Delta-Vector/Hydrus-Fianance-Instruct · Datasets at Hugging Face

conversations listlengths 3 3
[ { "from": "system", "value": "" }, { "from": "human", "value": "How does CMS adjust payments to Medicare Advantage plans and what model do they use?" }, { "from": "gpt", "value": "CMS adjusts payments to Medicare Advantage, or MA, plans according to the health status of covered membe...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the enrollment periods for Medicare Advantage and stand-alone prescription drug plans?" }, { "from": "gpt", "value": "At December 31, 2023, the company provided health insurance coverage under CMS contracts to a...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How are Medicare PFFS plans structured in areas with fewer network-based offerings?" }, { "from": "gpt", "value": "In geographic areas determined by CMS to have fewer than two network-based Medicare Advantage plans, the ...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What kind of compliance efforts does the company undertake to ensure accurate diagnosis data under the risk adjustment model?" }, { "from": "gpt", "value": "The company conducts medical record reviews as part of its data...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What is required to offer a Dual-Eligible Special Needs Plan (D-SNP) in a state?" }, { "from": "gpt", "value": "To offer a Dual-Eligible Special Needs Plan (D-SNP) in a state, it is required to enter into a special coord...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the purpose of the new D-SNP requirements implemented by states in 2021?" }, { "from": "gpt", "value": "The purpose of the new D-SNP requirements implemented in 2021 was to strengthen Medicaid-Medicare integrati...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What do the company's health plans integrate?" }, { "from": "gpt", "value": "The company's health plans integrate clinical programs, plan designs, communication tools, and spending accounts." } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "Under ASO contracts, who retains the risk of financing health benefits costs?" }, { "from": "gpt", "value": "Under ASO contracts, self-funded employers retain the risk of financing the costs of health benefits." } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "Since when has the company participated in the TRICARE program?" }, { "from": "gpt", "value": "The company has participated in the TRICARE program since 1996." } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "When was the company awarded the next generation of TRICARE Managed Care Support Contracts for the TRICARE East Region?" }, { "from": "gpt", "value": "The company was awarded the next generation of TRICARE Managed Care S...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What percentage of the total consolidated accounts receivable did any individual accounts receivable balance represent as of December 31, 2023 and December 31, 2022?" }, { "from": "gpt", "value": "No individual accounts ...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What were the key components of the acquisition deal between ICE and Black Knight completed on September 5, 2023?" }, { "from": "gpt", "value": "The acquisition deal between ICE and Black Knight, completed on September 5...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the total revenue less transaction-based expenses for the year 2022?" }, { "from": "gpt", "value": "$8,416 million" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "How are revenues from MERS database recognized?" }, { "from": "gpt", "value": "Revenues from the MERS database are primarily recorded at the point in time of each transaction related to new loan registration and future t...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How much was the total deferred revenue balance for Mortgage Technology segment at the end of 2023?" }, { "from": "gpt", "value": "$106 million" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the guaranty fund contribution to ICE Clear Europe as of December 31, 2022?" }, { "from": "gpt", "value": "$50 million" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the principal amount of the 2062 Senior Notes issued by Black Knight in May 2022?" }, { "from": "gpt", "value": "$1.0 billion" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the total amount of debt issued by the company in the senior notes in May 2020?" }, { "from": "gpt", "value": "$2.5 billion" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the mission of Intuit?" }, { "from": "gpt", "value": "Intuit's mission is to power prosperity around the world." } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What were Intuit's total revenues in the fiscal year ended July 31, 2023?" }, { "from": "gpt", "value": "$14.4 billion" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "How many broadband and internet services does the company provide to customer locations as of the end of 2023?" }, { "from": "gpt", "value": "15 million" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What percentage did the Communications segment account for of the 2023 total segment income?" }, { "from": "gpt", "value": "100%" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What new type of internet service does the Consumer Wireline business unit offer?" }, { "from": "gpt", "value": "AT&T Internet Air" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What types of wireless services does AT&T provide in Mexico?" }, { "from": "gpt", "value": "Postpaid and prepaid services" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What change in wireless service revenue percentage is observed from 2021 to 2023 in the Communications segment?" }, { "from": "gpt", "value": "From 43% to 52%" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What major regulatory body licenses and sets policies for wireless communications in the United States?" }, { "from": "gpt", "value": "The FCC" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What does AT&T emphasize to ensure they have a diverse and inclusive workforce?" }, { "from": "gpt", "value": "AT&T emphasizes attracting and hiring talented people who represent a mix of backgrounds, identities, and exp...