construction|construction,7,2,"['Construction of New Communications Infrastructure', 'Construction of Small Cells']"
15+7b5cdbd8d0e9a2a0519d7093bd3c78a9,0000884887,plant_construction,0000884887|plant_construction|project,7,4,"['Project Edge', 'Project Sunshine Ship 1', 'Project Sunshine Ship 2', 'Project Sunshine']"
16+28b552d43d7800a5e536b8c66bfd36fd,0000022444,plant_construction,"0000022444|plant_construction|berkeley county, west virginia",7,3,"['Fourth Micro Mill', 'Fourth Micro Mill Construction', 'Berkeley County Micro Mill']"
17+eee28ac6c870400cb50b2119bd8e6c8e,0001040829,plant_construction,0001040829|plant_construction|aurora/colorado/usa,7,4,"['Aurora Resort and Convention Hotel', 'Gaylord Rockies expansion', 'Aurora Resort and Convention Hotel Development', 'Gaylord Rockies Resort & Convention Center']"
18+f2126501fc9d07f93ce25627ba093984,0000034903,plant_construction,"0000034903|plant_construction|somerville, massachusetts",7,4,"['Assembly Row', 'Assembly Row Phase II', 'Assembly Square', 'Assembly Row Phase I']"
19+a9a63ffa287236133e060b110818add5,0000833079,plant_construction,0000833079|plant_construction|land,7,1,['Land Development and Home Construction']
20+7ba90cf2bc3e1cbbe5e26a2d8d8d7835,0001167419,data_center,0001167419|data_center|rockdale,7,3,"['Rockdale Facility', '191 Critical IT MW Data Center Project', 'Rockdale Facility Expansion']"
21+83b669268f21ba09eae690226d209c01,0000915912,plant_construction,0000915912|plant_construction|future,7,2,"['Future Apartment Community Developments', 'Future Apartment Communities Development']"
22+7473bc6fc5d414ab5ee5b287418491f1,0001795250,plant_construction,0001795250|plant_construction|las vegas/nevada/usa,7,2,"['Sphere in Las Vegas', 'MSG Sphere']"
23+d2c21e2aa718297425664d398b9a4d0b,0000745732,plant_construction,0000745732|plant_construction|distribution,7,5,"['Distribution Centers Construction', 'New Distribution Centers', 'Distribution Center Expansion', 'Distribution Center Construction', 'New Distribution Center Construction']"
24+6d7dca59c2d0c185240335f3a8060f25,0001653653,plant_construction,0001653653|plant_construction|las vegas/nevada/usa,7,5,"['Palace Station Upgrade and Expansion', 'Durango Casino Resort', 'New Casino Resort Construction', 'Durango Casino & Resort', 'Durango']"
25+2a7deb96cd6e799cf0a00b78cddd55e6,0001653653,plant_construction,0001653653|plant_construction|las vegas/nevada,7,6,"['Palms Casino Resort Redevelopment', 'Durango Casino Resort', 'Palms Redevelopment Project', 'Palace Station Redevelopment', 'Durango Development', 'Palace Station Redevelopment Project']"
26+13fec26e29e1bb20856eb321aadc6344,0000104169,plant_construction,0000104169|plant_construction|store,6,2,"['Store Remodels', 'Store and Club Remodels']"
27+0a57f5fcba583f08d49dfcdb13b7e654,0000726728,plant_construction,0000726728|plant_construction|properties,6,2,"['Properties under development', 'Properties Under Development or Expansion']"
28+4ec04c01a2e25d3816161f7f36aa936c,0001575965,plant_construction,0001575965|plant_construction|chicago,6,3,"['Bally’s Chicago', 'Bally’s Chicago Casino Resort', ""Bally's Chicago Development""]"
