inputs / evidence
establish the context.
operating plans, funding constraints, and financial figures.
define the source material and constraints relevant to the question.use cases / 03
corporate finance
reason about operating plans, funding questions and scenarios using the figures and constraints that matter.
artificial hedgefx series
financial workflows
03 / workflow briefresearch direction / corporate finance
the financial question
make the assumptions behind a decision clear.
working context
operating plans · scenarios · constraints
workflow anatomy
from the evidence
to the review.
reasoning / research focus
keep the reasoning inspectable.
structure forecasts and scenario assumptions; examine the drivers behind budget and performance changes; develop decision briefs for finance teams.
these are the research tasks guiding development of the model.intended output / review
prepare the next review.
scenario analysis and decision briefs.
the forecast drivers and assumptions that should accompany the scenario analysis or decision brief.illustrative workflow
this brief describes an intended research direction. model behaviour, availability and integration details remain subject to evaluation.
review questions
make the criteria
part of the question.
use these questions to frame a workflow discussion and the review you would expect from its output.
- 01
make the drivers explicit
which forecast drivers and operating assumptions shape the scenario?
- 02
keep constraints in view
what funding questions, budgets and constraints should the analysis account for?
- 03
connect the explanation
can a decision brief explain the drivers behind the budget or performance change?
the next step
bring the context.
shape the question.
discuss how your workflow could inform the model research.