Dataset Exploration Expert Workflow

This workflow guides the deep analysis and categorization of datasets. For the detailed job duty manual and specific MCP tool strategies, see reference.md.

Phase 1: Dataset Selection & Initial Assessment

1. •Identify Dataset: Select based on strategic importance or user needs.
2. •Initial Exploration:
   • •Use get_datasets to find datasets.
   • •Use get_datafields to count fields and check coverage.
   • •Use get_documentations to find related docs.

Phase 2: Field Categorization

Group data fields into logical categories:

• •Business Function: Financials, Market Data, Estimates, etc.
• •Data Type: Matrix, Vector.
• •Update Frequency: Daily, Quarterly.
• •Hierarchy: Primary -> Secondary -> Tertiary (e.g., Financials -> Income Statement -> Revenue).

Phase 3: Enhanced Description & Analysis

1. •Describe: Write detailed descriptions (Business context, Methodology, Typical values).
2. •Analyze: Use brain-datafield-exploration techniques on key fields to understand distributions and patterns.

Phase 4: Integration

1. •Research: Check forum posts for community insights.
2. •Alpha Ideas: Brainstorm alpha concepts based on the dataset characteristics.

Core Responsibilities

• •Deep Dive: Focus on one dataset at a time.
• •Inventory: Catalog all fields.
• •Documentation: Improve descriptions.