29+6070161ae6a31d8613aa7e782212a253,0001612720,plant_construction,0001612720|plant_construction|grande,6,5,"['Rio Grande Natural Gas Liquefaction Facility', 'Rio Grande LNG Liquefaction and Export Project', 'Rio Grande Natural Gas Liquefaction Facility - Train 3', 'Rio Grande LNG Train 5', 'Rio Grande LNG Train 4']"
30+61699e8c51c4cd75ceeef401fad61228,0001039684,plant_construction,"0001039684|plant_construction|texas city, texas",6,5,"['Texas City Liquified Petroleum Gas Export Terminal', 'Liquefied Petroleum Gas Export Terminal', 'Liquified Petroleum Gas Export Terminal and Pipeline', 'Texas City Logistics export terminal', 'Joint Ventures for LPG Export Terminal']"
31+fe50af95e5803a7d904ff3430c127017,0000003570,plant_construction,0000003570|plant_construction|cameron parish,6,5,"['SPL Project', 'Liquefaction Facilities Construction', 'Fourth Liquefaction Train', 'Second LNG Liquefaction Train', 'Fifth Liquefaction Train']"
added results/resolver/june_october_reconciliation.csv +10 −0
@@ -0,0 +1,10 @@
1+in_sp500,run,form_type,mentions,projects_touched,filings,issuers
2+False,october,10-K,64798,34658,15784,1857
3+False,october,10-Q,117224,45274,40745,1954
4+False,october,8-K,55676,34420,45937,1964
5+True,backfilled_june,10-K,15787,8697,4193,481
6+True,backfilled_june,10-Q,5817,2071,2028,84
7+True,backfilled_june,8-K,18326,10023,15234,495
8+True,october,10-K,910,649,222,97
9+True,october,10-Q,28963,11030,10684,455
10+True,october,8-K,564,432,477,203
added results/resolver/june_october_reconciliation.json +137 −0
@@ -0,0 +1,137 @@
1+{
2+ "sp500_ciks": 500,
3+ "mentions_in_backfilled_block": 39930,
4+ "projects_from_backfilled_block_only": 19227,
5+ "expected_june": {
6+ "mentions": 39930,
7+ "projects": 19227,
8+ "timeline_rows": 39930
9+ },
10+ "sp500_mentions_total": 70367,
11+ "sp500_projects_total": 27766,
12+ "paper_sp500_projects_october": 27766,
13+ "sp500_projects_by_run_composition": [
14+ [
15+ "june only",
16+ 15910
17+ ],
18+ [
19+ "both runs",
20+ 3317
21+ ],
22+ [
23+ "october only",
24+ 8539
25+ ]
26+ ],
27+ "sp500_mentions_by_run_form": [
28+ [
29+ "backfilled_june",
30+ "10-K",
31+ 15787,
32+ 4193
33+ ],
34+ [
35+ "backfilled_june",
36+ "10-Q",
37+ 5817,
38+ 2028
39+ ],
40+ [
41+ "backfilled_june",
42+ "8-K",
43+ 18326,
44+ 15234
45+ ],
46+ [
47+ "october",
48+ "10-K",
49+ 910,
50+ 222
51+ ],
52+ [
53+ "october",
54+ "10-Q",
55+ 28963,
56+ 10684
57+ ],
58+ [
59+ "october",
60+ "8-K",
61+ 564,
62+ 477
63+ ]
64+ ],
65+ "sp500_mentions_filing_date_le_20260525_by_run": [
66+ [
67+ "october",
68+ 28995,
69+ 11217
70+ ],
71+ [
72+ "backfilled_june",
73+ 39926,
74+ 19225
75+ ]
76+ ],
77+ "sp500_projects_filing_date_le_20260525": 27360,
78+ "backfilled_block_mentions_not_sp500": 0,
79+ "june_10q_accessions_in_block_ledger": 3710,
80+ "ledger_block_accessions_by_form": [
81+ [
82+ "10-K",
83+ 7368,
84+ 27164
85+ ],
86+ [
87+ "10-Q",
88+ 3710,
89+ 23873
90+ ],
91+ [
92+ "8-K",
93+ 103927,
94+ 103927
95+ ]
96+ ],
97+ "sp500_october_ledger_by_form": [
98+ [
99+ "10-K",
100+ 377,
101+ 1803,
102+ 912
103+ ],
104+ [
105+ "10-Q",
106+ 19399,
107+ 116231,
108+ 28996
109+ ],
110+ [
111+ "8-K",
112+ 2939,
113+ 2939,
114+ 564
115+ ]
116+ ],
117+ "sp500_block_ledger_by_form": [
118+ [
119+ "10-K",
120+ 7368,
121+ 27164,
122+ 15787
123+ ],
