query stringlengths 197 784 | positive_pages listlengths 3 7 | hard_negative_pages listlengths 3 7 | metadata dict |
|---|---|---|---|
Summarize the Firm's overall regulatory capital compliance by extracting the baseline TLAC and SLR requirements from the regulatory overview, comparing them to the actual reported ratios for both the parent Firm and JPMorgan Chase Bank, N.A. detailed in Note 27, and listing the specific preventative measures outlined i... | [
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"images/sample_sample_d1379f548fbe/positive/page_3.png",
"images/sample_sample_d1379f548fbe/positive/page_4.png"
] | [
"images/sample_sample_d1379f548fbe/hard_negatives/hn_001/page_1.png",
"images/sample_sample_d1379f548fbe/hard_negatives/hn_002/page_2.png",
"images/sample_sample_d1379f548fbe/hard_negatives/hn_003/page_3.png",
"images/sample_sample_d1379f548fbe/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_d1379f548fbe",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/6.png",
"document_type": "Financial report page (Form 10-K)",
"answer": "JPMorgan Chase & Co. maintains robust regulatory capital compliance, with actual ratios for both the parent Firm and JPM... |
Analyze the 'Key Regulatory Developments' sections from the 2024 Form 10-Ks of JPMorgan Chase, Bank of America, Citigroup, and Morgan Stanley. Compare how each institution characterizes the anticipated impact of the July 2023 'Basel III Finalization' proposals on their respective risk-weighted asset (RWA) calculations ... | [
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"images/sample_sample_208b4842fcda/positive/page_2.png",
"images/sample_sample_208b4842fcda/positive/page_3.png",
"images/sample_sample_208b4842fcda/positive/page_4.png"
] | [
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"images/sample_sample_208b4842fcda/hard_negatives/hn_002/page_2.png",
"images/sample_sample_208b4842fcda/hard_negatives/hn_003/page_3.png",
"images/sample_sample_208b4842fcda/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_208b4842fcda",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/4.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "A comparative analysis of the 2024 Form 10-K filings reveals that while all four institutions (JPMorgan Chase, Bank of America, ... |
Compare the risk-weighted asset (RWA) profiles and Supplementary Leverage Ratios (SLR) across JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo for the 2024 fiscal year. Specifically, calculate and contrast each bank's 'Operational risk RWA' under the Advanced approach as a percentage of their 'Total Advanced... | [
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"images/sample_sample_d40d6ba6c456/positive/page_2.png",
"images/sample_sample_d40d6ba6c456/positive/page_3.png",
"images/sample_sample_d40d6ba6c456/positive/page_4.png"
] | [
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"images/sample_sample_d40d6ba6c456/hard_negatives/hn_002/page_2.png",
"images/sample_sample_d40d6ba6c456/hard_negatives/hn_003/page_3.png",
"images/sample_sample_d40d6ba6c456/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_d40d6ba6c456",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/9.png",
"document_type": "Annual report (Form 10-K) excerpt",
"answer": "Based on the 2024 fiscal year filings, the comparative analysis of Operational Risk RWA as a percentage of Total Advance... |
Synthesize the firm's capital and Risk-Weighted Assets (RWA) profile as of December 31, 2024, by integrating the consolidated firm-wide metrics with subsidiary and acquisition details. Cross-reference the firm-wide 'Selected capital and RWA data' table with the specific subsidiary metrics in 'Note 27: Regulatory capita... | [
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"images/sample_sample_f546e52cb2df/positive/page_2.png",
"images/sample_sample_f546e52cb2df/positive/page_3.png",
"images/sample_sample_f546e52cb2df/positive/page_4.png"
] | [
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"images/sample_sample_f546e52cb2df/hard_negatives/hn_002/page_2.png",
"images/sample_sample_f546e52cb2df/hard_negatives/hn_003/page_3.png",
"images/sample_sample_f546e52cb2df/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_f546e52cb2df",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/7.png",
"document_type": "Financial Report (Form 10-K page)",
"answer": "As of December 31, 2024, the parent firm's total Advanced Risk-Weighted Assets (RWA) was $1,450.0 billion (as shown in t... |
Analyze the evolution of the Firm's 'Standardized' CET1 capital ratio components across the annual reports from 2020 to 2024. Specifically, extract the fourth-quarter (4Q) values for both the 'Stress capital buffer' and the 'Method 2' GSIB surcharge for each of the five years, identify the year with the highest combine... | [
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"images/sample_sample_66c1c3a5a73e/positive/page_2.png",
"images/sample_sample_66c1c3a5a73e/positive/page_3.png",
"images/sample_sample_66c1c3a5a73e/positive/page_4.png"
] | [
"images/sample_sample_66c1c3a5a73e/hard_negatives/hn_001/page_1.png",
"images/sample_sample_66c1c3a5a73e/hard_negatives/hn_002/page_2.png",
"images/sample_sample_66c1c3a5a73e/hard_negatives/hn_003/page_3.png",
"images/sample_sample_66c1c3a5a73e/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_66c1c3a5a73e",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/5.png",
"document_type": "Regulatory Report (Form 10-K section)",
"answer": "The evolution of JPMorgan Chase & Co.’s 'Standardized' CET1 capital ratio components from 2020 to 2024 shows a peak ... |
Analyze the SEC EDGAR PDF submission cover pages for JPMorgan Chase & Co., Bank of America Corporation, Citigroup Inc., Wells Fargo & Company, and Morgan Stanley. Create a chronologically ordered summary based on their Form 10-K filing dates, and for each institution, provide the exact filing date, the Central Index Ke... | [
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"images/sample_sample_081118f9c7d0/positive/page_2.png",
"images/sample_sample_081118f9c7d0/positive/page_3.png",
"images/sample_sample_081118f9c7d0/positive/page_4.png",
"images/sample_sample_081118f9c7d0/positive/page_5.png"
] | [
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"images/sample_sample_081118f9c7d0/hard_negatives/hn_002/page_2.png",
"images/sample_sample_081118f9c7d0/hard_negatives/hn_003/page_3.png",
"images/sample_sample_081118f9c7d0/hard_negatives/hn_004/page_4.png",
"images/sample_sample_081118... | {
"sample_id": "sample_sample_081118f9c7d0",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/0.png",
"document_type": "SEC Filing Cover Page",
"answer": "Based on the analysis of the SEC EDGAR submission cover pages for the five specified financial institutions, the chronological order... |
Analyze the 5-year trends (2020-2024) regarding the representation of Women, Black, and Hispanic employees within the 'Senior level employees' and 'Operating Committee' categories. Based on this multi-year data, identify which specific year demonstrated the highest cumulative year-over-year percentage point increase fo... | [
"images/sample_sample_4c45155d730c/positive/page_1.png",
"images/sample_sample_4c45155d730c/positive/page_2.png",
"images/sample_sample_4c45155d730c/positive/page_3.png",
"images/sample_sample_4c45155d730c/positive/page_4.png",
"images/sample_sample_4c45155d730c/positive/page_5.png"
] | [
"images/sample_sample_4c45155d730c/hard_negatives/hn_001/page_1.png",
"images/sample_sample_4c45155d730c/hard_negatives/hn_002/page_2.png",
"images/sample_sample_4c45155d730c/hard_negatives/hn_003/page_3.png",
"images/sample_sample_4c45155d730c/hard_negatives/hn_004/page_4.png",
"images/sample_sample_4c4515... | {
"sample_id": "sample_sample_4c45155d730c",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/2.png",
"document_type": "Annual Report Section",
"answer": "Based on a 5-year analysis of workforce composition data from 2020 to 2024, the year 2023 demonstrated the highest cumulative year-o... |
Analyze the year-over-year trends for the Firm's Stress Capital Buffer (SCB) requirement and the Standardized CET1 capital ratio requirement from 2020 through 2024. Identify which year had the highest required Standardized CET1 ratio, and track whether the Basel III Standardized or Advanced approach was the more bindin... | [
"images/sample_sample_6e872de850ae/positive/page_1.png",
"images/sample_sample_6e872de850ae/positive/page_2.png",
"images/sample_sample_6e872de850ae/positive/page_3.png",
"images/sample_sample_6e872de850ae/positive/page_4.png",
"images/sample_sample_6e872de850ae/positive/page_5.png"
] | [
"images/sample_sample_6e872de850ae/hard_negatives/hn_001/page_1.png",
"images/sample_sample_6e872de850ae/hard_negatives/hn_002/page_2.png",
"images/sample_sample_6e872de850ae/hard_negatives/hn_003/page_3.png",
"images/sample_sample_6e872de850ae/hard_negatives/hn_004/page_4.png",
"images/sample_sample_6e872d... | {
"sample_id": "sample_sample_6e872de850ae",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/3.png",
"document_type": "Financial Report Page (Form 10-K)",
"answer": "Between 2020 and 2024, the Firm's regulatory capital requirements experienced significant shifts. In 2020 and 2021, the ... |
Analyze the evolution of JPMorgan Chase & Co.'s registered securities and market valuation across its Form 10-K filings from 2020 to 2024. Specifically, identify all series of Depositary Shares (preferred stock) that were either newly registered or delisted/retired during this five-year period, and calculate the year-o... | [
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"images/sample_sample_bbc4a48e7917/positive/page_2.png",
"images/sample_sample_bbc4a48e7917/positive/page_3.png",
"images/sample_sample_bbc4a48e7917/positive/page_4.png",
"images/sample_sample_bbc4a48e7917/positive/page_5.png"
] | [
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"images/sample_sample_bbc4a48e7917/hard_negatives/hn_002/page_2.png",
"images/sample_sample_bbc4a48e7917/hard_negatives/hn_003/page_3.png",
"images/sample_sample_bbc4a48e7917/hard_negatives/hn_004/page_4.png",
"images/sample_sample_bbc4a4... | {
"sample_id": "sample_sample_bbc4a48e7917",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/1.png",
"document_type": "Form 10-K (Annual Report)",
"answer": "Between 2020 and 2024, JPMorgan Chase & Co. significantly refreshed its preferred stock portfolio. Newly registered depositary s... |
Analyze the 'Capital rollforward' tables across the annual reports from 2020 to 2024. For each year, calculate the total capital returned to shareholders (defined as the absolute sum of 'Dividends declared on common stock' and 'Net purchase of treasury stock') as a percentage of 'Net income applicable to common equity'... | [
"images/sample_sample_7cbd8d7e5e89/positive/page_1.png",
"images/sample_sample_7cbd8d7e5e89/positive/page_2.png",
"images/sample_sample_7cbd8d7e5e89/positive/page_3.png",
"images/sample_sample_7cbd8d7e5e89/positive/page_4.png",
"images/sample_sample_7cbd8d7e5e89/positive/page_5.png"
] | [
"images/sample_sample_7cbd8d7e5e89/hard_negatives/hn_001/page_1.png",
"images/sample_sample_7cbd8d7e5e89/hard_negatives/hn_002/page_2.png",
"images/sample_sample_7cbd8d7e5e89/hard_negatives/hn_003/page_3.png",
"images/sample_sample_7cbd8d7e5e89/hard_negatives/hn_004/page_4.png",
"images/sample_sample_7cbd8d... | {
"sample_id": "sample_sample_7cbd8d7e5e89",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/8.png",
"document_type": "Financial report / Excerpt from Form 10-K",
"answer": "Based on an analysis of the 'Capital rollforward' tables from 2020 to 2024, the capital return percentage (divid... |
Analyze the five-year trend (2020-2024) of the Firm's eligible external TLAC and LTD 'Surplus/(shortfall)' amounts (in billions). Correlate these surplus trends with the year-over-year changes in the respective 'Regulatory requirements' (as a % of RWA) across the same period to determine which year operated with the ti... | [
"images/sample_sample_da9556e81b20/positive/page_1.png",
"images/sample_sample_da9556e81b20/positive/page_2.png",
"images/sample_sample_da9556e81b20/positive/page_3.png",
"images/sample_sample_da9556e81b20/positive/page_4.png"
] | [
"images/sample_sample_da9556e81b20/hard_negatives/hn_001/page_1.png",
"images/sample_sample_da9556e81b20/hard_negatives/hn_002/page_2.png",
"images/sample_sample_da9556e81b20/hard_negatives/hn_003/page_3.png",
"images/sample_sample_da9556e81b20/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_da9556e81b20",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/11.png",
"document_type": "Financial report (Form 10-K excerpt)",
"answer": "A five-year analysis (2020-2024) reveals that the Firm's eligible external TLAC surplus amounts fluctuated from a hi... |
Synthesize the governance structure and stress testing methodologies across the firm's major risk areas. For Liquidity Risk, Market Risk, Credit Risk, and Operational Risk, list the specific Board and management committees responsible for oversight, and compare the primary assumptions or scenarios used in their respect... | [
"images/sample_sample_cf4d6cdc152b/positive/page_1.png",
"images/sample_sample_cf4d6cdc152b/positive/page_2.png",
"images/sample_sample_cf4d6cdc152b/positive/page_3.png",
"images/sample_sample_cf4d6cdc152b/positive/page_4.png"
] | [
"images/sample_sample_cf4d6cdc152b/hard_negatives/hn_001/page_1.png",
"images/sample_sample_cf4d6cdc152b/hard_negatives/hn_002/page_2.png",
"images/sample_sample_cf4d6cdc152b/hard_negatives/hn_003/page_3.png",
"images/sample_sample_cf4d6cdc152b/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_cf4d6cdc152b",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/14.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "Across JPMorgan Chase’s major risk areas, the governance structure is anchored by the Board-level Directors’ Risk Policy Commit... |
Analyze the 2024 capital return strategies across the five major financial institutions detailed in this industry benchmark compilation. For each institution, extract the 'Common dividend payout ratio' and the 'Aggregate purchase price of common stock repurchases' for 2024, and identify which bank executed the highest ... | [
"images/sample_sample_b12093ce74f5/positive/page_1.png",
"images/sample_sample_b12093ce74f5/positive/page_2.png",
"images/sample_sample_b12093ce74f5/positive/page_3.png",
"images/sample_sample_b12093ce74f5/positive/page_4.png",
"images/sample_sample_b12093ce74f5/positive/page_5.png"
] | [
"images/sample_sample_b12093ce74f5/hard_negatives/hn_001/page_1.png",
"images/sample_sample_b12093ce74f5/hard_negatives/hn_002/page_2.png",
