query stringlengths 197 784 | positive_pages listlengths 3 7 | hard_negative_pages listlengths 3 7 | metadata dict |
|---|---|---|---|
Analyze the 5-year trend (2020-2024) of Level 3 fair values and their associated unobservable volatility inputs for both 'Net interest rate derivatives' and 'Net equity derivatives'. For each year, extract the reported fair value and the upper bounds of the 'Interest rate volatility' and 'Equity volatility' ranges, the... | [
"images/sample_sample_970bf436a833/positive/page_1.png",
"images/sample_sample_970bf436a833/positive/page_2.png",
"images/sample_sample_970bf436a833/positive/page_3.png",
"images/sample_sample_970bf436a833/positive/page_4.png",
"images/sample_sample_970bf436a833/positive/page_5.png"
] | [
"images/sample_sample_970bf436a833/hard_negatives/hn_001/page_1.png",
"images/sample_sample_970bf436a833/hard_negatives/hn_002/page_2.png",
"images/sample_sample_970bf436a833/hard_negatives/hn_003/page_3.png",
"images/sample_sample_970bf436a833/hard_negatives/hn_004/page_4.png",
"images/sample_sample_970bf4... | {
"sample_id": "sample_sample_970bf436a833",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/104.png",
"document_type": "Financial statement footnote/report page",
"answer": "Over the 5-year period from 2020 to 2024, Level 3 fair values and their associated volatility inputs for JPMorg... |
Analyze the year-over-year trends in both the reported quantitative ranges and the descriptive valuation methodologies for 'Credit spread' and 'Loss severity' applied to mortgage-backed securities across the 2020 through 2024 Form 10-K reports. Summarize how the narrative explanations of the inverse relationships betwe... | [
"images/sample_sample_5fff6f1960c2/positive/page_1.png",
"images/sample_sample_5fff6f1960c2/positive/page_2.png",
"images/sample_sample_5fff6f1960c2/positive/page_3.png",
"images/sample_sample_5fff6f1960c2/positive/page_4.png",
"images/sample_sample_5fff6f1960c2/positive/page_5.png"
] | [
"images/sample_sample_5fff6f1960c2/hard_negatives/hn_001/page_1.png",
"images/sample_sample_5fff6f1960c2/hard_negatives/hn_002/page_2.png",
"images/sample_sample_5fff6f1960c2/hard_negatives/hn_003/page_3.png",
"images/sample_sample_5fff6f1960c2/hard_negatives/hn_004/page_4.png",
"images/sample_sample_5fff6f... | {
"sample_id": "sample_sample_5fff6f1960c2",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/105.png",
"document_type": "Annual financial report page (SEC Form 10-K)",
"answer": "Between 2020 and 2024, credit spreads and loss severity ranges for mortgage-backed securities (MBS) exhibit... |
Analyze the Level 3 fair value disclosures across the financial statements to track valuation impacts and portfolio movements for different derivative classes. Specifically, for the Interest Rate, Credit, and Equity derivative portfolios, extract the 'Net gains/(losses) included in earnings' for 2024 from their respect... | [
"images/sample_sample_3b681aca8a83/positive/page_1.png",
"images/sample_sample_3b681aca8a83/positive/page_2.png",
"images/sample_sample_3b681aca8a83/positive/page_3.png",
"images/sample_sample_3b681aca8a83/positive/page_4.png"
] | [
"images/sample_sample_3b681aca8a83/hard_negatives/hn_001/page_1.png",
"images/sample_sample_3b681aca8a83/hard_negatives/hn_002/page_2.png",
"images/sample_sample_3b681aca8a83/hard_negatives/hn_003/page_3.png",
"images/sample_sample_3b681aca8a83/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_3b681aca8a83",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/106.png",
"document_type": "Financial report / SEC Form 10-K",
"answer": "For the fiscal year 2024, the Level 3 derivative portfolios experienced varying valuation impacts as follows: Interest ... |
Analyze the annual trends in Level 3 'Mortgage servicing rights' (Assets) and 'Long-term debt' (Liabilities) over the three-year period from 2022 to 2024. For each of the three years, calculate the 'Net Structural Movement' (defined as Purchases + Issuances - Sales - Settlements + Transfers into Level 3 - Transfers out... | [
"images/sample_sample_fb546eb998fb/positive/page_1.png",
"images/sample_sample_fb546eb998fb/positive/page_2.png",
"images/sample_sample_fb546eb998fb/positive/page_3.png",
"images/sample_sample_fb546eb998fb/positive/page_4.png"
] | [
"images/sample_sample_fb546eb998fb/hard_negatives/hn_001/page_1.png",
"images/sample_sample_fb546eb998fb/hard_negatives/hn_002/page_2.png",
"images/sample_sample_fb546eb998fb/hard_negatives/hn_003/page_3.png",
"images/sample_sample_fb546eb998fb/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_fb546eb998fb",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/107.png",
"document_type": "Financial Report / Form 10-K",
"answer": "Based on the analysis of the Level 3 fair value rollforward tables for the years 2022, 2023, and 2024, the calculations for... |
Analyze the five-year trend (2020-2024) regarding significant transfers of 'non-trading loans' from Level 2 to Level 3 within the fair value hierarchy. For each of the five years, extract the total dollar amount transferred, summarize the stated primary drivers for these transfers, and juxtapose these transfer volumes ... | [
"images/sample_sample_e974850c9adb/positive/page_1.png",
"images/sample_sample_e974850c9adb/positive/page_2.png",
"images/sample_sample_e974850c9adb/positive/page_3.png",
"images/sample_sample_e974850c9adb/positive/page_4.png"
] | [
"images/sample_sample_e974850c9adb/hard_negatives/hn_001/page_1.png",
"images/sample_sample_e974850c9adb/hard_negatives/hn_002/page_2.png",
"images/sample_sample_e974850c9adb/hard_negatives/hn_003/page_3.png",
"images/sample_sample_e974850c9adb/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_e974850c9adb",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/111.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "A five-year analysis (2020-2024) of non-trading loan transfers from Level 2 to Level 3 reveals a cyclical pattern driven by ma... |
Analyze the annual trends in significant transfers of financial instruments between Level 2 and Level 3 from 2020 through 2024. For each year, extract the total dollar amounts transferred into and out of Level 3 for both interest rate derivatives and equity derivatives, summarize the primary market drivers cited for th... | [
"images/sample_sample_1f73ab005a71/positive/page_1.png",
"images/sample_sample_1f73ab005a71/positive/page_2.png",
"images/sample_sample_1f73ab005a71/positive/page_3.png",
"images/sample_sample_1f73ab005a71/positive/page_4.png"
] | [
"images/sample_sample_1f73ab005a71/hard_negatives/hn_001/page_1.png",
"images/sample_sample_1f73ab005a71/hard_negatives/hn_002/page_2.png",
"images/sample_sample_1f73ab005a71/hard_negatives/hn_003/page_3.png",
"images/sample_sample_1f73ab005a71/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_1f73ab005a71",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/110.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "Between 2020 and 2024, the firm’s derivative portfolio demonstrated a cyclical but ultimately downward trend in reliance on... |
Analyze the year-over-year changes in 'Purchases' and 'Sales' of Level 3 'Total debt instruments' (within Trading assets) across the fiscal years 2020 through 2024. Based on this five-year period, determine the year with the highest net acquisition volume (calculated as Purchases minus the absolute value of Sales), and... | [
"images/sample_sample_fe4039702c7e/positive/page_1.png",
"images/sample_sample_fe4039702c7e/positive/page_2.png",
"images/sample_sample_fe4039702c7e/positive/page_3.png",
"images/sample_sample_fe4039702c7e/positive/page_4.png",
"images/sample_sample_fe4039702c7e/positive/page_5.png"
] | [
"images/sample_sample_fe4039702c7e/hard_negatives/hn_001/page_1.png",
"images/sample_sample_fe4039702c7e/hard_negatives/hn_002/page_2.png",
"images/sample_sample_fe4039702c7e/hard_negatives/hn_003/page_3.png",
"images/sample_sample_fe4039702c7e/hard_negatives/hn_004/page_4.png",
"images/sample_sample_fe4039... | {
"sample_id": "sample_sample_fe4039702c7e",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/109.png",
"document_type": "Financial Report / Form 10-K Page",
"answer": "Based on the analysis of the Level 3 'Total debt instruments' rollforward data from 2020 through 2024, the year with t... |
Analyze the annual fair value roll-forward tables for Level 3 assets and liabilities from 2020 to 2024. For 'Mortgage servicing rights' and 'Long-term debt', calculate the yearly net transfer activity (Transfers into level 3 minus Transfers out of level 3) and track their final fair value at December 31 across all five... | [
"images/sample_sample_706f5554600b/positive/page_1.png",
"images/sample_sample_706f5554600b/positive/page_2.png",
"images/sample_sample_706f5554600b/positive/page_3.png",
"images/sample_sample_706f5554600b/positive/page_4.png",
"images/sample_sample_706f5554600b/positive/page_5.png"
] | [
"images/sample_sample_706f5554600b/hard_negatives/hn_001/page_1.png",
"images/sample_sample_706f5554600b/hard_negatives/hn_002/page_2.png",
"images/sample_sample_706f5554600b/hard_negatives/hn_003/page_3.png",
"images/sample_sample_706f5554600b/hard_negatives/hn_004/page_4.png",
"images/sample_sample_706f55... | {
"sample_id": "sample_sample_706f5554600b",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/108.png",
"document_type": "Financial Report (Form 10-K Note)",
"answer": "Based on the analysis of the Level 3 fair value roll-forward tables from 2020 to 2024, the year 2024 experienced the l... |
Analyze the evolution of the fair value hierarchy classifications and valuation methodologies for 'Structured notes' and 'Fund investments' across the 2020 through 2024 annual reports. Identify any reporting years where the primary hierarchy classification shifted (e.g., between Level 2 and Level 3) or where the method... | [
"images/sample_sample_881d84cea4c8/positive/page_1.png",
"images/sample_sample_881d84cea4c8/positive/page_2.png",
"images/sample_sample_881d84cea4c8/positive/page_3.png",
"images/sample_sample_881d84cea4c8/positive/page_4.png",
"images/sample_sample_881d84cea4c8/positive/page_5.png"
] | [
"images/sample_sample_881d84cea4c8/hard_negatives/hn_001/page_1.png",
"images/sample_sample_881d84cea4c8/hard_negatives/hn_002/page_2.png",
"images/sample_sample_881d84cea4c8/hard_negatives/hn_003/page_3.png",
"images/sample_sample_881d84cea4c8/hard_negatives/hn_004/page_4.png",
"images/sample_sample_881d84... | {
"sample_id": "sample_sample_881d84cea4c8",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/98.png",
"document_type": "Financial report (SEC Form 10-K)",
"answer": "The evolution of fair value reporting for JPMorgan Chase & Co. between 2020 and 2024 reveals two primary shifts in class... |
Analyze the 'Risk Factors' sections regarding changes in interest rates, credit spreads, and market fluctuations across the annual reports for the years 2019, 2021, and 2023. Summarize how the specific threats to the firm's net interest income, liquidity, and capital levels evolved from the pre-pandemic low-rate enviro... | [
"images/sample_sample_b60999994b11/positive/page_1.png",
"images/sample_sample_b60999994b11/positive/page_2.png",
"images/sample_sample_b60999994b11/positive/page_3.png",
"images/sample_sample_b60999994b11/positive/page_4.png"
] | [
"images/sample_sample_b60999994b11/hard_negatives/hn_001/page_1.png",
"images/sample_sample_b60999994b11/hard_negatives/hn_002/page_2.png",
"images/sample_sample_b60999994b11/hard_negatives/hn_003/page_3.png",
"images/sample_sample_b60999994b11/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_b60999994b11",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/113.png",
"document_type": "Financial report section (Risk Factors)",
"answer": "The evolution of JPMorganChase’s risk factors from 2019 to 2023 reflects a dramatic shift in the macroeconomic l... |
Analyze the year-over-year shifts in reporting emphasis across the company's Form 10-K filings from 2019 to 2023 by examining their respective indexes. Specifically, calculate the approximate page lengths for 'Item 1A. Risk Factors' and the combined 'Part III' sections (Items 10 through 14) for each year, and determine... | [
"images/sample_sample_11d9e10235d1/positive/page_1.png",
"images/sample_sample_11d9e10235d1/positive/page_2.png",
"images/sample_sample_11d9e10235d1/positive/page_3.png",
"images/sample_sample_11d9e10235d1/positive/page_4.png",
"images/sample_sample_11d9e10235d1/positive/page_5.png"
] | [
"images/sample_sample_11d9e10235d1/hard_negatives/hn_001/page_1.png",
"images/sample_sample_11d9e10235d1/hard_negatives/hn_002/page_2.png",
"images/sample_sample_11d9e10235d1/hard_negatives/hn_003/page_3.png",
"images/sample_sample_11d9e10235d1/hard_negatives/hn_004/page_4.png",
"images/sample_sample_11d9e1... | {
"sample_id": "sample_sample_11d9e10235d1",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/112.png",
"document_type": "Table of Contents / SEC Form 10-K Index",
"answer": "Based on a comparative analysis of the company’s Form 10-K indexes from 2019 to 2023, the reporting emphasis shi... |
Compare the 2024 nonrecurring fair value measurement disclosures across JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. For each bank, extract the total value of 'Loans' classified as Level 3 on a nonrecurring basis, identify the total nonrecurring fair value gains/(losses) recognized for the year, and sum... | [
"images/sample_sample_4e52b615e133/positive/page_1.png",
"images/sample_sample_4e52b615e133/positive/page_2.png",
"images/sample_sample_4e52b615e133/positive/page_3.png",
"images/sample_sample_4e52b615e133/positive/page_4.png"
] | [
"images/sample_sample_4e52b615e133/hard_negatives/hn_001/page_1.png",
"images/sample_sample_4e52b615e133/hard_negatives/hn_002/page_2.png",
"images/sample_sample_4e52b615e133/hard_negatives/hn_003/page_3.png",
"images/sample_sample_4e52b615e133/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_4e52b615e133",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/115.png",
"document_type": "Financial report (Form 10-K page)",
"answer": "A comparison of the 2024 nonrecurring fair value measurement disclosures across the four major banks reveals varied ex... |
Review the 2024 estimated fair value hierarchy disclosures across the firm's consolidated financial statements. Extract the total 'Level 3' estimated fair value for four distinct categories: Wholesale lending-related commitments, Mortgage servicing rights, Trading assets (debt instruments), and Principal investments. A... | [