124+ [
125+ "10-Q",
126+ 3710,
127+ 23873,
128+ 5817
129+ ],
130+ [
131+ "8-K",
132+ 103927,
133+ 103927,
134+ 18326
135+ ]
136+ ]
137+}
\ No newline at end of file
added results/resolver/key_branch_by_type.csv +22 −0
@@ -0,0 +1,22 @@
1+project_type,projects,loc_keyed,token_keyed,general_keyed
2+ma_integration,41742,22873,18922,12
3+capex_program,10720,3638,7077,7
4+partnership,9909,3396,6511,6
5+geographic_expansion,7868,4895,2989,0
6+plant_construction,7590,5773,1845,7
7+cost_reduction,6481,2213,4275,2
8+drug_pipeline,5360,1296,3935,130
9+product_launch,5356,1130,4215,13
10+rd_program,5080,954,4096,34
11+infrastructure,4481,2801,1694,2
12+manufacturing_expansion,4140,2614,1552,1
13+technology_deployment,4128,1116,3004,8
14+digital_transformation,2642,311,2329,3
15+erp_implementation,1735,259,1478,0
16+sustainability,1305,476,830,1
17+supply_chain,684,269,416,0
18+data_center,449,276,174,0
19+energy_transition,415,243,177,0
20+ai_initiative,376,29,345,2
21+automation,374,70,304,0
22+cloud_migration,264,26,237,1
added results/resolver/manifest.json +38 −0
@@ -0,0 +1,38 @@
1+{
2+ "package": "resolver",
3+ "script": "/Users/simon-pierreboucher/firc0001_review/scripts/a03_resolver_speccurve.py",
4+ "script_sha256": "19cf2ed3aae78394a718a31caa106a20a67cb9a6450c0d30b89f6a84c7fe8ad8",
5+ "started": "2026-11-05T14:20:38",
6+ "ended": "2026-11-05T14:20:40",
7+ "wall_seconds": 2.2,
8+ "node": "m3u96b",
9+ "python": "3.12.15",
10+ "duckdb": "2.0.0",
11+ "threads": 4,
12+ "memory_limit": "24GB",
13+ "seed": 20261105,
14+ "databases": {
15+ "/Users/simon-pierreboucher/UQO_RESEARCH_DB/project-db/data/db/spid.duckdb": {
16+ "bytes": 3155701760,
17+ "mtime": "2026-10-28T12:21:11.091389"
18+ },
19+ "/Users/simon-pierreboucher/UQO_RESEARCH_DB/data/duckdb/edgar_research.duckdb": {
20+ "bytes": 73500995584,
21+ "mtime": "2026-10-27T21:34:46.297884"
22+ }
23+ },
24+ "read_only": true,
25+ "row_counts": {
26+ "top_name_tokens.csv": 50,
27+ "top_location_keys.csv": 50,
28+ "key_branch_by_type.csv": 21,
29+ "overmerge_by_type.csv": 21,
30+ "overmerge_by_bucket.csv": 5,
31+ "overmerge_ma_by_bucket.csv": 5,
32+ "example_provenance_keys.csv": 30,
33+ "spec_curve.csv": 45,
34+ "spec_curve_by_type.csv": 945,
35+ "june_october_reconciliation.csv": 9
36+ },
37+ "notes": {}
38+}
\ No newline at end of file
added results/resolver/overmerge_by_bucket.csv +6 −0
@@ -0,0 +1,6 @@
1+bucket,projects,pct_ge3_names,pct_ge3_partners_among_with_partner,mean_names
2+1,72932,0.0,0.0,1.0
3+2,20544,0.0,0.0,1.53
4+3-5,17681,37.44,15.12,2.2
5+6-10,6173,64.09,31.18,3.56
6+>10,3769,86.57,52.95,9.05
added results/resolver/overmerge_by_type.csv +22 −0
@@ -0,0 +1,22 @@
1+project_type,projects,mentions,pct_ge3_names,pct_ge2_names,pct_ge3_partners_among_with_partner,n_ge3_partners,pct_multi_all_names_distinct
2+ma_integration,41742,130259,14.63,30.93,10.92,2289,30.24
3+capex_program,10720,19211,6.4,19.43,4.13,189,38.86
4+partnership,9909,17501,6.74,19.66,4.3,281,38.57
5+geographic_expansion,7868,17713,10.18,25.23,1.88,14,35.76
6+plant_construction,7590,18388,13.49,30.3,4.04,62,34.68
7+cost_reduction,6481,13157,5.71,17.47,1.59,4,26.39
8+drug_pipeline,5360,26755,27.85,46.19,11.97,238,28.07