"images/sample_sample_b12093ce74f5/hard_negatives/hn_003/page_3.png",
"images/sample_sample_b12093ce74f5/hard_negatives/hn_004/page_4.png",
"images/sample_sample_b12093... | {
"sample_id": "sample_sample_b12093ce74f5",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/10.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "Based on the 2024 capital return data extracted from the benchmark report, the metrics for the five institutions are: Wells Far... |
Analyze the five-year trend (2020-2024) of JPMorgan Chase & Co.'s year-end Liquidity Coverage Ratio (LCR) and the proportional shift between Eligible cash and Eligible securities within its Total HQLA. Based on this longitudinal data, identify the specific year that recorded the largest year-over-year percentage point ... | [
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"images/sample_sample_194590390a5b/positive/page_2.png",
"images/sample_sample_194590390a5b/positive/page_3.png",
"images/sample_sample_194590390a5b/positive/page_4.png"
] | [
"images/sample_sample_194590390a5b/hard_negatives/hn_001/page_1.png",
"images/sample_sample_194590390a5b/hard_negatives/hn_002/page_2.png",
"images/sample_sample_194590390a5b/hard_negatives/hn_003/page_3.png",
"images/sample_sample_194590390a5b/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_194590390a5b",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/15.png",
"document_type": "Annual Report Page (Form 10-K)",
"answer": "Between 2020 and 2024, JPMorgan Chase & Co.’s year-end Liquidity Coverage Ratio (LCR) fluctuated as follows: 115% (2020), ... |
Compare the firm's human resources and workforce management trends from 2020 to 2024 by extracting the annual percentage of employment opportunities filled by external candidates, and summarize the key additions or evolutionary changes made to the employee training curriculum and wellness benefit packages across this f... | [
"images/sample_sample_499ca91210a1/positive/page_1.png",
"images/sample_sample_499ca91210a1/positive/page_2.png",
"images/sample_sample_499ca91210a1/positive/page_3.png",
"images/sample_sample_499ca91210a1/positive/page_4.png",
"images/sample_sample_499ca91210a1/positive/page_5.png"
] | [
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"images/sample_sample_499ca91210a1/hard_negatives/hn_002/page_2.png",
"images/sample_sample_499ca91210a1/hard_negatives/hn_003/page_3.png",
"images/sample_sample_499ca91210a1/hard_negatives/hn_004/page_4.png",
"images/sample_sample_499ca9... | {
"sample_id": "sample_sample_499ca91210a1",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/13.png",
"document_type": "Corporate report page",
"answer": "Between 2020 and 2024, JPMorgan Chase's workforce management showed a strategic shift toward internal mobility before returning to ... |
Analyze the five-year trend (2020-2024) of the 'CET1 capital ratio' and 'Tier 1 leverage ratio' for both J.P. Morgan Securities plc and J.P. Morgan SE. Extract the actual ratios and their corresponding regulatory minimums for each year, calculate the surplus margin (actual minus minimum) for each metric, and identify w... | [
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"images/sample_sample_ddd0e0043b66/positive/page_2.png",
"images/sample_sample_ddd0e0043b66/positive/page_3.png",
"images/sample_sample_ddd0e0043b66/positive/page_4.png",
"images/sample_sample_ddd0e0043b66/positive/page_5.png"
] | [
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"images/sample_sample_ddd0e0043b66/hard_negatives/hn_002/page_2.png",
"images/sample_sample_ddd0e0043b66/hard_negatives/hn_003/page_3.png",
"images/sample_sample_ddd0e0043b66/hard_negatives/hn_004/page_4.png",
"images/sample_sample_ddd0e0... | {
"sample_id": "sample_sample_ddd0e0043b66",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/12.png",
"document_type": "Annual Report excerpt (Form 10-K)",
"answer": "Based on a comprehensive review of J.P. Morgan Chase & Co. Form 10-K reports from 2020 to 2024, the five-year trend ana... |
Analyze the year-over-year trends in the Firm's eligible HQLA securities and its borrowing capacity at Federal Home Loan Banks and Federal Reserve Banks across the five-year period from 2020 to 2024. Based on this multi-year data, identify the year that experienced the steepest percentage decline in eligible HQLA, and ... | [
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"images/sample_sample_859fb8532ef3/positive/page_2.png",
"images/sample_sample_859fb8532ef3/positive/page_3.png",
"images/sample_sample_859fb8532ef3/positive/page_4.png"
] | [
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"images/sample_sample_859fb8532ef3/hard_negatives/hn_002/page_2.png",
"images/sample_sample_859fb8532ef3/hard_negatives/hn_003/page_3.png",
"images/sample_sample_859fb8532ef3/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_859fb8532ef3",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/16.png",
"document_type": "Financial Report Page (Form 10-K)",
"answer": "Based on a comprehensive five-year trend analysis from 2020 to 2024, the Firm's eligible High-Quality Liquid Assets (HQ... |
Analyze the five-year trend (2020-2024) in the firm's 'Total short-term secured funding' versus 'Total long-term unsecured funding'. For each year, extract the average balances for these two aggregate categories, calculate their respective year-over-year percentage changes, and summarize the primary business drivers (e... | [
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"images/sample_sample_7ba2822d3181/positive/page_2.png",
"images/sample_sample_7ba2822d3181/positive/page_3.png",
"images/sample_sample_7ba2822d3181/positive/page_4.png"
] | [
"images/sample_sample_7ba2822d3181/hard_negatives/hn_001/page_1.png",
"images/sample_sample_7ba2822d3181/hard_negatives/hn_002/page_2.png",
"images/sample_sample_7ba2822d3181/hard_negatives/hn_003/page_3.png",
"images/sample_sample_7ba2822d3181/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_7ba2822d3181",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/19.png",
"document_type": "Financial report (Form 10-K excerpt)",
"answer": "Between 2020 and 2024, the firm’s funding mix shifted significantly in response to shifting monetary policies and ma... |
Analyze the year-over-year trends in average deposit balances for the Consumer & Community Banking (CCB) and Asset & Wealth Management (AWM) segments from 2020 through 2024. For each segment, identify the specific years where average deposit balances declined compared to the previous year, and summarize the primary qua... | [
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"images/sample_sample_cd334726bc6d/positive/page_2.png",
"images/sample_sample_cd334726bc6d/positive/page_3.png",
"images/sample_sample_cd334726bc6d/positive/page_4.png"
] | [
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"images/sample_sample_cd334726bc6d/hard_negatives/hn_002/page_2.png",
"images/sample_sample_cd334726bc6d/hard_negatives/hn_003/page_3.png",
"images/sample_sample_cd334726bc6d/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_cd334726bc6d",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/17.png",
"document_type": "Annual Report page (Form 10-K)",
"answer": "An analysis of JPMorgan Chase’s average deposit balances from 2020 through 2024 reveals distinct trends for the CCB and AW... |
Analyze the implementation of the firmwide Reputation Risk Governance policy across the Firm's major Lines of Business (LOBs). For each LOB detailed in the report, summarize how they specifically operationalize the mandate to assess 'environmental impacts and social concerns' during client onboarding or transaction app... | [
"images/sample_sample_24b372f2b9e0/positive/page_1.png",
"images/sample_sample_24b372f2b9e0/positive/page_2.png",
"images/sample_sample_24b372f2b9e0/positive/page_3.png",
"images/sample_sample_24b372f2b9e0/positive/page_4.png"
] | [
"images/sample_sample_24b372f2b9e0/hard_negatives/hn_001/page_1.png",
"images/sample_sample_24b372f2b9e0/hard_negatives/hn_002/page_2.png",
"images/sample_sample_24b372f2b9e0/hard_negatives/hn_003/page_3.png",
"images/sample_sample_24b372f2b9e0/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_24b372f2b9e0",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/22.png",
"document_type": "Annual Report Page (Form 10-K)",
"answer": "The Firm implements its firmwide Reputation Risk Governance policy through tailored operational frameworks across its thre... |
Across the Firm's five primary risk management disclosures (Credit Risk, Market Risk, Liquidity Risk, Operational Risk, and Compliance Risk), summarize the specific mechanisms, frequencies, and committees used to report aggregate risk exposures to senior management and the Board of Directors. Highlight any differences ... | [
"images/sample_sample_30146c5cd450/positive/page_1.png",
"images/sample_sample_30146c5cd450/positive/page_2.png",
"images/sample_sample_30146c5cd450/positive/page_3.png",
"images/sample_sample_30146c5cd450/positive/page_4.png"
] | [
"images/sample_sample_30146c5cd450/hard_negatives/hn_001/page_1.png",
"images/sample_sample_30146c5cd450/hard_negatives/hn_002/page_2.png",
"images/sample_sample_30146c5cd450/hard_negatives/hn_003/page_3.png",
"images/sample_sample_30146c5cd450/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_30146c5cd450",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/25.png",
"document_type": "Report (Form 10-K)",
"answer": "The Firm monitors aggregate risk exposures across five primary categories through a structured hierarchy of committees and independent... |
Synthesize the strategic drivers behind the Firm's 2024 long-term funding activities by integrating the quantitative MD&A summary with the detailed financial footnotes. First, extract the total 2024 issuance and maturity/redemption volumes for both unsecured and secured long-term funding. Then, cross-reference these ba... | [
"images/sample_sample_ed1cd6dc15e8/positive/page_1.png",
"images/sample_sample_ed1cd6dc15e8/positive/page_2.png",
"images/sample_sample_ed1cd6dc15e8/positive/page_3.png",
"images/sample_sample_ed1cd6dc15e8/positive/page_4.png"
] | [
"images/sample_sample_ed1cd6dc15e8/hard_negatives/hn_001/page_1.png",
"images/sample_sample_ed1cd6dc15e8/hard_negatives/hn_002/page_2.png",
"images/sample_sample_ed1cd6dc15e8/hard_negatives/hn_003/page_3.png",
"images/sample_sample_ed1cd6dc15e8/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_ed1cd6dc15e8",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/20.png",
"document_type": "Annual Report (Form 10-K) page",
"answer": "The Firm's 2024 long-term funding activities were characterized by a strategic expansion of unsecured issuance to meet reg... |
Compare the 'Operational' and 'Strategic' risk summaries across the annual reports from 2019 to 2023. Identify the exact year when climate-related impacts and advanced technological adoption (e.g., new delivery platforms or AI) were first explicitly introduced into these specific risk categories, and summarize how the ... | [
"images/sample_sample_4069f8eff42d/positive/page_1.png",
"images/sample_sample_4069f8eff42d/positive/page_2.png",
"images/sample_sample_4069f8eff42d/positive/page_3.png",
"images/sample_sample_4069f8eff42d/positive/page_4.png",
"images/sample_sample_4069f8eff42d/positive/page_5.png"
] | [
"images/sample_sample_4069f8eff42d/hard_negatives/hn_001/page_1.png",
"images/sample_sample_4069f8eff42d/hard_negatives/hn_002/page_2.png",
"images/sample_sample_4069f8eff42d/hard_negatives/hn_003/page_3.png",
"images/sample_sample_4069f8eff42d/hard_negatives/hn_004/page_4.png",
"images/sample_sample_4069f8... | {
"sample_id": "sample_sample_4069f8eff42d",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/24.png",
"document_type": "Financial Report / Annual Filing",
"answer": "Climate-related impacts and advanced technological adoption (specifically AI and digital delivery platforms) were first ... |
Analyze the five-year trend (2020-2024) of Long-term issuer ratings and Outlooks provided by Standard & Poor's and Fitch Ratings for the Parent Company (JPMorgan Chase & Co.). Detail any year-over-year changes in either the ratings or outlooks across this period, and synthesize the primary macroeconomic or firm-specifi... | [
"images/sample_sample_2793b6cf39ff/positive/page_1.png",
"images/sample_sample_2793b6cf39ff/positive/page_2.png",
"images/sample_sample_2793b6cf39ff/positive/page_3.png",
"images/sample_sample_2793b6cf39ff/positive/page_4.png",
"images/sample_sample_2793b6cf39ff/positive/page_5.png"
] | [
"images/sample_sample_2793b6cf39ff/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2793b6cf39ff/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2793b6cf39ff/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2793b6cf39ff/hard_negatives/hn_004/page_4.png",
"images/sample_sample_2793b6... | {
"sample_id": "sample_sample_2793b6cf39ff",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/21.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "Between 2020 and 2024, JPMorgan Chase & Co. (the Parent Company) experienced a positive trajectory in its credit profile, movin... |
For each of the firm's four major business segments (Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management), extract their individual 2024 'Net charge-off rates' and total 'Loans retained' from their respective detailed Credit Portfolio sections. Compare these figu... | [
"images/sample_sample_c29d44e67874/positive/page_1.png",
"images/sample_sample_c29d44e67874/positive/page_2.png",
"images/sample_sample_c29d44e67874/positive/page_3.png",
"images/sample_sample_c29d44e67874/positive/page_4.png",
"images/sample_sample_c29d44e67874/positive/page_5.png"
] | [
"images/sample_sample_c29d44e67874/hard_negatives/hn_001/page_1.png",
"images/sample_sample_c29d44e67874/hard_negatives/hn_002/page_2.png",
"images/sample_sample_c29d44e67874/hard_negatives/hn_003/page_3.png",
"images/sample_sample_c29d44e67874/hard_negatives/hn_004/page_4.png",
"images/sample_sample_c29d44... | {
"sample_id": "sample_sample_c29d44e67874",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/26.png",
"document_type": "Financial report (Form 10-K page)",
"answer": "Based on the 2024 segment-specific credit portfolio data, the Consumer & Community Banking (CCB) segment reported both ... |
Review the Management's Discussion and Analysis (MD&A) sections for the firm's four principal credit portfolios: Consumer Credit, Wholesale Credit, Commercial Real Estate, and Corporate & Investment Bank. Synthesize the firm's strategy for each portfolio regarding loan retention versus securitization or sale, explicitl... | [
"images/sample_sample_104676e77a2c/positive/page_1.png",
