{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5e88-73ef-bd5b-74e282128d8e", "slug": "b4bfc81c68512f34", "title": "Barclays H1 2023 Review of Shareholder Activism 002 1", "subtitle": "Barclays", "author": "Barclays", "pageCount": 27, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.294, "document": { "id": "019dd923-5e88-73ef-bd5b-74e282128d8e", "slug": "b4bfc81c68512f34", "title": "Barclays H1 2023 Review of Shareholder Activism 002 1", "rawTitle": "Barclays H1 2023 Review of Shareholder Activism 002 1", "authorId": "Barclays", "authorName": "Barclays", "authorDisplay": "Barclays", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "equity_research", "label": "Equity research" }, "fileName": "Barclays-H1-2023-Review-of-Shareholder-Activism-002-1.pdf", "sourceUrl": null, "sourceDate": "2023-06-30 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-24 14:50:33+00", "status": "ready", "pageCount": 27, "orientation": "landscape", "aspectRatio": 1.294, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/b4bfc81c68512f34", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 27, "pagesIndexed": 27, "pagesWithImages": 27, "pagesWithMetadata": 27, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 144, "chartCount": 19, "metricSlides": 0, "toolMatches": 69, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 2, "beatMatches": 8, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": true, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Onion", "slug": "onion", "status": "active", "bestFor": "Root cause analysis, diagnostics", "canonId": "019dd956-627f-76b1-b286-0c575846d572", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Surface Observation -> First Layer -> Deeper Layer -> Core Insight -> Implications", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "matchId": "019dd95a-0543-7581-99b1-b3c405b24980", "evidence": "Deck moves from broad observations (p.2) to regulatory layer (p.3), to global market data (p.4-10), to regional case studies (p.11-15), then implications/contacts (p.16).", "isPrimary": true, "confidence": 65, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "matchId": "019dd95a-0543-7581-99b1-b6fc40409a08", "evidence": "Each chart slide pairs facts with so-what callouts; deck closes with weak action via contacts page.", "isPrimary": false, "confidence": 55, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "beats": [ { "to": 2, "arc": { "name": "The Onion", "slug": "onion", "status": "active", "bestFor": "Root cause analysis, diagnostics", "canonId": "019dd956-627f-76b1-b286-0c575846d572", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Surface Observation -> First Layer -> Deeper Layer -> Core Insight -> Implications", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "from": 2, "name": "Surface Observation", "beatId": "019dd95a-07a6-74c7-9028-ed3e30714bf2", "matchId": "019dd95a-0543-7581-99b1-b3c405b24980", "beatType": { "name": "Surface Observation", "slug": "onion-surface-observation", "status": "active", "canonId": "019dd9b8-0b39-73c0-b415-6c4cf34cc343", "version": 1, "description": null }, "evidence": "Single executive summary slide with 4 numbered themes.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. 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(The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "019dd95a-08f7-737a-a003-64017989fa52", "evidence": "Each slide pairs a chart with a red callout box stating the insight (e.g., '24% of H1 campaigns at >$10bn caps, a record share').", "position": 2, "objective": "Chain global data charts with red so-what callouts to deliver the analytical narrative", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:29.779839+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 15, "from": 10, "loop": { "name": "34_segmentation_split", "slug": "34-segmentation-split", "status": "active", "bestFor": "Customer analysis, market research, resource allocation", "canonId": "019dd956-7398-77a8-9a5f-2e4d39589f42", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Aggregate View -> Segment A Behavior -> Segment B Behavior -> The Insight in the Difference", "description": "Divide a whole into meaningful segments to reveal hidden patterns", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "019dd95a-08f7-737a-a003-6ba2ef02fa83", "evidence": "p.10 U.S. activity, p.11 U.S. notables, p.12-13 Europe activity, p.14 Europe notables, p.15 RoW notables.", "position": 3, "objective": "Segment activism narrative by geography (U.S. -> Europe -> Rest of World) with paired data and case studies", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:29.779839+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "tools": [ { "tool": { "name": "Governing Thought", "slug": "governing-thought", "status": "active", "bestFor": "When the deck makes a recommendation, decision, or argues a position; when defining the top of a pyramid before structuring supports; when an SCQA opening needs an Answer; when stripping topic-style titles in favour of action titles.", "canonId": "019dd956-8286-760e-8638-77558a0d71ba", "version": 1, "bodyDocId": "06f7d5a5-daab-44c1-9d67-63c52ba03962", "description": "The single declarative sentence at the apex of a Minto pyramid that summarises and is supported by everything beneath it — the answer the deck exists to defend.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019dd95a-18fa-708b-8051-d71546e827d7", "evidence": "All 4 themes ladder to single governing idea: activism remains structurally strong in H1 2023.", "pageRefs": null, "priority": null, "whenToUse": "When the deck makes a recommendation, decision, or argues a position; when defining the top of a pyramid before structuring supports; when an SCQA opening needs an Answer; when stripping topic-style titles in favour of action titles.", "confidence": 65, "extraction": { "at": "2026-04-29 13:07:33.88059+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": "Forces the writer to commit to a position before structuring the case — exposes muddled thinking that hides safely inside topic-style headings. 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This document is an indicative summary of the terms and conditions of certain corporate transactions described herein...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:52:00.844+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc9eb051-d00a-4df8-80e1-a7be07cd05f6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.068, "y": 0.095 }, "kind": "title", "text": "Disclaimer", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:52:00.844+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e42d0c1e-2fee-44fe-838c-ae2f79831582", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 2, "to": 2, "label": "Surface Observation", "description": "Single executive summary slide with 4 numbered themes." }, { "from": 3, "to": 3, "label": "First Layer", "description": "Legal & Regulatory Developments establish underlying drivers." }, { "from": 4, "to": 10, "label": "Deeper Layer", "description": "Global market data: campaigns, market cap, M&A, board seats, proxy contests, regional split." }, { "from": 11, "to": 15, "label": "Core Insight", "description": "Drill into regional notable campaigns (US, Europe, RoW) with named cases." }, { "from": 16, "to": 16, "label": "Implications", "description": "Key Contacts page positions Barclays advisors as the implied so-what." } ], "loops": [ { "from": 2, "to": 2, "label": "Pattern Hunter", "description": "Aggregate four numbered evidence themes into the headline pattern that activism remained structurally strong in H1 2023" }, { "from": 4, "to": 9, "label": "So What Cascade", "description": "Chain global data charts with red so-what callouts to deliver the analytical narrative" }, { "from": 10, "to": 15, "label": "Segmentation Split", "description": "Segment activism narrative by geography (U.S. -> Europe -> Rest of World) with paired data and case studies" } ] }