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What types of employee groups does AT&T have to reflect its diverse workforce?" }, { "from": "gpt", "value": "AT&T has employee groups organized around women, people of color, faith, LGBTQ+ individuals, people with disab...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What impact does celebrating each employee’s unique story have at AT&T?" }, { "from": "gpt", "value": "Celebrating each employee’s unique story allows AT&T to connect, create, and innovate in real and meaningful ways." ...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What aspects of professional interests are covered by AT&T's employee groups?" }, { "from": "gpt", "value": "AT&T's employee groups cover professional interests in cybersecurity, engineering, innovation, and project mana...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the different inputs that management used to value level 3 financial instruments?" }, { "from": "gpt", "value": "Market multiples, discount rates, and capitalization rates for equity securities; credit spreads f...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How much did depreciation and amortization total to in the financial statements?" }, { "from": "gpt", "value": "$4,856" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What accounting principles are followed in the preparation of Goldman Sachs' consolidated financial statements for 2023?" }, { "from": "gpt", "value": "U.S. GAAP" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "How are incentive fees calculated for a separately managed account or a fund?" }, { "from": "gpt", "value": "Incentive fees are calculated as a percentage of a fund’s or separately managed account’s return, or excess ret...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What guidelines does the FASB provide for the measurement of fair value when quoted prices are not available?" }, { "from": "gpt", "value": "If quoted prices in active markets are not available, fair value is determined ...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the percentage of total level 3 financial liabilities relative to total financial liabilities at fair value for the year 2023?" }, { "from": "gpt", "value": "4.5%" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What factors contribute to the price transparency of interest rate derivatives?" }, { "from": "gpt", "value": "Interest rate derivatives tend to have high price transparency due to factors like high trading volumes and t...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the significant inputs to the valuation of Goldman Sachs' unsecured short- and long-term borrowings?" }, { "from": "gpt", "value": "The significant inputs to the valuation of Goldman Sachs' unsecured short- and ...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What factors were attributed to the net unrealized losses on level 3 trading cash instrument assets for Goldman Sachs in 2022?" }, { "from": "gpt", "value": "The net unrealized losses on level 3 trading cash instrument a...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the net fair value of derivatives as of December 2023 according to the financial data provided?" }, { "from": "gpt", "value": "$51,120 million" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "How does the acquisition method affect the financial statements after a business acquisition?" }, { "from": "gpt", "value": "Under the acquisition method, the results of operations of the acquired business are included i...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How do future changes in judgments and estimates regarding uncertain tax positions affect income?" }, { "from": "gpt", "value": "Future changes in judgments and estimates related to uncertain tax positions affect income ...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What might the settlement of uncertain tax positions require?" }, { "from": "gpt", "value": "The settlement of uncertain tax positions may require the use of cash." } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "Under what circumstances are unrecognized tax benefits adjusted?" }, { "from": "gpt", "value": "Unrecognized tax benefits and related interests are adjusted in response to changing facts and circumstances, such as receiv...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How is a favorable resolution of a tax position recognized in financial terms?" }, { "from": "gpt", "value": "A favorable resolution of a tax position is recognized as a reduction to the effective income tax rate in the ...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the likelihood of realizing deferred tax assets according to the company's belief?" }, { "from": "gpt", "value": "The company believes it is more likely than not that it will generate sufficient taxable income to...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the primary reasons for the company's valuation allowances?" }, { "from": "gpt", "value": "The company's valuation allowances are primarily related to U.S. capital loss carryforwards, net operating loss carryfor...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What were the total unsettled obligations for The Hershey Company's trade promotion activities as of December 31, 2023?" }, { "from": "gpt", "value": "$194.0 million" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "As of December 31, 2023, did The Hershey Company's internal control over financial reporting include the internal controls of Weaver Popcorn Manufacturing, Inc.?" }, { "from": "gpt", "value": "No, the internal controls o...