"images/sample_sample_104676e77a2c/positive/page_2.png",
"images/sample_sample_104676e77a2c/positive/page_3.png",
"images/sample_sample_104676e77a2c/positive/page_4.png"
] | [
"images/sample_sample_104676e77a2c/hard_negatives/hn_001/page_1.png",
"images/sample_sample_104676e77a2c/hard_negatives/hn_002/page_2.png",
"images/sample_sample_104676e77a2c/hard_negatives/hn_003/page_3.png",
"images/sample_sample_104676e77a2c/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_104676e77a2c",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/27.png",
"document_type": "Annual Report (Form 10-K) page",
"answer": "The firm employs a differentiated strategy across its four principal credit portfolios, balancing balance sheet stability ... |
Review the risk management overview sections for the firm's five primary risk domains (Credit, Market, Liquidity, Operational, and Compliance Risk). For each domain, summarize the specific methodologies used for risk identification and measurement, and detail the distinct macroeconomic or business scenarios applied in ... | [
"images/sample_sample_589da5f43af1/positive/page_1.png",
"images/sample_sample_589da5f43af1/positive/page_2.png",
"images/sample_sample_589da5f43af1/positive/page_3.png",
"images/sample_sample_589da5f43af1/positive/page_4.png",
"images/sample_sample_589da5f43af1/positive/page_5.png"
] | [
"images/sample_sample_589da5f43af1/hard_negatives/hn_001/page_1.png",
"images/sample_sample_589da5f43af1/hard_negatives/hn_002/page_2.png",
"images/sample_sample_589da5f43af1/hard_negatives/hn_003/page_3.png",
"images/sample_sample_589da5f43af1/hard_negatives/hn_004/page_4.png",
"images/sample_sample_589da5... | {
"sample_id": "sample_sample_589da5f43af1",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/23.png",
"document_type": "Report page (SEC Form 10-K excerpt)",
"answer": "The firm utilizes distinct methodologies and stress testing scenarios across its five primary risk domains. \n\n1. **... |
Analyze the year-over-year trend in the 'Credit card - retained' net charge-off rate and the total 'Nonaccrual loans' for the consumer portfolio from 2020 to 2024. Based on this five-year period, identify which year demonstrated the highest peak in credit card charge-offs, and describe how the total 'Consumer, excludin... | [
"images/sample_sample_53ae03d5086e/positive/page_1.png",
"images/sample_sample_53ae03d5086e/positive/page_2.png",
"images/sample_sample_53ae03d5086e/positive/page_3.png",
"images/sample_sample_53ae03d5086e/positive/page_4.png"
] | [
"images/sample_sample_53ae03d5086e/hard_negatives/hn_001/page_1.png",
"images/sample_sample_53ae03d5086e/hard_negatives/hn_002/page_2.png",
"images/sample_sample_53ae03d5086e/hard_negatives/hn_003/page_3.png",
"images/sample_sample_53ae03d5086e/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_53ae03d5086e",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/28.png",
"document_type": "Financial Report Page (Form 10-K)",
"answer": "Between 2020 and 2024, the 'Credit card - retained' net charge-off (NCO) rate followed a cyclical path, starting at a p... |
Analyze the 2024 average balances and average interest rates for total interest-bearing deposits across the firm's four major operating segments (Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management). Compare how the average interest rate paid varies among these s... | [
"images/sample_sample_db8441988a50/positive/page_1.png",
"images/sample_sample_db8441988a50/positive/page_2.png",
"images/sample_sample_db8441988a50/positive/page_3.png",
"images/sample_sample_db8441988a50/positive/page_4.png",
"images/sample_sample_db8441988a50/positive/page_5.png"
] | [
"images/sample_sample_db8441988a50/hard_negatives/hn_001/page_1.png",
"images/sample_sample_db8441988a50/hard_negatives/hn_002/page_2.png",
"images/sample_sample_db8441988a50/hard_negatives/hn_003/page_3.png",
"images/sample_sample_db8441988a50/hard_negatives/hn_004/page_4.png",
"images/sample_sample_db8441... | {
"sample_id": "sample_sample_db8441988a50",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/18.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "In 2024, the average interest rates paid on total interest-bearing deposits across the segments were 1.85% for Consumer & Commu... |
Compare the nonaccrual loan activity across the Consumer, Wholesale, Commercial Banking, and Asset & Wealth Management segments for the year 2024. For each segment, extract the 'Charge-offs' and 'Total reductions' figures from their respective 'Nonaccrual loan activity' tables, calculate charge-offs as a percentage of ... | [
"images/sample_sample_5b95bc79bf45/positive/page_1.png",
"images/sample_sample_5b95bc79bf45/positive/page_2.png",
"images/sample_sample_5b95bc79bf45/positive/page_3.png",
"images/sample_sample_5b95bc79bf45/positive/page_4.png"
] | [
"images/sample_sample_5b95bc79bf45/hard_negatives/hn_001/page_1.png",
"images/sample_sample_5b95bc79bf45/hard_negatives/hn_002/page_2.png",
"images/sample_sample_5b95bc79bf45/hard_negatives/hn_003/page_3.png",
"images/sample_sample_5b95bc79bf45/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_5b95bc79bf45",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/31.png",
"document_type": "Financial report (Form 10-K)",
"answer": "Based on the 2024 financial data across the four business segments, the Asset & Wealth Management segment experienced the hi... |
Compare the credit card portfolio disclosures across JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo for the 2024 fiscal year. For each bank, extract the 30+ day delinquency rate, the 90+ day delinquency rate, and the percentage of the portfolio concentrated in their top 5 geographic states. Finally, synthe... | [
"images/sample_sample_d9ebe55ed3d9/positive/page_1.png",
"images/sample_sample_d9ebe55ed3d9/positive/page_2.png",
"images/sample_sample_d9ebe55ed3d9/positive/page_3.png",
"images/sample_sample_d9ebe55ed3d9/positive/page_4.png"
] | [
"images/sample_sample_d9ebe55ed3d9/hard_negatives/hn_001/page_1.png",
"images/sample_sample_d9ebe55ed3d9/hard_negatives/hn_002/page_2.png",
"images/sample_sample_d9ebe55ed3d9/hard_negatives/hn_003/page_3.png",
"images/sample_sample_d9ebe55ed3d9/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_d9ebe55ed3d9",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/32.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "Based on the 2024 fiscal year disclosures, Citigroup reports the highest combined delinquency rates among the peer group. Citig... |
Review the portfolio analysis narratives for the Residential Real Estate, Credit Card, Auto Loan, Commercial Real Estate, and Corporate & Investment Bank (CIB) loan segments. For each of these five segments, extract the total carrying value at December 31, 2024, and identify the primary stated qualitative driver for th... | [
"images/sample_sample_7b22eaab9e88/positive/page_1.png",
"images/sample_sample_7b22eaab9e88/positive/page_2.png",
"images/sample_sample_7b22eaab9e88/positive/page_3.png",
"images/sample_sample_7b22eaab9e88/positive/page_4.png",
"images/sample_sample_7b22eaab9e88/positive/page_5.png"
] | [
"images/sample_sample_7b22eaab9e88/hard_negatives/hn_001/page_1.png",
"images/sample_sample_7b22eaab9e88/hard_negatives/hn_002/page_2.png",
"images/sample_sample_7b22eaab9e88/hard_negatives/hn_003/page_3.png",
"images/sample_sample_7b22eaab9e88/hard_negatives/hn_004/page_4.png",
"images/sample_sample_7b22ea... | {
"sample_id": "sample_sample_7b22eaab9e88",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/30.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "Based on the portfolio analysis across the five lending segments for the period ending December 31, 2024, the extracted data... |
Analyze the five-year trend (2020-2024) of 'Nonperforming Loans retained' within the Wholesale credit portfolio. Calculate the year-over-year percentage change of these nonperforming loans for each year, identify the year that experienced the most severe deterioration (highest percentage increase), and summarize the pr... | [
"images/sample_sample_5a950cca2318/positive/page_1.png",
"images/sample_sample_5a950cca2318/positive/page_2.png",
"images/sample_sample_5a950cca2318/positive/page_3.png",
"images/sample_sample_5a950cca2318/positive/page_4.png"
] | [
"images/sample_sample_5a950cca2318/hard_negatives/hn_001/page_1.png",
"images/sample_sample_5a950cca2318/hard_negatives/hn_002/page_2.png",
"images/sample_sample_5a950cca2318/hard_negatives/hn_003/page_3.png",
"images/sample_sample_5a950cca2318/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_5a950cca2318",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/33.png",
"document_type": "Annual Report (Form 10-K section)",
"answer": "Between 2020 and 2024, the 'Nonperforming Loans retained' within the Wholesale credit portfolio showed the following tr... |
Analyze the shift in interest rate sensitivity for 'Residential real estate' loans over the five-year period from 2020 to 2024. For each year, extract the total amount of these loans due after one year at fixed interest rates versus variable interest rates, calculate the fixed-to-variable ratio, and summarize how this ... | [
"images/sample_sample_4cf533cbcd5d/positive/page_1.png",
"images/sample_sample_4cf533cbcd5d/positive/page_2.png",
"images/sample_sample_4cf533cbcd5d/positive/page_3.png",
"images/sample_sample_4cf533cbcd5d/positive/page_4.png",
"images/sample_sample_4cf533cbcd5d/positive/page_5.png"
] | [
"images/sample_sample_4cf533cbcd5d/hard_negatives/hn_001/page_1.png",
"images/sample_sample_4cf533cbcd5d/hard_negatives/hn_002/page_2.png",
"images/sample_sample_4cf533cbcd5d/hard_negatives/hn_003/page_3.png",
"images/sample_sample_4cf533cbcd5d/hard_negatives/hn_004/page_4.png",
"images/sample_sample_4cf533... | {
"sample_id": "sample_sample_4cf533cbcd5d",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/29.png",
"document_type": "Financial report (Form 10-K excerpt)",
"answer": "Between 2020 and 2024, the interest rate sensitivity for 'Residential real estate' loans (due after one year) underw... |
Trace the evolution of the 'Country' and 'Regulatory' risk factors detailed in JPMorgan Chase's Form 10-K reports from 2019 to 2024. For each reporting year, identify the newly introduced geopolitical events or specific regulatory frameworks mentioned, and summarize the progressively evolving strategic consequences (su... | [
"images/sample_sample_c12c08b50382/positive/page_1.png",
"images/sample_sample_c12c08b50382/positive/page_2.png",
"images/sample_sample_c12c08b50382/positive/page_3.png",
"images/sample_sample_c12c08b50382/positive/page_4.png"
] | [
"images/sample_sample_c12c08b50382/hard_negatives/hn_001/page_1.png",
"images/sample_sample_c12c08b50382/hard_negatives/hn_002/page_2.png",
"images/sample_sample_c12c08b50382/hard_negatives/hn_003/page_3.png",
"images/sample_sample_c12c08b50382/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_c12c08b50382",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/35.png",
"document_type": "Corporate Report (e.g., Annual Report or Form 10-K section)",
"answer": "The evolution of JPMorgan Chase’s risk factors from 2019 to 2024 reflects a shift from locali... |
Analyze the wholesale credit exposure profiles for the year ended December 31, 2024, across the four major geographic segments (North America, EMEA, Latin America, and Asia Pacific). Aggregate the total 'Noninvestment-grade' exposure for 'Loans retained' across these regions, and determine which region has the highest ... | [
"images/sample_sample_96afeeb451c6/positive/page_1.png",
"images/sample_sample_96afeeb451c6/positive/page_2.png",
"images/sample_sample_96afeeb451c6/positive/page_3.png",
"images/sample_sample_96afeeb451c6/positive/page_4.png",
"images/sample_sample_96afeeb451c6/positive/page_5.png"
] | [
"images/sample_sample_96afeeb451c6/hard_negatives/hn_001/page_1.png",
"images/sample_sample_96afeeb451c6/hard_negatives/hn_002/page_2.png",
"images/sample_sample_96afeeb451c6/hard_negatives/hn_003/page_3.png",
"images/sample_sample_96afeeb451c6/hard_negatives/hn_004/page_4.png",
"images/sample_sample_96afee... | {
"sample_id": "sample_sample_96afeeb451c6",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/34.png",
"document_type": "Annual Report (Form 10-K) page",
"answer": "For the year ended December 31, 2024, the aggregate total 'Noninvestment-grade' exposure for 'Loans retained' across the f... |
Analyze the credit quality trends for the 'Real Estate', 'Consumer & Retail', and 'Technology, Media & Telecommunications' industries from 2020 through 2024. Track the year-over-year changes in both 'Criticized nonperforming' exposure and 'Net charge-offs/(recoveries)' for these three sectors across the annual reports,... | [
"images/sample_sample_da92f4b5aa24/positive/page_1.png",
"images/sample_sample_da92f4b5aa24/positive/page_2.png",
"images/sample_sample_da92f4b5aa24/positive/page_3.png",
"images/sample_sample_da92f4b5aa24/positive/page_4.png",
"images/sample_sample_da92f4b5aa24/positive/page_5.png"
] | [
"images/sample_sample_da92f4b5aa24/hard_negatives/hn_001/page_1.png",
"images/sample_sample_da92f4b5aa24/hard_negatives/hn_002/page_2.png",
"images/sample_sample_da92f4b5aa24/hard_negatives/hn_003/page_3.png",
"images/sample_sample_da92f4b5aa24/hard_negatives/hn_004/page_4.png",
"images/sample_sample_da92f4... | {
"sample_id": "sample_sample_da92f4b5aa24",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/37.png",
"document_type": "Financial report table from a Form 10-K",
"answer": "Between 2020 and 2024, the Real Estate sector experienced the most significant total absolute increase in nonperf... |
Analyze the trend of 'Criticized nonperforming' exposure for the 'Real Estate', 'Consumer & Retail', and 'Healthcare' industries from 2020 through 2024. Determine which of these industries had the highest cumulative 'Net charge-offs/(recoveries)' over this five-year period, and identify the specific year each industry ... | [
"images/sample_sample_55b6caff8ce7/positive/page_1.png",
"images/sample_sample_55b6caff8ce7/positive/page_2.png",
"images/sample_sample_55b6caff8ce7/positive/page_3.png",
"images/sample_sample_55b6caff8ce7/positive/page_4.png",
"images/sample_sample_55b6caff8ce7/positive/page_5.png"
] | [
"images/sample_sample_55b6caff8ce7/hard_negatives/hn_001/page_1.png",
"images/sample_sample_55b6caff8ce7/hard_negatives/hn_002/page_2.png",
"images/sample_sample_55b6caff8ce7/hard_negatives/hn_003/page_3.png",
"images/sample_sample_55b6caff8ce7/hard_negatives/hn_004/page_4.png",
"images/sample_sample_55b6ca... | {
"sample_id": "sample_sample_55b6caff8ce7",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/36.png",