9+product_launch,5356,12456,12.23,27.97,3.38,23,37.89
10+rd_program,5080,11758,11.44,27.52,3.59,32,30.05
11+infrastructure,4481,8510,7.5,20.78,2.17,21,38.05
12+manufacturing_expansion,4140,8825,11.26,27.08,2.17,11,34.79
13+technology_deployment,4128,6725,4.77,15.79,1.78,17,34.48
14+digital_transformation,2642,5249,6.25,19.3,0.0,0,25.92
15+erp_implementation,1735,4242,3.46,17.23,1.41,1,12.86
16+sustainability,1305,2607,6.13,15.17,1.06,2,26.77
17+supply_chain,684,1171,3.51,15.06,1.0,1,26.96
18+data_center,449,889,9.35,26.06,3.64,6,46.54
19+energy_transition,415,866,10.12,24.34,1.57,2,38.41
20+ai_initiative,376,632,4.79,16.22,0.0,0,27.83
21+automation,374,630,2.67,13.1,4.17,1,28.04
22+cloud_migration,264,521,5.68,17.05,0.0,0,21.88
added results/resolver/overmerge_ma_by_bucket.csv +6 −0
@@ -0,0 +1,6 @@
1+bucket,projects,with_partner,pct_ge3_partners,pct_ge2_partners,pct_ge3_names
2+1,22606,9999,0.0,0.0,0.0
3+2,7558,3781,0.0,32.35,0.0
4+3-5,7070,3855,17.3,49.0,37.52
5+6-10,2668,1766,36.35,63.65,66.15
6+>10,1840,1564,62.66,80.82,91.74
added results/resolver/spec_curve.csv +46 −0
@@ -0,0 +1,46 @@
1+key,threshold,projects,mentions,single_mention_pct,gt10_mention_pct,mean_mentions,max_cluster,example_cluster_size_cheniere
2+k_cik_type,0.45,21027,308065,20.69,29.82,14.651,399,176
3+k_cik_type,0.6,21001,306454,20.74,29.76,14.592,399,176
4+k_cik_type,0.7,20878,303175,20.76,29.48,14.521,399,175
5+k_cik_type,0.8,20053,281241,21.63,28.19,14.025,375,171
6+k_cik_type,0.9,16562,207150,25.35,24.03,12.508,343,106
7+k_type_dropped,0.45,96749,308065,52.59,4.99,3.184,269,11
8+k_type_dropped,0.6,96438,306454,52.61,4.96,3.178,269,11
9+k_type_dropped,0.7,95580,303175,52.64,4.95,3.172,269,11
10+k_type_dropped,0.8,89818,281241,53.07,4.84,3.131,269,11
11+k_type_dropped,0.9,70174,207150,54.53,4.26,2.952,250,10
12+k_current,0.45,121099,308065,60.23,3.11,2.544,269,8
13+k_current,0.6,120621,306454,60.24,3.1,2.541,269,8
14+k_current,0.7,119427,303175,60.26,3.1,2.539,269,8
15+k_current,0.8,111079,281241,60.47,3.05,2.532,269,8
16+k_current,0.9,83483,207150,61.35,2.91,2.481,250,7
17+k_current_stopwords,0.45,130101,308065,59.05,2.49,2.368,209,8
18+k_current_stopwords,0.6,129601,306454,59.06,2.48,2.365,209,8
19+k_current_stopwords,0.7,128404,303175,59.09,2.47,2.361,209,8
20+k_current_stopwords,0.8,119990,281241,59.21,2.4,2.344,209,8
21+k_current_stopwords,0.9,91918,207150,59.72,2.08,2.254,206,7
22+k_city_normalised,0.45,123246,308065,56.83,2.84,2.5,212,8
23+k_city_normalised,0.6,122760,306454,56.83,2.83,2.496,212,8
24+k_city_normalised,0.7,121588,303175,56.84,2.82,2.493,212,8
25+k_city_normalised,0.8,113404,281241,56.88,2.75,2.48,212,8
26+k_city_normalised,0.9,86347,207150,57.02,2.42,2.399,209,7
27+k_name_only,0.45,114244,308065,56.41,3.74,2.697,230,40
28+k_name_only,0.6,113779,306454,56.41,3.73,2.693,230,40
29+k_name_only,0.7,112652,303175,56.43,3.73,2.691,230,39
30+k_name_only,0.8,104680,281241,56.44,3.72,2.687,230,39
31+k_name_only,0.9,78834,207150,56.48,3.57,2.628,226,25
32+k_two_tokens,0.45,145697,308065,62.96,1.74,2.114,209,8
33+k_two_tokens,0.6,145122,306454,62.97,1.73,2.112,209,8
34+k_two_tokens,0.7,143667,303175,62.95,1.72,2.11,209,8
35+k_two_tokens,0.8,133671,281241,62.92,1.69,2.104,209,8
