Pipeline Tools
The tool surface available to each pipeline stage. Tools are deterministic, audited, and rate-limited — the model proposes, the tool decides.
Why tools, not free-form prompts?
The free-form-LLM problem
A free-form LLM can confidently invent prices, hallucinate filings, or claim a stop was hit when it wasn’t. Telumin solves this by exposing a small, well-typed tool surface to each pipeline stage. Models propose; tools execute against real data; results are logged. If a tool says no, the pipeline stops.
The Tool Surface
Each pipeline stage has access to a different subset of tools. The SkepticValidator can read everything but cannot place orders; the SignalPublisher can write to the Evidence Vault and trigger workflows but cannot edit history.
DataForager tools
Patchright scraper pool, RSS / REST / WebSocket fetchers, EDGAR pull, earnings transcript fetcher, social filter (Reddit / X / StockTwits). Rate-limited per source. Outputs canonical claim documents.
Normalizer tools
Ticker resolver (figi / cusip / exchange), event-type classifier, source-tier registry, conflict-clusterer. Output: structured normalized claim ready for quant context.
QuantAnalyzer tools
Market data (last, OHLCV, options chains), implied / realized vol calculator, earnings calendar, options-flow snapshot, short-interest snapshot, beta / drawdown calculator. Pure-functional — no side effects.
SkepticValidator tools
Source-count enforcer (the 2-source rule), tier check, thesis-condition retriever (from the Investment Diary), historical accuracy lookup, and the verdict writer. Cannot place trades. Verdict is immutable once written.
SignalPublisher tools
Evidence Vault writer (append-only), Signal API push, webhook fan-out, Temporal workflow trigger (Thesis Guard / Earnings Distillation). Cannot edit historical signals.
Investment Diary
Read access for every stage; write access only from the operator. The Skeptic uses the Diary’s Day-1 conditions; the Thesis Guard workflow watches for contradictions. Live orders against undocumented positions are blocked at the workflow layer.
Skeptic Pass Requirements
A claim cannot become a published signal unless every condition is met:
Confidence Scoring
Every published signal carries a confidence score (0–100). Four weighted factors:
Source quality — 35%
Tier-1 filings + Tier-2 wires score higher than two Tier-3 social posts. Single-source social claims are vetoed before this score is even computed.
Quant context fit — 30%
Does the trade structure make sense given vol regime, earnings proximity, and options flow? Improbable structures get demoted.
Historical accuracy — 25%
Track record of the signal pattern on prior data. Novel patterns score conservatively until they accumulate evidence.
Recency — 10%
Inputs from today’s tape and today’s filings score higher than reasoning extrapolated from week-old data.
Pipeline Performance
See the tools in the Evidence Vault
Every signal in the Evidence Vault links to the exact tool calls that produced it — what was queried, what was returned, what the Skeptic decided, and why.