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What standards were followed in the audit of The Hershey Company’s internal control over financial reporting?" }, { "from": "gpt", "value": "The audit of The Hershey Company’s internal control over financial reporting wa...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How does the Revolving Credit Facility allow Iron Mountain Information Management (IMI) and its subsidiaries to borrow?" }, { "from": "gpt", "value": "It allows an aggregate outstanding amount not to exceed $2,250.0 mill...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the total amount available for borrowing under the Revolving Credit Facility at Iron Mountain as of December 31, 2023?" }, { "from": "gpt", "value": "$2,245.2 million" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "When is the Term Loan A scheduled to mature and what will happen at maturity?" }, { "from": "gpt", "value": "March 18, 2027, when all obligations under it become due." } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What action can Iron Mountain Incorporated take with the 7% Notes due 2029 before their par call date?" }, { "from": "gpt", "value": "Iron Mountain Incorporated may redeem the 7% Notes due 2029 at any time, at their opti...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How often are interest payments due for the 7% Notes due 2029?" }, { "from": "gpt", "value": "February 15 and August 15" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the earliest date on which the 7% Notes due 2029 can be redeemed at par?" }, { "from": "gpt", "value": "August 15, 2025" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the maturity date of the AUD Term Loan held by Iron Mountain Australia Group Pty, Ltd.?" }, { "from": "gpt", "value": "September 30, 2026" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the outstanding principal on the AUD Term Loan as of December 31, 2023?" }, { "from": "gpt", "value": "292.4 million Australian dollars" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the amended maturity date of the UK Bilateral Revolving Credit Facility following its extension in 2023?" }, { "from": "gpt", "value": "September 24, 2025" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What accounting method is used for the joint venture detailed in the summary?" }, { "from": "gpt", "value": "The joint venture is accounted for as an equity method investment." } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What were the changes in total incurred and paid amounts concerning claims for the current and prior years between 2021 and 2023?" }, { "from": "gpt", "value": "From 2021 to 2023, total incurred amounts concerning claims...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What types of contracts does the company have for its health insurance plans, and how does premium revenue recognition function under these contracts?" }, { "from": "gpt", "value": "The company establishes commercial mem...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the carrying value of the indefinite-lived intangible assets related to the Certificate of Needs and Medicare licenses as of December 31, 2023?" }, { "from": "gpt", "value": "$1.4 billion" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What method is used to determine the fair value of indefinite-lived intangible assets?" }, { "from": "gpt", "value": "The income approach" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "Did the impairment tests conducted in 2023 and 2022 result in any material impairment losses for indefinite-lived intangible assets?" }, { "from": "gpt", "value": "No" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What criteria must be met for an impairment loss to be recognized on an indefinite-lived intangible asset?" }, { "from": "gpt", "value": "The carrying amount of an indefinite-lived intangible asset must exceed its fair v...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What services does Humana Inc. provide to the Department of Defense?" }, { "from": "gpt", "value": "Humana Inc. provides administrative services to the Department of Defense, which include access to provider networks and...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How are definite-lived intangible assets treated in the consolidated balance sheets?" }, { "from": "gpt", "value": "Definite-lived intangible assets, which primarily relate to acquired customer contracts and relationship...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How is noncontrolling interest accounted for in a company's financial statements?" }, { "from": "gpt", "value": "Noncontrolling interest is recorded in the earnings and equity of entities less than 100% owned but control...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How much cash and cash equivalents did Gentiva Hospice dispose of on August 11, 2022?" }, { "from": "gpt", "value": "$73 million" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What major factors contributed to the increase in net revenues in 2023?" }, { "from": "gpt", "value": "The increase in net revenues in 2023 was primarily due to the investment in focus categories and a higher take rate d...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the key components of cost of net revenues?" }, { "from": "gpt", "value": "Cost of net revenues includes costs related to customer support, site operations, payment processing, employee compensation, contractor ...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What were the primary drivers behind the increase in product development expenses in 2023?" }, { "from": "gpt", "value": "The increase in product development expenses in 2023 was primarily driven by an increase in employ...