The business-specific assignment
Compare the authorized release and exhibit versions, flagging differences for the issuer rather than choosing a preferred version.
Your coordinator: IR operations leads and disclosure coordinators.
The source context may include approved earnings releases, supporting tables and client-approved exhibits.
Illustrative production scenario
A headline figure that changed in the release but not the exhibit should be escalated as a source conflict.
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:
- Approved source and review package
- Agreed production checklist and comparison baseline
- Named content and specialist reviewers
A scoped handoff can contain:
- Text/numeric/structure/package review findings
- Severity, owner and proposed action for each issue
- Retest log or unresolved decision list
Review focus
- Use visual proof and extracted text together; neither replaces the other.
- Treat content loss, missing files and malformed applicable iXBRL as blockers.
- Record validator configuration and review warnings rather than suppressing them.
Issuer management, counsel and the appointed filing team retain disclosure, publication and submission decisions.
What is outside this assignment
This is production QA—not a securities-law audit, accounting assurance engagement or guarantee of SEC acceptance.
Specify whether the job is website presentation, editable drafting or EDGAR-oriented HTML.
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.
Read the full service scope → · Return to your business →