"images/sample_sample_f78068111c6d/positive/page_1.png",
"images/sample_sample_f78068111c6d/positive/page_2.png",
"images/sample_sample_f78068111c6d/positive/page_3.png",
"images/sample_sample_f78068111c6d/positive/page_4.png"
] | [
"images/sample_sample_f78068111c6d/hard_negatives/hn_001/page_1.png",
"images/sample_sample_f78068111c6d/hard_negatives/hn_002/page_2.png",
"images/sample_sample_f78068111c6d/hard_negatives/hn_003/page_3.png",
"images/sample_sample_f78068111c6d/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_f78068111c6d",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/118.png",
"document_type": "Financial report (Notes to consolidated financial statements from a Form 10-K)",
"answer": "As of December 31, 2024, the combined Level 3 estimated fair value for th... |
Compare the 2024 financial impact of Credit Valuation Adjustments (CVA) and Funding Valuation Adjustments (FVA) on principal transactions revenue across the annual reports of JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, and Goldman Sachs. For each institution, extract the reported 2024 CVA and FVA amounts, ... | [
"images/sample_sample_93e43e3f1c54/positive/page_1.png",
"images/sample_sample_93e43e3f1c54/positive/page_2.png",
"images/sample_sample_93e43e3f1c54/positive/page_3.png",
"images/sample_sample_93e43e3f1c54/positive/page_4.png",
"images/sample_sample_93e43e3f1c54/positive/page_5.png"
] | [
"images/sample_sample_93e43e3f1c54/hard_negatives/hn_001/page_1.png",
"images/sample_sample_93e43e3f1c54/hard_negatives/hn_002/page_2.png",
"images/sample_sample_93e43e3f1c54/hard_negatives/hn_003/page_3.png",
"images/sample_sample_93e43e3f1c54/hard_negatives/hn_004/page_4.png",
"images/sample_sample_93e43e... | {
"sample_id": "sample_sample_93e43e3f1c54",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/114.png",
"document_type": "Financial Report Page (SEC Form 10-K Note)",
"answer": "In 2024, the combined financial impact of Credit Valuation Adjustments (CVA) and Funding Valuation Adjustment... |
Evaluate the five-year trend (2020-2024) regarding the proportion of 'Level 3' estimated fair values relative to the 'Total estimated fair value' for both 'Loans, net of allowance for loan losses' and 'Long-term debt'. Calculate this Level 3 percentage for each year across both categories, identify which year exhibited... | [
"images/sample_sample_df5e54032de1/positive/page_1.png",
"images/sample_sample_df5e54032de1/positive/page_2.png",
"images/sample_sample_df5e54032de1/positive/page_3.png",
"images/sample_sample_df5e54032de1/positive/page_4.png"
] | [
"images/sample_sample_df5e54032de1/hard_negatives/hn_001/page_1.png",
"images/sample_sample_df5e54032de1/hard_negatives/hn_002/page_2.png",
"images/sample_sample_df5e54032de1/hard_negatives/hn_003/page_3.png",
"images/sample_sample_df5e54032de1/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_df5e54032de1",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/117.png",
"document_type": "Financial report (Form 10-K excerpt)",
"answer": "The five-year trend (2020-2024) for JPMorgan Chase & Co. shows a consistent upward trajectory in the proportion of ... |
Analyze the year-over-year changes in the carrying value of equity securities without readily determinable fair values from 2021 to 2025. For each year, document the cumulative upward and downward carrying value changes, and summarize how the reported status of the Visa Class B (and B-2) shares—specifically regarding l... | [
"images/sample_sample_46dc3f3b263e/positive/page_1.png",
"images/sample_sample_46dc3f3b263e/positive/page_2.png",
"images/sample_sample_46dc3f3b263e/positive/page_3.png",
"images/sample_sample_46dc3f3b263e/positive/page_4.png",
"images/sample_sample_46dc3f3b263e/positive/page_5.png"
] | [
"images/sample_sample_46dc3f3b263e/hard_negatives/hn_001/page_1.png",
"images/sample_sample_46dc3f3b263e/hard_negatives/hn_002/page_2.png",
"images/sample_sample_46dc3f3b263e/hard_negatives/hn_003/page_3.png",
"images/sample_sample_46dc3f3b263e/hard_negatives/hn_004/page_4.png",
"images/sample_sample_46dc3f... | {
"sample_id": "sample_sample_46dc3f3b263e",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/116.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "Between 2021 and 2025, the carrying value of JPMorgan Chase & Co.’s equity securities without readily determinable fair val... |
Review the 'Fair value option' disclosures across the firm's Annual Reports from 2020 to 2024. Construct a year-by-year comparison tracking the inclusion of specific financial instruments (such as structured notes, beneficial interests, and loans) in the fair value election. Highlight which instruments were present in ... | [
"images/sample_sample_2eca6e5ca9f3/positive/page_1.png",
"images/sample_sample_2eca6e5ca9f3/positive/page_2.png",
"images/sample_sample_2eca6e5ca9f3/positive/page_3.png",
"images/sample_sample_2eca6e5ca9f3/positive/page_4.png",
"images/sample_sample_2eca6e5ca9f3/positive/page_5.png"
] | [
"images/sample_sample_2eca6e5ca9f3/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2eca6e5ca9f3/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2eca6e5ca9f3/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2eca6e5ca9f3/hard_negatives/hn_004/page_4.png",
"images/sample_sample_2eca6e... | {
"sample_id": "sample_sample_2eca6e5ca9f3",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/119.png",
"document_type": "financial report (Form 10-K excerpt)",
"answer": "A year-by-year review of the 'Fair value option' disclosures for the period 2020–2024 reveals a core group of three... |
Compare the 2024 'Total changes in fair value recorded' for 'Long-term debt' and 'Trading assets' across the fair value option footnote tables of JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. Based on your cross-document analysis, rank the four institutions from largest positive to largest negative fair ... | [
"images/sample_sample_bf7e65d854fa/positive/page_1.png",
"images/sample_sample_bf7e65d854fa/positive/page_2.png",
"images/sample_sample_bf7e65d854fa/positive/page_3.png",
"images/sample_sample_bf7e65d854fa/positive/page_4.png"
] | [
"images/sample_sample_bf7e65d854fa/hard_negatives/hn_001/page_1.png",
"images/sample_sample_bf7e65d854fa/hard_negatives/hn_002/page_2.png",
"images/sample_sample_bf7e65d854fa/hard_negatives/hn_003/page_3.png",
"images/sample_sample_bf7e65d854fa/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_bf7e65d854fa",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/120.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "Based on a cross-document analysis of the 2024 Form 10-K 'Changes in fair value under the fair value option election' table... |
Synthesize a 5-year historical analysis (2020-2024) of the 'Fair value over/(under) contractual principal outstanding' deficits for both 'Total loans' and 'Nonaccrual loans'. Extract these specific variance values for each of the five years from their respective annual disclosure tables, compute the year-over-year perc... | [
"images/sample_sample_f2468dfae711/positive/page_1.png",
"images/sample_sample_f2468dfae711/positive/page_2.png",
"images/sample_sample_f2468dfae711/positive/page_3.png",
"images/sample_sample_f2468dfae711/positive/page_4.png"
] | [
"images/sample_sample_f2468dfae711/hard_negatives/hn_001/page_1.png",
"images/sample_sample_f2468dfae711/hard_negatives/hn_002/page_2.png",
"images/sample_sample_f2468dfae711/hard_negatives/hn_003/page_3.png",
"images/sample_sample_f2468dfae711/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_f2468dfae711",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/121.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "The historical analysis of the 'Fair value over/(under) contractual principal outstanding' deficits from 2020 to 2024 revea... |
Track the total fair value of structured notes with 'Foreign exchange' risk exposure from 2019 to 2024. Identify the year with the highest year-over-year percentage growth in this specific risk category, and analyze how its distribution across Long-term debt, Short-term borrowings, and Deposits shifted during that peak... | [
"images/sample_sample_68f0bbd6558d/positive/page_1.png",
"images/sample_sample_68f0bbd6558d/positive/page_2.png",
"images/sample_sample_68f0bbd6558d/positive/page_3.png",
"images/sample_sample_68f0bbd6558d/positive/page_4.png"
] | [
"images/sample_sample_68f0bbd6558d/hard_negatives/hn_001/page_1.png",
"images/sample_sample_68f0bbd6558d/hard_negatives/hn_002/page_2.png",
"images/sample_sample_68f0bbd6558d/hard_negatives/hn_003/page_3.png",
"images/sample_sample_68f0bbd6558d/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_68f0bbd6558d",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/122.png",
"document_type": "Financial report page (Form 10-K)",
"answer": "Based on the financial history from 2019 to 2024, the total fair value of structured notes with 'Foreign exchange' ris... |
Analyze and compare the 'Risk Factors' disclosures regarding Central Counterparty (CCP) defaults, collateral valuation disputes in stressed markets, and exposures to government entities across the 2023 Annual Reports of JPMorgan Chase, Bank of America, Citigroup, and Goldman Sachs. For each institution, summarize their... | [
"images/sample_sample_cbaf03b250da/positive/page_1.png",
"images/sample_sample_cbaf03b250da/positive/page_2.png",
"images/sample_sample_cbaf03b250da/positive/page_3.png",
"images/sample_sample_cbaf03b250da/positive/page_4.png"
] | [
"images/sample_sample_cbaf03b250da/hard_negatives/hn_001/page_1.png",
"images/sample_sample_cbaf03b250da/hard_negatives/hn_002/page_2.png",
"images/sample_sample_cbaf03b250da/hard_negatives/hn_003/page_3.png",
"images/sample_sample_cbaf03b250da/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_cbaf03b250da",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/124.png",
"document_type": "Financial report page (Risk Factors section)",
"answer": "A comparative analysis of the 2023 Risk Factor disclosures reveals that while all four institutions (JPMorg... |
Compare the firm's stated policies for managing wholesale and consumer credit risk concentrations across its annual Form 10-K reports from 2020 to 2024. Document any additions, removals, or modifications to the listed risk-reduction techniques (such as loan syndications, credit derivatives, or geographic monitoring foc... | [
"images/sample_sample_10b7fd3b9b41/positive/page_1.png",
"images/sample_sample_10b7fd3b9b41/positive/page_2.png",
"images/sample_sample_10b7fd3b9b41/positive/page_3.png",
"images/sample_sample_10b7fd3b9b41/positive/page_4.png"
] | [
"images/sample_sample_10b7fd3b9b41/hard_negatives/hn_001/page_1.png",
"images/sample_sample_10b7fd3b9b41/hard_negatives/hn_002/page_2.png",
"images/sample_sample_10b7fd3b9b41/hard_negatives/hn_003/page_3.png",
"images/sample_sample_10b7fd3b9b41/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_10b7fd3b9b41",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/123.png",
"document_type": "Financial report page (Form 10-K)",
"answer": "A longitudinal analysis of JPMorgan Chase & Co.’s Form 10-K reports from 2020 to 2024 reveals a strategic shift toward... |
Calculate the annual year-over-year growth rates in 'Off-balance sheet' credit exposure for the 'Real Estate', 'Technology, Media & Telecommunications', and 'Automotive' wholesale sectors from 2020 to 2024. Synthesize this historical data to determine which of these three sectors had the highest overall cumulative grow... | [
"images/sample_sample_26d46d4621a7/positive/page_1.png",
"images/sample_sample_26d46d4621a7/positive/page_2.png",
"images/sample_sample_26d46d4621a7/positive/page_3.png",
"images/sample_sample_26d46d4621a7/positive/page_4.png"
] | [
"images/sample_sample_26d46d4621a7/hard_negatives/hn_001/page_1.png",
"images/sample_sample_26d46d4621a7/hard_negatives/hn_002/page_2.png",
"images/sample_sample_26d46d4621a7/hard_negatives/hn_003/page_3.png",
"images/sample_sample_26d46d4621a7/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_26d46d4621a7",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/125.png",
"document_type": "Financial Report Page (Form 10-K)",
"answer": "Based on a five-year analysis of JPMorgan Chase’s wholesale credit exposure, the 'Technology, Media & Telecommunicatio... |
Synthesize the firm's application of hedge accounting by cross-referencing the accounting policies for derivatives designated as hedges with the detailed financial disclosures. Specifically, for fair value, cash flow, and net investment hedges, extract their respective total notional amounts from the quantitative deriv... | [
"images/sample_sample_8258d53cce50/positive/page_1.png",
"images/sample_sample_8258d53cce50/positive/page_2.png",
"images/sample_sample_8258d53cce50/positive/page_3.png",
"images/sample_sample_8258d53cce50/positive/page_4.png",
"images/sample_sample_8258d53cce50/positive/page_5.png"
] | [
"images/sample_sample_8258d53cce50/hard_negatives/hn_001/page_1.png",
"images/sample_sample_8258d53cce50/hard_negatives/hn_002/page_2.png",
"images/sample_sample_8258d53cce50/hard_negatives/hn_003/page_3.png",
"images/sample_sample_8258d53cce50/hard_negatives/hn_004/page_4.png",
"images/sample_sample_8258d5... | {
"sample_id": "sample_sample_8258d53cce50",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/127.png",
"document_type": "Financial report page (SEC Form 10-K)",
"answer": "For the fiscal year 2023, JPMorgan Chase & Co. utilized hedge accounting across three primary categories to align ... |
Analyze the annual trend of the 'Total derivative notional amounts' from 2020 through 2024. For each year, calculate the percentage of the total portfolio comprised by 'Interest rate contracts' and 'Foreign exchange contracts'. Identify the year with the highest overall derivative exposure and determine whether the gro... | [
"images/sample_sample_29b395c77dda/positive/page_1.png",
"images/sample_sample_29b395c77dda/positive/page_2.png",
"images/sample_sample_29b395c77dda/positive/page_3.png",
"images/sample_sample_29b395c77dda/positive/page_4.png"
] | [
"images/sample_sample_29b395c77dda/hard_negatives/hn_001/page_1.png",
"images/sample_sample_29b395c77dda/hard_negatives/hn_002/page_2.png",
"images/sample_sample_29b395c77dda/hard_negatives/hn_003/page_3.png",
