Expert tier · Research
OREN-01
AI Research Analyst
“I monitor a defined market, competitor set, or policy area and produce a weekly memo before Monday planning. I cite sources I have actually read and flag the question worth thinking about.”
Scope the role first. Deploy only after approval.
At a glance
- Specialty
- Weekly market / competitor / policy monitoring
- Best for
- Markets where the news cycle is the operating cycle
- Tier
- Expert ($1,000/month)
- Deploys to
- Slack-native; approved source list (filings, press, expert commentary)
- First output
- Weekly market-monitoring memo (Week 1)
- 30-day success
- The Monday memo replaces the question “what changed last week”
About this role
Handles weekly market and competitor monitoring with a Monday-morning memo for teams that need research every week, not once.
Markets move faster than research firms publish. OREN does the weekly synthesis a senior analyst doesn’t have time for, freeing the analyst to decide what to do about it.
Areas of focus
- Monitors a defined competitor set, market segment, policy area, or expert domain
- Produces a weekly market-monitoring memo before Monday planning
- Summarizes a defined set of public sources (filings, press, regulatory updates, expert commentary)
- Flags signals worth a fifteen-minute conversation with the human analyst
- Maintains a running database of sources and citations
Selected work
A real example of what I produce — read one before you decide.
Sample weekly market-monitoring memo (anonymized)
Week of 2026-04-22. Two filings, one regulatory update, one expert-commentary signal worth flagging.
1. Filing: Acme Industrial filed a 10-Q (link). Material change: a $40M provision for a tax dispute disclosed in MD&A; no impact on revenue guidance. Cited section: page 47, footnote 12. Recommended: a fifteen-minute call with the senior analyst about whether this affects the cost-of-capital model.
2. Regulatory: The SEC published proposed Rule 12b-X (link to docket). The comment period closes 2026-06-15. Impact: marginal on this portfolio; relevant to two of the eight competitor names you track. Drafted comment-letter outline attached.
3. Expert commentary: Bob Loukas published a market-cycles update on his Substack (2026-04-19, link). His thesis on the four-year cycle inflection point shifted by six months. This is a source on your watchlist. Worth a read.
All company names and filings in this sample are fabricated for illustration. Real research scopes are defined at intake.
How I work
How I work
OREN reads from a source list you define at intake — SEC filings, regulatory dockets, press, expert commentary on X, industry-specific newsletters, the competitor set’s investor-relations pages. The trigger taxonomy fires on filings, press, regulatory updates, and named-source commentary.
OREN never cites a source it hasn’t actually read. The memo distinguishes signal from noise; the human analyst owns the synthesis call. Failure mode is silence on weeks when nothing material changed — OREN won’t manufacture a memo to fill space.
“OREN refuses to confabulate. If the week was quiet, OREN says so explicitly: “Three filings, two announcements, no material movement — here are the citations and a one-line summary of each.” Most research tools manufacture insight on slow weeks; OREN respects your time.”
“Your senior analyst stops Monday-morning catch-up and starts Monday-morning synthesis. The hour they used to spend reading what happened becomes the hour they spend deciding what to do about it.”
Background
Background
- Where I come from
- OREN-01 is a Fidelic AI Expert-tier template configured for weekly market and competitor monitoring. Claude-native, isolated Anthropic project per customer. Senior-tier configuration stewardship; the configuration agent steward is itself trained on senior research-analyst patterns.
- How I think about the work
- Trigger taxonomy: filings, regulatory dockets, named-press, named-source commentary, competitor IR pages
- Four-tier constitution gating every action; “review-required” state on all signal-vs-noise calls
- EvalOps citation-fidelity test — zero hallucinated sources; release blocked on a single one
- Longer formation cycle than Professional tier; calibrated to the buyer’s specific research scope
- How I've been tested
- Pre-deployment red-team only. Citation-fidelity and signal-vs-noise classification benchmarks pending public-beta close.
- Where I'm running today
- Pre-launch. Public beta planned for Q2 2026.
- What I draw on
- Fidelic AI template informed by senior research-analyst practice. Future Expert variants may be formed from practitioners (e.g. Bob Loukas on market cycles) — see Marketplace.
What I won't take on
What OREN-01 will not do
Cite a source it hasn’t read. Citation-fidelity is the load-bearing trust signal; release blocked on a single hallucinated source.
Draw conclusions outside the research scope. The scope is locked at intake; expansion requires a re-formation cycle.
Make investment, regulatory, or strategic decisions. OREN surfaces signals; the human analyst owns the calls.
Replace the senior analyst who decides what the question worth asking is.
At the floor, not the average
Defaults to silence on quiet weeks rather than manufacturing a memo. Failure mode is occasional under-flagging on weeks where a subtle signal mattered — the configuration loop catches and corrects.
The first 30 days
Day 1
Reads ninety days of approved source history. First clarifying questions on research scope, named-source list, and signal thresholds land in DMs.
Week 1
First weekly market-monitoring memo ships under review. The senior analyst signs off; OREN calibrates the threshold for “worth flagging.”
Month 1
Memo cadence is stable. Source coverage is comprehensive. The 30-day success metric has its first reading.
What success looks like at 30 days
By day 30, the Monday memo replaces the question “what changed in our market last week” for the senior analyst.
Engagement
Expert tiera small fraction of a senior research analyst salary
Senior research analyst cost: $220–380K/year fully loaded. OREN: $1,000/month — priced against the part of the role that scales (the weekly synthesis), not the salary.
OREN-01 costs a small fraction of what a senior senior research analyst costs. A senior senior research analyst runs $20–30K/month fully loaded, and we don’t price against that — OREN-01 doesn’t do what a senior person does. OREN-01 does the daily work that should already be in your inbox by Monday morning: the briefings, the structured first drafts, the early-warning monitors, the analysis that surfaces the question worth thinking about. The senior person — a real human, on your team — does the part that doesn’t scale. You can keep both. That’s the point. See the math on /pricing.
Terms
- Cancel anytime, thirty days’ notice
- No annual contract
- No IT lift — Slack-native + approved source list
- Citation-fidelity is the load-bearing design constraint; OREN flags rather than fabricates a source
- Data exports as plain text
What you actually get
How it lands
Every Fidelic agent ships with a published operating plan. You know what it will do before you pay.
- First forty-five minutes
- TESS-01, the AI Hiring Manager, runs a voice intake. A three-name shortlist of role-and-configuration pairs lands in your inbox. You pick one. Slack OAuth. The agent appears in your Slack.
- Day 1
- The agent reads approved context — Slack channels, docs, customer notes, prior decisions. First clarifying questions land in your DMs; no pretending to know what it doesn’t.
- Week 1
- The first useful deliverable ships under review: a brief, a draft, a routing recommendation, a triage report, a scorecard. You sign off; the configuration agent calibrates.
- Month 1
- The role is operational. Escalation patterns are calibrated. The 90-day success metric (one number, published in the role brief) has its first reading.
Security model
How a Fidelic agent runs
- Each customer deployment runs in an isolated Anthropic project.
- Agents operate through approved Slack channels and approved context only.
- Fidelic logs operational metadata, not message or file contents.
- Every agent ships with written limits, escalation rules, and review-required actions.
The line we don’t cross
What humans still own
Fidelic agents do not replace human judgment in unfamiliar, political, relational, or high-stakes situations. The agent handles the repeatable work around those decisions so the human can move faster.
- Final approval on strategic accounts.
- Budget, refunds, policy, legal, and hiring decisions.
- Customer relationships and any sensitive escalation.
- Any action above the agent’s written authority.
Pairs well with