36+k_two_tokens,0.9,100490,207150,62.93,1.51,2.061,206,7
37+k_strict,0.45,198488,308065,75.78,0.52,1.552,206,1
38+k_strict,0.6,197673,306454,75.8,0.51,1.55,206,1
39+k_strict,0.7,195703,303175,75.82,0.5,1.549,206,1
40+k_strict,0.8,182052,281241,75.92,0.49,1.545,206,1
41+k_strict,0.9,135411,207150,76.17,0.4,1.53,203,1
42+k_mention_level,0.45,308065,308065,100.0,0.0,1.0,1,1
43+k_mention_level,0.6,306454,306454,100.0,0.0,1.0,1,1
44+k_mention_level,0.7,303175,303175,100.0,0.0,1.0,1,1
45+k_mention_level,0.8,281241,281241,100.0,0.0,1.0,1,1
46+k_mention_level,0.9,207150,207150,100.0,0.0,1.0,1,1
added results/resolver/spec_curve_by_type.csv +946 −0
@@ -0,0 +1,946 @@
1+key,threshold,project_type,projects
2+k_cik_type,0.45,product_launch,1100
3+k_cik_type,0.45,geographic_expansion,1673
4+k_cik_type,0.45,supply_chain,389
5+k_cik_type,0.45,sustainability,537
6+k_cik_type,0.45,ma_integration,2448
7+k_cik_type,0.45,manufacturing_expansion,882
8+k_cik_type,0.45,data_center,142
9+k_cik_type,0.45,ai_initiative,209
10+k_cik_type,0.45,drug_pipeline,301
11+k_cik_type,0.45,capex_program,2303
12+k_cik_type,0.45,cost_reduction,1784
13+k_cik_type,0.45,technology_deployment,1376
14+k_cik_type,0.45,infrastructure,1231
15+k_cik_type,0.45,digital_transformation,904
16+k_cik_type,0.45,automation,234
17+k_cik_type,0.45,erp_implementation,872
18+k_cik_type,0.45,energy_transition,116
19+k_cik_type,0.45,partnership,2046
20+k_cik_type,0.45,plant_construction,1292
21+k_cik_type,0.45,rd_program,1022
22+k_cik_type,0.45,cloud_migration,166
23+k_cik_type,0.6,cost_reduction,1783
24+k_cik_type,0.6,erp_implementation,872
25+k_cik_type,0.6,capex_program,2303
26+k_cik_type,0.6,technology_deployment,1373
27+k_cik_type,0.6,digital_transformation,903
28+k_cik_type,0.6,infrastructure,1229
29+k_cik_type,0.6,energy_transition,114
30+k_cik_type,0.6,automation,232
31+k_cik_type,0.6,geographic_expansion,1668
32+k_cik_type,0.6,product_launch,1099
33+k_cik_type,0.6,sustainability,535
34+k_cik_type,0.6,supply_chain,386
35+k_cik_type,0.6,ma_integration,2447
36+k_cik_type,0.6,manufacturing_expansion,880
37+k_cik_type,0.6,data_center,142
38+k_cik_type,0.6,drug_pipeline,301
39+k_cik_type,0.6,ai_initiative,209
40+k_cik_type,0.6,rd_program,1022
41+k_cik_type,0.6,partnership,2045
42+k_cik_type,0.6,cloud_migration,166
43+k_cik_type,0.6,plant_construction,1292
44+k_cik_type,0.7,geographic_expansion,1647
45+k_cik_type,0.7,product_launch,1090
46+k_cik_type,0.7,sustainability,522
47+k_cik_type,0.7,supply_chain,381
48+k_cik_type,0.7,rd_program,1014
49+k_cik_type,0.7,partnership,2040
50+k_cik_type,0.7,cloud_migration,166
51+k_cik_type,0.7,plant_construction,1290
52+k_cik_type,0.7,ma_integration,2447
53+k_cik_type,0.7,manufacturing_expansion,873
54+k_cik_type,0.7,data_center,142
55+k_cik_type,0.7,drug_pipeline,301
56+k_cik_type,0.7,ai_initiative,208
57+k_cik_type,0.7,cost_reduction,1780
58+k_cik_type,0.7,erp_implementation,872
59+k_cik_type,0.7,capex_program,2301
60+k_cik_type,0.7,technology_deployment,1360
61+k_cik_type,0.7,digital_transformation,886
62+k_cik_type,0.7,infrastructure,1224
63+k_cik_type,0.7,energy_transition,113
64+k_cik_type,0.7,automation,221
65+k_cik_type,0.8,ma_integration,2442
66+k_cik_type,0.8,manufacturing_expansion,829
