We are starting to prep for the end of the calendar year. We will consolidate all Y2021/Y2022 indexes into a Y2021 – Y2025 index and then create new Y2023 indexes for all filings made after 12/31/2022. With the software update we did earlier this year – you will not have to do anything. If you start the application after we complete the update around 1/1/2023 the old indexes will be merged and renamed. It does mean that if you are using one or more of our artifacts that includes the FILENAME field you might have to either manually change the path value or rerun your search on the new consolidated index.

To be clear – suppose you used our platform to identify the 8-K filings made so far in 2022 that related to an auditor change.

If you ran the summary extraction from this search the FILENAME field will have the path to the folder Y2022-Y2022 as you can see in the next image:

Once we consolidate and re-index that path will no longer be valid. However, it will be in a very predictable location – we can replace the Y2022-Y2022 component of the path with Y2021-Y2025 and the filed will be reachable using Python or one of the filepath filtering features.

I am particularly excited that when you open the application when this process is complete you will not have to do anything to access the new indexes – I can’t screenshot it right now because it has to happen – but the new index will be listed for you to select. Before the last update you would have had to run an Index Update through the options menu.