Updating a model with Scout

You can use Scout to roll a newly reported quarter into an existing model. For simple updates, a one-line prompt is usually enough:

Update my model for the latest reported quarter.

Updates normally skip the plan and just run. Scout tells you what it changed and what it couldn't resolve when it's done.

You can scope it:

Update the Segments and Model tabs for 2Q26 actuals. Check for restatements in the comparative periods and tell me if you find any.

Two update paths

The update path depends on whether your model has Daloopa source links.

• If your model has Daloopa source links, Scout uses Daloopa's deterministic updater, the same rule-based engine behind Update in Classic. It already knows which row maps to which Daloopa series, so it rolls the period forward by rule and gives the same answer every time.

  Models Scout built have links. Models you retrofitted through Classic have links.

• If your model has no links, Scout still updates it, but works out where each number goes as it goes. It isn't deterministic, so check it more carefully.

What comes back

Scout reports the cells it filled, anything ambiguous, and anything it couldn't find.

Where more than one Daloopa series plausibly matched a row, Scout doesn't pick. It hands those back for you to resolve. Cells it couldn't fill are left blank rather than estimated, because Scout is built to leave a cell empty instead of writing a number the filing doesn't support.

Restatements

Scout can pull restated figures. Ask for them explicitly and it will use them instead of the original disclosure.

When a company changes the shape of its reporting, such as moving a segment, renaming a line, or re-cutting history, ask Scout to recast the affected periods and it will. It won't do that unprompted, and an update on a model whose structure has shifted is the most common reason Scout comes back with things for you to review.

Either way, ask Scout to flag restated comparatives as part of an update.

At earnings, before verified data lands

Daloopa's verified data goes through review, so there's a window on the morning of a print where the filing is public but verified figures aren't in yet.

Scout can read the filing to cover that window. Where verified data has a gap at the latest period, Scout reads the company's own 10-Q, 10-K, 8-K or press release and fills those cells from it. They're marked not yet verified, with a link on the cell to the source document, so a filing read is always distinguishable from a reviewed figure. Your next verified update replaces the value and clears the mark.

A few limits: transcripts can be searched but not read whole, it covers US filings, and a document read never overwrites a verified figure. It only fills blanks.