توليد سرد التقارير المالية

المتطلبات تصف قدرات يحتاجها النمط في بيئتك، مو الموردين اللي لازم تشتريهم. أي نظام يملأ متطلباً يحقّقه — وهذا اللي يخلّي الكتالوج قابلاً للنقل عبر الذيل الطويل من أدوات الشركات الصغيرة والمتوسطة.

1. financial_data_source

   مطلوبقراءةدفعة

   The numbers being reported on.

   شكل البيانات

   P&L, balance sheet, cash flow, key metrics at the granularity the reports cover (consolidated, by entity, by segment), with prior-period and budget comparisons.
   يُملأ عادةً بواسطة

   • financial reporting module of the accounting system
   • data warehouse with finance tables
   • structured exports from the close process
2. operational_context_corpus

   مطلوبقراءةمجموعة

   The non-financial context that explains why the numbers moved.

   شكل البيانات

   Sales pipeline movement, headcount changes, customer churn and wins, key project milestones, market events.
   يُملأ عادةً بواسطة

   • CRM with pipeline and customer events
   • HR system with headcount data
   • operations dashboard with project status
   • decision archive from C9 if live
3. report_template_library

   مطلوبقراءةمجموعة

   The structure and tone of the firm's reports. Consistency matters; the pattern follows the firm's conventions.

   شكل البيانات

   Per-report-type template: sections, length conventions, tone, mandatory inclusions, audience.
   يُملأ عادةً بواسطة

   • template documents maintained by the finance team
   • prior reports the pattern learns conventions from
   • structured report scaffold in the reporting tool
4. prior_period_context

   موصى بهقراءةمجموعة

   What was said in last period's report, what was promised, what was flagged as risk. Lets the new report close loops.

   شكل البيانات

   Prior reports with their commentary, flagged risks, stated forecasts.
   إذا مفقود

   Reports start fresh each period rather than building on continuity. Quality drops noticeably on quarterly and annual reports where the narrative arc matters.
   يُملأ عادةً بواسطة

   • archived prior reports in a structured folder
   • report archive in the reporting tool
   • internal repository of board materials
5. draft_review_destination

   مطلوبكتابةطلب

   Where drafts go for finance lead review and editing.

   شكل البيانات

   Draft report in the format the audience expects (document, slide deck, dashboard commentary).
   يُملأ عادةً بواسطة

   • shared document for collaborative editing
   • draft slide deck for board materials
   • commentary field in the reporting dashboard
6. audience_distribution

   مطلوبكتابةدفعة

   Where the finalized report goes to its audience: leadership team, board, investors.

   شكل البيانات

   Approved report distributed in the appropriate format to the appropriate audience with versioning.
   يُملأ عادةً بواسطة

   • distribution to the leadership team via shared folder
   • board portal upload
   • structured report archive accessible to permitted audiences