"document_type": "Financial report (Form 10-K)",
"answer": "Based on the wholesale credit exposure data from 2020 through 2024, the trend for 'Criticized nonperforming' exposure varied... |
Analyze the wholesale credit exposure disclosures across all reported industry sectors for the year ended December 31, 2024. First, identify the major sector with the highest total credit exposure and the sector with the largest percentage increase in criticized exposure compared to 2023. Second, for each major sector ... | [
"images/sample_sample_240e0b57a56e/positive/page_1.png",
"images/sample_sample_240e0b57a56e/positive/page_2.png",
"images/sample_sample_240e0b57a56e/positive/page_3.png",
"images/sample_sample_240e0b57a56e/positive/page_4.png"
] | [
"images/sample_sample_240e0b57a56e/hard_negatives/hn_001/page_1.png",
"images/sample_sample_240e0b57a56e/hard_negatives/hn_002/page_2.png",
"images/sample_sample_240e0b57a56e/hard_negatives/hn_003/page_3.png",
"images/sample_sample_240e0b57a56e/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_240e0b57a56e",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/39.png",
"document_type": "Financial report (page from a 10-K)",
"answer": "Based on the wholesale credit exposure disclosures for the year ended December 31, 2024, the major sector with the hi... |
Analyze the 2024 industry credit exposure tables across five major sectors: Real Estate, Healthcare, Technology, Financial Institutions, and Oil & Gas. For each sector, identify the specific sub-sector with the highest 'Total credit exposure', extract its corresponding '% Drawn' value, and rank these five leading sub-s... | [
"images/sample_sample_6455abb03957/positive/page_1.png",
"images/sample_sample_6455abb03957/positive/page_2.png",
"images/sample_sample_6455abb03957/positive/page_3.png",
"images/sample_sample_6455abb03957/positive/page_4.png",
"images/sample_sample_6455abb03957/positive/page_5.png"
] | [
"images/sample_sample_6455abb03957/hard_negatives/hn_001/page_1.png",
"images/sample_sample_6455abb03957/hard_negatives/hn_002/page_2.png",
"images/sample_sample_6455abb03957/hard_negatives/hn_003/page_3.png",
"images/sample_sample_6455abb03957/hard_negatives/hn_004/page_4.png",
"images/sample_sample_6455ab... | {
"sample_id": "sample_sample_6455abb03957",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/38.png",
"document_type": "Financial report page (Form 10-K section)",
"answer": "Based on the 2024 credit exposure tables across the five designated sectors, the sub-sectors with the highest '... |
Analyze the 2024 'net charge-off/(recovery) rate' and the volume of 'Additions' to nonaccrual loans across four major business segments: Wholesale, Consumer & Community Banking (CCB), Commercial Banking (CB), and Asset & Wealth Management (AWM). Based on the individual segment summaries, identify which segment exhibite... | [
"images/sample_sample_27b15e9534cd/positive/page_1.png",
"images/sample_sample_27b15e9534cd/positive/page_2.png",
"images/sample_sample_27b15e9534cd/positive/page_3.png",
"images/sample_sample_27b15e9534cd/positive/page_4.png"
] | [
"images/sample_sample_27b15e9534cd/hard_negatives/hn_001/page_1.png",
"images/sample_sample_27b15e9534cd/hard_negatives/hn_002/page_2.png",
"images/sample_sample_27b15e9534cd/hard_negatives/hn_003/page_3.png",
"images/sample_sample_27b15e9534cd/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_27b15e9534cd",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/40.png",
"document_type": "financial report / 10-K filing",
"answer": "In 2024, the Consumer & Community Banking (CCB) segment exhibited the highest net charge-off rate at 2.45% and the largest... |
Analyze the 5-year trend (2020-2024) in the Firm's counterparty credit risk exposure by extracting the fair value of derivative receivables and the percentage of OTC derivative transactions covered by collateral agreements for each year. Based on this aggregated data, summarize how the relationship between the total vo... | [
"images/sample_sample_b85828c1f33e/positive/page_1.png",
"images/sample_sample_b85828c1f33e/positive/page_2.png",
"images/sample_sample_b85828c1f33e/positive/page_3.png",
"images/sample_sample_b85828c1f33e/positive/page_4.png"
] | [
"images/sample_sample_b85828c1f33e/hard_negatives/hn_001/page_1.png",
"images/sample_sample_b85828c1f33e/hard_negatives/hn_002/page_2.png",
"images/sample_sample_b85828c1f33e/hard_negatives/hn_003/page_3.png",
"images/sample_sample_b85828c1f33e/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_b85828c1f33e",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/42.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "Between 2020 and 2024, JPMorgan Chase’s counterparty credit risk exposure, as measured by the fair value of derivative receivab... |
Trace the evolution of the wholesale loan portfolio's risk and maturity profile from 2020 to 2024. Specifically, analyze the year-over-year trend in the net charge-off rate for 'Commercial and industrial' loans across the annual reports to identify the peak risk year, and compare how the total volume of C&I loans tied ... | [
"images/sample_sample_6936263a38fc/positive/page_1.png",
"images/sample_sample_6936263a38fc/positive/page_2.png",
"images/sample_sample_6936263a38fc/positive/page_3.png",
"images/sample_sample_6936263a38fc/positive/page_4.png"
] | [
"images/sample_sample_6936263a38fc/hard_negatives/hn_001/page_1.png",
"images/sample_sample_6936263a38fc/hard_negatives/hn_002/page_2.png",
"images/sample_sample_6936263a38fc/hard_negatives/hn_003/page_3.png",
"images/sample_sample_6936263a38fc/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_6936263a38fc",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/41.png",
"document_type": "Financial report (Form 10-K)",
"answer": "The evolution of the wholesale loan portfolio from 2020 to 2024 reveals a peak in credit risk during the 2020 fiscal year, f... |
Analyze the 'Ratings profile of derivative receivables' tables and the 'Exposure profile' charts across the 2024 annual reports of the firm's four primary operating segments. Compare the 'Noninvestment-grade' exposure percentages for 2024 across the four segments, and identify which segment projects the sharpest percen... | [
"images/sample_sample_40795f245775/positive/page_1.png",
"images/sample_sample_40795f245775/positive/page_2.png",
"images/sample_sample_40795f245775/positive/page_3.png",
"images/sample_sample_40795f245775/positive/page_4.png"
] | [
"images/sample_sample_40795f245775/hard_negatives/hn_001/page_1.png",
"images/sample_sample_40795f245775/hard_negatives/hn_002/page_2.png",
"images/sample_sample_40795f245775/hard_negatives/hn_003/page_3.png",
"images/sample_sample_40795f245775/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_40795f245775",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/43.png",
"document_type": "Financial report page (Form 10-K)",
"answer": "A comparative analysis of the 2024 operating segment reports reveals varying risk profiles across the firm. The 'Noninv... |
Compile a 5-year trend analysis (2020-2024) of the firm's credit portfolio management activities by extracting the notional amounts of protection purchased and sold for both 'Loans and lending-related commitments' and 'Derivative receivables' from the respective annual reports. Identify which of the two categories expe... | [
"images/sample_sample_cea5f1fd2cae/positive/page_1.png",
"images/sample_sample_cea5f1fd2cae/positive/page_2.png",
"images/sample_sample_cea5f1fd2cae/positive/page_3.png",
"images/sample_sample_cea5f1fd2cae/positive/page_4.png"
] | [
"images/sample_sample_cea5f1fd2cae/hard_negatives/hn_001/page_1.png",
"images/sample_sample_cea5f1fd2cae/hard_negatives/hn_002/page_2.png",
"images/sample_sample_cea5f1fd2cae/hard_negatives/hn_003/page_3.png",
"images/sample_sample_cea5f1fd2cae/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_cea5f1fd2cae",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/44.png",
"document_type": "Annual Report excerpt (Form 10-K)",
"answer": "Based on a 5-year trend analysis (2020–2024) of the firm’s credit portfolio management activities, the 'Loans and lendi... |
Analyze the trajectory of the firm's central case macroeconomic assumptions (specifically the projected U.S. unemployment rate and YoY real GDP growth) alongside the total net additions to the allowance for credit losses across the 2020 through 2024 Form 10-K reports. Based on this analysis, identify which reporting ye... | [
"images/sample_sample_8acd618a7171/positive/page_1.png",
"images/sample_sample_8acd618a7171/positive/page_2.png",
"images/sample_sample_8acd618a7171/positive/page_3.png",
"images/sample_sample_8acd618a7171/positive/page_4.png",
"images/sample_sample_8acd618a7171/positive/page_5.png"
] | [
"images/sample_sample_8acd618a7171/hard_negatives/hn_001/page_1.png",
"images/sample_sample_8acd618a7171/hard_negatives/hn_002/page_2.png",
"images/sample_sample_8acd618a7171/hard_negatives/hn_003/page_3.png",
"images/sample_sample_8acd618a7171/hard_negatives/hn_004/page_4.png",
"images/sample_sample_8acd61... | {
"sample_id": "sample_sample_8acd618a7171",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/45.png",
"document_type": "Financial report excerpt (Form 10-K)",
"answer": "Based on a five-year analysis of JPMorgan Chase’s Form 10-K reports (2020–2024), the 2020 reporting year projected t... |
Analyze the five-year trend (2020-2024) of the 'Net charge-offs' and 'Provision for loan losses' specifically for the Credit Card segment. Calculate the provision-to-charge-off ratio for each year, identify which year had the highest ratio, and synthesize the primary macroeconomic drivers responsible for that year's pe... | [
"images/sample_sample_4b028f3cfb12/positive/page_1.png",
"images/sample_sample_4b028f3cfb12/positive/page_2.png",
"images/sample_sample_4b028f3cfb12/positive/page_3.png",
"images/sample_sample_4b028f3cfb12/positive/page_4.png"
] | [
"images/sample_sample_4b028f3cfb12/hard_negatives/hn_001/page_1.png",
"images/sample_sample_4b028f3cfb12/hard_negatives/hn_002/page_2.png",
"images/sample_sample_4b028f3cfb12/hard_negatives/hn_003/page_3.png",
"images/sample_sample_4b028f3cfb12/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_4b028f3cfb12",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/47.png",
"document_type": "Financial Report Page (Form 10-K)",
"answer": "Based on the five-year trend analysis (2020-2024), the Credit Card segment's Provision-to-Charge-off ratios were as fol... |
Trace the evolution of the risk factor regarding 'differences and inconsistencies in financial services regulation' across the company's annual 10-K filings from 2019 through 2023. Document any year-over-year additions, modifications, or removals of specific items within the bulleted lists detailing 'legislative and re... | [
"images/sample_sample_37442913c610/positive/page_1.png",
"images/sample_sample_37442913c610/positive/page_2.png",
"images/sample_sample_37442913c610/positive/page_3.png",
"images/sample_sample_37442913c610/positive/page_4.png",
"images/sample_sample_37442913c610/positive/page_5.png"
] | [
"images/sample_sample_37442913c610/hard_negatives/hn_001/page_1.png",
"images/sample_sample_37442913c610/hard_negatives/hn_002/page_2.png",
"images/sample_sample_37442913c610/hard_negatives/hn_003/page_3.png",
"images/sample_sample_37442913c610/hard_negatives/hn_004/page_4.png",
"images/sample_sample_374429... | {
"sample_id": "sample_sample_37442913c610",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/46.png",
"document_type": "Financial report page (Annual Report/10-K)",
"answer": "Between 2019 and 2023, JPMorgan Chase’s disclosure regarding 'differences and inconsistencies in financial ser... |
Analyze and compare the 2024 'Allowance for loan losses' allocation across JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. For each institution, extract the allowance amounts dedicated to 'Credit card' and 'Commercial and industrial' loans, calculate what percentage of each bank's total allowance these two... | [
"images/sample_sample_bb8c22a30fbf/positive/page_1.png",
"images/sample_sample_bb8c22a30fbf/positive/page_2.png",
"images/sample_sample_bb8c22a30fbf/positive/page_3.png",
"images/sample_sample_bb8c22a30fbf/positive/page_4.png"
] | [
"images/sample_sample_bb8c22a30fbf/hard_negatives/hn_001/page_1.png",
"images/sample_sample_bb8c22a30fbf/hard_negatives/hn_002/page_2.png",
"images/sample_sample_bb8c22a30fbf/hard_negatives/hn_003/page_3.png",
"images/sample_sample_bb8c22a30fbf/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_bb8c22a30fbf",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/48.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "Based on a comparison of the 2024 year-end financial disclosures for the four institutions, the allowance for loan losses (A... |
For each of the five principal risk management categories outlined in the annual report (Market Risk, Credit Risk, Liquidity Risk, Operational Risk, and Strategic Risk), extract the specific statistical and nonstatistical metrics used to measure the respective risk, and summarize the designated escalation protocol when... | [
"images/sample_sample_215c773b2be7/positive/page_1.png",
"images/sample_sample_215c773b2be7/positive/page_2.png",
"images/sample_sample_215c773b2be7/positive/page_3.png",
"images/sample_sample_215c773b2be7/positive/page_4.png",
"images/sample_sample_215c773b2be7/positive/page_5.png"
] | [
"images/sample_sample_215c773b2be7/hard_negatives/hn_001/page_1.png",
"images/sample_sample_215c773b2be7/hard_negatives/hn_002/page_2.png",
"images/sample_sample_215c773b2be7/hard_negatives/hn_003/page_3.png",
"images/sample_sample_215c773b2be7/hard_negatives/hn_004/page_4.png",
"images/sample_sample_215c77... | {
"sample_id": "sample_sample_215c773b2be7",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/50.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "The firm manages five principal risk categories using specific metrics and escalation protocols as follows:\n\n1. **Market Risk... |
Analyze the five-year trend (2020-2024) of the Firm's 'Average Total VaR' alongside the 'Fixed income' average VaR. Detail the year-over-year variations for both metrics across this period and summarize the primary market drivers cited in each corresponding annual narrative section that explain these historical fluctua... | [
"images/sample_sample_384f8f67bb0b/positive/page_1.png",
"images/sample_sample_384f8f67bb0b/positive/page_2.png",
"images/sample_sample_384f8f67bb0b/positive/page_3.png",
"images/sample_sample_384f8f67bb0b/positive/page_4.png"
] | [
"images/sample_sample_384f8f67bb0b/hard_negatives/hn_001/page_1.png",
