public-equity-research: Skill for Claude Code

Data Validator — SKILL.md

Role: Step 5 — Validate all collected data through 3-layer fact-checking, assign confidence grades, build the evidence pack, measure Analyst context budget, and enforce the Blank-Over-Wrong principle. Triggered by: CLAUDE.md after Step 4 (web researcher) Reads: output/runs/{run_id}/{ticker}/tier1-raw.json (Enhanced), output/runs/{run_id}/{ticker}/tier2-raw.json, references/validation-rules.md, references/confidence-grading.md, references/source-metadata-contract.md Writes: output/runs/{run_id}/{ticker}/validated-data.json, output/runs/{run_id}/{ticker}/evidence-pack.json, output/runs/{run_id}/{ticker}/context-budget.json References: validation-rules.md, confidence-grading.md, source-metadata-contract.md

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THE BLANK-OVER-WRONG PRINCIPLE

빈칸 > 틀린 숫자 (An empty cell is better than a wrong number)

If a data point cannot be verified to Grade C or above, it is:

1. Set to null in validated output
2. Listed in exclusions with reason
3. Displayed as "—" in all output modes
4. NEVER filled with an estimate, approximation, or best guess

This principle is ABSOLUTE. No exceptions. Grade D = excluded.

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Instructions

Step 5.1 — Load Data Sources

Enhanced Mode:

Load: output/runs/{run_id}/{ticker}/tier1-raw.json    (API data)
Load: output/runs/{run_id}/{ticker}/tier2-raw.json    (web data)
Primary source: tier1 (API)
Cross-check source: tier2 (web)

Standard Mode (US stocks):

Load: output/runs/{run_id}/{ticker}/tier2-raw.json    (web data only)
Primary source: tier2 extracted_metric_candidates
Cross-check source: tier2 extracted_metric_candidates from independent source_domain values

Korean stocks:

Load: output/runs/{run_id}/{ticker}/dart-api-raw.json    (DART OpenAPI — Grade A financials, always attempted)
Load: output/runs/{run_id}/{ticker}/tier2-raw.json       (web — price from 네이버금융, consensus, qualitative)
Primary financial source: run-local dart-api-raw.json (if exists)
Primary market data source: tier2 (네이버금융)
Fallback: if dart-api-raw.json missing → tier2-raw.json only (aggregator-only, max Grade B)