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What factors primarily contributed to the increase in general and administrative expenses in 2023?" }, { "from": "gpt", "value": "The increase in general and administrative expenses in 2023 was primarily due to restructu...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the changes in sales and marketing expenses between 2022 and 2023?" }, { "from": "gpt", "value": "Sales and marketing expenses increased in 2023 compared to 2022 primarily due to an increase in employee related ...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What do FX and FX-Neutral mean in financial terms?" }, { "from": "gpt", "value": "FX refers to foreign exchange, relating to currency transactions and exchange rate effects. FX-Neutral means adjustments made to financial...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the FX-Neutral Gross Merchandise Value (GMV) for the year ended December 31, 2021?" }, { "from": "gpt", "value": "$77,740 million" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "How did net revenues change from 2021 to 2022 on a FX-Neutral basis?" }, { "from": "gpt", "value": "Net revenues decreased by 4% on a FX-Neutral basis from 2021 to 2022." } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the exchange rate effect on net revenues for the year ended December 31, 2022?" }, { "from": "gpt", "value": "The exchange rate effect on net revenues for the year ended 2022 was $320 million." } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "How much cash did continuing operating activities provide in 2023?" }, { "from": "gpt", "value": "$2,431 million" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What benefits are included in Intuit's total rewards compensation philosophy?" }, { "from": "gpt", "value": "Intuit's total rewards compensation includes market-competitive base pay or salary, incentive plans linked to c...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What steps has Intuit taken to integrate a hybrid work model post-COVID-19 pandemic?" }, { "from": "gpt", "value": "Post-COVID-19 pandemic, Intuit has adopted a hybrid work model, combining in-person collaboration with t...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What mechanism does Intuit use to collect and respond to employee feedback?" }, { "from": "gpt", "value": "Intuit regularly collects, measures, and shares the sentiment of their workforce through multiple channels such a...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How does Intuit ensure equitable treatment within its workforce?" }, { "from": "gpt", "value": "Intuit practices equitable treatment by conducting pay equity analyses twice a year with independent, third-party vendors, b...
[ { "from": "system", "value": "" }, { "from": "human", "value": "When did Kerry J. McLean start her role as Executive Vice President, General Counsel, and Corporate Secretary?" }, { "from": "gpt", "value": "August 2020" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What position has Lauren D. Hotz held since August 2022?" }, { "from": "gpt", "value": "Senior Vice President and Chief Accounting Officer" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "When was Alex G. Balazs appointed as the Executive Vice President and Chief Technology Officer?" }, { "from": "gpt", "value": "September 5, 2023" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "Since when has Mr. Goodarzi been the President and CEO of Intuit?" }, { "from": "gpt", "value": "January 2019" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "Since when did Mr. Goodarzi serve as the Executive Vice President and General Manager of Intuit’s Small Business Group?" }, { "from": "gpt", "value": "May 2016" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "During which years did Mr. Goodarzi lead Intuit’s Financial Services and the professional tax division?" }, { "from": "gpt", "value": "2004 to 2010" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the change in the rate per contract for NYSE cash equities from 2022 to 2023?" }, { "from": "gpt", "value": "increased by 6%" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the Annual Subscription Value (ASV) of ICE Global Network offerings as of December 31, 2023?" }, { "from": "gpt", "value": "$1.752 billion" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What percentage growth was reported in CDS clearing revenues in 2023 compared to the previous year?" }, { "from": "gpt", "value": "18%" } ]
[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the primary offerings included in the ICE Mortgage Technology's servicing software?" }, { "from": "gpt", "value": "The primary offerings include integrated mortgage servicing solutions that help automate the ser...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What led to a decrease in professional services expenses in 2023?" }, { "from": "gpt", "value": "Professional services expenses decreased in 2023 primarily due to lower consulting expenses related to bringing certain mor...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How much did acquisition-related transaction and integration costs amount to in 2023, and what were they primarily for?" }, { "from": "gpt", "value": "In 2023, acquisition-related transaction and integration costs amount...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What factors contributed to the increase in technology and communications expenses in 2023?" }, { "from": "gpt", "value": "Technology and communications expenses increased by $51 million in 2023 from 2022, primarily due ...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What were the net proceeds from new senior notes issued in May 2022 used for by the company?" }, { "from": "gpt", "value": "The net proceeds from the new senior notes issued in May 2022 were used to finance the cash port...
