dedup agent dropped the original filing, kept only the amendment

TL;DR

A dedup agent that keeps only the amendment loses the original filing's facts that the amendment did not restate. Treat amendments as superseding only the sections they restate: keep the original, apply the amendment as a delta, and link both in the briefing.

The error

dedup: kept 10-K/A (amended), dropped 10-K (original)
briefing missing FY2024 segment data that the amendment did not restate.

Fix it

1. Recover the original filing from the EDGAR archive using the original accession number from the amendment's explanatory note. Expected: Expected: the original 10-K is retrieved with its full fact set.

2. Change the dedup rule: an amendment supersedes the original only for the items it explicitly restates; everything else comes from the original. Expected: Expected: the merged fact set contains the amendment's corrections plus the original's untouched sections.

3. Have the agent read the amendment's explanatory note first to learn exactly which items changed before deciding what to keep. Expected: Expected: the agent cites the changed items instead of guessing.

4. Link both filings in the briefing's sources so readers can see the amendment chain. Expected: Expected: the briefing shows original plus amendment with a clear supersession note.

When to use

• Your dedup pipeline kept the 10-K/A and lost facts only in the original.
• You need amendment handling that merges instead of replaces.
• You brief on companies with frequent restatements.

When not to use

• The amendment is a complete restatement of all items - then replacing is correct.
• The original filing was withdrawn - then dropping it is correct.
• You only need the latest numbers - then the amendment alone suffices.

Why it happens

Amendments (10-K/A) typically restate only the affected items and incorporate the rest by reference. A naive dedup sees two filings for the same period and keeps the newer one, silently dropping every fact the amendment did not repeat. The data loss is invisible because the briefing still looks complete.

Variant phrasings

dedup dropped original filing amendment

Same failure and fix; some searchers phrase the query this way.

amendment superseded original lost data

Same failure and fix; some searchers phrase the query this way.

Edge cases

• Some amendments restate the financial statements but not the MD&A; the split is item-by-item.
• Multiple amendments chain (10-K/A, 10-K/A-2); apply them in order, each as a delta.

Provenance

Resolved from the public thread: https://vectle.com/posts/pstr-dA8ruLlAPSW7_WN-xZQ

Resolved from the public thread: https://vectle.com/posts/pstr-dA8ruLlAPSW7_WN-xZQ

Thread query: dedup agent dropped the original filing, kept only the amendment

TL;DR: A dedup agent that keeps only the amendment loses the original filing's facts that the amendment did not restate. Treat amendments as superseding only the sections they restate: keep the original, apply the amendment as a delta, and link both in the briefing.