"images/sample_sample_29b395c77dda/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_29b395c77dda",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/129.png",
"document_type": "Financial Report - Notes to Consolidated Financial Statements",
"answer": "Between 2020 and 2024, the total derivative notional amounts for JPMorgan Chase followed a... |
Analyze the evolution of the firm's derivative risk management narratives—specifically focusing on the 'Foreign currency derivatives' and 'Derivative counterparties and settlement types' subsections—across the Annual Reports from 2020 to 2024. Summarize how the described foreign currency risk exposures and the firm's t... | [
"images/sample_sample_b39cd4fa9455/positive/page_1.png",
"images/sample_sample_b39cd4fa9455/positive/page_2.png",
"images/sample_sample_b39cd4fa9455/positive/page_3.png",
"images/sample_sample_b39cd4fa9455/positive/page_4.png",
"images/sample_sample_b39cd4fa9455/positive/page_5.png"
] | [
"images/sample_sample_b39cd4fa9455/hard_negatives/hn_001/page_1.png",
"images/sample_sample_b39cd4fa9455/hard_negatives/hn_002/page_2.png",
"images/sample_sample_b39cd4fa9455/hard_negatives/hn_003/page_3.png",
"images/sample_sample_b39cd4fa9455/hard_negatives/hn_004/page_4.png",
"images/sample_sample_b39cd4... | {
"sample_id": "sample_sample_b39cd4fa9455",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/126.png",
"document_type": "Annual Report (Form 10-K) section",
"answer": "Over the five-year period from 2020 to 2024, the firm’s derivative risk management narrative shifted from a bilateral ... |
Analyze the 'primary uses of derivatives' summary tables across the 2020 through 2024 annual reports. Compare the evolution of 'Foreign exchange' and 'Interest rate' derivative applications, specifically detailing any new use cases added, shifts between qualifying and non-qualifying hedge accounting status, and changes... | [
"images/sample_sample_39ea66d91f8b/positive/page_1.png",
"images/sample_sample_39ea66d91f8b/positive/page_2.png",
"images/sample_sample_39ea66d91f8b/positive/page_3.png",
"images/sample_sample_39ea66d91f8b/positive/page_4.png",
"images/sample_sample_39ea66d91f8b/positive/page_5.png"
] | [
"images/sample_sample_39ea66d91f8b/hard_negatives/hn_001/page_1.png",
"images/sample_sample_39ea66d91f8b/hard_negatives/hn_002/page_2.png",
"images/sample_sample_39ea66d91f8b/hard_negatives/hn_003/page_3.png",
"images/sample_sample_39ea66d91f8b/hard_negatives/hn_004/page_4.png",
"images/sample_sample_39ea66... | {
"sample_id": "sample_sample_39ea66d91f8b",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/128.png",
"document_type": "Financial Report / Annual Report (Form 10-K)",
"answer": "A longitudinal analysis of the 'primary uses of derivatives' tables from 2020 to 2024 reveals a significant... |
Based on the 'Derivatives netting' policy criteria, analyze the detailed derivative exposure tables across the Firm's four primary risk categories (Interest Rate, Foreign Exchange, Equity, and Credit derivatives). For each risk category, aggregate the gross derivative receivables, identify the precise amount of collate... | [
"images/sample_sample_e63251ef3bac/positive/page_1.png",
"images/sample_sample_e63251ef3bac/positive/page_2.png",
"images/sample_sample_e63251ef3bac/positive/page_3.png",
"images/sample_sample_e63251ef3bac/positive/page_4.png",
"images/sample_sample_e63251ef3bac/positive/page_5.png"
] | [
"images/sample_sample_e63251ef3bac/hard_negatives/hn_001/page_1.png",
"images/sample_sample_e63251ef3bac/hard_negatives/hn_002/page_2.png",
"images/sample_sample_e63251ef3bac/hard_negatives/hn_003/page_3.png",
"images/sample_sample_e63251ef3bac/hard_negatives/hn_004/page_4.png",
"images/sample_sample_e63251... | {
"sample_id": "sample_sample_e63251ef3bac",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/131.png",
"document_type": "Financial report (Annual Report / Form 10-K)",
"answer": "Based on the firm's derivatives netting policy and the detailed exposure tables, the analysis for the four ... |
Analyze the 5-year trend (2020 to 2024) in the proportion of gross derivative receivables that are 'Designated as hedges' versus 'Not designated as hedges' for both Interest Rate and Foreign Exchange contracts. Identify the single year with the highest ratio of designated hedges to non-designated hedges for each of the... | [
"images/sample_sample_95f9ff935026/positive/page_1.png",
"images/sample_sample_95f9ff935026/positive/page_2.png",
"images/sample_sample_95f9ff935026/positive/page_3.png",
"images/sample_sample_95f9ff935026/positive/page_4.png",
"images/sample_sample_95f9ff935026/positive/page_5.png"
] | [
"images/sample_sample_95f9ff935026/hard_negatives/hn_001/page_1.png",
"images/sample_sample_95f9ff935026/hard_negatives/hn_002/page_2.png",
"images/sample_sample_95f9ff935026/hard_negatives/hn_003/page_3.png",
"images/sample_sample_95f9ff935026/hard_negatives/hn_004/page_4.png",
"images/sample_sample_95f9ff... | {
"sample_id": "sample_sample_95f9ff935026",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/130.png",
"document_type": "Financial report (Form 10-K)",
"answer": "Based on an analysis of the 'Impact of derivatives on the Consolidated balance sheets' and the 'Market Risk Management' sec... |
Analyze the five-year trend (2020-2024) of the estimated 'Amount of additional collateral to be posted upon downgrade' for a two-notch downgrade. Additionally, calculate and track the ratio of total 'Collateral posted' to the 'Aggregate fair value of net derivative payables' across these five years to determine which y... | [
"images/sample_sample_f25dd6fdbee0/positive/page_1.png",
"images/sample_sample_f25dd6fdbee0/positive/page_2.png",
"images/sample_sample_f25dd6fdbee0/positive/page_3.png",
"images/sample_sample_f25dd6fdbee0/positive/page_4.png"
] | [
"images/sample_sample_f25dd6fdbee0/hard_negatives/hn_001/page_1.png",
"images/sample_sample_f25dd6fdbee0/hard_negatives/hn_002/page_2.png",
"images/sample_sample_f25dd6fdbee0/hard_negatives/hn_003/page_3.png",
"images/sample_sample_f25dd6fdbee0/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_f25dd6fdbee0",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/134.png",
"document_type": "Financial Report (Form 10-K excerpt)",
"answer": "Based on the multi-year analysis of JPMorgan Chase’s financial disclosures from 2020 to 2024, the trend for the est... |
Analyze the year-over-year trends from 2020 to 2024 in the ratio of 'Amounts netted on the Consolidated balance sheets' to 'Gross derivative payables' specifically for Interest rate, Credit, and Foreign exchange contracts. Summarize how this netting efficiency has evolved over the 5-year period for each of the three co... | [
"images/sample_sample_1c7a9822e253/positive/page_1.png",
"images/sample_sample_1c7a9822e253/positive/page_2.png",
"images/sample_sample_1c7a9822e253/positive/page_3.png",
"images/sample_sample_1c7a9822e253/positive/page_4.png"
] | [
"images/sample_sample_1c7a9822e253/hard_negatives/hn_001/page_1.png",
"images/sample_sample_1c7a9822e253/hard_negatives/hn_002/page_2.png",
"images/sample_sample_1c7a9822e253/hard_negatives/hn_003/page_3.png",
"images/sample_sample_1c7a9822e253/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_1c7a9822e253",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/133.png",
"document_type": "Financial report (Form 10-K note)",
"answer": "Between 2020 and 2024, the netting efficiency—defined as the ratio of 'Amounts netted on the Consolidated balance shee... |
Analyze the 2024 financial impact of Foreign exchange derivative contracts by aggregating and comparing the 'Income statement impact' and 'OCI impact' across the three separate disclosure tables for Fair value hedges, Cash flow hedges, and Net investment hedges. | [
"images/sample_sample_0e423126818b/positive/page_1.png",
"images/sample_sample_0e423126818b/positive/page_2.png",
"images/sample_sample_0e423126818b/positive/page_3.png",
"images/sample_sample_0e423126818b/positive/page_4.png"
] | [
"images/sample_sample_0e423126818b/hard_negatives/hn_001/page_1.png",
"images/sample_sample_0e423126818b/hard_negatives/hn_002/page_2.png",
"images/sample_sample_0e423126818b/hard_negatives/hn_003/page_3.png",
"images/sample_sample_0e423126818b/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_0e423126818b",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/136.png",
"document_type": "Financial report (Note to 10-K)",
"answer": "In 2024, the total financial impact of Foreign exchange (FX) derivative contracts across all hedge designations resulted... |
Synthesize the total pre-tax derivative gains and losses recorded in income for the year ended December 31, 2024, across all designated hedge accounting relationships (Cash flow hedges, Fair value hedges, and Net investment hedges). For each hedge type, identify the primary income statement line item affected and summa... | [
"images/sample_sample_b9fdd186705c/positive/page_1.png",
"images/sample_sample_b9fdd186705c/positive/page_2.png",
"images/sample_sample_b9fdd186705c/positive/page_3.png",
"images/sample_sample_b9fdd186705c/positive/page_4.png"
] | [
"images/sample_sample_b9fdd186705c/hard_negatives/hn_001/page_1.png",
"images/sample_sample_b9fdd186705c/hard_negatives/hn_002/page_2.png",
"images/sample_sample_b9fdd186705c/hard_negatives/hn_003/page_3.png",
"images/sample_sample_b9fdd186705c/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_b9fdd186705c",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/138.png",
"document_type": "Financial report (Form 10-K excerpt)",
"answer": "For the year ended December 31, 2024, the firm recorded a total net pre-tax derivative gain of $870 million within ... |
Analyze the year-over-year trends in the 'Total' cumulative fair value hedging adjustments for 'Long-term debt' from 2020 through 2024. For each year, calculate the percentage of these total adjustments that stem from 'Discontinued hedging relationships', and identify which year experienced the largest structural shift... | [
"images/sample_sample_2c2bb7fa48e0/positive/page_1.png",
"images/sample_sample_2c2bb7fa48e0/positive/page_2.png",
"images/sample_sample_2c2bb7fa48e0/positive/page_3.png",
"images/sample_sample_2c2bb7fa48e0/positive/page_4.png"
] | [
"images/sample_sample_2c2bb7fa48e0/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2c2bb7fa48e0/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2c2bb7fa48e0/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2c2bb7fa48e0/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_2c2bb7fa48e0",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/137.png",
"document_type": "financial report excerpt",
"answer": "Analysis of JPMorgan Chase & Co.’s 'Long-term debt' cumulative fair value hedging adjustments from 2020 through 2024 reveals a ... |
Analyze the Risk Factors detailed across the Liquidity, Market, Credit, Operational, and Strategic risk subsections. For each of these five subsections, extract all specific government, central bank, or regulatory actions cited as potential risks, and describe the specific adverse business or financial consequence asso... | [
"images/sample_sample_cbb1c8daa70c/positive/page_1.png",
"images/sample_sample_cbb1c8daa70c/positive/page_2.png",
"images/sample_sample_cbb1c8daa70c/positive/page_3.png",
"images/sample_sample_cbb1c8daa70c/positive/page_4.png",
"images/sample_sample_cbb1c8daa70c/positive/page_5.png"
] | [
"images/sample_sample_cbb1c8daa70c/hard_negatives/hn_001/page_1.png",
"images/sample_sample_cbb1c8daa70c/hard_negatives/hn_002/page_2.png",
"images/sample_sample_cbb1c8daa70c/hard_negatives/hn_003/page_3.png",
"images/sample_sample_cbb1c8daa70c/hard_negatives/hn_004/page_4.png",
"images/sample_sample_cbb1c8... | {
"sample_id": "sample_sample_cbb1c8daa70c",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/135.png",
"document_type": "Corporate financial report (Annual Report / Form 10-K)",
"answer": "Based on the Risk Factors disclosed in the report, the following government, central bank, and re... |
Compare the total derivatives gains/(losses) recorded in income for specified risk management purposes across JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, and Goldman Sachs for the year 2024. Identify which bank reported the largest overall loss in this category, and specify which contract type (e.g., Inter... | [
"images/sample_sample_80d1deb1a3e9/positive/page_1.png",
"images/sample_sample_80d1deb1a3e9/positive/page_2.png",
"images/sample_sample_80d1deb1a3e9/positive/page_3.png",
"images/sample_sample_80d1deb1a3e9/positive/page_4.png",
"images/sample_sample_80d1deb1a3e9/positive/page_5.png"
] | [
"images/sample_sample_80d1deb1a3e9/hard_negatives/hn_001/page_1.png",
"images/sample_sample_80d1deb1a3e9/hard_negatives/hn_002/page_2.png",
"images/sample_sample_80d1deb1a3e9/hard_negatives/hn_003/page_3.png",
"images/sample_sample_80d1deb1a3e9/hard_negatives/hn_004/page_4.png",
"images/sample_sample_80d1de... | {
"sample_id": "sample_sample_80d1deb1a3e9",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/139.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "For the year 2024, a comparison of derivatives gains and losses for specified risk management purposes across the five major b... |
Analyze the qualitative disclosures across the 'Notes to consolidated financial statements' detailing the Firm's various derivative instruments. Compare the specific risk management objectives and the underlying settlement mechanics described for Credit derivatives, Interest rate derivatives, Foreign exchange derivativ... | [
"images/sample_sample_b9e76eae2d35/positive/page_1.png",
"images/sample_sample_b9e76eae2d35/positive/page_2.png",
"images/sample_sample_b9e76eae2d35/positive/page_3.png",
"images/sample_sample_b9e76eae2d35/positive/page_4.png"
] | [
"images/sample_sample_b9e76eae2d35/hard_negatives/hn_001/page_1.png",
"images/sample_sample_b9e76eae2d35/hard_negatives/hn_002/page_2.png",
"images/sample_sample_b9e76eae2d35/hard_negatives/hn_003/page_3.png",
"images/sample_sample_b9e76eae2d35/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_b9e76eae2d35",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/140.png",
"document_type": "Financial report page (Form 10-K Note)",
"answer": "The Firm’s qualitative disclosures across its 2024 10-K reveal distinct risk management strategies and settlement... |
