skills/bluebook-audit/skills/audit-verify/SKILL.md
Phase 5: Verify all corrections were applied correctly
npx skillsauth add edwinhu/workflows audit-verifyInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
Re-scan the corrected DOCX to confirm all fixes were applied and no new issues were introduced.
scan_formatting.py --docx corrected.docx - expect 0 findings (or only known false positives like "Institutional Investors" in titles)[_] placeholders should be resolvedgemini_audit.py --subset [all previously flagged FNs] to catch issues introduced by fixes or missed in the initial passIn the "Other People's Votes" audit, the Gemini re-scan on fixed footnotes caught a Wells Fargo press release title (FN206) that wasn't in the original "judgment call" list — it was in the same footnote as other fixes but wasn't flagged initially. The verify phase is not ceremonial; it finds real issues.
<EXTREMELY-IMPORTANT> ## Iron Law: Re-Scan Is Not OptionalThe verify phase MUST re-run the scanner on the corrected DOCX. Skipping verification was the root cause of missing 41 small caps fixes in the original audit.
If the re-scan finds issues, go back to Correct phase. Do NOT proceed to Archive with unresolved issues. </EXTREMELY-IMPORTANT>
Before proceeding to Archive phase:
Read ${CLAUDE_SKILL_DIR}/../../../../skills/bluebook-audit/skills/audit-archive/SKILL.md and follow its instructions.
development
Build the meeting-level proxy-voting × ownership panel on the WRDS SGE grid — ISS N-PX fund votes reduced to (item × block) direction cells, joined to institutional and mutual-fund ownership. Use when working with risk.voteanalysis_npx, N-PX fund-level votes, ISS→CRSP fund linking, index/passive/active voting blocks, or a proxy-voting panel that needs ownership attached.
development
Use when "CRSP CIZ", "CRSP v2", "CRSP flat file format 2.0", "crsp.dsf_v2 / msf_v2", "StkDlySecurityData", "StkMthSecurityData", "StkSecurityInfoHist", "stocknames_v2", "DlyRet / MthRet / DlyPrc / MthPrc", "SHRCD or EXCHCD equivalent in new CRSP", "SIZ to CIZ migration", "CRSP data after 2024", "CRSP delisting returns", "CRSP cumulative adjustment factors", "CRSP index INDNO / INDFAM", or any CRSP stock/index query where the legacy SIZ column names no longer exist.
development
Use when linking or deduping datasets by entity name rather than a shared key — 'fuzzy match', 'fuzzy name matching', 'entity resolution', 'record linkage', 'match company/person names', 'dedupe entity names', 'name-based join', 'bridge identifiers' (CIK ↔ permno ↔ gvkey ↔ wficn ↔ EIN ↔ personid), or any use of char n-gram TF-IDF, cosine similarity on names, `sparse_dot_topn`, or RapidFuzz at scale.
development
Use when building a publication-quality table in Python — 'regression table', 'results table', 'summary statistics table', 'etable', 'coefplot', 'great_tables', 'GT', 'gt table', 'format a table for the paper', 'export table to LaTeX/HTML', significance stars, spanners, or column formatting for a table headed into a paper, slide deck, or notebook.