equity-model-update

To safely update public-company Excel models, you apply source-to-model mappings to a copied workbook, ensuring the original file remains unmutated while generating change logs and provenance artifacts for auditability.

Source-to-model mapping is the process of linking external data inputs to specific cells in an Excel workbook. It enables automated updates that refresh model inputs while generating provenance tracking files like source_to_model.csv.

You generate a change log and tie-out checklist by running an automated workbook update script that records all cell modifications, producing change_log.csv and tieout_checklist.csv alongside the updated Excel file.

Yes, you can update Excel workbook inputs without altering the original file. The update process applies changes to a copied workbook, enforcing safe_update propagation and blocking unsafe edits to protect the source model.

Refreshing Excel financial models produces provenance files including source_to_model.csv, change_log.csv, tieout_checklist.json, run_log.json, and manifest.json, along with a model_update_citations.json file recording workbook provenance.

To automate an Excel model refresh, you need to provide a source-to-model CSV containing the data mappings and the target Excel workbook. The update script then generates an updated .xlsx file and accompanying logs.