Analyze the five-year trend (2020-2024) of the firm's 'Total credit derivatives' exposure. For each year, extract the notional amounts for 'Protection sold' and 'Protection purchased with identical underlyings', calculate their respective year-over-year percentage changes starting from 2021, and summarize whether the f... | [
"images/sample_sample_7c9fe27a7603/positive/page_1.png",
"images/sample_sample_7c9fe27a7603/positive/page_2.png",
"images/sample_sample_7c9fe27a7603/positive/page_3.png",
"images/sample_sample_7c9fe27a7603/positive/page_4.png"
] | [
"images/sample_sample_7c9fe27a7603/hard_negatives/hn_001/page_1.png",
"images/sample_sample_7c9fe27a7603/hard_negatives/hn_002/page_2.png",
"images/sample_sample_7c9fe27a7603/hard_negatives/hn_003/page_3.png",
"images/sample_sample_7c9fe27a7603/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_7c9fe27a7603",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/141.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "Over the five-year period from 2020 to 2024, JPMorgan Chase’s 'Total credit derivatives' exposure demonstrated a consistent... |
Compare the 2024 'Total asset management fees' and 'Total lending- and deposit-related fees' across JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. Calculate the ratio of asset management fees to lending/deposit fees for each bank, identify the institution with the highest ratio, and summarize the primary ... | [
"images/sample_sample_91800b4b599d/positive/page_1.png",
"images/sample_sample_91800b4b599d/positive/page_2.png",
"images/sample_sample_91800b4b599d/positive/page_3.png",
"images/sample_sample_91800b4b599d/positive/page_4.png"
] | [
"images/sample_sample_91800b4b599d/hard_negatives/hn_001/page_1.png",
"images/sample_sample_91800b4b599d/hard_negatives/hn_002/page_2.png",
"images/sample_sample_91800b4b599d/hard_negatives/hn_003/page_3.png",
"images/sample_sample_91800b4b599d/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_91800b4b599d",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/144.png",
"document_type": "Financial Report (Form 10-K page)",
"answer": "In 2024, the financial landscape across the four major US banks showed distinct revenue compositions. JPMorgan Chase r... |
Compare the 'Reductions in credit ratings' risk factor disclosures across the 2023 Annual Reports for JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. Detail the shared consequences of a credit rating downgrade cited by all four institutions, and enumerate any unique secondary impacts, rating agency evaluat... | [
"images/sample_sample_9a4bc1d1d6ca/positive/page_1.png",
"images/sample_sample_9a4bc1d1d6ca/positive/page_2.png",
"images/sample_sample_9a4bc1d1d6ca/positive/page_3.png",
"images/sample_sample_9a4bc1d1d6ca/positive/page_4.png"
] | [
"images/sample_sample_9a4bc1d1d6ca/hard_negatives/hn_001/page_1.png",
"images/sample_sample_9a4bc1d1d6ca/hard_negatives/hn_002/page_2.png",
"images/sample_sample_9a4bc1d1d6ca/hard_negatives/hn_003/page_3.png",
"images/sample_sample_9a4bc1d1d6ca/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_9a4bc1d1d6ca",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/146.png",
"document_type": "Financial report / Regulatory filing",
"answer": "A comparative analysis of the 2023 Annual Reports for JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo r... |
Compare the 'Card income' components across the 2024 Annual Reports (Form 10-K) for JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. For each institution, extract the 2024 'Interchange and merchant processing income' (or equivalent gross card revenue) and the 'Reward costs and partner payments' (or equivale... | [
"images/sample_sample_d56737589013/positive/page_1.png",
"images/sample_sample_d56737589013/positive/page_2.png",
"images/sample_sample_d56737589013/positive/page_3.png",
"images/sample_sample_d56737589013/positive/page_4.png"
] | [
"images/sample_sample_d56737589013/hard_negatives/hn_001/page_1.png",
"images/sample_sample_d56737589013/hard_negatives/hn_002/page_2.png",
"images/sample_sample_d56737589013/hard_negatives/hn_003/page_3.png",
"images/sample_sample_d56737589013/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_d56737589013",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/145.png",
"document_type": "Annual Financial Report (Form 10-K) page",
"answer": "Based on the 2024 Annual Reports (Form 10-K) for the four major institutions, Citigroup incurred the highest re... |
Analyze the maturity profile shifts for 'Investment-grade' credit protection sold over the five-year period spanning 2020 to 2024. For each of the five years, extract the notional amount for the '>5 years' maturity bucket and calculate it as a percentage of the total Investment-grade notional amount for that year. Base... | [
"images/sample_sample_c9cdeb6464b1/positive/page_1.png",
"images/sample_sample_c9cdeb6464b1/positive/page_2.png",
"images/sample_sample_c9cdeb6464b1/positive/page_3.png",
"images/sample_sample_c9cdeb6464b1/positive/page_4.png"
] | [
"images/sample_sample_c9cdeb6464b1/hard_negatives/hn_001/page_1.png",
"images/sample_sample_c9cdeb6464b1/hard_negatives/hn_002/page_2.png",
"images/sample_sample_c9cdeb6464b1/hard_negatives/hn_003/page_3.png",
"images/sample_sample_c9cdeb6464b1/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_c9cdeb6464b1",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/142.png",
"document_type": "Financial report (Form 10-K excerpt)",
"answer": "An analysis of JPMorgan Chase’s Investment-grade credit protection sold between 2020 and 2024 reveals a consistent ... |
Analyze the 'Interest income and interest expense' footnote tables across the 2024 Form 10-Ks for JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. For each institution, extract the total interest income derived from 'Loans' (or equivalent), the total interest expense from 'Interest bearing deposits', and ca... | [
"images/sample_sample_ae25861a97f6/positive/page_1.png",
"images/sample_sample_ae25861a97f6/positive/page_2.png",
"images/sample_sample_ae25861a97f6/positive/page_3.png",
"images/sample_sample_ae25861a97f6/positive/page_4.png"
] | [
"images/sample_sample_ae25861a97f6/hard_negatives/hn_001/page_1.png",
"images/sample_sample_ae25861a97f6/hard_negatives/hn_002/page_2.png",
"images/sample_sample_ae25861a97f6/hard_negatives/hn_003/page_3.png",
"images/sample_sample_ae25861a97f6/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_ae25861a97f6",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/148.png",
"document_type": "Financial report excerpt (Form 10-K)",
"answer": "Based on the 2024 Form 10-K filings for the four major institutions, Citigroup experienced the highest relative pro... |
Synthesize the drivers of 'Other income' and 'Other expense' (or equivalent 'Noninterest expense' subcategories) across the 2024 annual reports of JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. For each bank, isolate the top two non-recurring financial events (such as acquisitions, special FDIC assessment... | [
"images/sample_sample_da867bc5920a/positive/page_1.png",
"images/sample_sample_da867bc5920a/positive/page_2.png",
"images/sample_sample_da867bc5920a/positive/page_3.png",
"images/sample_sample_da867bc5920a/positive/page_4.png"
] | [
"images/sample_sample_da867bc5920a/hard_negatives/hn_001/page_1.png",
"images/sample_sample_da867bc5920a/hard_negatives/hn_002/page_2.png",
"images/sample_sample_da867bc5920a/hard_negatives/hn_003/page_3.png",
"images/sample_sample_da867bc5920a/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_da867bc5920a",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/147.png",
"document_type": "Annual Financial Report (Form 10-K)",
"answer": "Across the 2024 annual reports of the four major banks, 'Other income' and 'Other expense' were primarily driven by ... |
Analyze the year-over-year trends for the 'Net derivative receivables' within the 'Interest rate contracts' and 'Foreign exchange contracts' categories over the 5-year period from 2020 to 2024. Based on this analysis, determine which specific contract execution type (OTC, OTC-cleared, or Exchange-traded) exhibited the ... | [
"images/sample_sample_dff6cc6a0daa/positive/page_1.png",
"images/sample_sample_dff6cc6a0daa/positive/page_2.png",
"images/sample_sample_dff6cc6a0daa/positive/page_3.png",
"images/sample_sample_dff6cc6a0daa/positive/page_4.png"
] | [
"images/sample_sample_dff6cc6a0daa/hard_negatives/hn_001/page_1.png",
"images/sample_sample_dff6cc6a0daa/hard_negatives/hn_002/page_2.png",
"images/sample_sample_dff6cc6a0daa/hard_negatives/hn_003/page_3.png",
"images/sample_sample_dff6cc6a0daa/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_dff6cc6a0daa",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/132.png",
"document_type": "Financial report table (Form 10-K)",
"answer": "Based on a 5-year trend analysis (2020-2024), the 'OTC-cleared' execution type exhibited the highest overall volatili... |
Analyze the evolution of the 'Allowance for Loan Losses' Critical Audit Matter across the annual auditor's reports from 2020 to 2024. For each year, extract the specific macroeconomic variables cited by the auditor that drove the complexity of the estimate, and summarize how the specific audit procedures performed (suc... | [
"images/sample_sample_7d9abe857af5/positive/page_1.png",
"images/sample_sample_7d9abe857af5/positive/page_2.png",
"images/sample_sample_7d9abe857af5/positive/page_3.png",
"images/sample_sample_7d9abe857af5/positive/page_4.png",
"images/sample_sample_7d9abe857af5/positive/page_5.png"
] | [
"images/sample_sample_7d9abe857af5/hard_negatives/hn_001/page_1.png",
"images/sample_sample_7d9abe857af5/hard_negatives/hn_002/page_2.png",
"images/sample_sample_7d9abe857af5/hard_negatives/hn_003/page_3.png",
"images/sample_sample_7d9abe857af5/hard_negatives/hn_004/page_4.png",
"images/sample_sample_7d9abe... | {
"sample_id": "sample_sample_7d9abe857af5",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/82.png",
"document_type": "Annual financial report (Form 10-K)",
"answer": "The 'Allowance for Loan Losses' (ALLL) Critical Audit Matter (CAM) evolved from 2020 to 2024 by shifting focus from e... |
Analyze the narrative disclosures regarding 'Changes in level 3 fair value measurements' across the 2020 through 2024 annual reports. For each reporting year, extract the total year-end level 3 investment balance, the specific amount of unrealized gains or losses, and the net transfers in or out. Compile this data to d... | [
"images/sample_sample_b705a674cb09/positive/page_1.png",
"images/sample_sample_b705a674cb09/positive/page_2.png",
"images/sample_sample_b705a674cb09/positive/page_3.png",
"images/sample_sample_b705a674cb09/positive/page_4.png",
"images/sample_sample_b705a674cb09/positive/page_5.png"
] | [
"images/sample_sample_b705a674cb09/hard_negatives/hn_001/page_1.png",
"images/sample_sample_b705a674cb09/hard_negatives/hn_002/page_2.png",
"images/sample_sample_b705a674cb09/hard_negatives/hn_003/page_3.png",
"images/sample_sample_b705a674cb09/hard_negatives/hn_004/page_4.png",
"images/sample_sample_b705a6... | {
"sample_id": "sample_sample_b705a674cb09",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/151.png",
"document_type": "Financial Report Excerpt (Notes to Financial Statements)",
"answer": "Based on the narrative disclosures across the five-year period from 2020 to 2024, the Level 3 i... |
Track the reported fair values of investments measured at net asset value (NAV) as a practical expedient across the annual Form 10-K filings from 2020 to 2024. For each year, extract the total valuation and list the specific types of funds comprising these investments to identify any new asset classes introduced during... | [
"images/sample_sample_3e7f82681118/positive/page_1.png",
"images/sample_sample_3e7f82681118/positive/page_2.png",
"images/sample_sample_3e7f82681118/positive/page_3.png",
"images/sample_sample_3e7f82681118/positive/page_4.png",
"images/sample_sample_3e7f82681118/positive/page_5.png"
] | [
"images/sample_sample_3e7f82681118/hard_negatives/hn_001/page_1.png",
"images/sample_sample_3e7f82681118/hard_negatives/hn_002/page_2.png",
"images/sample_sample_3e7f82681118/hard_negatives/hn_003/page_3.png",
"images/sample_sample_3e7f82681118/hard_negatives/hn_004/page_4.png",
"images/sample_sample_3e7f82... | {
"sample_id": "sample_sample_3e7f82681118",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/102.png",
"document_type": "Financial Report Page (Form 10-K)",
"answer": "Across the five-year period from 2020 to 2024, the reported fair values of JPMorgan Chase & Co.’s investments measured... |
Compare the defined benefit pension plan assumptions and asset risk profiles across JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, and Morgan Stanley for the 2024 fiscal year. Specifically, list the 2024 discount rate and expected long-term rate of return for each institution, calculate the proportion of Leve... | [
"images/sample_sample_6cde99afd8d6/positive/page_1.png",
"images/sample_sample_6cde99afd8d6/positive/page_2.png",
"images/sample_sample_6cde99afd8d6/positive/page_3.png",
"images/sample_sample_6cde99afd8d6/positive/page_4.png",
"images/sample_sample_6cde99afd8d6/positive/page_5.png"
] | [
"images/sample_sample_6cde99afd8d6/hard_negatives/hn_001/page_1.png",
"images/sample_sample_6cde99afd8d6/hard_negatives/hn_002/page_2.png",
"images/sample_sample_6cde99afd8d6/hard_negatives/hn_003/page_3.png",
"images/sample_sample_6cde99afd8d6/hard_negatives/hn_004/page_4.png",
"images/sample_sample_6cde99... | {
"sample_id": "sample_sample_6cde99afd8d6",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/150.png",
"document_type": "Financial Report Page (Form 10-K)",
"answer": "Based on the 2024 fiscal year financial disclosures for the five major financial institutions, the defined benefit pen... |
Compare the employee share-based incentive structures across JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, and Goldman Sachs based on their respective 2024 Form 10-K 'Employee share-based incentives' notes. Specifically, aggregate and compare the vesting schedules for Restricted Stock Units (RSUs), the post-... | [
"images/sample_sample_41a9ad22f0a8/positive/page_1.png",
"images/sample_sample_41a9ad22f0a8/positive/page_2.png",
"images/sample_sample_41a9ad22f0a8/positive/page_3.png",
"images/sample_sample_41a9ad22f0a8/positive/page_4.png",
"images/sample_sample_41a9ad22f0a8/positive/page_5.png"
] | [
"images/sample_sample_41a9ad22f0a8/hard_negatives/hn_001/page_1.png",
"images/sample_sample_41a9ad22f0a8/hard_negatives/hn_002/page_2.png",
