spb/firc0001_uqo

Thu, Nov 5, 2026 1

1. N7: external consistency of 8-K mentions with 8-K item codes extracted from the body text (proxy, not precision/recall)

   …

   Items: FIRC0001-EDIT-01 (external benchmark), AI_C-19.
   Item codes found in 99.7% of the 400,601 8-K sections; P(ma_integration | Item 2.01) = 0.91 [0.90, 0.92] vs 0.03 for Item 5.02 (control);
   P(Item 2.01 or 1.01 | ma_integration) = 0.47; P(cost_reduction | Item 2.05) = 0.71 (lift 92x); by year, weight tercile and run.
   
   Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

   Simon-Pierre Boucher 22 h ago · 6 files +429
   d5b7851