"images/sample_sample_384f8f67bb0b/hard_negatives/hn_002/page_2.png",
"images/sample_sample_384f8f67bb0b/hard_negatives/hn_003/page_3.png",
"images/sample_sample_384f8f67bb0b/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_384f8f67bb0b",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/53.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "The five-year trend for JPMorgan Chase’s Average Total VaR and Fixed Income VaR reflects significant shifts driven by global... |
Analyze the five-year trend (2020-2024) in the firm's Principal investment portfolio by extracting the annual carrying values for both 'Tax-oriented investments' and 'Private equity' instruments. Based on this compiled data, identify which year had the highest overall growth rate in total principal investments, and sum... | [
"images/sample_sample_28b6adedeefa/positive/page_1.png",
"images/sample_sample_28b6adedeefa/positive/page_2.png",
"images/sample_sample_28b6adedeefa/positive/page_3.png",
"images/sample_sample_28b6adedeefa/positive/page_4.png",
"images/sample_sample_28b6adedeefa/positive/page_5.png"
] | [
"images/sample_sample_28b6adedeefa/hard_negatives/hn_001/page_1.png",
"images/sample_sample_28b6adedeefa/hard_negatives/hn_002/page_2.png",
"images/sample_sample_28b6adedeefa/hard_negatives/hn_003/page_3.png",
"images/sample_sample_28b6adedeefa/hard_negatives/hn_004/page_4.png",
"images/sample_sample_28b6ad... | {
"sample_id": "sample_sample_28b6adedeefa",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/49.png",
"document_type": "Annual Report (Form 10-K) page",
"answer": "Based on the five-year analysis from 2020 to 2024, the principal investment portfolio carrying values were as follows: 202... |
Compare the Value-at-Risk (VaR) methodologies across the risk management sections of the five major US banks provided. Specifically, tabulate the confidence levels, holding periods, and historical data look-back windows for both 'Risk Management VaR' (or internal equivalent) and 'Regulatory VaR' for each bank, and summ... | [
"images/sample_sample_49e523409f15/positive/page_1.png",
"images/sample_sample_49e523409f15/positive/page_2.png",
"images/sample_sample_49e523409f15/positive/page_3.png",
"images/sample_sample_49e523409f15/positive/page_4.png",
"images/sample_sample_49e523409f15/positive/page_5.png"
] | [
"images/sample_sample_49e523409f15/hard_negatives/hn_001/page_1.png",
"images/sample_sample_49e523409f15/hard_negatives/hn_002/page_2.png",
"images/sample_sample_49e523409f15/hard_negatives/hn_003/page_3.png",
"images/sample_sample_49e523409f15/hard_negatives/hn_004/page_4.png",
"images/sample_sample_49e523... | {
"sample_id": "sample_sample_49e523409f15",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/52.png",
"document_type": "Annual financial report (Form 10-K page)",
"answer": "Across the five major US banks, Value-at-Risk (VaR) methodologies for 2024 show significant consistency in regul... |
Trace the structural changes in reportable business segments from 2021 to 2024, detailing how the pre-2024 Commercial Banking (CB) and former Corporate & Investment Bank segments were integrated into the newly formed CIB segment. Additionally, for the AWM and Corporate segments, aggregate all new financial instruments ... | [
"images/sample_sample_f3d5a60967ef/positive/page_1.png",
"images/sample_sample_f3d5a60967ef/positive/page_2.png",
"images/sample_sample_f3d5a60967ef/positive/page_3.png",
"images/sample_sample_f3d5a60967ef/positive/page_4.png"
] | [
"images/sample_sample_f3d5a60967ef/hard_negatives/hn_001/page_1.png",
"images/sample_sample_f3d5a60967ef/hard_negatives/hn_002/page_2.png",
"images/sample_sample_f3d5a60967ef/hard_negatives/hn_003/page_3.png",
"images/sample_sample_f3d5a60967ef/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_f3d5a60967ef",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/51.png",
"document_type": "Financial report (Form 10-K)",
"answer": "From 2021 to 2023, JPMorgan Chase & Co. maintained Commercial Banking (CB) and the Corporate & Investment Bank (CIB) as sepa... |
Analyze how the Firm's Earnings-at-Risk (EaR) methodology and key assumptions have evolved from 2020 to 2024. Specifically, detail the year-over-year changes in the modeled yield curve shift scenarios (e.g., parallel, steeper, flatter) and trace how the Firm adjusted its assumptions regarding deposit pricing sensitivit... | [
"images/sample_sample_4b6c3d83965c/positive/page_1.png",
"images/sample_sample_4b6c3d83965c/positive/page_2.png",
"images/sample_sample_4b6c3d83965c/positive/page_3.png",
"images/sample_sample_4b6c3d83965c/positive/page_4.png"
] | [
"images/sample_sample_4b6c3d83965c/hard_negatives/hn_001/page_1.png",
"images/sample_sample_4b6c3d83965c/hard_negatives/hn_002/page_2.png",
"images/sample_sample_4b6c3d83965c/hard_negatives/hn_003/page_3.png",
"images/sample_sample_4b6c3d83965c/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_4b6c3d83965c",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/56.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "Between 2020 and 2024, the Firm’s Earnings-at-Risk (EaR) methodology transitioned from a framework optimized for a zero-interes... |
Analyze the trend in VaR backtesting exceptions and the frequency of severe trading losses (defined as days where losses exceeded 100% of Risk Management VaR) over the five-year period from 2020 to 2024. Based on these metrics, identify which year exhibited the most severe market stress, and summarize how the overall r... | [
"images/sample_sample_0f94b8c58b13/positive/page_1.png",
"images/sample_sample_0f94b8c58b13/positive/page_2.png",
"images/sample_sample_0f94b8c58b13/positive/page_3.png",
"images/sample_sample_0f94b8c58b13/positive/page_4.png",
"images/sample_sample_0f94b8c58b13/positive/page_5.png"
] | [
"images/sample_sample_0f94b8c58b13/hard_negatives/hn_001/page_1.png",
"images/sample_sample_0f94b8c58b13/hard_negatives/hn_002/page_2.png",
"images/sample_sample_0f94b8c58b13/hard_negatives/hn_003/page_3.png",
"images/sample_sample_0f94b8c58b13/hard_negatives/hn_004/page_4.png",
"images/sample_sample_0f94b8... | {
"sample_id": "sample_sample_0f94b8c58b13",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/54.png",
"document_type": "Annual financial report page (Form 10-K)",
"answer": "Analysis of VaR backtesting metrics from 2020 to 2024 reveals a trend of high volatility at the start of the per... |
Trace the evolution of the Firm's 'Structural interest rate risk management' disclosures across its Form 10-K filings from 2020 to 2024. Specifically, summarize how the listed 'Key risk drivers' have expanded or changed over time, and detail any modifications to the governance responsibilities of the CTC Risk Committee... | [
"images/sample_sample_e0ccc17b5064/positive/page_1.png",
"images/sample_sample_e0ccc17b5064/positive/page_2.png",
"images/sample_sample_e0ccc17b5064/positive/page_3.png",
"images/sample_sample_e0ccc17b5064/positive/page_4.png",
"images/sample_sample_e0ccc17b5064/positive/page_5.png"
] | [
"images/sample_sample_e0ccc17b5064/hard_negatives/hn_001/page_1.png",
"images/sample_sample_e0ccc17b5064/hard_negatives/hn_002/page_2.png",
"images/sample_sample_e0ccc17b5064/hard_negatives/hn_003/page_3.png",
"images/sample_sample_e0ccc17b5064/hard_negatives/hn_004/page_4.png",
"images/sample_sample_e0ccc1... | {
"sample_id": "sample_sample_e0ccc17b5064",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/55.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "The Firm's 'Structural interest rate risk management' disclosures underwent significant expansion from 2020 to 2024, driven by ... |
Cross-reference the theoretical regulatory and legal risks outlined in this 'Risk Factors' section with the actual realized impacts detailed in the 'Legal Proceedings' (Item 3), 'Management's Discussion and Analysis' (MD&A), and 'Contingent Liabilities' footnote sections of the Annual Report. Summarize which specific e... | [
"images/sample_sample_668fc3c482cf/positive/page_1.png",
"images/sample_sample_668fc3c482cf/positive/page_2.png",
"images/sample_sample_668fc3c482cf/positive/page_3.png",
"images/sample_sample_668fc3c482cf/positive/page_4.png"
] | [
"images/sample_sample_668fc3c482cf/hard_negatives/hn_001/page_1.png",
"images/sample_sample_668fc3c482cf/hard_negatives/hn_002/page_2.png",
"images/sample_sample_668fc3c482cf/hard_negatives/hn_003/page_3.png",
"images/sample_sample_668fc3c482cf/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_668fc3c482cf",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/57.png",
"document_type": "Corporate report (Risk Factors section)",
"answer": "During the fiscal year, several theoretical risks outlined in the 'Risk Factors' section materialized into concre... |
Analyze the trajectory of the Firm's total earnings sensitivity to a +100 bps parallel shift in interest rates over the five-year period from 2020 to 2024. Identify the year that exhibited the highest positive earnings sensitivity, and summarize the primary balance sheet actions or assumptions cited in that year's repo... | [
"images/sample_sample_c4e8dd84b525/positive/page_1.png",
"images/sample_sample_c4e8dd84b525/positive/page_2.png",
"images/sample_sample_c4e8dd84b525/positive/page_3.png",
"images/sample_sample_c4e8dd84b525/positive/page_4.png",
"images/sample_sample_c4e8dd84b525/positive/page_5.png"
] | [
"images/sample_sample_c4e8dd84b525/hard_negatives/hn_001/page_1.png",
"images/sample_sample_c4e8dd84b525/hard_negatives/hn_002/page_2.png",
"images/sample_sample_c4e8dd84b525/hard_negatives/hn_003/page_3.png",
"images/sample_sample_c4e8dd84b525/hard_negatives/hn_004/page_4.png",
"images/sample_sample_c4e8dd... | {
"sample_id": "sample_sample_c4e8dd84b525",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/58.png",
"document_type": "Annual Report (Form 10-K extract)",
"answer": "Between 2020 and 2024, the Firm's total earnings sensitivity to a +100 bps parallel shift in interest rates followed an... |
Analyze the 5-year historical trend (2020-2024) of the sensitivity impacts for 'Other debt and equity' and 'Non-USD LTD cross-currency basis' across the firm's annual Form 10-K disclosures. Identify which year exhibited the highest financial risk exposure (maximum potential loss) for each of these two specific categori... | [
"images/sample_sample_a420f9b29160/positive/page_1.png",
"images/sample_sample_a420f9b29160/positive/page_2.png",
"images/sample_sample_a420f9b29160/positive/page_3.png",
"images/sample_sample_a420f9b29160/positive/page_4.png"
] | [
"images/sample_sample_a420f9b29160/hard_negatives/hn_001/page_1.png",
"images/sample_sample_a420f9b29160/hard_negatives/hn_002/page_2.png",
"images/sample_sample_a420f9b29160/hard_negatives/hn_003/page_3.png",
"images/sample_sample_a420f9b29160/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_a420f9b29160",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/59.png",
"document_type": "Financial Report / SEC Form 10-K excerpt",
"answer": "Based on the 5-year historical analysis (2020-2024) of the firm's Form 10-K disclosures, the financial risk expo... |
Analyze the evolution of the Firm's internal country risk measurement framework from 2020 to 2024. Specifically, identify any modifications in the methodologies used to measure lending exposures, securities financing exposures, and credit derivatives over this 5-year period, and document the specific year any new expos... | [
"images/sample_sample_cd7691d0e5d2/positive/page_1.png",
"images/sample_sample_cd7691d0e5d2/positive/page_2.png",
"images/sample_sample_cd7691d0e5d2/positive/page_3.png",
"images/sample_sample_cd7691d0e5d2/positive/page_4.png",
"images/sample_sample_cd7691d0e5d2/positive/page_5.png"
] | [
"images/sample_sample_cd7691d0e5d2/hard_negatives/hn_001/page_1.png",
"images/sample_sample_cd7691d0e5d2/hard_negatives/hn_002/page_2.png",
"images/sample_sample_cd7691d0e5d2/hard_negatives/hn_003/page_3.png",
"images/sample_sample_cd7691d0e5d2/hard_negatives/hn_004/page_4.png",
"images/sample_sample_cd7691... | {
"sample_id": "sample_sample_cd7691d0e5d2",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/60.png",
"document_type": "Financial Report (Form 10-K excerpt)",
"answer": "Between 2020 and 2024, the Firm’s internal country risk measurement framework underwent significant evolution, trans... |
Analyze the comprehensive risk management disclosures across the annual report to compare Operational Risk, Market Risk, Credit Risk, and Liquidity Risk. For each of these four risk categories, summarize the primary quantitative measurement methodologies utilized (e.g., the Loss Distribution Approach) and identify the ... | [
"images/sample_sample_b56b8188228e/positive/page_1.png",
"images/sample_sample_b56b8188228e/positive/page_2.png",
"images/sample_sample_b56b8188228e/positive/page_3.png",
"images/sample_sample_b56b8188228e/positive/page_4.png"
] | [
"images/sample_sample_b56b8188228e/hard_negatives/hn_001/page_1.png",
"images/sample_sample_b56b8188228e/hard_negatives/hn_002/page_2.png",
"images/sample_sample_b56b8188228e/hard_negatives/hn_003/page_3.png",
"images/sample_sample_b56b8188228e/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_b56b8188228e",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/63.png",
"document_type": "Annual Report Page (Form 10-K)",
"answer": "Across JPMorgan Chase & Co.’s 2024 Form 10-K, the firm’s comprehensive risk management framework is organized into four pr... |
Analyze the trend of the firm's total exposure to Germany, Japan, and the United Kingdom over the five-year period from 2020 to 2024. Calculate the overall percentage growth for each of these three countries from 2020 to 2024, identify which country had the highest growth rate, and synthesize the primary business drive... | [
"images/sample_sample_fbb77fbecc14/positive/page_1.png",
"images/sample_sample_fbb77fbecc14/positive/page_2.png",
"images/sample_sample_fbb77fbecc14/positive/page_3.png",
"images/sample_sample_fbb77fbecc14/positive/page_4.png",
"images/sample_sample_fbb77fbecc14/positive/page_5.png"
] | [
"images/sample_sample_fbb77fbecc14/hard_negatives/hn_001/page_1.png",
"images/sample_sample_fbb77fbecc14/hard_negatives/hn_002/page_2.png",
"images/sample_sample_fbb77fbecc14/hard_negatives/hn_003/page_3.png",
"images/sample_sample_fbb77fbecc14/hard_negatives/hn_004/page_4.png",
"images/sample_sample_fbb77f... | {
"sample_id": "sample_sample_fbb77fbecc14",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/61.png",
"document_type": "Annual report (Form 10-K)",
"answer": "Over the five-year period from 2020 to 2024, the firm's exposure to Germany, Japan, and the United Kingdom showed a consistent ... |
