Datasets:
Tasks:
Document Question Answering
Size:
n<1K
Tags:
benchmark
document-ai
information-extraction
structured-extraction
key-information-extraction
ocr
License:
File size: 4,713 Bytes
8143f06 | 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 | {
"type": "object",
"additionalProperties": false,
"properties": {
"accountHolderName": {
"type": "string",
"description": "account holder name"
},
"accountNumber": {
"type": "string",
"description": "account number (111-111111)"
},
"accountType": {
"type": "string",
"description": "account type/name (e.g. Individual - TOD)"
},
"statementPeriodStart": {
"type": "string",
"format": "date",
"description": "statement period start date"
},
"statementPeriodEnd": {
"type": "string",
"format": "date",
"description": "statement period end date"
},
"beginningAccountValue": {
"type": "number",
"description": "beginning account value for the period (account 111)"
},
"endingAccountValue": {
"type": "number",
"description": "ending account value for the period (account 111)"
},
"additions": {
"type": "number",
"description": "total additions for the period"
},
"subtractions": {
"type": "number",
"description": "total subtractions for the period (negative)"
},
"changeInInvestmentValue": {
"type": "number",
"description": "change in investment value for the period"
},
"endingMarketValueOfHoldings": {
"type": "number",
"description": "ending market value of holdings (total holdings)"
},
"holdings": {
"type": "array",
"description": "per-position holdings for account 111",
"items": {
"type": "object",
"additionalProperties": false,
"properties": {
"description": {
"type": "string",
"description": "security name as printed in the security-name column, WITHOUT the redundant parenthetical exchange ticker that is captured separately in the symbol field; single line"
},
"symbol": {
"type": "string",
"description": "ticker symbol or CUSIP if shown"
},
"holdingType": {
"type": "string",
"enum": [
"Core Account",
"Mutual Fund",
"Exchange Traded Product",
"Stock",
"Bond",
"Other"
],
"description": "holding category"
},
"quantity": {
"type": "number",
"description": "quantity/units held"
},
"price": {
"type": "number",
"description": "price per unit"
},
"endingValue": {
"type": "number",
"description": "ending market value of the position"
},
"costBasis": {
"type": "number",
"description": "total cost basis"
},
"unrealizedGainLoss": {
"type": "number",
"description": "unrealized gain/loss"
}
},
"required": [
"description",
"endingValue"
]
}
},
"activity": {
"type": "array",
"description": "per-transaction activity for account 111",
"items": {
"type": "object",
"additionalProperties": false,
"properties": {
"date": {
"type": "string",
"format": "date",
"description": "settlement/transaction date"
},
"securityName": {
"type": "string",
"description": "security name (blank for pure cash transactions)"
},
"transactionDescription": {
"type": "string",
"description": "the transaction description exactly as printed in its own column (e.g. You bought, Dividend received, Wire transfer from bank); for sections without a dedicated description column use: bill payments give the payee as printed, checking gives 'Check paid', and rows that carry a separate reference/check-number column use the description cell and never the reference or check number"
},
"quantity": {
"type": "number",
"description": "quantity if applicable"
},
"price": {
"type": "number",
"description": "price per unit if applicable"
},
"amount": {
"type": "number",
"description": "transaction total amount (signed)"
}
},
"required": [
"date",
"transactionDescription",
"amount"
]
}
}
},
"required": [
"accountHolderName",
"accountNumber",
"beginningAccountValue",
"endingAccountValue",
"holdings",
"activity"
]
} |