[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the amount paid by the company for acquisitions in 2023, and what was the source of funds for these acquisitions?" }, { "from": "gpt", "value": "In 2023, the company paid $10.2 billion for acquisitions, partiall...
[ { "from": "system", "value": "" }, { "from": "human", "value": "How much did the company repay on the Term Loan between September and December 2023?" }, { "from": "gpt", "value": "The company repaid $800 million on the Term Loan between September and December 2023." } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "How does CMS adjust payments to Medicare Advantage plans and what model do they use?" }, { "from": "gpt", "value": "CMS adjusts payments to Medicare Advantage, or MA, plans according to the health status of covered membe...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the enrollment periods for Medicare Advantage and stand-alone prescription drug plans?" }, { "from": "gpt", "value": "At December 31, 2023, the company provided health insurance coverage under CMS contracts to a...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How are Medicare PFFS plans structured in areas with fewer network-based offerings?" }, { "from": "gpt", "value": "In geographic areas determined by CMS to have fewer than two network-based Medicare Advantage plans, the ...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What kind of compliance efforts does the company undertake to ensure accurate diagnosis data under the risk adjustment model?" }, { "from": "gpt", "value": "The company conducts medical record reviews as part of its data...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What is required to offer a Dual-Eligible Special Needs Plan (D-SNP) in a state?" }, { "from": "gpt", "value": "To offer a Dual-Eligible Special Needs Plan (D-SNP) in a state, it is required to enter into a special coord...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the purpose of the new D-SNP requirements implemented by states in 2021?" }, { "from": "gpt", "value": "The purpose of the new D-SNP requirements implemented in 2021 was to strengthen Medicaid-Medicare integrati...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What do the company's health plans integrate?" }, { "from": "gpt", "value": "The company's health plans integrate clinical programs, plan designs, communication tools, and spending accounts." } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "Under ASO contracts, who retains the risk of financing health benefits costs?" }, { "from": "gpt", "value": "Under ASO contracts, self-funded employers retain the risk of financing the costs of health benefits." } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "Since when has the company participated in the TRICARE program?" }, { "from": "gpt", "value": "The company has participated in the TRICARE program since 1996." } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "When was the company awarded the next generation of TRICARE Managed Care Support Contracts for the TRICARE East Region?" }, { "from": "gpt", "value": "The company was awarded the next generation of TRICARE Managed Care S...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What percentage of the total consolidated accounts receivable did any individual accounts receivable balance represent as of December 31, 2023 and December 31, 2022?" }, { "from": "gpt", "value": "No individual accounts ...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What were the key components of the acquisition deal between ICE and Black Knight completed on September 5, 2023?" }, { "from": "gpt", "value": "The acquisition deal between ICE and Black Knight, completed on September 5...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the total revenue less transaction-based expenses for the year 2022?" }, { "from": "gpt", "value": "$8,416 million" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "How are revenues from MERS database recognized?" }, { "from": "gpt", "value": "Revenues from the MERS database are primarily recorded at the point in time of each transaction related to new loan registration and future t...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How much was the total deferred revenue balance for Mortgage Technology segment at the end of 2023?" }, { "from": "gpt", "value": "$106 million" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the guaranty fund contribution to ICE Clear Europe as of December 31, 2022?" }, { "from": "gpt", "value": "$50 million" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the principal amount of the 2062 Senior Notes issued by Black Knight in May 2022?" }, { "from": "gpt", "value": "$1.0 billion" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the total amount of debt issued by the company in the senior notes in May 2020?" }, { "from": "gpt", "value": "$2.5 billion" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the mission of Intuit?" }, { "from": "gpt", "value": "Intuit's mission is to power prosperity around the world." } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What were Intuit's total revenues in the fiscal year ended July 31, 2023?" }, { "from": "gpt", "value": "$14.4 billion" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "How many broadband and internet services