These are the per-topic prompts that drive structured extraction of management-call
transcripts. For each management call processed (the AlphaSense / dashboard-paste rows in the
transcripts table), the extraction pipeline asks the model to produce
one structured summary per active topic listed below and writes the results to
management_feedback (one row per call × topic, later embedded
for retrieval). Each row's Prompt is the instruction block the model follows for that topic;
Active controls whether the topic is extracted; Sort is display order on this page only.
| Order | Topic & prompt | Active | Updated | Actions |
|---|---|---|---|---|
|
Capital Allocation
capital_allocation
Heading: Capital Allocation
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding their approach to capital allocation, incl…
|
2026-05-29 | edit | ||
|
Company Positioning
company_positioning
Heading: Company Positioning
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the target company's market positioning, …
|
2026-05-29 | edit | ||
|
Competitive Displacement
competitive_displacement
Heading: Competitive Displacement
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding how much opportunity the target comp…
|
2026-05-29 | edit | ||
|
Competitive Landscape
competitive_landscape
Heading: Competitive Landscape
Format: Prose paragraphs
Maximum Length: No more than 8 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the target company's competitive landsc…
|
2026-05-29 | edit | ||
|
Corporate Strategy
corporate_strategy
Heading: Corporate Strategy
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Synthesis of Management's commentary regarding the target company's overall …
|
2026-05-29 | edit | ||
|
Cross-Selling
cross_selling
Heading: Cross-Selling
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the target company's strategy around cross-sell…
|
2026-05-29 | edit | ||
|
Customer Value Realization
customer_value_realization
Heading: Customer Value Realization
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the value realization and satisfac…
|
2026-05-29 | edit | ||
|
Go-to-Market Strategy
go_to_market_strategy
Heading: Go-to-Market Strategy
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the target company's go-to-market (GTM)…
|
2026-05-29 | edit | ||
|
Gross Retention
gross_retention
Heading: Gross Retention
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the target company's gross retention rate, cu…
|
2026-05-29 | edit | ||
|
Key Initiatives
key_initiatives
Heading: Key Initiatives
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's explanations and commentary regarding the major initiatives, proje…
|
2026-05-29 | edit | ||
|
Key Predictions & Points of Accountability
key_predictions_points_of_accountability
Heading: Key Predictions & Points of Accountability
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Key predictions, declarations, and areas of accounta…
|
2026-05-29 | edit | ||
|
Key Risks
key_risks
Heading: Key Risks
Format: Bulleted list
Maximum Length: No more than 3 sentences per bullet
Content: Synthesis of Management's explanations and commentary regarding the biggest risks and challenges that the target compa…
|
2026-05-29 | edit | ||
|
Market Trends
market_trends
Heading: Market Trends
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the key technological, budgetary, techno-functi…
|
2026-05-29 | edit | ||
|
M&A Strategy & Execution
m_a_strategy_execution
Heading: M&A Strategy & Execution
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the target company's approach to M&A…
|
2026-05-29 | edit | ||
|
Net Retention
net_retention
Heading: Net Retention
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the target company's net retention rate, how th…
|
2026-05-29 | edit | ||
|
Platform Centricity
platform_centricity
Heading: Platform Centricity
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the extent to which the target company's …
|
2026-05-29 | edit | ||
|
Post-Sales Strategy
post_sales_strategy
Heading: Post-Sales Strategy
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the target company's post-sales organizat…
|
2026-05-29 | edit | ||
|
Pricing & Packaging
pricing_packaging
Heading: Pricing & Packaging
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the target company's pricing and packagin…
|
2026-05-29 | edit | ||
|
Product Development & Engineering Strategy
product_development_engineering_strategy
Heading: Product Development & Engineering Strategy
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the target company…
|
2026-05-29 | edit | ||
|
Product Set
product_set
Heading: Product Set
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's commentary regarding the target company's product set, product strateg…
|
2026-05-29 | edit | ||
|
Recent Evolution
recent_evolution
Heading: Recent Evolution
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's explanations and commentary regarding the target company's evolut…
|
2026-05-29 | edit | ||
|
Recent Performance
recent_performance
Heading: Recent Performance
Format: Prose paragraphs
Maximum Length: No more than 6 paragraphs, no more than 5 sentences per paragraph
Content: Management's explanations and commentary regarding the target company's fina…
|
2026-05-29 | edit |
Lowercase, snake_case. Must match the enum in extract_per_topic.md.