"images/sample_sample_41a9ad22f0a8/hard_negatives/hn_003/page_3.png",
"images/sample_sample_41a9ad22f0a8/hard_negatives/hn_004/page_4.png",
"images/sample_sample_41a9ad... | {
"sample_id": "sample_sample_41a9ad22f0a8",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/152.png",
"document_type": "Financial report excerpt (Form 10-K Note)",
"answer": "A comparison of the 2024 Form 10-K disclosures for the five major banks reveals distinct strategies in equity ... |
Analyze the 'Investment banking fees' breakdown tables across the 2024 annual reports of five major financial institutions (JPMorgan Chase, Goldman Sachs, Morgan Stanley, Bank of America, and Citigroup). First, compare the growth trends to identify which institution achieved the highest Year-over-Year percentage growth... | [
"images/sample_sample_54d5aaa671e7/positive/page_1.png",
"images/sample_sample_54d5aaa671e7/positive/page_2.png",
"images/sample_sample_54d5aaa671e7/positive/page_3.png",
"images/sample_sample_54d5aaa671e7/positive/page_4.png",
"images/sample_sample_54d5aaa671e7/positive/page_5.png"
] | [
"images/sample_sample_54d5aaa671e7/hard_negatives/hn_001/page_1.png",
"images/sample_sample_54d5aaa671e7/hard_negatives/hn_002/page_2.png",
"images/sample_sample_54d5aaa671e7/hard_negatives/hn_003/page_3.png",
"images/sample_sample_54d5aaa671e7/hard_negatives/hn_004/page_4.png",
"images/sample_sample_54d5aa... | {
"sample_id": "sample_sample_54d5aaa671e7",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/143.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "Based on the 2024 annual reports of the five major financial institutions, Goldman Sachs achieved the highest Year-over-Year (... |
Analyze the 2024 share-based compensation disclosures for JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, and Morgan Stanley. Rank the five institutions from highest to lowest based on their 'Total noncash compensation expense' for 2024, and compare how the weighted-average grant date fair values for their res... | [
"images/sample_sample_5ab0d63a81c6/positive/page_1.png",
"images/sample_sample_5ab0d63a81c6/positive/page_2.png",
"images/sample_sample_5ab0d63a81c6/positive/page_3.png",
"images/sample_sample_5ab0d63a81c6/positive/page_4.png",
"images/sample_sample_5ab0d63a81c6/positive/page_5.png"
] | [
"images/sample_sample_5ab0d63a81c6/hard_negatives/hn_001/page_1.png",
"images/sample_sample_5ab0d63a81c6/hard_negatives/hn_002/page_2.png",
"images/sample_sample_5ab0d63a81c6/hard_negatives/hn_003/page_3.png",
"images/sample_sample_5ab0d63a81c6/hard_negatives/hn_004/page_4.png",
"images/sample_sample_5ab0d6... | {
"sample_id": "sample_sample_5ab0d63a81c6",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/153.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "Based on the 2024 share-based compensation disclosures, the five institutions are ranked from highest to lowest 'Total noncash... |
Analyze the five-year trend (2020-2024) in the strategic allocation of 'Total mortgage-backed securities' between the Available-for-sale (AFS) and Held-to-maturity (HTM) portfolios. For each year, calculate the percentage of total mortgage-backed securities (based on Fair Value) designated as HTM, and synthesize the pr... | [
"images/sample_sample_2b40f91d75c7/positive/page_1.png",
"images/sample_sample_2b40f91d75c7/positive/page_2.png",
"images/sample_sample_2b40f91d75c7/positive/page_3.png",
"images/sample_sample_2b40f91d75c7/positive/page_4.png"
] | [
"images/sample_sample_2b40f91d75c7/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2b40f91d75c7/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2b40f91d75c7/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2b40f91d75c7/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_2b40f91d75c7",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/155.png",
"document_type": "Financial Report / Form 10-K",
"answer": "The five-year trend (2020–2024) reveals a significant strategic pivot from Available-for-Sale (AFS) to Held-to-Maturity (HT... |
Trace the evolution of 'Total gross unrealized losses' and the specific subset of losses aged '12 months or more' for the overall 'Total available-for-sale securities' portfolio from 2020 to 2024. Calculate the percentage of total unrealized losses that were aged 12 months or more for each year, and summarize how this ... | [
"images/sample_sample_d287c4817123/positive/page_1.png",
"images/sample_sample_d287c4817123/positive/page_2.png",
"images/sample_sample_d287c4817123/positive/page_3.png",
"images/sample_sample_d287c4817123/positive/page_4.png"
] | [
"images/sample_sample_d287c4817123/hard_negatives/hn_001/page_1.png",
"images/sample_sample_d287c4817123/hard_negatives/hn_002/page_2.png",
"images/sample_sample_d287c4817123/hard_negatives/hn_003/page_3.png",
"images/sample_sample_d287c4817123/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_d287c4817123",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/156.png",
"document_type": "Financial report excerpt (Form 10-K)",
"answer": "Between 2020 and 2024, the available-for-sale (AFS) securities portfolio experienced a dramatic shift in both the m... |
Analyze the disclosures regarding the allowance for credit losses on investment securities across the 2024 annual reports of JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. For each institution, extract the total 'Provision for credit losses' for 2024, specify the reported percentage of HTM (Held-to-Maturi... | [
"images/sample_sample_2b6ad9dddf66/positive/page_1.png",
"images/sample_sample_2b6ad9dddf66/positive/page_2.png",
"images/sample_sample_2b6ad9dddf66/positive/page_3.png",
"images/sample_sample_2b6ad9dddf66/positive/page_4.png"
] | [
"images/sample_sample_2b6ad9dddf66/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2b6ad9dddf66/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2b6ad9dddf66/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2b6ad9dddf66/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_2b6ad9dddf66",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/158.png",
"document_type": "Financial Report / Notes to Consolidated Financial Statements",
"answer": "Across the 2024 fiscal year, the four major institutions reported varying levels of provis... |
Trace the evolution of the 'Operational' risk factors section across the company's annual Form 10-K filings from 2019 through 2023. Identify the exact year when risks specifically associated with 'third-party service providers', 'cloud infrastructure vulnerabilities', and 'advanced persistent cyber threats' were first ... | [
"images/sample_sample_c5e35e936404/positive/page_1.png",
"images/sample_sample_c5e35e936404/positive/page_2.png",
"images/sample_sample_c5e35e936404/positive/page_3.png",
"images/sample_sample_c5e35e936404/positive/page_4.png",
"images/sample_sample_c5e35e936404/positive/page_5.png"
] | [
"images/sample_sample_c5e35e936404/hard_negatives/hn_001/page_1.png",
"images/sample_sample_c5e35e936404/hard_negatives/hn_002/page_2.png",
"images/sample_sample_c5e35e936404/hard_negatives/hn_003/page_3.png",
"images/sample_sample_c5e35e936404/hard_negatives/hn_004/page_4.png",
"images/sample_sample_c5e35e... | {
"sample_id": "sample_sample_c5e35e936404",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/157.png",
"document_type": "Corporate Annual Report / Risk Disclosure Document",
"answer": "The 'Operational' risk factors for JPMorgan Chase evolved significantly from 2019 to 2023, reflecting... |
Analyze the 'Investment securities' accounting policy disclosures in JPMorgan Chase's Form 10-K reports spanning from 2018 to 2024. Detail the year-over-year evolution of the firm's policy regarding credit impairment, specifically identifying the transition year from the 'other-than-temporary impairment' (OTTI) model t... | [
"images/sample_sample_a461f387cee0/positive/page_1.png",
"images/sample_sample_a461f387cee0/positive/page_2.png",
"images/sample_sample_a461f387cee0/positive/page_3.png",
"images/sample_sample_a461f387cee0/positive/page_4.png",
"images/sample_sample_a461f387cee0/positive/page_5.png"
] | [
"images/sample_sample_a461f387cee0/hard_negatives/hn_001/page_1.png",
"images/sample_sample_a461f387cee0/hard_negatives/hn_002/page_2.png",
"images/sample_sample_a461f387cee0/hard_negatives/hn_003/page_3.png",
"images/sample_sample_a461f387cee0/hard_negatives/hn_004/page_4.png",
"images/sample_sample_a461f3... | {
"sample_id": "sample_sample_a461f387cee0",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/154.png",
"document_type": "Financial Report Page (Form 10-K Note)",
"answer": "JPMorgan Chase & Co. officially transitioned from the 'other-than-temporary impairment' (OTTI) model to the 'allo... |
Analyze the five-year trend (2020-2024) of the Available-for-sale (AFS) securities portfolio's yield curve and valuation. For each year, calculate the difference between the average yield for 'Total available-for-sale securities' due in 'one year or less' and those due 'after 10 years' to document the shift in the yiel... | [
"images/sample_sample_0e5129c5abcb/positive/page_1.png",
"images/sample_sample_0e5129c5abcb/positive/page_2.png",
"images/sample_sample_0e5129c5abcb/positive/page_3.png",
"images/sample_sample_0e5129c5abcb/positive/page_4.png",
"images/sample_sample_0e5129c5abcb/positive/page_5.png"
] | [
"images/sample_sample_0e5129c5abcb/hard_negatives/hn_001/page_1.png",
"images/sample_sample_0e5129c5abcb/hard_negatives/hn_002/page_2.png",
"images/sample_sample_0e5129c5abcb/hard_negatives/hn_003/page_3.png",
"images/sample_sample_0e5129c5abcb/hard_negatives/hn_004/page_4.png",
"images/sample_sample_0e5129... | {
"sample_id": "sample_sample_0e5129c5abcb",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/159.png",
"document_type": "financial report",
"answer": "Analysis of the five-year trend (2020-2024) reveals a dramatic shift from a steepening normal yield curve to a deep inversion, alongsid... |
Analyze the annual trend in JPMorgan Chase's 'Total net periodic defined benefit plan cost/(credit)' and 'Total defined contribution plans' expenses from 2018 through 2024. Using this multi-year financial data, quantify how the proportional expense weighting between defined benefit plans and defined contribution plans ... | [
"images/sample_sample_d11aafd6d673/positive/page_1.png",
"images/sample_sample_d11aafd6d673/positive/page_2.png",
"images/sample_sample_d11aafd6d673/positive/page_3.png",
"images/sample_sample_d11aafd6d673/positive/page_4.png"
] | [
"images/sample_sample_d11aafd6d673/hard_negatives/hn_001/page_1.png",
"images/sample_sample_d11aafd6d673/hard_negatives/hn_002/page_2.png",
"images/sample_sample_d11aafd6d673/hard_negatives/hn_003/page_3.png",
"images/sample_sample_d11aafd6d673/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_d11aafd6d673",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/149.png",
"document_type": "Financial report (Note to consolidated financial statements)",
"answer": "Between 2018 and 2024, JPMorgan Chase’s retirement expense structure underwent a fundamenta... |
Analyze the evolution of the Firm's disclosures regarding "Securities financing activities" across its annual reports from 2020 to 2024. Summarize any year-over-year changes in the accounting treatment (specifically the fair value option election criteria) and detail how the described credit risk mitigation practices—s... | [
"images/sample_sample_2d12b4773ff3/positive/page_1.png",
"images/sample_sample_2d12b4773ff3/positive/page_2.png",
"images/sample_sample_2d12b4773ff3/positive/page_3.png",
"images/sample_sample_2d12b4773ff3/positive/page_4.png",
"images/sample_sample_2d12b4773ff3/positive/page_5.png"
] | [
"images/sample_sample_2d12b4773ff3/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2d12b4773ff3/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2d12b4773ff3/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2d12b4773ff3/hard_negatives/hn_004/page_4.png",
"images/sample_sample_2d12b4... | {
"sample_id": "sample_sample_2d12b4773ff3",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/160.png",
"document_type": "Annual Report (Form 10-K) / Financial Statement Note",
"answer": "Between 2020 and 2024, the Firm’s disclosures for 'Securities financing activities' evolved from a ... |
Analyze the 2024 Form 10-K accounting policy disclosures across JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. Compare the specific criteria each bank uses to return modified loans (FDMs/TDRs) to performing/accrual status, particularly noting any differences in required minimum payment periods, and detail... | [
"images/sample_sample_9da84779be92/positive/page_1.png",
"images/sample_sample_9da84779be92/positive/page_2.png",
"images/sample_sample_9da84779be92/positive/page_3.png",
"images/sample_sample_9da84779be92/positive/page_4.png"
] | [
"images/sample_sample_9da84779be92/hard_negatives/hn_001/page_1.png",
"images/sample_sample_9da84779be92/hard_negatives/hn_002/page_2.png",
"images/sample_sample_9da84779be92/hard_negatives/hn_003/page_3.png",
"images/sample_sample_9da84779be92/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_9da84779be92",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/165.png",
"document_type": "Financial report excerpt (Form 10-K)",
"answer": "The 2024 Form 10-K disclosures for the four major banks reveal distinct thresholds for returning modified loans (FD... |
Analyze the 'Loans' accounting framework notes across the 2024 Form 10-Ks of JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. Contrast how each institution defines the specific days-past-due triggers for placing consumer and residential real estate loans on nonaccrual status, and compare their respective ma... | [
"images/sample_sample_1cd7b51bbc92/positive/page_1.png",
"images/sample_sample_1cd7b51bbc92/positive/page_2.png",
"images/sample_sample_1cd7b51bbc92/positive/page_3.png",
"images/sample_sample_1cd7b51bbc92/positive/page_4.png"
] | [
"images/sample_sample_1cd7b51bbc92/hard_negatives/hn_001/page_1.png",
"images/sample_sample_1cd7b51bbc92/hard_negatives/hn_002/page_2.png",
"images/sample_sample_1cd7b51bbc92/hard_negatives/hn_003/page_3.png",
"images/sample_sample_1cd7b51bbc92/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_1cd7b51bbc92",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/163.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "Based on a comparison of the 2024 Form 10-Ks, Bank of America (BofA) demonstrates the most accelerated recognition of nonpe... |