does the company provide to customer locations as of the end of 2023?" }, { "from": "gpt", "value": "15 million" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What percentage did the Communications segment account for of the 2023 total segment income?" }, { "from": "gpt", "value": "100%" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What new type of internet service does the Consumer Wireline business unit offer?" }, { "from": "gpt", "value": "AT&T Internet Air" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What types of wireless services does AT&T provide in Mexico?" }, { "from": "gpt", "value": "Postpaid and prepaid services" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What change in wireless service revenue percentage is observed from 2021 to 2023 in the Communications segment?" }, { "from": "gpt", "value": "From 43% to 52%" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What major regulatory body licenses and sets policies for wireless communications in the United States?" }, { "from": "gpt", "value": "The FCC" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What does AT&T emphasize to ensure they have a diverse and inclusive workforce?" }, { "from": "gpt", "value": "AT&T emphasizes attracting and hiring talented people who represent a mix of backgrounds, identities, and exp...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What types of employee groups does AT&T have to reflect its diverse workforce?" }, { "from": "gpt", "value": "AT&T has employee groups organized around women, people of color, faith, LGBTQ+ individuals, people with disab...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What impact does celebrating each employee’s unique story have at AT&T?" }, { "from": "gpt", "value": "Celebrating each employee’s unique story allows AT&T to connect, create, and innovate in real and meaningful ways." ...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What aspects of professional interests are covered by AT&T's employee groups?" }, { "from": "gpt", "value": "AT&T's employee groups cover professional interests in cybersecurity, engineering, innovation, and project mana...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the different inputs that management used to value level 3 financial instruments?" }, { "from": "gpt", "value": "Market multiples, discount rates, and capitalization rates for equity securities; credit spreads f...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How much did depreciation and amortization total to in the financial statements?" }, { "from": "gpt", "value": "$4,856" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What accounting principles are followed in the preparation of Goldman Sachs' consolidated financial statements for 2023?" }, { "from": "gpt", "value": "U.S. GAAP" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "How are incentive fees calculated for a separately managed account or a fund?" }, { "from": "gpt", "value": "Incentive fees are calculated as a percentage of a fund’s or separately managed account’s return, or excess ret...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What guidelines does the FASB provide for the measurement of fair value when quoted prices are not available?" }, { "from": "gpt", "value": "If quoted prices in active markets are not available, fair value is determined ...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the percentage of total level 3 financial liabilities relative to total financial liabilities at fair value for the year 2023?" }, { "from": "gpt", "value": "4.5%" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What factors contribute to the price transparency of interest rate derivatives?" }, { "from": "gpt", "value": "Interest rate derivatives tend to have high price transparency due to factors like high trading volumes and t...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the significant inputs to the valuation of Goldman Sachs' unsecured short- and long-term borrowings?" }, { "from": "gpt", "value": "The significant inputs to the valuation of Goldman Sachs' unsecured short- and ...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What factors were attributed to the net unrealized losses on level 3 trading cash instrument assets for Goldman Sachs in 2022?" }, { "from": "gpt", "value": "The net unrealized losses on level 3 trading cash instrument a...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the net fair value of derivatives as of December 2023 according to the financial data provided?" }, { "from": "gpt", "value": "$51,120 million" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "How does the acquisition method affect the financial statements after a business acquisition?" }, { "from": "gpt", "value": "Under the acquisition method, the results of operations of the acquired business are included i...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How do future changes in judgments and estimates regarding uncertain tax positions affect income?" }, { "from": "gpt", "value": "Future changes in judgments and estimates related to uncertain tax positions affect income ...