67+k_cik_type,0.8,ai_initiative,192
68+k_cik_type,0.8,data_center,130
69+k_cik_type,0.8,drug_pipeline,299
70+k_cik_type,0.8,product_launch,1032
71+k_cik_type,0.8,geographic_expansion,1556
72+k_cik_type,0.8,sustainability,478
73+k_cik_type,0.8,supply_chain,305
74+k_cik_type,0.8,plant_construction,1271
75+k_cik_type,0.8,rd_program,957
76+k_cik_type,0.8,partnership,1990
77+k_cik_type,0.8,cloud_migration,155
78+k_cik_type,0.8,technology_deployment,1273
79+k_cik_type,0.8,cost_reduction,1744
80+k_cik_type,0.8,capex_program,2289
81+k_cik_type,0.8,automation,171
82+k_cik_type,0.8,infrastructure,1155
83+k_cik_type,0.8,erp_implementation,852
84+k_cik_type,0.8,energy_transition,108
85+k_cik_type,0.8,digital_transformation,825
86+k_cik_type,0.9,geographic_expansion,1107
87+k_cik_type,0.9,product_launch,818
88+k_cik_type,0.9,supply_chain,149
89+k_cik_type,0.9,sustainability,302
90+k_cik_type,0.9,ma_integration,2440
91+k_cik_type,0.9,manufacturing_expansion,648
92+k_cik_type,0.9,drug_pipeline,292
93+k_cik_type,0.9,data_center,93
94+k_cik_type,0.9,ai_initiative,118
95+k_cik_type,0.9,rd_program,652
96+k_cik_type,0.9,partnership,1737
97+k_cik_type,0.9,cloud_migration,96
98+k_cik_type,0.9,plant_construction,1157
99+k_cik_type,0.9,cost_reduction,1566
100+k_cik_type,0.9,capex_program,2227
101+k_cik_type,0.9,erp_implementation,701
102+k_cik_type,0.9,technology_deployment,909
103+k_cik_type,0.9,digital_transformation,473
104+k_cik_type,0.9,infrastructure,930
105+k_cik_type,0.9,energy_transition,87
106+k_cik_type,0.9,automation,60
107+k_type_dropped,0.45,product_launch,4115
108+k_type_dropped,0.45,geographic_expansion,5770
109+k_type_dropped,0.45,sustainability,990
110+k_type_dropped,0.45,supply_chain,450
111+k_type_dropped,0.45,ma_integration,37495
112+k_type_dropped,0.45,manufacturing_expansion,2792
113+k_type_dropped,0.45,drug_pipeline,4665
114+k_type_dropped,0.45,data_center,318
115+k_type_dropped,0.45,ai_initiative,287
116+k_type_dropped,0.45,rd_program,3684
117+k_type_dropped,0.45,plant_construction,5695
118+k_type_dropped,0.45,partnership,7417
119+k_type_dropped,0.45,cloud_migration,189
120+k_type_dropped,0.45,cost_reduction,4928
121+k_type_dropped,0.45,technology_deployment,2837
122+k_type_dropped,0.45,capex_program,8149
123+k_type_dropped,0.45,digital_transformation,1938
124+k_type_dropped,0.45,erp_implementation,1539
125+k_type_dropped,0.45,infrastructure,2979
126+k_type_dropped,0.45,automation,260
127+k_type_dropped,0.45,energy_transition,252
128+k_type_dropped,0.6,product_launch,4106
129+k_type_dropped,0.6,geographic_expansion,5736
130+k_type_dropped,0.6,supply_chain,447
131+k_type_dropped,0.6,sustainability,981
132+k_type_dropped,0.6,ma_integration,37453
133+k_type_dropped,0.6,drug_pipeline,4647
134+k_type_dropped,0.6,manufacturing_expansion,2785
135+k_type_dropped,0.6,ai_initiative,286
136+k_type_dropped,0.6,data_center,315
137+k_type_dropped,0.6,erp_implementation,1539
138+k_type_dropped,0.6,technology_deployment,2822
139+k_type_dropped,0.6,digital_transformation,1938
140+k_type_dropped,0.6,cost_reduction,4922
141+k_type_dropped,0.6,capex_program,8140
142+k_type_dropped,0.6,infrastructure,2937
143+k_type_dropped,0.6,automation,259
144+k_type_dropped,0.6,energy_transition,248
