inputs / evidence
establish the context.
source documents, tables, footnotes, and reporting context.
define the source material and constraints relevant to the question.use cases / 04
document intelligence
work through financial documents as connected evidence, including tables, footnotes and changes between reporting periods.
artificial hedgefx series
financial workflows
04 / workflow briefresearch direction / document intelligence
the financial question
read the detail that changes the analysis.
working context
text · tables · footnotes · periods
workflow anatomy
from the evidence
to the review.
reasoning / research focus
keep the reasoning inspectable.
locate the figures and disclosures relevant to a question; compare language and reported values across documents; keep source references alongside extracted information.
these are the research tasks guiding development of the model.intended output / review
prepare the next review.
document analysis with source context.
the source references that should stay alongside extracted figures, disclosures and document comparisons.illustrative workflow
this brief describes an intended research direction. model behaviour, availability and integration details remain subject to evaluation.
review questions
make the criteria
part of the question.
use these questions to frame a workflow discussion and the review you would expect from its output.
- 01
locate the relevant detail
which documents, tables and footnotes are relevant to the question?
- 02
compare in context
what changed in the language or reported values between reporting periods?
- 03
retain the reference
can each extracted figure or disclosure be traced back to its source context?
the next step
bring the context.
shape the question.
discuss how your workflow could inform the model research.