Review the detailed operational risk disclosures for each of the firm's four principal Lines of Business (Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management). For each Line of Business, identify their primary drivers of 'Payment fraud risk' and summarize the spe... | [
"images/sample_sample_2cd9a028af04/positive/page_1.png",
"images/sample_sample_2cd9a028af04/positive/page_2.png",
"images/sample_sample_2cd9a028af04/positive/page_3.png",
"images/sample_sample_2cd9a028af04/positive/page_4.png",
"images/sample_sample_2cd9a028af04/positive/page_5.png"
] | [
"images/sample_sample_2cd9a028af04/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2cd9a028af04/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2cd9a028af04/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2cd9a028af04/hard_negatives/hn_004/page_4.png",
"images/sample_sample_2cd9a0... | {
"sample_id": "sample_sample_2cd9a028af04",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/64.png",
"document_type": "Annual Report page (Form 10-K)",
"answer": "The four Lines of Business (LOBs) at the firm identify distinct drivers for payment fraud risk and have implemented tailor... |
Analyze the evolution of the Firm's cybersecurity 'Organization and management' structure and Information Security Program functions from 2020 to 2024. Detail any changes in the CISO's reporting line, the introduction or restructuring of core program functions (such as Cyber Operations, Technology Governance, or Securi... | [
"images/sample_sample_47ea69045037/positive/page_1.png",
"images/sample_sample_47ea69045037/positive/page_2.png",
"images/sample_sample_47ea69045037/positive/page_3.png",
"images/sample_sample_47ea69045037/positive/page_4.png",
"images/sample_sample_47ea69045037/positive/page_5.png"
] | [
"images/sample_sample_47ea69045037/hard_negatives/hn_001/page_1.png",
"images/sample_sample_47ea69045037/hard_negatives/hn_002/page_2.png",
"images/sample_sample_47ea69045037/hard_negatives/hn_003/page_3.png",
"images/sample_sample_47ea69045037/hard_negatives/hn_004/page_4.png",
"images/sample_sample_47ea69... | {
"sample_id": "sample_sample_47ea69045037",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/65.png",
"document_type": "Financial report (Form 10-K page)",
"answer": "From 2020 to 2024, JPMorgan Chase & Co. significantly elevated the strategic importance of its cybersecurity function, ... |
Analyze the evolution of the Firm's cybersecurity governance and oversight structures by comparing the 'Cybersecurity risk management' disclosures in the Form 10-K reports from 2020 to 2024. Specifically, identify the year each major operating committee (e.g., CTOC, GTOC) was first introduced, and summarize how the des... | [
"images/sample_sample_0bbf2c3b2904/positive/page_1.png",
"images/sample_sample_0bbf2c3b2904/positive/page_2.png",
"images/sample_sample_0bbf2c3b2904/positive/page_3.png",
"images/sample_sample_0bbf2c3b2904/positive/page_4.png",
"images/sample_sample_0bbf2c3b2904/positive/page_5.png"
] | [
"images/sample_sample_0bbf2c3b2904/hard_negatives/hn_001/page_1.png",
"images/sample_sample_0bbf2c3b2904/hard_negatives/hn_002/page_2.png",
"images/sample_sample_0bbf2c3b2904/hard_negatives/hn_003/page_3.png",
"images/sample_sample_0bbf2c3b2904/hard_negatives/hn_004/page_4.png",
"images/sample_sample_0bbf2c... | {
"sample_id": "sample_sample_0bbf2c3b2904",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/66.png",
"document_type": "Annual Report (SEC Form 10-K)",
"answer": "The evolution of JPMorgan Chase’s cybersecurity governance from 2020 to 2024 shows a significant shift from centralized IT ... |
Analyze the firm's comprehensive Risk Management disclosures. For each of the principal risk categories—Compliance Risk, Operational Risk, Credit Risk, Market Risk, and Liquidity Risk—summarize the overarching governance framework, identifying the specific executive leadership roles (e.g., Global CCO) and the designate... | [
"images/sample_sample_583541b5c3db/positive/page_1.png",
"images/sample_sample_583541b5c3db/positive/page_2.png",
"images/sample_sample_583541b5c3db/positive/page_3.png",
"images/sample_sample_583541b5c3db/positive/page_4.png",
"images/sample_sample_583541b5c3db/positive/page_5.png"
] | [
"images/sample_sample_583541b5c3db/hard_negatives/hn_001/page_1.png",
"images/sample_sample_583541b5c3db/hard_negatives/hn_002/page_2.png",
"images/sample_sample_583541b5c3db/hard_negatives/hn_003/page_3.png",
"images/sample_sample_583541b5c3db/hard_negatives/hn_004/page_4.png",
"images/sample_sample_583541... | {
"sample_id": "sample_sample_583541b5c3db",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/67.png",
"document_type": "Annual Report excerpt (Form 10-K)",
"answer": "The firm’s risk management is structured around a centralized governance framework where each principal risk category i... |
Analyze and compare the risk disclosures related to 'orderly resolution' mandates and cross-border jurisdictional conflicts across the 2023 annual reports of JPMorgan Chase, Bank of America, Citigroup, and Goldman Sachs. For each institution, explicitly detail the specific consequences they list regarding legal entity ... | [
"images/sample_sample_e480cde389c3/positive/page_1.png",
"images/sample_sample_e480cde389c3/positive/page_2.png",
"images/sample_sample_e480cde389c3/positive/page_3.png",
"images/sample_sample_e480cde389c3/positive/page_4.png"
] | [
"images/sample_sample_e480cde389c3/hard_negatives/hn_001/page_1.png",
"images/sample_sample_e480cde389c3/hard_negatives/hn_002/page_2.png",
"images/sample_sample_e480cde389c3/hard_negatives/hn_003/page_3.png",
"images/sample_sample_e480cde389c3/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_e480cde389c3",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/68.png",
"document_type": "Financial Report / Regulatory Filing",
"answer": "The 2023 annual reports for the four major SIFIs reveal a consistent yet nuanced approach to orderly resolution and ... |
Analyze the evolution of the firm's 'Conduct Risk Management' disclosures from the 2020 through 2024 annual reports. Document the year-over-year changes in the stated accountability structures for lines of business (LOBs) and summarize how the integration of conduct risk into employee lifecycle practices (such as perfo... | [
"images/sample_sample_2696948e99d4/positive/page_1.png",
"images/sample_sample_2696948e99d4/positive/page_2.png",
"images/sample_sample_2696948e99d4/positive/page_3.png",
"images/sample_sample_2696948e99d4/positive/page_4.png",
"images/sample_sample_2696948e99d4/positive/page_5.png"
] | [
"images/sample_sample_2696948e99d4/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2696948e99d4/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2696948e99d4/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2696948e99d4/hard_negatives/hn_004/page_4.png",
"images/sample_sample_269694... | {
"sample_id": "sample_sample_2696948e99d4",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/69.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "The firm's Conduct Risk Management framework evolved significantly from a basic line-of-business (LOB) accountability model in ... |
Analyze the governance and oversight structures across the firm's five primary risk categories (Legal, Operational, Credit, Market, and Liquidity risk). For each risk category, detail the primary reporting lines of its functional head and enumerate the specific board and management committees responsible for their over... | [
"images/sample_sample_7f64ffdd2040/positive/page_1.png",
"images/sample_sample_7f64ffdd2040/positive/page_2.png",
"images/sample_sample_7f64ffdd2040/positive/page_3.png",
"images/sample_sample_7f64ffdd2040/positive/page_4.png",
"images/sample_sample_7f64ffdd2040/positive/page_5.png"
] | [
"images/sample_sample_7f64ffdd2040/hard_negatives/hn_001/page_1.png",
"images/sample_sample_7f64ffdd2040/hard_negatives/hn_002/page_2.png",
"images/sample_sample_7f64ffdd2040/hard_negatives/hn_003/page_3.png",
"images/sample_sample_7f64ffdd2040/hard_negatives/hn_004/page_4.png",
"images/sample_sample_7f64ff... | {
"sample_id": "sample_sample_7f64ffdd2040",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/70.png",
"document_type": "Financial report section (Form 10-K)",
"answer": "The firm utilizes a multi-layered governance and oversight structure for its five primary risk categories, as detail... |
Analyze the evolution of the firm's 'Estimations and Model Risk Management' disclosures across its Annual Reports from 2020 to 2024. Specifically, document how the explicitly stated responsibilities of the Model Risk Governance and Review (MRGR) function have expanded over time, and summarize the progressive integratio... | [
"images/sample_sample_c06091829ae0/positive/page_1.png",
"images/sample_sample_c06091829ae0/positive/page_2.png",
"images/sample_sample_c06091829ae0/positive/page_3.png",
"images/sample_sample_c06091829ae0/positive/page_4.png",
"images/sample_sample_c06091829ae0/positive/page_5.png"
] | [
"images/sample_sample_c06091829ae0/hard_negatives/hn_001/page_1.png",
"images/sample_sample_c06091829ae0/hard_negatives/hn_002/page_2.png",
"images/sample_sample_c06091829ae0/hard_negatives/hn_003/page_3.png",
"images/sample_sample_c06091829ae0/hard_negatives/hn_004/page_4.png",
"images/sample_sample_c06091... | {
"sample_id": "sample_sample_c06091829ae0",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/71.png",
"document_type": "Annual Report (Form 10-K) page",
"answer": "Between 2020 and 2024, the firm's 'Estimations and Model Risk Management' framework underwent a significant transformation... |
Analyze the evolution of the key macroeconomic variables (MEVs) used to estimate the allowance for credit losses for both the consumer and wholesale portfolios across the 2020 through 2024 annual reports. Identify which specific variables were introduced, removed, or consistently retained across these five reporting pe... | [
"images/sample_sample_01aaaad844c6/positive/page_1.png",
"images/sample_sample_01aaaad844c6/positive/page_2.png",
"images/sample_sample_01aaaad844c6/positive/page_3.png",
"images/sample_sample_01aaaad844c6/positive/page_4.png",
"images/sample_sample_01aaaad844c6/positive/page_5.png"
] | [
"images/sample_sample_01aaaad844c6/hard_negatives/hn_001/page_1.png",
"images/sample_sample_01aaaad844c6/hard_negatives/hn_002/page_2.png",
"images/sample_sample_01aaaad844c6/hard_negatives/hn_003/page_3.png",
"images/sample_sample_01aaaad844c6/hard_negatives/hn_004/page_4.png",
"images/sample_sample_01aaaa... | {
"sample_id": "sample_sample_01aaaad844c6",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/72.png",
"document_type": "Financial report page (Form 10-K)",
"answer": "Across the 2020-2024 reporting periods, JPMorgan Chase’s selection of macroeconomic variables (MEVs) for CECL (Current ... |
Analyze the evolution of the Firm's Credit card rewards liability and Goodwill impairment risk disclosures over the five-year period from 2020 to 2024. For each year, extract the total credit card rewards liability balance, summarize the stated drivers for year-over-year changes (specifically referencing redemption rat... | [
"images/sample_sample_f08cd73f39b2/positive/page_1.png",
"images/sample_sample_f08cd73f39b2/positive/page_2.png",
"images/sample_sample_f08cd73f39b2/positive/page_3.png",
"images/sample_sample_f08cd73f39b2/positive/page_4.png"
] | [
"images/sample_sample_f08cd73f39b2/hard_negatives/hn_001/page_1.png",
"images/sample_sample_f08cd73f39b2/hard_negatives/hn_002/page_2.png",
"images/sample_sample_f08cd73f39b2/hard_negatives/hn_003/page_3.png",
"images/sample_sample_f08cd73f39b2/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_f08cd73f39b2",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/74.png",
"document_type": "financial report page (Form 10-K)",
"answer": "Over the five-year period from 2020 to 2024, the Firm’s credit card rewards liability grew by approximately 67%, reflec... |
Aggregate all FASB standards adopted by the firm between 2020 and 2024, as detailed in the annual 'Accounting and Reporting Developments' tables. Group these standards by their method of adoption (prospective, retrospective, or modified retrospective) and determine which adoption method was used most frequently over th... | [
"images/sample_sample_a8a3e6006be7/positive/page_1.png",
"images/sample_sample_a8a3e6006be7/positive/page_2.png",
"images/sample_sample_a8a3e6006be7/positive/page_3.png",
"images/sample_sample_a8a3e6006be7/positive/page_4.png",
"images/sample_sample_a8a3e6006be7/positive/page_5.png"
] | [
"images/sample_sample_a8a3e6006be7/hard_negatives/hn_001/page_1.png",
"images/sample_sample_a8a3e6006be7/hard_negatives/hn_002/page_2.png",
"images/sample_sample_a8a3e6006be7/hard_negatives/hn_003/page_3.png",
"images/sample_sample_a8a3e6006be7/hard_negatives/hn_004/page_4.png",
"images/sample_sample_a8a3e6... | {
"sample_id": "sample_sample_a8a3e6006be7",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/76.png",
"document_type": "Financial report page (Form 10-K)",
"answer": "Between 2020 and 2024, the firm adopted a total of 11 FASB standards as listed in their annual 'Accounting and Reportin... |
Extract the estimated dollar impact of the combined basis point changes in redemption rate (RR) and cost per point (CPP) on the customer rewards liability for each year from 2020 to 2024. Additionally, analyze how management's qualitative assessment regarding the realizability of deferred tax assets and the utilization... | [
"images/sample_sample_bd807b1e97c7/positive/page_1.png",
"images/sample_sample_bd807b1e97c7/positive/page_2.png",
"images/sample_sample_bd807b1e97c7/positive/page_3.png",
"images/sample_sample_bd807b1e97c7/positive/page_4.png",
"images/sample_sample_bd807b1e97c7/positive/page_5.png"
] | [
"images/sample_sample_bd807b1e97c7/hard_negatives/hn_001/page_1.png",
"images/sample_sample_bd807b1e97c7/hard_negatives/hn_002/page_2.png",
"images/sample_sample_bd807b1e97c7/hard_negatives/hn_003/page_3.png",
"images/sample_sample_bd807b1e97c7/hard_negatives/hn_004/page_4.png",
"images/sample_sample_bd807b... | {
"sample_id": "sample_sample_bd807b1e97c7",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/75.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "Between 2020 and 2024, the estimated dollar impact of combined basis point changes in the redemption rate (RR) and cost per ... |
Analyze the 'FASB Standards Issued but not yet Adopted' disclosures across the 2024 Annual Reports of JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, and Goldman Sachs. For both the 'Income Taxes: Improvements to Income Tax Disclosures' and 'Expense Disaggregation Disclosures' standards, create a comparative s... | [