Analyze the five-year trend (2020-2024) for the gross amounts of 'Securities purchased under resale agreements' (Assets) and 'Securities sold under repurchase agreements' (Liabilities). Detail the year-over-year percentage change for both categories across the entire period, and determine which year exhibited the highe... | [
"images/sample_sample_a3ad09b2e78e/positive/page_1.png",
"images/sample_sample_a3ad09b2e78e/positive/page_2.png",
"images/sample_sample_a3ad09b2e78e/positive/page_3.png",
"images/sample_sample_a3ad09b2e78e/positive/page_4.png"
] | [
"images/sample_sample_a3ad09b2e78e/hard_negatives/hn_001/page_1.png",
"images/sample_sample_a3ad09b2e78e/hard_negatives/hn_002/page_2.png",
"images/sample_sample_a3ad09b2e78e/hard_negatives/hn_003/page_3.png",
"images/sample_sample_a3ad09b2e78e/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_a3ad09b2e78e",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/161.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "Analysis of JPMorgan Chase’s gross securities financing agreements from 2020 to 2024 reveals a period of strategic fluctuat... |
Analyze the evolution of the Firm's charge-off policies for consumer loans and the collateral valuation frequencies for commercial real estate across the annual Form 10-K reports from 2020 to 2024. Identify any years where the timelines for accelerated charge-offs or appraisal updates were modified, and summarize how t... | [
"images/sample_sample_132603e44f25/positive/page_1.png",
"images/sample_sample_132603e44f25/positive/page_2.png",
"images/sample_sample_132603e44f25/positive/page_3.png",
"images/sample_sample_132603e44f25/positive/page_4.png"
] | [
"images/sample_sample_132603e44f25/hard_negatives/hn_001/page_1.png",
"images/sample_sample_132603e44f25/hard_negatives/hn_002/page_2.png",
"images/sample_sample_132603e44f25/hard_negatives/hn_003/page_3.png",
"images/sample_sample_132603e44f25/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_132603e44f25",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/164.png",
"document_type": "Financial Report / Form 10-K Notes",
"answer": "Between 2020 and 2024, JPMorgan Chase & Co. adjusted its charge-off and collateral valuation policies during two dist... |
Analyze the credit quality indicators across the firm's three major consumer lending portfolios (Residential real estate, Credit Card, and Auto) as of December 31, 2024. For each portfolio, extract the 'Total retained loans', the total 'Gross charge-offs', and the overall percentage of loans '30+ days past due'. Finall... | [
"images/sample_sample_b1f1abd2e4f3/positive/page_1.png",
"images/sample_sample_b1f1abd2e4f3/positive/page_2.png",
"images/sample_sample_b1f1abd2e4f3/positive/page_3.png",
"images/sample_sample_b1f1abd2e4f3/positive/page_4.png"
] | [
"images/sample_sample_b1f1abd2e4f3/hard_negatives/hn_001/page_1.png",
"images/sample_sample_b1f1abd2e4f3/hard_negatives/hn_002/page_2.png",
"images/sample_sample_b1f1abd2e4f3/hard_negatives/hn_003/page_3.png",
"images/sample_sample_b1f1abd2e4f3/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_b1f1abd2e4f3",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/170.png",
"document_type": "Annual financial report (Form 10-K)",
"answer": "As of December 31, 2024, the Credit Card portfolio exhibited the highest realized credit losses among the three majo... |
For each of the four major loan portfolios (Consumer excluding credit card, Credit Card, Wholesale, and Commercial Real Estate), extract the total retained loan balance for 2024. Subsequently, synthesize the primary credit quality indicators used to evaluate the health of each portfolio, explicitly comparing which metr... | [
"images/sample_sample_9ec3fc15cb7a/positive/page_1.png",
"images/sample_sample_9ec3fc15cb7a/positive/page_2.png",
"images/sample_sample_9ec3fc15cb7a/positive/page_3.png",
"images/sample_sample_9ec3fc15cb7a/positive/page_4.png"
] | [
"images/sample_sample_9ec3fc15cb7a/hard_negatives/hn_001/page_1.png",
"images/sample_sample_9ec3fc15cb7a/hard_negatives/hn_002/page_2.png",
"images/sample_sample_9ec3fc15cb7a/hard_negatives/hn_003/page_3.png",
"images/sample_sample_9ec3fc15cb7a/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_9ec3fc15cb7a",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/169.png",
"document_type": "Financial Report / Form 10-K excerpt",
"answer": "For 2024, the total retained loan balances across the four major portfolios are: Consumer (excluding credit card) a... |
Analyze the year-over-year trends in loan 'Purchases' and 'Sales' across the 'Consumer, excluding credit card' and 'Wholesale' segments from 2022 through 2024. Based on this multi-year data, determine which segment had the highest cumulative sales volume over the three-year period, and describe how the 'Retained loans ... | [
"images/sample_sample_978c0543b925/positive/page_1.png",
"images/sample_sample_978c0543b925/positive/page_2.png",
"images/sample_sample_978c0543b925/positive/page_3.png",
"images/sample_sample_978c0543b925/positive/page_4.png"
] | [
"images/sample_sample_978c0543b925/hard_negatives/hn_001/page_1.png",
"images/sample_sample_978c0543b925/hard_negatives/hn_002/page_2.png",
"images/sample_sample_978c0543b925/hard_negatives/hn_003/page_3.png",
"images/sample_sample_978c0543b925/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_978c0543b925",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/167.png",
"document_type": "Financial Report Page (Form 10-K)",
"answer": "Based on the multi-year data from 2022 through 2024, the Wholesale segment recorded the highest cumulative sales volum... |
Analyze the five-year trend (2020-2024) of nonaccrual retained residential real estate loans. Extract the total nonaccrual loan balances for California, New York, and Florida, and calculate their combined percentage of the total retained loans for each year. Finally, summarize how changes in this geographic concentrati... | [
"images/sample_sample_1baf08ebc7bc/positive/page_1.png",
"images/sample_sample_1baf08ebc7bc/positive/page_2.png",
"images/sample_sample_1baf08ebc7bc/positive/page_3.png",
"images/sample_sample_1baf08ebc7bc/positive/page_4.png"
] | [
"images/sample_sample_1baf08ebc7bc/hard_negatives/hn_001/page_1.png",
"images/sample_sample_1baf08ebc7bc/hard_negatives/hn_002/page_2.png",
"images/sample_sample_1baf08ebc7bc/hard_negatives/hn_003/page_3.png",
"images/sample_sample_1baf08ebc7bc/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_1baf08ebc7bc",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/171.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "Over the five-year period from 2020 to 2024, the nonaccrual retained residential real estate loans in California, New York,... |
Analyze the year-over-year trends in loan 'Sales' volumes for both the 'Consumer, excluding credit card' and 'Wholesale' segments from 2020 through 2024. Based on these trends, determine which segment exhibited higher overall volatility in its sales volumes across the five-year period, and specify any years where the s... | [
"images/sample_sample_5ec35b6c6086/positive/page_1.png",
"images/sample_sample_5ec35b6c6086/positive/page_2.png",
"images/sample_sample_5ec35b6c6086/positive/page_3.png",
"images/sample_sample_5ec35b6c6086/positive/page_4.png"
] | [
"images/sample_sample_5ec35b6c6086/hard_negatives/hn_001/page_1.png",
"images/sample_sample_5ec35b6c6086/hard_negatives/hn_002/page_2.png",
"images/sample_sample_5ec35b6c6086/hard_negatives/hn_003/page_3.png",
"images/sample_sample_5ec35b6c6086/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_5ec35b6c6086",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/166.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "Between 2020 and 2024, the 'Wholesale' loan segment exhibited significantly higher overall volatility in sales volumes comp... |
Compare the total volume of retained Financial Difficulty Modifications (FDMs) and the amortized cost of loans 150 or more days past due across the Residential Real Estate, Credit Card, Auto, and Commercial Real Estate loan portfolios for the year ended December 31, 2024, and identify which portfolio exhibits the highe... | [
"images/sample_sample_37656797bf0e/positive/page_1.png",
"images/sample_sample_37656797bf0e/positive/page_2.png",
"images/sample_sample_37656797bf0e/positive/page_3.png",
"images/sample_sample_37656797bf0e/positive/page_4.png"
] | [
"images/sample_sample_37656797bf0e/hard_negatives/hn_001/page_1.png",
"images/sample_sample_37656797bf0e/hard_negatives/hn_002/page_2.png",
"images/sample_sample_37656797bf0e/hard_negatives/hn_003/page_3.png",
"images/sample_sample_37656797bf0e/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_37656797bf0e",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/172.png",
"document_type": "Financial report page (Form 10-K)",
"answer": "For the fiscal year ended December 31, 2024, the total volume of retained Financial Difficulty Modifications (FDMs) ac... |
Examine the 'Concession granted' and 'Financial effects of TDRs and defaults' tables across the firm's major loan classes (Residential Real Estate, Credit Card, Auto, and Commercial Real Estate). Compare these portfolios to determine which one utilized 'Term or payment extension' most frequently as a percentage of modi... | [
"images/sample_sample_de4b49ba58f0/positive/page_1.png",
"images/sample_sample_de4b49ba58f0/positive/page_2.png",
"images/sample_sample_de4b49ba58f0/positive/page_3.png",
"images/sample_sample_de4b49ba58f0/positive/page_4.png"
] | [
"images/sample_sample_de4b49ba58f0/hard_negatives/hn_001/page_1.png",
"images/sample_sample_de4b49ba58f0/hard_negatives/hn_002/page_2.png",
"images/sample_sample_de4b49ba58f0/hard_negatives/hn_003/page_3.png",
"images/sample_sample_de4b49ba58f0/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_de4b49ba58f0",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/173.png",
"document_type": "Annual Report (SEC Form 10-K) Page",
"answer": "Based on a comparison of the Troubled Debt Restructuring (TDR) disclosures across the firm's major loan portfolios, t... |
Analyze the evolution of operational risk disclosures related to technological reliance and third-party vendors across JPMorgan Chase's Annual Reports from 2019 to 2023. Detail the specific year each distinct technology type (such as cloud computing, smart phones, or data aggregators) was first introduced into the risk... | [
"images/sample_sample_4b8312d390c7/positive/page_1.png",
"images/sample_sample_4b8312d390c7/positive/page_2.png",
"images/sample_sample_4b8312d390c7/positive/page_3.png",
"images/sample_sample_4b8312d390c7/positive/page_4.png",
"images/sample_sample_4b8312d390c7/positive/page_5.png"
] | [
"images/sample_sample_4b8312d390c7/hard_negatives/hn_001/page_1.png",
"images/sample_sample_4b8312d390c7/hard_negatives/hn_002/page_2.png",
"images/sample_sample_4b8312d390c7/hard_negatives/hn_003/page_3.png",
"images/sample_sample_4b8312d390c7/hard_negatives/hn_004/page_4.png",
"images/sample_sample_4b8312... | {
"sample_id": "sample_sample_4b8312d390c7",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/168.png",
"document_type": "Financial report (Risk Factor section)",
"answer": "The evolution of JPMorgan Chase’s operational risk disclosures from 2019 to 2023 shows a strategic shift from gen... |
Analyze the five-year trend (2020-2024) in the contractual maturity profile of 'Securities sold under repurchase agreements'. Calculate the annual proportion of highly liquid, short-term funding (combining the 'Overnight and continuous' and 'Up to 30 days' categories) relative to the total balance for each respective y... | [
"images/sample_sample_d23d14f44c07/positive/page_1.png",
"images/sample_sample_d23d14f44c07/positive/page_2.png",
"images/sample_sample_d23d14f44c07/positive/page_3.png",
"images/sample_sample_d23d14f44c07/positive/page_4.png"
] | [
"images/sample_sample_d23d14f44c07/hard_negatives/hn_001/page_1.png",
"images/sample_sample_d23d14f44c07/hard_negatives/hn_002/page_2.png",
"images/sample_sample_d23d14f44c07/hard_negatives/hn_003/page_3.png",
"images/sample_sample_d23d14f44c07/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_d23d14f44c07",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/162.png",
"document_type": "Annual Report (Form 10-K) Note",
"answer": "The five-year trend (2020-2024) for 'Securities sold under repurchase agreements' reveals a significant strategic shift t... |
Analyze the loan modification disclosures across the Firm's major consumer portfolios (Credit Card, Auto Loans, Home Equity, and Residential Mortgages). For each portfolio, extract the 2024 amortized cost basis of modified loans and the reduction in the weighted average contractual interest rate. Based on this aggregat... | [
"images/sample_sample_b2796c19a615/positive/page_1.png",
"images/sample_sample_b2796c19a615/positive/page_2.png",
"images/sample_sample_b2796c19a615/positive/page_3.png",
"images/sample_sample_b2796c19a615/positive/page_4.png"
] | [
"images/sample_sample_b2796c19a615/hard_negatives/hn_001/page_1.png",
"images/sample_sample_b2796c19a615/hard_negatives/hn_002/page_2.png",
"images/sample_sample_b2796c19a615/hard_negatives/hn_003/page_3.png",
"images/sample_sample_b2796c19a615/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_b2796c19a615",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/177.png",
"document_type": "Annual financial report (Form 10-K)",
"answer": "Based on the 2024 financial disclosures across the Firm's major consumer portfolios, the Residential Mortgage portfo... |
Analyze the loan modification risk across the Firm's major consumer portfolios (Credit Card, Auto Loans, and Residential Mortgages). For each of these three portfolios, locate their respective 'Payment status of FDMs' and modification defaults tables to extract the 2024 Total Amortized Cost Basis of FDMs and the 2024 b... | [
"images/sample_sample_62b2d9b651c7/positive/page_1.png",
"images/sample_sample_62b2d9b651c7/positive/page_2.png",
"images/sample_sample_62b2d9b651c7/positive/page_3.png",
"images/sample_sample_62b2d9b651c7/positive/page_4.png"
] | [
"images/sample_sample_62b2d9b651c7/hard_negatives/hn_001/page_1.png",
"images/sample_sample_62b2d9b651c7/hard_negatives/hn_002/page_2.png",
"images/sample_sample_62b2d9b651c7/hard_negatives/hn_003/page_3.png",