145+k_type_dropped,0.6,partnership,7348
146+k_type_dropped,0.6,plant_construction,5680
147+k_type_dropped,0.6,rd_program,3660
148+k_type_dropped,0.6,cloud_migration,189
149+k_type_dropped,0.7,product_launch,4063
150+k_type_dropped,0.7,geographic_expansion,5640
151+k_type_dropped,0.7,sustainability,947
152+k_type_dropped,0.7,supply_chain,441
153+k_type_dropped,0.7,ma_integration,37370
154+k_type_dropped,0.7,manufacturing_expansion,2758
155+k_type_dropped,0.7,drug_pipeline,4604
156+k_type_dropped,0.7,data_center,315
157+k_type_dropped,0.7,ai_initiative,284
158+k_type_dropped,0.7,erp_implementation,1535
159+k_type_dropped,0.7,technology_deployment,2750
160+k_type_dropped,0.7,capex_program,8094
161+k_type_dropped,0.7,cost_reduction,4857
162+k_type_dropped,0.7,digital_transformation,1890
163+k_type_dropped,0.7,infrastructure,2879
164+k_type_dropped,0.7,energy_transition,246
165+k_type_dropped,0.7,automation,246
166+k_type_dropped,0.7,plant_construction,5655
167+k_type_dropped,0.7,partnership,7220
168+k_type_dropped,0.7,rd_program,3597
169+k_type_dropped,0.7,cloud_migration,189
170+k_type_dropped,0.8,manufacturing_expansion,2548
171+k_type_dropped,0.8,ma_integration,36888
172+k_type_dropped,0.8,drug_pipeline,4321
173+k_type_dropped,0.8,ai_initiative,255
174+k_type_dropped,0.8,data_center,304
175+k_type_dropped,0.8,geographic_expansion,4956
176+k_type_dropped,0.8,product_launch,3707
177+k_type_dropped,0.8,supply_chain,347
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180+k_type_dropped,0.8,plant_construction,5416
181+k_type_dropped,0.8,cloud_migration,175
182+k_type_dropped,0.8,partnership,6390
183+k_type_dropped,0.8,cost_reduction,4483
184+k_type_dropped,0.8,capex_program,7855
185+k_type_dropped,0.8,erp_implementation,1465
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187+k_type_dropped,0.8,automation,177
188+k_type_dropped,0.8,digital_transformation,1579
189+k_type_dropped,0.8,technology_deployment,2348
190+k_type_dropped,0.8,energy_transition,232
191+k_type_dropped,0.9,product_launch,2562
192+k_type_dropped,0.9,geographic_expansion,2893
193+k_type_dropped,0.9,sustainability,439
194+k_type_dropped,0.9,supply_chain,158
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196+k_type_dropped,0.9,drug_pipeline,3214
197+k_type_dropped,0.9,manufacturing_expansion,1549
198+k_type_dropped,0.9,data_center,226
199+k_type_dropped,0.9,ai_initiative,148
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201+k_type_dropped,0.9,plant_construction,4221
202+k_type_dropped,0.9,partnership,4169
203+k_type_dropped,0.9,cloud_migration,99
204+k_type_dropped,0.9,technology_deployment,1379
205+k_type_dropped,0.9,digital_transformation,679
206+k_type_dropped,0.9,erp_implementation,1031
207+k_type_dropped,0.9,cost_reduction,3148
208+k_type_dropped,0.9,capex_program,6770
209+k_type_dropped,0.9,infrastructure,1663
210+k_type_dropped,0.9,energy_transition,189
211+k_type_dropped,0.9,automation,58
212+k_current,0.45,geographic_expansion,7868
213+k_current,0.45,product_launch,5356
214+k_current,0.45,sustainability,1305
215+k_current,0.45,supply_chain,684
216+k_current,0.45,technology_deployment,4128
217+k_current,0.45,erp_implementation,1735