"images/sample_sample_59a2cc32d42d/positive/page_1.png",
"images/sample_sample_59a2cc32d42d/positive/page_2.png",
"images/sample_sample_59a2cc32d42d/positive/page_3.png",
"images/sample_sample_59a2cc32d42d/positive/page_4.png",
"images/sample_sample_59a2cc32d42d/positive/page_5.png"
] | [
"images/sample_sample_59a2cc32d42d/hard_negatives/hn_001/page_1.png",
"images/sample_sample_59a2cc32d42d/hard_negatives/hn_002/page_2.png",
"images/sample_sample_59a2cc32d42d/hard_negatives/hn_003/page_3.png",
"images/sample_sample_59a2cc32d42d/hard_negatives/hn_004/page_4.png",
"images/sample_sample_59a2cc... | {
"sample_id": "sample_sample_59a2cc32d42d",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/77.png",
"document_type": "Financial Report / Regulatory Filing (Form 10-K)",
"answer": "A comparative analysis of the 2024 Annual Reports for the five peer banks reveals a consistent approach ... |
Analyze the 'Forward-Looking Statements' sections across JPMorgan Chase's Form 10-K filings from 2020 to 2024. Identify which specific risk factors were newly introduced in each year after 2020, and trace the evolution of the firm's disclosed risks regarding geopolitical events and climate change over this five-year pe... | [
"images/sample_sample_80b615f85635/positive/page_1.png",
"images/sample_sample_80b615f85635/positive/page_2.png",
"images/sample_sample_80b615f85635/positive/page_3.png",
"images/sample_sample_80b615f85635/positive/page_4.png",
"images/sample_sample_80b615f85635/positive/page_5.png"
] | [
"images/sample_sample_80b615f85635/hard_negatives/hn_001/page_1.png",
"images/sample_sample_80b615f85635/hard_negatives/hn_002/page_2.png",
"images/sample_sample_80b615f85635/hard_negatives/hn_003/page_3.png",
"images/sample_sample_80b615f85635/hard_negatives/hn_004/page_4.png",
"images/sample_sample_80b615... | {
"sample_id": "sample_sample_80b615f85635",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/78.png",
"document_type": "SEC Filing Excerpt (Form 10-K section)",
"answer": "The analysis of JPMorgan Chase’s 'Forward-Looking Statements' from 2020 to 2024 reveals a significant expansion in... |
Analyze the 'Management's report on internal control over financial reporting' for the consecutive fiscal years spanning 2020 through 2024. Create a chronological summary detailing the signing Chief Financial Officer for each year, the specific internal control framework utilized, and identify any year(s) where managem... | [
"images/sample_sample_88fa28034bc1/positive/page_1.png",
"images/sample_sample_88fa28034bc1/positive/page_2.png",
"images/sample_sample_88fa28034bc1/positive/page_3.png",
"images/sample_sample_88fa28034bc1/positive/page_4.png",
"images/sample_sample_88fa28034bc1/positive/page_5.png"
] | [
"images/sample_sample_88fa28034bc1/hard_negatives/hn_001/page_1.png",
"images/sample_sample_88fa28034bc1/hard_negatives/hn_002/page_2.png",
"images/sample_sample_88fa28034bc1/hard_negatives/hn_003/page_3.png",
"images/sample_sample_88fa28034bc1/hard_negatives/hn_004/page_4.png",
"images/sample_sample_88fa28... | {
"sample_id": "sample_sample_88fa28034bc1",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/80.png",
"document_type": "Management Report / Annual Report Section",
"answer": "A chronological analysis of JPMorgan Chase & Co.’s 'Management’s report on internal control over financial repo... |
Analyze the evolution of the Firm's 'Climate Risk Management' disclosures across the annual reports from 2020 to 2024. Detail the year-over-year additions or modifications to the core responsibilities of the Firmwide Climate Risk Management function, and identify the specific years in which new oversight mechanisms—suc... | [
"images/sample_sample_265345e1fc57/positive/page_1.png",
"images/sample_sample_265345e1fc57/positive/page_2.png",
"images/sample_sample_265345e1fc57/positive/page_3.png",
"images/sample_sample_265345e1fc57/positive/page_4.png"
] | [
"images/sample_sample_265345e1fc57/hard_negatives/hn_001/page_1.png",
"images/sample_sample_265345e1fc57/hard_negatives/hn_002/page_2.png",
"images/sample_sample_265345e1fc57/hard_negatives/hn_003/page_3.png",
"images/sample_sample_265345e1fc57/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_265345e1fc57",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/62.png",
"document_type": "Annual Report Page (SEC Form 10-K)",
"answer": "The evolution of the Firm’s Climate Risk Management disclosures from 2020 to 2024 reflects a transition from a nascent... |
Analyze the Independent Auditor's Reports for the 2024 fiscal year across JPMorgan Chase, Bank of America, Citigroup, and Goldman Sachs. For each bank, identify the specific financial instruments classified under Critical Audit Matters (CAMs) regarding fair value estimation, and compare the distinct independent testing... | [
"images/sample_sample_db5be2988f33/positive/page_1.png",
"images/sample_sample_db5be2988f33/positive/page_2.png",
"images/sample_sample_db5be2988f33/positive/page_3.png",
"images/sample_sample_db5be2988f33/positive/page_4.png"
] | [
"images/sample_sample_db5be2988f33/hard_negatives/hn_001/page_1.png",
"images/sample_sample_db5be2988f33/hard_negatives/hn_002/page_2.png",
"images/sample_sample_db5be2988f33/hard_negatives/hn_003/page_3.png",
"images/sample_sample_db5be2988f33/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_db5be2988f33",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/83.png",
"document_type": "Audit Report",
"answer": "In the 2024 fiscal year, the Independent Auditor's Reports for the four major banks identified distinct financial instruments as Critical Au... |
Analyze the Consolidated statements of income for the five major financial institutions provided. Compare the growth trend of 'Net interest income' versus 'Total noninterest expense' from 2022 to 2024 for each institution, and identify which institution achieved the most favorable divergence (i.e., highest net interest... | [
"images/sample_sample_a430d45e42c0/positive/page_1.png",
"images/sample_sample_a430d45e42c0/positive/page_2.png",
"images/sample_sample_a430d45e42c0/positive/page_3.png",
"images/sample_sample_a430d45e42c0/positive/page_4.png",
"images/sample_sample_a430d45e42c0/positive/page_5.png"
] | [
"images/sample_sample_a430d45e42c0/hard_negatives/hn_001/page_1.png",
"images/sample_sample_a430d45e42c0/hard_negatives/hn_002/page_2.png",
"images/sample_sample_a430d45e42c0/hard_negatives/hn_003/page_3.png",
"images/sample_sample_a430d45e42c0/hard_negatives/hn_004/page_4.png",
"images/sample_sample_a430d4... | {
"sample_id": "sample_sample_a430d45e42c0",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/84.png",
"document_type": "Financial Statement (Income Statement)",
"answer": "Based on the consolidated statements of income from 2022 to 2024 for the five major financial institutions, Wells ... |
Analyze the consolidated statements of comprehensive income across the 2024 Form 10-K filings for JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, and Goldman Sachs. Compare their 'Unrealized gains/(losses) on investment securities' over the 2022-2024 period to identify which institution recorded the largest cu... | [
"images/sample_sample_397b7d44b898/positive/page_1.png",
"images/sample_sample_397b7d44b898/positive/page_2.png",
"images/sample_sample_397b7d44b898/positive/page_3.png",
"images/sample_sample_397b7d44b898/positive/page_4.png",
"images/sample_sample_397b7d44b898/positive/page_5.png"
] | [
"images/sample_sample_397b7d44b898/hard_negatives/hn_001/page_1.png",
"images/sample_sample_397b7d44b898/hard_negatives/hn_002/page_2.png",
"images/sample_sample_397b7d44b898/hard_negatives/hn_003/page_3.png",
"images/sample_sample_397b7d44b898/hard_negatives/hn_004/page_4.png",
"images/sample_sample_397b7d... | {
"sample_id": "sample_sample_397b7d44b898",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/85.png",
"document_type": "Financial Statement (Consolidated statements of comprehensive income, Form 10-K)",
"answer": "Based on a comparison of the 2024 Form 10-K filings, Bank of America rec... |
Analyze the 5-year trajectory (2020-2024) of JPMorgan Chase's reliance on debt funding by extracting 'Short-term borrowings', 'Long-term debt', and 'Total liabilities' from the consecutive annual consolidated balance sheets. Calculate the combined debt (short-term + long-term) as a percentage of total liabilities for e... | [
"images/sample_sample_c04aa41a86a0/positive/page_1.png",
"images/sample_sample_c04aa41a86a0/positive/page_2.png",
"images/sample_sample_c04aa41a86a0/positive/page_3.png",
"images/sample_sample_c04aa41a86a0/positive/page_4.png"
] | [
"images/sample_sample_c04aa41a86a0/hard_negatives/hn_001/page_1.png",
"images/sample_sample_c04aa41a86a0/hard_negatives/hn_002/page_2.png",
"images/sample_sample_c04aa41a86a0/hard_negatives/hn_003/page_3.png",
"images/sample_sample_c04aa41a86a0/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_c04aa41a86a0",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/86.png",
"document_type": "Annual Report / Financial Statement (Consolidated Balance Sheet)",
"answer": "Based on the extracted data from JPMorgan Chase's consolidated balance sheets for the pe... |
Analyze the 2024 Consolidated Statements of Changes in Stockholders' Equity for five major US banks: JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, and Goldman Sachs. For each institution, calculate their 'Capital Return Ratio' by summing their Common stock dividends and Treasury stock repurchases for the yea... | [
"images/sample_sample_6d175358a82d/positive/page_1.png",
"images/sample_sample_6d175358a82d/positive/page_2.png",
"images/sample_sample_6d175358a82d/positive/page_3.png",
"images/sample_sample_6d175358a82d/positive/page_4.png"
] | [
"images/sample_sample_6d175358a82d/hard_negatives/hn_001/page_1.png",
"images/sample_sample_6d175358a82d/hard_negatives/hn_002/page_2.png",
"images/sample_sample_6d175358a82d/hard_negatives/hn_003/page_3.png",
"images/sample_sample_6d175358a82d/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_6d175358a82d",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/87.png",
"document_type": "Financial Statement (Consolidated statements of changes in stockholders' equity)",
"answer": "Based on the 2024 Consolidated Statements of Changes in Stockholders' Eq... |
Analyze the 2024 capital return strategies across four major US banks (JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo) using their respective Consolidated statements of cash flows. For each institution, extract the 2024 'Dividends paid' and 'Treasury stock repurchased' (or equivalently named) amounts, calc... | [
"images/sample_sample_c8d764eb7a27/positive/page_1.png",
"images/sample_sample_c8d764eb7a27/positive/page_2.png",
"images/sample_sample_c8d764eb7a27/positive/page_3.png",
"images/sample_sample_c8d764eb7a27/positive/page_4.png"
] | [
"images/sample_sample_c8d764eb7a27/hard_negatives/hn_001/page_1.png",
"images/sample_sample_c8d764eb7a27/hard_negatives/hn_002/page_2.png",
"images/sample_sample_c8d764eb7a27/hard_negatives/hn_003/page_3.png",
"images/sample_sample_c8d764eb7a27/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_c8d764eb7a27",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/88.png",
"document_type": "Consolidated Statement of Cash Flows",
"answer": "Based on the 2024 Consolidated Statements of Cash Flows for the four major US banks, the capital return strategies r... |
Analyze the annual trends in the estimated credit loss allowance increases under adverse scenarios for both credit card loans and wholesale loans from 2020 to 2024. Furthermore, evaluate how the percentage of Level 3 assets relative to total firm assets has fluctuated over this same 5-year period, and identify which ye... | [
"images/sample_sample_04464faebead/positive/page_1.png",
"images/sample_sample_04464faebead/positive/page_2.png",
"images/sample_sample_04464faebead/positive/page_3.png",
"images/sample_sample_04464faebead/positive/page_4.png",
"images/sample_sample_04464faebead/positive/page_5.png"
] | [
"images/sample_sample_04464faebead/hard_negatives/hn_001/page_1.png",
"images/sample_sample_04464faebead/hard_negatives/hn_002/page_2.png",
"images/sample_sample_04464faebead/hard_negatives/hn_003/page_3.png",
"images/sample_sample_04464faebead/hard_negatives/hn_004/page_4.png",
"images/sample_sample_04464f... | {
"sample_id": "sample_sample_04464faebead",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/73.png",
"document_type": "Annual Report (Form 10-K) page",
"answer": "From 2020 to 2024, the estimated credit loss allowance increases under adverse scenarios followed a U-shaped trajectory, p... |
Analyze the evolution of the 'Political and economic uncertainty' risk disclosures across the firm's annual reports from 2019 to 2023. Detail the specific new macroeconomic or geopolitical threats added to the bulleted lists each year, and summarize how the stated potential impacts on the firm shifted from the pre-pand... | [
"images/sample_sample_2f9f634d8226/positive/page_1.png",
"images/sample_sample_2f9f634d8226/positive/page_2.png",
"images/sample_sample_2f9f634d8226/positive/page_3.png",
"images/sample_sample_2f9f634d8226/positive/page_4.png",
"images/sample_sample_2f9f634d8226/positive/page_5.png"
] | [
"images/sample_sample_2f9f634d8226/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2f9f634d8226/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2f9f634d8226/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2f9f634d8226/hard_negatives/hn_004/page_4.png",
"images/sample_sample_2f9f63... | {
"sample_id": "sample_sample_2f9f634d8226",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/79.png",
"document_type": "Financial Report or Regulatory Filing",
"answer": "The evolution of JPMorgan Chase’s 'Political and economic uncertainty' risk disclosures from 2019 to 2023 reflects ... |
Cross-reference the qualitative macroeconomic and geopolitical risk factors outlined in the Part I 'Market' risk disclosures with the quantitative risk management data presented later in the report. Specifically, analyze how the theoretical risks of 'inflation or recession' and 'levels and volatility of interest rates'... | [
"images/sample_sample_449985e521a4/positive/page_1.png",
"images/sample_sample_449985e521a4/positive/page_2.png",
"images/sample_sample_449985e521a4/positive/page_3.png",
"images/sample_sample_449985e521a4/positive/page_4.png"
] | [
"images/sample_sample_449985e521a4/hard_negatives/hn_001/page_1.png",
"images/sample_sample_449985e521a4/hard_negatives/hn_002/page_2.png",
"images/sample_sample_449985e521a4/hard_negatives/hn_003/page_3.png",