"images/sample_sample_62b2d9b651c7/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_62b2d9b651c7",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/178.png",
"document_type": "Annual Report (Form 10-K)",
"answer": "Based on the 2024 financial data extracted across the Firm's consumer portfolios, the Auto Loan segment presents the highest r... |
Aggregate the December 31, 2024, retained loan balances for 'California' and 'Texas' across the four major consumer loan portfolios (Auto and other, Credit Card, Home Equity, and Residential First Mortgage). Based on these aggregated totals, determine which state has the highest overall consumer loan exposure and speci... | [
"images/sample_sample_183843ffb471/positive/page_1.png",
"images/sample_sample_183843ffb471/positive/page_2.png",
"images/sample_sample_183843ffb471/positive/page_3.png",
"images/sample_sample_183843ffb471/positive/page_4.png"
] | [
"images/sample_sample_183843ffb471/hard_negatives/hn_001/page_1.png",
"images/sample_sample_183843ffb471/hard_negatives/hn_002/page_2.png",
"images/sample_sample_183843ffb471/hard_negatives/hn_003/page_3.png",
"images/sample_sample_183843ffb471/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_183843ffb471",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/175.png",
"document_type": "Financial Report Page (10-K filing)",
"answer": "Based on the aggregation of the December 31, 2024, retained loan balances across the four portfolios, California has... |
Compare the credit quality indicators and risk rating methodologies across the Wholesale, Consumer Credit Card, Residential Real Estate, and Auto loan portfolios. For each portfolio, identify the primary metrics used to assess credit risk (such as internal PD/LGD mappings versus external FICO scores) and summarize the ... | [
"images/sample_sample_952b728b45eb/positive/page_1.png",
"images/sample_sample_952b728b45eb/positive/page_2.png",
"images/sample_sample_952b728b45eb/positive/page_3.png",
"images/sample_sample_952b728b45eb/positive/page_4.png"
] | [
"images/sample_sample_952b728b45eb/hard_negatives/hn_001/page_1.png",
"images/sample_sample_952b728b45eb/hard_negatives/hn_002/page_2.png",
"images/sample_sample_952b728b45eb/hard_negatives/hn_003/page_3.png",
"images/sample_sample_952b728b45eb/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_952b728b45eb",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/180.png",
"document_type": "Financial report (Form 10-K excerpt)",
"answer": "The Firm’s credit risk assessment varies significantly by portfolio type. For the Wholesale loan portfolio, risk is... |
Compile a comparative summary of credit quality across the firm's four primary lending segments (Credit Card, Auto Loans, Residential Real Estate, and Small Business Loans) for the year ended December 31, 2024. For each segment, extract the 'Total retained loans', the overall '% of 30+ days past due to total retained l... | [
"images/sample_sample_98992050941d/positive/page_1.png",
"images/sample_sample_98992050941d/positive/page_2.png",
"images/sample_sample_98992050941d/positive/page_3.png",
"images/sample_sample_98992050941d/positive/page_4.png"
] | [
"images/sample_sample_98992050941d/hard_negatives/hn_001/page_1.png",
"images/sample_sample_98992050941d/hard_negatives/hn_002/page_2.png",
"images/sample_sample_98992050941d/hard_negatives/hn_003/page_3.png",
"images/sample_sample_98992050941d/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_98992050941d",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/176.png",
"document_type": "Financial report (Form 10-K page)",
"answer": "For the fiscal year ended December 31, 2024, a comparative analysis of the firm's primary lending segments reveals var... |
Analyze the credit quality performance of the 2023 term loan origination vintage as of December 31, 2024, across the firm's major consumer loan portfolios (Auto and other, Credit Card, Residential Real Estate, and Personal Loans). Extract the '% of 30+ days past due to total retained loans' and 'Gross charge-offs' for ... | [
"images/sample_sample_facc89889ca4/positive/page_1.png",
"images/sample_sample_facc89889ca4/positive/page_2.png",
"images/sample_sample_facc89889ca4/positive/page_3.png",
"images/sample_sample_facc89889ca4/positive/page_4.png"
] | [
"images/sample_sample_facc89889ca4/hard_negatives/hn_001/page_1.png",
"images/sample_sample_facc89889ca4/hard_negatives/hn_002/page_2.png",
"images/sample_sample_facc89889ca4/hard_negatives/hn_003/page_3.png",
"images/sample_sample_facc89889ca4/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_facc89889ca4",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/174.png",
"document_type": "Annual Financial Report (Form 10-K)",
"answer": "Based on the analysis of the 2023 term loan origination vintage as of December 31, 2024, the Credit Card portfolio r... |
Analyze the 5-year trend (2020-2024) of 'Criticized nonaccrual' loan balances across all three primary categories ('Secured by real estate', 'Commercial and industrial', and 'Other'). Based on this analysis, determine which category exhibited the highest volatility in nonaccrual balances, and explain how these fluctuat... | [
"images/sample_sample_dbc26c131716/positive/page_1.png",
"images/sample_sample_dbc26c131716/positive/page_2.png",
"images/sample_sample_dbc26c131716/positive/page_3.png",
"images/sample_sample_dbc26c131716/positive/page_4.png"
] | [
"images/sample_sample_dbc26c131716/hard_negatives/hn_001/page_1.png",
"images/sample_sample_dbc26c131716/hard_negatives/hn_002/page_2.png",
"images/sample_sample_dbc26c131716/hard_negatives/hn_003/page_3.png",
"images/sample_sample_dbc26c131716/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_dbc26c131716",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/181.png",
"document_type": "Financial Report / Form 10-K",
"answer": "Based on the 5-year analysis from 2020 to 2024, the 'Commercial and industrial' (C&I) category exhibited the highest volati... |
Analyze the year-over-year evolution of the cybersecurity risk disclosures across the firm's annual reports from 2019 to 2023. Detail the specific year in which new technological threats—such as generative artificial intelligence, quantum computing, and ransomware—were first introduced into the text, and summarize how ... | [
"images/sample_sample_b5e4cb42b859/positive/page_1.png",
"images/sample_sample_b5e4cb42b859/positive/page_2.png",
"images/sample_sample_b5e4cb42b859/positive/page_3.png",
"images/sample_sample_b5e4cb42b859/positive/page_4.png",
"images/sample_sample_b5e4cb42b859/positive/page_5.png"
] | [
"images/sample_sample_b5e4cb42b859/hard_negatives/hn_001/page_1.png",
"images/sample_sample_b5e4cb42b859/hard_negatives/hn_002/page_2.png",
"images/sample_sample_b5e4cb42b859/hard_negatives/hn_003/page_3.png",
"images/sample_sample_b5e4cb42b859/hard_negatives/hn_004/page_4.png",
"images/sample_sample_b5e4cb... | {
"sample_id": "sample_sample_b5e4cb42b859",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/179.png",
"document_type": "Annual Report Section (Risk Factors)",
"answer": "The cybersecurity risk disclosures for JPMorgan Chase evolved significantly from 2019 to 2023, reflecting an increa... |
Review the loan vintage disclosure tables across all five major portfolio segments (Commercial and Industrial, Other, Real Estate, Credit Card, and Auto). For noninvestment-grade term loans originated in 2024, extract and aggregate the gross charge-offs across all five segments. Identify which segment reported the high... | [
"images/sample_sample_a4856adf204c/positive/page_1.png",
"images/sample_sample_a4856adf204c/positive/page_2.png",
"images/sample_sample_a4856adf204c/positive/page_3.png",
"images/sample_sample_a4856adf204c/positive/page_4.png"
] | [
"images/sample_sample_a4856adf204c/hard_negatives/hn_001/page_1.png",
"images/sample_sample_a4856adf204c/hard_negatives/hn_002/page_2.png",
"images/sample_sample_a4856adf204c/hard_negatives/hn_003/page_3.png",
"images/sample_sample_a4856adf204c/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_a4856adf204c",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/182.png",
"document_type": "Financial report page (Form 10-K)",
"answer": "Based on a review of the loan vintage disclosure tables for 2024, the aggregated gross charge-offs for noninvestment-g... |
Analyze the five-year trend (2020-2024) of 'Criticized nonaccrual loans' as a percentage of total retained loans for the 'Multifamily' real estate sector, and compare this against the five-year trend of total 'Commercial and industrial' nonaccrual loans. Identify which year exhibited the peak nonaccrual stress for each... | [
"images/sample_sample_798e230965ab/positive/page_1.png",
"images/sample_sample_798e230965ab/positive/page_2.png",
"images/sample_sample_798e230965ab/positive/page_3.png",
"images/sample_sample_798e230965ab/positive/page_4.png"
] | [
"images/sample_sample_798e230965ab/hard_negatives/hn_001/page_1.png",
"images/sample_sample_798e230965ab/hard_negatives/hn_002/page_2.png",
"images/sample_sample_798e230965ab/hard_negatives/hn_003/page_3.png",
"images/sample_sample_798e230965ab/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_798e230965ab",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/183.png",
"document_type": "Annual Financial Report (Form 10-K)",
"answer": "Based on a five-year analysis of JPMorgan Chase & Co. financial disclosures from 2020 to 2024, the Multifamily real ... |
Compile a summary of the amortized cost basis and the weighted-average extension in months for 'Term extension' (Single modifications) for the year ended December 31, 2024, across the five distinct loan portfolios detailed in the financial footnotes: Residential Real Estate, Auto, Credit Card, Commercial, and Other. Ba... | [
"images/sample_sample_e8ca0678b664/positive/page_1.png",
"images/sample_sample_e8ca0678b664/positive/page_2.png",
"images/sample_sample_e8ca0678b664/positive/page_3.png",
"images/sample_sample_e8ca0678b664/positive/page_4.png"
] | [
"images/sample_sample_e8ca0678b664/hard_negatives/hn_001/page_1.png",
"images/sample_sample_e8ca0678b664/hard_negatives/hn_002/page_2.png",
"images/sample_sample_e8ca0678b664/hard_negatives/hn_003/page_3.png",
"images/sample_sample_e8ca0678b664/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_e8ca0678b664",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/186.png",
"document_type": "Financial Report (Form 10-K)",
"answer": "As of December 31, 2024, the summary of amortized cost basis and weighted-average extension periods for 'Term extension' (S... |
Analyze the loan modification tables for the year ended December 31, 2024, across the Commercial and Industrial, Residential Real Estate, Credit Card, and Auto loan portfolios. For each portfolio segment, extract the amortized cost basis for both 'Term extension' (single modifications) and 'Interest rate reduction and ... | [
"images/sample_sample_2a39b6c6a4dc/positive/page_1.png",
"images/sample_sample_2a39b6c6a4dc/positive/page_2.png",
"images/sample_sample_2a39b6c6a4dc/positive/page_3.png",
"images/sample_sample_2a39b6c6a4dc/positive/page_4.png"
] | [
"images/sample_sample_2a39b6c6a4dc/hard_negatives/hn_001/page_1.png",
"images/sample_sample_2a39b6c6a4dc/hard_negatives/hn_002/page_2.png",
"images/sample_sample_2a39b6c6a4dc/hard_negatives/hn_003/page_3.png",
"images/sample_sample_2a39b6c6a4dc/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_2a39b6c6a4dc",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/185.png",
"document_type": "financial report",
"answer": "For the year ended December 31, 2024, the loan modification data across the four segments indicates that the Residential Real Estate po... |
Analyze the shifting trends in the types of modifications resulting in FDM (or TDR, prior to 2023) defaults for 'Commercial and industrial' loans over the five-year period from 2020 to 2024. For each year, extract the amortized cost for each specific modification type (Term extension, Payment deferral, Interest rate re... | [
"images/sample_sample_3a7db7fc0627/positive/page_1.png",
"images/sample_sample_3a7db7fc0627/positive/page_2.png",
"images/sample_sample_3a7db7fc0627/positive/page_3.png",
"images/sample_sample_3a7db7fc0627/positive/page_4.png"
] | [
"images/sample_sample_3a7db7fc0627/hard_negatives/hn_001/page_1.png",
"images/sample_sample_3a7db7fc0627/hard_negatives/hn_002/page_2.png",
"images/sample_sample_3a7db7fc0627/hard_negatives/hn_003/page_3.png",
"images/sample_sample_3a7db7fc0627/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_3a7db7fc0627",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/187.png",
"document_type": "Financial report page (Form 10-K)",
"answer": "Over the five-year period from 2020 to 2024, the primary driver of defaults in modified 'Commercial and industrial' (C... |
Synthesize the application of the Allowance for Credit Losses (ACL) methodology across the firm's major business segments. Based on the fundamental risk characteristics defined in Note 13, analyze the individual Credit Risk Management sections for Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), C... | [
"images/sample_sample_8d7c92fe0c43/positive/page_1.png",
"images/sample_sample_8d7c92fe0c43/positive/page_2.png",
"images/sample_sample_8d7c92fe0c43/positive/page_3.png",
"images/sample_sample_8d7c92fe0c43/positive/page_4.png"
] | [
"images/sample_sample_8d7c92fe0c43/hard_negatives/hn_001/page_1.png",
"images/sample_sample_8d7c92fe0c43/hard_negatives/hn_002/page_2.png",
"images/sample_sample_8d7c92fe0c43/hard_negatives/hn_003/page_3.png",
"images/sample_sample_8d7c92fe0c43/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_8d7c92fe0c43",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/188.png",
"document_type": "Financial report (Form 10-K note)",
"answer": "As of December 31, 2024, JPMorgan Chase & Co. synthesized its Allowance for Credit Losses (ACL) by applying the fundam... |
Compare the financial impact of loan modifications (FDMs) across the five major loan portfolios (Secured by real estate, Commercial and industrial, Credit card, Auto, and Home equity) for the year ended December 31, 2024. For each portfolio, extract the total amortized cost basis for both 'Single modifications' and 'Mu... | [
"images/sample_sample_7bef26deb264/positive/page_1.png",
"images/sample_sample_7bef26deb264/positive/page_2.png",
"images/sample_sample_7bef26deb264/positive/page_3.png",
"images/sample_sample_7bef26deb264/positive/page_4.png",
"images/sample_sample_7bef26deb264/positive/page_5.png"
