Gather public filings with a provenance manifest
Use official data access paths and preserve issuer, filing, amendment, and retrieval identifiers.
Before the first run
- A defined repository, entity identifier, period, and filing types
- Current repository access rules
- An approved document store and professional reviewer where interpretation is needed
Define what the agent can do.
Public document retrieval only. Filing a document, contacting a party, trading, or making a legal determination is outside scope.
The implementation sequence
- 01
Resolve the filing entity
Use the repository’s stable identifier rather than a company name alone. In an EDGAR task, verify the intended filer identity before selecting filings.
- 02
Use the structured access path
For SEC filing metadata, evaluate the documented submissions API or bulk data first. Follow current access rules and retrieve only the needed records.
- 03
Select the requested documents
Match period and form or document type. Preserve amendments and related documents as distinct artifacts rather than silently treating them as duplicates.
- 04
Validate the bundle
Check that each file is the requested source document and record its filing identifier, source URL, retrieval time, and hash. Keep missing documents explicit.
- 05
Prepare the review manifest
Return the document list and unresolved identity or version questions. Any legal or financial interpretation requires qualified review outside this retrieval workflow.
Stop for human approval
Approve the repository scope and storage destination. A qualified reviewer verifies document selection and interpretation before reliance.
Approval design principles →Implementation options
Playwright
Deterministic browser automation and testing across Chromium, Firefox, and WebKit.
Verified Sep 27, 2026Browser infrastructureBrowserbase
Managed browser sessions with observability, proxies, and computer-use integrations.
Verified Sep 27, 2026Agent & orchestrationBrowser Use
An open-source browser agent library with managed agents and cloud browser sessions.
Verified Sep 27, 2026Agent & orchestrationStagehand
A browser SDK that mixes natural-language actions with deterministic browser code.
Verified Sep 27, 2026Failure & recovery
- Wrong filer with a similar name
- Amendment missed
- Access policy ignored
- Search result saved instead of source document
What drives cost
- Requested document volume
- Amendment and identity matching
- Artifact verification and review
Related use cases
Sources & verification
Reviewed Sep 27, 2026. Architecture recommendations are editorial analysis; linked vendor documentation supports the underlying capability and safety facts.
- www.sec.gov/search-filings/edgar-application-programming-interfaces
- www.sec.gov/search-filings/edgar-search-assistance/accessing-edgar-data
- developers.openai.com/api/docs/guides/tools-computer-use