Search US SEC filing nodes for a disclosure claim. The search covers 8-K, 6-K, 10-K, 10-Q, and 20-F. Omit document_type to search all of those forms. Pass document_type to search only the forms you name. Do not use this for DEF 14A.
How to search:
1. Always pass concept_groups. Every group is required (AND). Within each group's any_of list, one alternative must match (OR). Use 2-5 groups for separate parts of the claim: topic, action, metric, and a causal link when that link is essential. Example: geography + weaker demand + decline, or AI + productivity + margin. Add synonyms. English stemming covers inflections (decline/declined), not synonyms (sales is not revenue). Do not add a group for a detail the filing may leave implicit.
2. query is optional. Each item is an exact adjacent-token phrase. Put alternate full phrasings in the same list. Query plus concept_groups is hybrid search: an exact phrase ranks first, so a generic phrase such as "margin expansion" can outrank the causal sentence you want. Prefer phrases that state the relationship. Do not pass a broad topic word alone. Do not search with query only. Omit query for concept-only search.
3. start_date and end_date are required. tickers limits issuers. Optional document_type limits the search to one or more of 8-K, 6-K, 10-K, 10-Q, and 20-F. Omit it to search all of those forms.
How to continue:
4. Each call returns one page. There is no total count. If HAS_MORE is true, call again with cursor set to NEXT_CURSOR and the same concept_groups, dates, query, tickers, ne_tickers, document_type, and match_scope. A cursor from different inputs is rejected. An empty page with HAS_MORE true is not the end: call again with that cursor. Stop when HAS_MORE is false or when later pages are not relevant.
5. If a page is mostly co-occurrence (the terms appear, but not the claim), start a new search with no cursor. Add a concept group or exact causal phrases. If a page is too sparse, start a new search with no cursor and drop the least essential group. Do not change filters while passing a cursor.
6. ne_tickers excludes issuers you have already reviewed. It does not load the next page.
Results are candidates. Call read_node_content with document_id and node_id. node_id may start with sp-. Verify negation, causality, comparisons across periods, and numeric thresholds in the source text. Cite CITATION_MARKDOWN.