218+k_current,0.45,digital_transformation,2642
219+k_current,0.45,capex_program,10720
220+k_current,0.45,cost_reduction,6481
221+k_current,0.45,infrastructure,4481
222+k_current,0.45,energy_transition,415
223+k_current,0.45,automation,374
224+k_current,0.45,ma_integration,41742
225+k_current,0.45,manufacturing_expansion,4140
226+k_current,0.45,data_center,449
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228+k_current,0.45,drug_pipeline,5360
229+k_current,0.45,plant_construction,7590
230+k_current,0.45,partnership,9909
231+k_current,0.45,rd_program,5080
232+k_current,0.45,cloud_migration,264
233+k_current,0.6,ma_integration,41675
234+k_current,0.6,manufacturing_expansion,4119
235+k_current,0.6,drug_pipeline,5340
236+k_current,0.6,ai_initiative,375
237+k_current,0.6,data_center,445
238+k_current,0.6,plant_construction,7561
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240+k_current,0.6,partnership,9825
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243+k_current,0.6,capex_program,10707
244+k_current,0.6,digital_transformation,2638
245+k_current,0.6,cost_reduction,6473
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247+k_current,0.6,infrastructure,4424
248+k_current,0.6,automation,372
249+k_current,0.6,energy_transition,407
250+k_current,0.6,supply_chain,681
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252+k_current,0.6,sustainability,1295
253+k_current,0.6,geographic_expansion,7802
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255+k_current,0.7,geographic_expansion,7670
256+k_current,0.7,supply_chain,671
257+k_current,0.7,sustainability,1251
258+k_current,0.7,ma_integration,41564
259+k_current,0.7,manufacturing_expansion,4079
260+k_current,0.7,drug_pipeline,5289
261+k_current,0.7,ai_initiative,372
262+k_current,0.7,data_center,444
263+k_current,0.7,plant_construction,7511
264+k_current,0.7,rd_program,4933
265+k_current,0.7,partnership,9662
266+k_current,0.7,cloud_migration,264
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269+k_current,0.7,technology_deployment,4001
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272+k_current,0.7,cost_reduction,6394
273+k_current,0.7,automation,355
274+k_current,0.7,energy_transition,404
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276+k_current,0.8,geographic_expansion,6719
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278+k_current,0.8,supply_chain,524
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280+k_current,0.8,infrastructure,3834
281+k_current,0.8,technology_deployment,3382
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286+k_current,0.8,energy_transition,374
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314+k_current,0.9,plant_construction,5330
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327+k_current_stopwords,0.45,partnership,9896
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332+k_current_stopwords,0.45,digital_transformation,2617
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372+k_current_stopwords,0.7,manufacturing_expansion,4058
373+k_current_stopwords,0.7,drug_pipeline,5376
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946+k_mention_level,0.9,cloud_migration,216
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