"images/sample_sample_449985e521a4/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_449985e521a4",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/90.png",
"document_type": "Financial Report (Annual Report/10-K)",
"answer": "The Firm systematically bridges the qualitative risks identified in Part I—specifically 'inflation or recession' an... |
For the five major US banking institutions provided, compare their disclosures regarding the adoption of the new accounting standard for 'Investments in Tax Credit Structures Using the Proportional Amortization Method' effective January 1, 2024. Extract the reported quantitative impacts on both 'retained earnings' and ... | [
"images/sample_sample_f6844884f118/positive/page_1.png",
"images/sample_sample_f6844884f118/positive/page_2.png",
"images/sample_sample_f6844884f118/positive/page_3.png",
"images/sample_sample_f6844884f118/positive/page_4.png",
"images/sample_sample_f6844884f118/positive/page_5.png"
] | [
"images/sample_sample_f6844884f118/hard_negatives/hn_001/page_1.png",
"images/sample_sample_f6844884f118/hard_negatives/hn_002/page_2.png",
"images/sample_sample_f6844884f118/hard_negatives/hn_003/page_3.png",
"images/sample_sample_f6844884f118/hard_negatives/hn_004/page_4.png",
"images/sample_sample_f68448... | {
"sample_id": "sample_sample_f6844884f118",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/92.png",
"document_type": "Annual Report Page (SEC Form 10-K)",
"answer": "Following the adoption of the new accounting guidance for 'Investments in Tax Credit Structures Using the Proportional... |
Using the accounting policy frameworks established in this introductory section, navigate to the specific detailed disclosures in Notes 2, 6, 7, and 14 within the 2024 Form 10-K. For each referenced note, extract the primary consolidated totals reported for the 2024 fiscal year (specifically: total fair value of princi... | [
"images/sample_sample_96c6114ba1a8/positive/page_1.png",
"images/sample_sample_96c6114ba1a8/positive/page_2.png",
"images/sample_sample_96c6114ba1a8/positive/page_3.png",
"images/sample_sample_96c6114ba1a8/positive/page_4.png",
"images/sample_sample_96c6114ba1a8/positive/page_5.png"
] | [
"images/sample_sample_96c6114ba1a8/hard_negatives/hn_001/page_1.png",
"images/sample_sample_96c6114ba1a8/hard_negatives/hn_002/page_2.png",
"images/sample_sample_96c6114ba1a8/hard_negatives/hn_003/page_3.png",
"images/sample_sample_96c6114ba1a8/hard_negatives/hn_004/page_4.png",
"images/sample_sample_96c611... | {
"sample_id": "sample_sample_96c6114ba1a8",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/91.png",
"document_type": "report",
"answer": "Based on the detailed disclosures in the 2024 Form 10-K, the primary consolidated totals and their respective policy-driven recognition summaries ... |
Trace the evolution of the Firm's consolidation policies regarding Variable Interest Entities (VIEs) and Special Purpose Entities (SPEs) across the 2020 through 2024 Form 10-K reports. Identify specific changes in the criteria used to determine the 'primary beneficiary' over this five-year period, and aggregate the tot... | [
"images/sample_sample_6de6f8567777/positive/page_1.png",
"images/sample_sample_6de6f8567777/positive/page_2.png",
"images/sample_sample_6de6f8567777/positive/page_3.png",
"images/sample_sample_6de6f8567777/positive/page_4.png"
] | [
"images/sample_sample_6de6f8567777/hard_negatives/hn_001/page_1.png",
"images/sample_sample_6de6f8567777/hard_negatives/hn_002/page_2.png",
"images/sample_sample_6de6f8567777/hard_negatives/hn_003/page_3.png",
"images/sample_sample_6de6f8567777/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_6de6f8567777",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/89.png",
"document_type": "Financial report note",
"answer": "Between 2020 and 2024, the Firm's consolidation policies for Variable Interest Entities (VIEs) evolved through incremental refineme... |
Using the 'Significant accounting policies' directory provided as a reference, locate the detailed note disclosures for 'Derivative instruments', 'Allowance for credit losses', 'Leases', and 'Litigation'. For each of these four distinct accounting areas, summarize the primary valuation methodologies described and docum... | [
"images/sample_sample_3bb384ae5109/positive/page_1.png",
"images/sample_sample_3bb384ae5109/positive/page_2.png",
"images/sample_sample_3bb384ae5109/positive/page_3.png",
"images/sample_sample_3bb384ae5109/positive/page_4.png",
"images/sample_sample_3bb384ae5109/positive/page_5.png"
] | [
"images/sample_sample_3bb384ae5109/hard_negatives/hn_001/page_1.png",
"images/sample_sample_3bb384ae5109/hard_negatives/hn_002/page_2.png",
"images/sample_sample_3bb384ae5109/hard_negatives/hn_003/page_3.png",
"images/sample_sample_3bb384ae5109/hard_negatives/hn_004/page_4.png",
"images/sample_sample_3bb384... | {
"sample_id": "sample_sample_3bb384ae5109",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/93.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "Based on the detailed disclosures in the JPMorgan Chase & Co. 2024 Form 10-K, the valuation methodologies and quantitative impa... |
Compare the valuation methodologies and fair value hierarchy classifications for 'Collateralized loan obligations (CLOs)' and 'Securities financing agreements' across the 2024 Form 10-K disclosures of JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. Specifically, summarize the primary pricing inputs utilize... | [
"images/sample_sample_532371e91735/positive/page_1.png",
"images/sample_sample_532371e91735/positive/page_2.png",
"images/sample_sample_532371e91735/positive/page_3.png",
"images/sample_sample_532371e91735/positive/page_4.png"
] | [
"images/sample_sample_532371e91735/hard_negatives/hn_001/page_1.png",
"images/sample_sample_532371e91735/hard_negatives/hn_002/page_2.png",
"images/sample_sample_532371e91735/hard_negatives/hn_003/page_3.png",
"images/sample_sample_532371e91735/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_532371e91735",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/96.png",
"document_type": "Financial report (Form 10-K excerpt)",
"answer": "A comparison of the 2024 Form 10-K disclosures for JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo revea... |
Analyze the fair value measurement notes across the 2024 annual reports for JPMorgan Chase, Bank of America, Citigroup, and Morgan Stanley. For each institution, extract their specific criteria for classifying assets as Level 3 versus Level 2, summarize the roles of their respective internal model risk governance commi... | [
"images/sample_sample_2e4940b1f68c/positive/page_1.png",
"images/sample_sample_2e4940b1f68c/positive/page_2.png",
"images/sample_sample_2e4940b1f68c/positive/page_3.png",
"images/sample_sample_2e4940b1f68c/positive/page_4.png",
"images/sample_sample_2e4940b1f68c/positive/page_5.png"
] | [
"images/sample_sample_2e4940b1f68c/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2e4940b1f68c/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2e4940b1f68c/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2e4940b1f68c/hard_negatives/hn_004/page_4.png",
"images/sample_sample_2e4940... | {
"sample_id": "sample_sample_2e4940b1f68c",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/95.png",
"document_type": "Financial statement notes (Form 10-K)",
"answer": "An analysis of the 2024 annual reports for JPMorgan Chase, Bank of America, Citigroup, and Morgan Stanley reveals t... |
Compile a comprehensive inventory of all financial products classified as Level 3 in the fair value hierarchy by examining the continuous 'Valuation methodology' tables across the 'Fair Value Measurement' note. For each Level 3 product identified across these pages, list the specific unobservable inputs used in its val... | [
"images/sample_sample_5fa3bc900ed4/positive/page_1.png",
"images/sample_sample_5fa3bc900ed4/positive/page_2.png",
"images/sample_sample_5fa3bc900ed4/positive/page_3.png",
"images/sample_sample_5fa3bc900ed4/positive/page_4.png",
"images/sample_sample_5fa3bc900ed4/positive/page_5.png"
] | [
"images/sample_sample_5fa3bc900ed4/hard_negatives/hn_001/page_1.png",
"images/sample_sample_5fa3bc900ed4/hard_negatives/hn_002/page_2.png",
"images/sample_sample_5fa3bc900ed4/hard_negatives/hn_003/page_3.png",
"images/sample_sample_5fa3bc900ed4/hard_negatives/hn_004/page_4.png",
"images/sample_sample_5fa3bc... | {
"sample_id": "sample_sample_5fa3bc900ed4",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/97.png",
"document_type": "Financial Report / Annual Report (Form 10-K)",
"answer": "Based on the comprehensive 'Valuation methodology' table spanning pages 182-187 of the 2023 Form 10-K, the L... |
Synthesize how the fair value governance policies and liquidity adjustment criteria described in this section are applied in practice by cross-referencing this text with the detailed 'Level 3 Valuation Techniques and Unobservable Inputs' tables and the 'Market Risk Management' disclosures found later in the report. Spe... | [
"images/sample_sample_642084100924/positive/page_1.png",
"images/sample_sample_642084100924/positive/page_2.png",
"images/sample_sample_642084100924/positive/page_3.png",
"images/sample_sample_642084100924/positive/page_4.png"
] | [
"images/sample_sample_642084100924/hard_negatives/hn_001/page_1.png",
"images/sample_sample_642084100924/hard_negatives/hn_002/page_2.png",
"images/sample_sample_642084100924/hard_negatives/hn_003/page_3.png",
"images/sample_sample_642084100924/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_642084100924",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/94.png",
"document_type": "financial report page (Form 10-K excerpt)",
"answer": "The Firm's fair value governance policies are operationalized through a rigorous three-step process: parameter ... |
Review the detailed Level 3 quantitative disclosure tables for the Firm's five primary asset classes: Mortgage-Backed Securities, Corporate Debt, Equity Derivatives, Interest Rate Derivatives, and Commodity Derivatives. For each asset class, identify the primary valuation technique utilized and determine which specific... | [
"images/sample_sample_8a573da46e5b/positive/page_1.png",
"images/sample_sample_8a573da46e5b/positive/page_2.png",
"images/sample_sample_8a573da46e5b/positive/page_3.png",
"images/sample_sample_8a573da46e5b/positive/page_4.png"
] | [
"images/sample_sample_8a573da46e5b/hard_negatives/hn_001/page_1.png",
"images/sample_sample_8a573da46e5b/hard_negatives/hn_002/page_2.png",
"images/sample_sample_8a573da46e5b/hard_negatives/hn_003/page_3.png",
"images/sample_sample_8a573da46e5b/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_8a573da46e5b",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/103.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "Based on the quantitative disclosure tables for Level 3 assets, the primary valuation techniques and the unobservable inputs w... |
Analyze the trend of Level 3 valuation risk from 2020 to 2024 by examining the annual 'Assets and liabilities measured at fair value on a recurring basis' tables. For each year, calculate the ratio of 'Level 3 Total trading assets' to 'Level 1 Total trading assets'. Based on these calculated ratios, identify the year w... | [
"images/sample_sample_2b03115e94c0/positive/page_1.png",
"images/sample_sample_2b03115e94c0/positive/page_2.png",
"images/sample_sample_2b03115e94c0/positive/page_3.png",
"images/sample_sample_2b03115e94c0/positive/page_4.png",
"images/sample_sample_2b03115e94c0/positive/page_5.png"
] | [
"images/sample_sample_2b03115e94c0/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2b03115e94c0/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2b03115e94c0/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2b03115e94c0/hard_negatives/hn_004/page_4.png",
"images/sample_sample_2b0311... | {
"sample_id": "sample_sample_2b03115e94c0",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/99.png",
"document_type": "Financial Report Note / Form 10-K Excerpt",
"answer": "Based on the analysis of the 'Assets and liabilities measured at fair value on a recurring basis' tables from 2... |
Analyze the evolution of the 'Unfavorable market and economic conditions' risk disclosures across the company's annual reports from 2020 to 2024. Summarize how the explicitly stated vulnerabilities and potential impacts related to the commercial real estate (CRE) portfolio and consumer loan delinquencies shifted year-o... | [
"images/sample_sample_03ce49ac148e/positive/page_1.png",
"images/sample_sample_03ce49ac148e/positive/page_2.png",
"images/sample_sample_03ce49ac148e/positive/page_3.png",
"images/sample_sample_03ce49ac148e/positive/page_4.png",
"images/sample_sample_03ce49ac148e/positive/page_5.png"
] | [
"images/sample_sample_03ce49ac148e/hard_negatives/hn_001/page_1.png",
"images/sample_sample_03ce49ac148e/hard_negatives/hn_002/page_2.png",
"images/sample_sample_03ce49ac148e/hard_negatives/hn_003/page_3.png",
"images/sample_sample_03ce49ac148e/hard_negatives/hn_004/page_4.png",
"images/sample_sample_03ce49... | {
"sample_id": "sample_sample_03ce49ac148e",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/101.png",
"document_type": "Corporate Annual Report (Form 10-K)",
"answer": "The evolution of JPMorgan Chase's 'Unfavorable market and economic conditions' risk disclosures from 2020 to 2024 re... |
Compile the 'Level 3' fair value measurements for 'Total trading assets' and 'Total trading liabilities' from the years 2019 through 2023. Calculate the annual net Level 3 trading exposure (Assets minus Liabilities) for each year, and analyze the overall trend to determine if the firm's net exposure to unobservable inp... | [
"images/sample_sample_de4bb8560b62/positive/page_1.png",
"images/sample_sample_de4bb8560b62/positive/page_2.png",
"images/sample_sample_de4bb8560b62/positive/page_3.png",
"images/sample_sample_de4bb8560b62/positive/page_4.png",
"images/sample_sample_de4bb8560b62/positive/page_5.png"
] | [
"images/sample_sample_de4bb8560b62/hard_negatives/hn_001/page_1.png",
"images/sample_sample_de4bb8560b62/hard_negatives/hn_002/page_2.png",
"images/sample_sample_de4bb8560b62/hard_negatives/hn_003/page_3.png",
"images/sample_sample_de4bb8560b62/hard_negatives/hn_004/page_4.png",
"images/sample_sample_de4bb8... | {
"sample_id": "sample_sample_de4bb8560b62",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/100.png",
"document_type": "Financial report table",
"answer": "Based on the consolidated financial records from 2019 through 2023, the firm's net Level 3 trading exposure has followed a signif... |
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