{"schema":"rootz.ai/filing-signals/v1","type":"methodology","version":"1.0","description":"Origin Filing Signals are extracted from actual SEC 10-K filing text using pattern matching. No AI interpretation. Every signal is verifiable by reading the source filing.","signal_types":{"capex_increase":{"label":"Capital Expenditure Growth","description":"Detects language about increasing capital expenditures, infrastructure investment, capacity expansion.","example_patterns":["capital expenditures increased","investing significantly in infrastructure","capex of $X billion"],"what_it_means":"Company is investing heavily in future capacity — often precedes revenue growth by 1-3 quarters."},"restructuring":{"label":"Organizational Restructuring","description":"Detects restructuring charges, segment redefinition, organizational changes.","example_patterns":["restructuring charges","reorganized our business segments","new reportable segment"],"what_it_means":"Company is reshaping itself — can signal distress or strategic transformation."},"ai_adoption":{"label":"AI Integration (Beyond Buzzwords)","description":"Detects meaningful AI deployment, not just mentions. Looks for deployment, integration, revenue impact.","example_patterns":["deployed AI across our platform","AI-powered product","generative AI","AI revenue"],"what_it_means":"Company is actively building AI into operations or products, not just talking about it."},"backlog_growth":{"label":"Demand / Backlog Signals","description":"Detects growing backlog, RPO increases, demand exceeding supply.","example_patterns":["backlog increased","remaining performance obligations of $X","demand exceeds supply"],"what_it_means":"Visible demand pipeline — strong indicator of future revenue."},"platform_shift":{"label":"Business Model Transformation","description":"Detects shift to platform, subscription, or recurring revenue models.","example_patterns":["transforming our business model","shift to subscription","platform strategy","recurring revenue"],"what_it_means":"Company is changing how it makes money — often leads to higher multiples."},"risk_concentration":{"label":"Concentration Risk","description":"Detects customer, supplier, or geographic concentration warnings.","example_patterns":["one customer accounted for X%","significant concentration","loss of a major customer"],"what_it_means":"Revenue depends heavily on few customers/regions — vulnerability but also strong relationships."},"margin_pressure":{"label":"Margin Pressure","description":"Detects declining margins, cost pressures, competitive pricing pressure.","example_patterns":["gross margins decreased","costs increased faster than revenue","pricing pressure"],"what_it_means":"Profitability under pressure — could signal competitive threats or investment phase."},"growth_inflection":{"label":"Growth Inflection","description":"Detects revenue acceleration, record results, growth exceeding expectations.","example_patterns":["revenue increased X%","record revenue","accelerating growth","exceeded guidance"],"what_it_means":"Company hitting an inflection point — revenue growth is accelerating."}},"scoring":{"method":"Pattern match count * 8 + boost pattern matches * 5, capped at 100","interpretation":"0-20: minimal signal, 20-50: moderate, 50-80: strong, 80-100: very strong","boost_patterns":"Additional context patterns that strengthen the signal (e.g., \"data center\" boosts capex_increase)"},"transparency":{"principle":"Every signal includes the accession number and context text. You can read the exact sentence in the original filing.","verification":"Visit /static/filing/{accession}.html to read the full 10-K and verify any signal.","source":"All data comes from SEC EDGAR PEM-signed filings. Origin adds structure, not opinion."},"data_coverage":{"filings_scanned":11140,"companies":5228,"total_signals":30373},"usage_meta":{"source":"core","current_tier":"free","requests_this_hour":8,"hourly_limit":100,"remaining":92,"agent_type":"claude","validation_required_for_commercial_use":true,"license":"https://github.com/skswave/origin-data/blob/main/LICENSE.md","pricing":"https://origin.rootz.global/pricing","upsell":"For higher rate limits, commercial validation, and aggregated benchmarks, upgrade to Pro. See origin.rootz.global/pricing","tier_recommendation":"pro"}}