The business-specific assignment
Implement only the agreed fact map under qualified review. Compare extracted magnitude and unit against the approved statement, not just the visible formatted number.
Your coordinator: SEC reporting managers and fractional CFO coordinators.
The source context may include approved financial tables, footnotes and periodic-report sections.
Illustrative production scenario
A scale mismatch can encode a value thousands of times too large while the visible table still looks correct.
This is an example of the control to test, not a measured client result or an accepted filing. Ask the named reviewer to define success before production starts.
Inputs and outputs
Provide these inputs:
- Reviewer-approved fact map and complete taxonomy package
- Current applicable form instructions and validation configuration
- Named qualified reviewer and explicit approval responsibilities
A scoped handoff can contain:
- Agreed fact-map implementation and review proof
- Source-to-extracted-value reconciliation
- Validation logs and reviewer decisions
Review focus
- Check actual unit measures, scale, sign, decimals and period type.
- Review text-block boundaries, continuations, hidden and duplicate facts.
- Revalidate the complete package after changes that affect relationships.
Your accountants and reporting lead own financial statements, accounting choices and taxonomy decisions.
What is outside this assignment
Available only after competence, tooling and qualified-review gates are met; no all-form or acceptance guarantee.
Identify the current period, displayed units and the person authorized to resolve number discrepancies.
Plan the handoff
Agree source freeze, version naming, one instruction stream, correction allowance and escalation contact. Confidential materials belong only in the separately approved transfer route.
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