] | [
"images/sample_sample_7bef26deb264/hard_negatives/hn_001/page_1.png",
"images/sample_sample_7bef26deb264/hard_negatives/hn_002/page_2.png",
"images/sample_sample_7bef26deb264/hard_negatives/hn_003/page_3.png",
"images/sample_sample_7bef26deb264/hard_negatives/hn_004/page_4.png",
"images/sample_sample_7bef26... | {
"sample_id": "sample_sample_7bef26deb264",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/184.png",
"document_type": "Annual Financial Report (Form 10-K, Notes to Consolidated Financial Statements)",
"answer": "Based on the financial notes for the year ended December 31, 2024, the a... |
Synthesize JPMorgan Chase's comprehensive posture on cybersecurity and technological operational risks by analyzing the 'Risk Factors', 'MD&A - Enterprise Technology', and 'Notes to Consolidated Financial Statements - Contingencies' sections. Enumerate the primary technological vulnerabilities identified, map them to t... | [
"images/sample_sample_6fc5be45ea5b/positive/page_1.png",
"images/sample_sample_6fc5be45ea5b/positive/page_2.png",
"images/sample_sample_6fc5be45ea5b/positive/page_3.png",
"images/sample_sample_6fc5be45ea5b/positive/page_4.png"
] | [
"images/sample_sample_6fc5be45ea5b/hard_negatives/hn_001/page_1.png",
"images/sample_sample_6fc5be45ea5b/hard_negatives/hn_002/page_2.png",
"images/sample_sample_6fc5be45ea5b/hard_negatives/hn_003/page_3.png",
"images/sample_sample_6fc5be45ea5b/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_6fc5be45ea5b",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/190.png",
"document_type": "Corporate Report / Risk Disclosure Section",
"answer": "JPMorgan Chase’s cybersecurity posture is defined by a strategic transition from legacy perimeter defense to ... |
Based on the firm-wide methodology for the allowance for credit losses, analyze how management applies subjective adjustments and qualitative factors across the firm's four major Lines of Business (Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management). For each Li... | [
"images/sample_sample_c1fba6be44a5/positive/page_1.png",
"images/sample_sample_c1fba6be44a5/positive/page_2.png",
"images/sample_sample_c1fba6be44a5/positive/page_3.png",
"images/sample_sample_c1fba6be44a5/positive/page_4.png",
"images/sample_sample_c1fba6be44a5/positive/page_5.png"
] | [
"images/sample_sample_c1fba6be44a5/hard_negatives/hn_001/page_1.png",
"images/sample_sample_c1fba6be44a5/hard_negatives/hn_002/page_2.png",
"images/sample_sample_c1fba6be44a5/hard_negatives/hn_003/page_3.png",
"images/sample_sample_c1fba6be44a5/hard_negatives/hn_004/page_4.png",
"images/sample_sample_c1fba6... | {
"sample_id": "sample_sample_c1fba6be44a5",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/189.png",
"document_type": "Annual Report (SEC Form 10-K page)",
"answer": "Management applied a total of $850 million in qualitative adjustments (overlays) across the four Lines of Business (L... |
Analyze the year-over-year trends in both the 'Provision for loan losses' and 'Gross charge-offs' across all three primary portfolio segments (Consumer excluding credit card, Credit card, and Wholesale) from 2021 through 2024. Based on this multi-year analysis, identify which segment demonstrated the highest overall gr... | [
"images/sample_sample_c2ab19a0969c/positive/page_1.png",
"images/sample_sample_c2ab19a0969c/positive/page_2.png",
"images/sample_sample_c2ab19a0969c/positive/page_3.png",
"images/sample_sample_c2ab19a0969c/positive/page_4.png"
] | [
"images/sample_sample_c2ab19a0969c/hard_negatives/hn_001/page_1.png",
"images/sample_sample_c2ab19a0969c/hard_negatives/hn_002/page_2.png",
"images/sample_sample_c2ab19a0969c/hard_negatives/hn_003/page_3.png",
"images/sample_sample_c2ab19a0969c/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_c2ab19a0969c",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/191.png",
"document_type": "Financial report (10-K filing page)",
"answer": "Based on a year-over-year analysis from 2021 to 2024, the Credit Card segment demonstrated the highest overall growt... |
Analyze the securitization disclosures across the 2024 Form 10-K reports for JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. For each institution, extract the principal amount of securities transferred to re-securitization VIEs (U.S. GSEs and government agencies) for the year 2024, and contrast their speci... | [
"images/sample_sample_f1121c8fddd2/positive/page_1.png",
"images/sample_sample_f1121c8fddd2/positive/page_2.png",
"images/sample_sample_f1121c8fddd2/positive/page_3.png",
"images/sample_sample_f1121c8fddd2/positive/page_4.png"
] | [
"images/sample_sample_f1121c8fddd2/hard_negatives/hn_001/page_1.png",
"images/sample_sample_f1121c8fddd2/hard_negatives/hn_002/page_2.png",
"images/sample_sample_f1121c8fddd2/hard_negatives/hn_003/page_3.png",
"images/sample_sample_f1121c8fddd2/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_f1121c8fddd2",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/196.png",
"document_type": "Financial report page (Form 10-K)",
"answer": "In 2024, the four major financial institutions reported varying levels of activity in re-securitization transfers to U... |
Analyze the annual financial trends of the 'Credit card' and 'Wholesale' segments over the five-year period from 2020 to 2024. Calculate the sequential year-over-year percentage changes for both segments' top-line totals, identify which segment exhibited greater overall volatility across the half-decade, and pinpoint t... | [
"images/sample_sample_a0e80d81e9da/positive/page_1.png",
"images/sample_sample_a0e80d81e9da/positive/page_2.png",
"images/sample_sample_a0e80d81e9da/positive/page_3.png",
"images/sample_sample_a0e80d81e9da/positive/page_4.png"
] | [
"images/sample_sample_a0e80d81e9da/hard_negatives/hn_001/page_1.png",
"images/sample_sample_a0e80d81e9da/hard_negatives/hn_002/page_2.png",
"images/sample_sample_a0e80d81e9da/hard_negatives/hn_003/page_3.png",
"images/sample_sample_a0e80d81e9da/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_a0e80d81e9da",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/192.png",
"document_type": "Financial Report Page (Form 10-K)",
"answer": "Between 2020 and 2024, the 'Credit card' and 'Wholesale' segments of JPMorgan Chase followed distinct financial trajec... |
For each of the five significant Firm-sponsored VIE types categorized under the CCB and CIB business segments, extract the specific ongoing involvement obligations the Firm maintains and summarize the total consolidated assets reported for the 2024 fiscal year detailed in their respective subsections. | [
"images/sample_sample_674fa21bbef3/positive/page_1.png",
"images/sample_sample_674fa21bbef3/positive/page_2.png",
"images/sample_sample_674fa21bbef3/positive/page_3.png",
"images/sample_sample_674fa21bbef3/positive/page_4.png",
"images/sample_sample_674fa21bbef3/positive/page_5.png"
] | [
"images/sample_sample_674fa21bbef3/hard_negatives/hn_001/page_1.png",
"images/sample_sample_674fa21bbef3/hard_negatives/hn_002/page_2.png",
"images/sample_sample_674fa21bbef3/hard_negatives/hn_003/page_3.png",
"images/sample_sample_674fa21bbef3/hard_negatives/hn_004/page_4.png",
"images/sample_sample_674fa2... | {
"sample_id": "sample_sample_674fa21bbef3",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/194.png",
"document_type": "Financial report (SEC Form 10-K page)",
"answer": "For the 2024 fiscal year, the Firm’s involvement in five significant sponsored VIE types across CCB and CIB segmen... |
Analyze the 5-year trend (2020-2024) in the principal amount outstanding for 'Assets held in nonconsolidated securitization VIEs with continuing involvement'. Specifically, extract the values for both 'Subprime' and 'Prime/Alt-A and option ARMs' residential mortgages for each year. Calculate the ratio of Subprime asset... | [
"images/sample_sample_bfb59beb46ac/positive/page_1.png",
"images/sample_sample_bfb59beb46ac/positive/page_2.png",
"images/sample_sample_bfb59beb46ac/positive/page_3.png",
"images/sample_sample_bfb59beb46ac/positive/page_4.png"
] | [
"images/sample_sample_bfb59beb46ac/hard_negatives/hn_001/page_1.png",
"images/sample_sample_bfb59beb46ac/hard_negatives/hn_002/page_2.png",
"images/sample_sample_bfb59beb46ac/hard_negatives/hn_003/page_3.png",
"images/sample_sample_bfb59beb46ac/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_bfb59beb46ac",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/195.png",
"document_type": "Financial report page (Notes to consolidated financial statements from a Form 10-K)",
"answer": "Based on an analysis of JPMorgan Chase’s financial disclosures from ... |
Analyze the annual net additions or reductions to the total allowance for credit losses from 2020 through 2024. Based on this analysis, identify the year with the largest net addition and the year with the largest net reduction, and compare the Firm's central case assumptions for the U.S. unemployment rate and YoY real... | [
"images/sample_sample_8cb6a2b329b2/positive/page_1.png",
"images/sample_sample_8cb6a2b329b2/positive/page_2.png",
"images/sample_sample_8cb6a2b329b2/positive/page_3.png",
"images/sample_sample_8cb6a2b329b2/positive/page_4.png",
"images/sample_sample_8cb6a2b329b2/positive/page_5.png"
] | [
"images/sample_sample_8cb6a2b329b2/hard_negatives/hn_001/page_1.png",
"images/sample_sample_8cb6a2b329b2/hard_negatives/hn_002/page_2.png",
"images/sample_sample_8cb6a2b329b2/hard_negatives/hn_003/page_3.png",
"images/sample_sample_8cb6a2b329b2/hard_negatives/hn_004/page_4.png",
"images/sample_sample_8cb6a2... | {
"sample_id": "sample_sample_8cb6a2b329b2",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/193.png",
"document_type": "Financial report (page from an annual 10-K filing)",
"answer": "Based on the analysis of JPMorgan Chase & Co.’s financial reports from 2020 through 2024, the year wi... |
Trace the evolution of the Firm's exposure to Firm-administered multi-seller conduits from 2019 to 2024. For each year within this period, extract the total value of 'commercial paper held by the Firm' and the total 'unfunded lending-related commitments' to these conduits, then analyze how the ratio of unfunded commitm... | [
"images/sample_sample_8f8dd3102245/positive/page_1.png",
"images/sample_sample_8f8dd3102245/positive/page_2.png",
"images/sample_sample_8f8dd3102245/positive/page_3.png",
"images/sample_sample_8f8dd3102245/positive/page_4.png"
] | [
"images/sample_sample_8f8dd3102245/hard_negatives/hn_001/page_1.png",
"images/sample_sample_8f8dd3102245/hard_negatives/hn_002/page_2.png",
"images/sample_sample_8f8dd3102245/hard_negatives/hn_003/page_3.png",
"images/sample_sample_8f8dd3102245/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_8f8dd3102245",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/197.png",
"document_type": "Annual financial report (Form 10-K)",
"answer": "Between 2019 and 2024, JPMorgan Chase's exposure to its administered multi-seller conduits underwent a significant s... |
Analyze the consolidated VIE assets and liabilities tables from the annual reports spanning 2020 to 2024. For both 'Firm-sponsored credit card trusts' and 'Firm-administered multi-seller conduits', trace the trajectory of their 'Total assets' over this 5-year period and identify the specific year each program type reco... | [
"images/sample_sample_461305ba672a/positive/page_1.png",
"images/sample_sample_461305ba672a/positive/page_2.png",
"images/sample_sample_461305ba672a/positive/page_3.png",
"images/sample_sample_461305ba672a/positive/page_4.png"
] | [
"images/sample_sample_461305ba672a/hard_negatives/hn_001/page_1.png",
"images/sample_sample_461305ba672a/hard_negatives/hn_002/page_2.png",
"images/sample_sample_461305ba672a/hard_negatives/hn_003/page_3.png",
"images/sample_sample_461305ba672a/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_461305ba672a",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/198.png",
"document_type": "Annual Report (Form 10-K) page",
"answer": "Based on the consolidated VIE assets and liabilities tables across the 2020-2024 period, the trajectory for 'Firm-sponsor... |
For each of the principal roles the Firm assumes in third-party sponsored VIE transactions—specifically as a derivative counterparty, liquidity provider, underwriter, and trustee—locate their dedicated financial disclosure sections. Aggregate the 2024 maximum loss exposure and unfunded commitments for each role, and su... | [
"images/sample_sample_3d8b3f83daee/positive/page_1.png",
"images/sample_sample_3d8b3f83daee/positive/page_2.png",
"images/sample_sample_3d8b3f83daee/positive/page_3.png",
"images/sample_sample_3d8b3f83daee/positive/page_4.png"
] | [
"images/sample_sample_3d8b3f83daee/hard_negatives/hn_001/page_1.png",
"images/sample_sample_3d8b3f83daee/hard_negatives/hn_002/page_2.png",
"images/sample_sample_3d8b3f83daee/hard_negatives/hn_003/page_3.png",
"images/sample_sample_3d8b3f83daee/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_3d8b3f83daee",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/199.png",
"document_type": "Financial report (Form 10-K page)",
"answer": "For the fiscal year 2024, the Firm’s involvement in third-party sponsored VIEs across the four specified roles resulte... |
Compile the reported 'maximum exposure as a liquidity provider to customer TOB trusts' and the 'fair value of assets held by such VIEs' for each year from 2019 through 2024. Analyze the 6-year trend for both metrics, calculate the annual ratio of maximum exposure to asset fair value for each year, and identify which ye... | [
"images/sample_sample_c2b97048f32e/positive/page_1.png",
"images/sample_sample_c2b97048f32e/positive/page_2.png",
"images/sample_sample_c2b97048f32e/positive/page_3.png",
"images/sample_sample_c2b97048f32e/positive/page_4.png"
] | [
"images/sample_sample_c2b97048f32e/hard_negatives/hn_001/page_1.png",
"images/sample_sample_c2b97048f32e/hard_negatives/hn_002/page_2.png",
"images/sample_sample_c2b97048f32e/hard_negatives/hn_003/page_3.png",
"images/sample_sample_c2b97048f32e/hard_negatives/hn_004/page_4.png"
] | {
"sample_id": "sample_sample_c2b97048f32e",
"original_image": "output/vidore_no_label/finance_en/full_ocr_bm25/images/200.png",
"document_type": "Financial report (Form 10-K page)",
"answer": "Based on a review of the JPMorgan Chase & Co. Annual Reports from 2020, 2022, and 2024, the financial metrics for Cust... |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.