ARCHITECTURE_V2.md

# Institutional Public Equity Analyst V2 Architecture

The immutable authority is the original DOCX in canonical/. Its raw-block and Markdown mirrors remain retrieval aids. V2 adds an execution layer without replacing or narrowing the manual.

1. Routing layer: existing domain skills plus thirteen optimized workflow skills.
2. Evidence layer: live-source policy, evidence ledger, claim graph, definition register, contradiction register, and point-in-time cutoff.
3. State layer: dependency-aware module and workflow gates; blocked evidence remains explicit.
4. Computation layer: standard-library deterministic accounting, valuation, forensics, risk, management, forecast-error, confidence, and EVoI tools.
5. Sector layer: 36 machine-readable templates tied to canonical M071-M106 playbooks.
6. Audit layer: citation, numerical, definition, contradiction, freshness, and completion checks.
7. Evaluation layer: behavioral contracts and executable regression tests.

The plugin is skills-only. It has no .mcp.json, no server, no authentication dependency, and no hidden external state. Current data is gathered with the model's available browsing and research tools under the source policy.