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What might the settlement of uncertain tax positions require?" }, { "from": "gpt", "value": "The settlement of uncertain tax positions may require the use of cash." } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "Under what circumstances are unrecognized tax benefits adjusted?" }, { "from": "gpt", "value": "Unrecognized tax benefits and related interests are adjusted in response to changing facts and circumstances, such as receiv...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How is a favorable resolution of a tax position recognized in financial terms?" }, { "from": "gpt", "value": "A favorable resolution of a tax position is recognized as a reduction to the effective income tax rate in the ...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the likelihood of realizing deferred tax assets according to the company's belief?" }, { "from": "gpt", "value": "The company believes it is more likely than not that it will generate sufficient taxable income to...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the primary reasons for the company's valuation allowances?" }, { "from": "gpt", "value": "The company's valuation allowances are primarily related to U.S. capital loss carryforwards, net operating loss carryfor...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What were the total unsettled obligations for The Hershey Company's trade promotion activities as of December 31, 2023?" }, { "from": "gpt", "value": "$194.0 million" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "As of December 31, 2023, did The Hershey Company's internal control over financial reporting include the internal controls of Weaver Popcorn Manufacturing, Inc.?" }, { "from": "gpt", "value": "No, the internal controls o...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What standards were followed in the audit of The Hershey Company’s internal control over financial reporting?" }, { "from": "gpt", "value": "The audit of The Hershey Company’s internal control over financial reporting wa...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How does the Revolving Credit Facility allow Iron Mountain Information Management (IMI) and its subsidiaries to borrow?" }, { "from": "gpt", "value": "It allows an aggregate outstanding amount not to exceed $2,250.0 mill...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the total amount available for borrowing under the Revolving Credit Facility at Iron Mountain as of December 31, 2023?" }, { "from": "gpt", "value": "$2,245.2 million" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "When is the Term Loan A scheduled to mature and what will happen at maturity?" }, { "from": "gpt", "value": "March 18, 2027, when all obligations under it become due." } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What action can Iron Mountain Incorporated take with the 7% Notes due 2029 before their par call date?" }, { "from": "gpt", "value": "Iron Mountain Incorporated may redeem the 7% Notes due 2029 at any time, at their opti...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How often are interest payments due for the 7% Notes due 2029?" }, { "from": "gpt", "value": "February 15 and August 15" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the earliest date on which the 7% Notes due 2029 can be redeemed at par?" }, { "from": "gpt", "value": "August 15, 2025" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the maturity date of the AUD Term Loan held by Iron Mountain Australia Group Pty, Ltd.?" }, { "from": "gpt", "value": "September 30, 2026" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the outstanding principal on the AUD Term Loan as of December 31, 2023?" }, { "from": "gpt", "value": "292.4 million Australian dollars" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the amended maturity date of the UK Bilateral Revolving Credit Facility following its extension in 2023?" }, { "from": "gpt", "value": "September 24, 2025" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What accounting method is used for the joint venture detailed in the summary?" }, { "from": "gpt", "value": "The joint venture is accounted for as an equity method investment." } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What were the changes in total incurred and paid amounts concerning claims for the current and prior years between 2021 and 2023?" }, { "from": "gpt", "value": "From 2021 to 2023, total incurred amounts concerning claims...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What types of contracts does the company have for its health insurance plans, and how does premium revenue recognition function under these contracts?" }, { "from": "gpt", "value": "The company establishes commercial mem...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What is the carrying value of the indefinite-lived intangible assets related to the Certificate of Needs and Medicare licenses as of December 31, 2023?" }, { "from": "gpt", "value": "$1.4 billion" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What method is used to determine the fair value of indefinite-lived intangible assets?" }, { "from": "gpt", "value": "The income approach" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "Did the impairment tests conducted in 2023 and 2022 result in any material impairment losses for indefinite-lived intangible assets?" }, { "from": "gpt", "value": "No" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What criteria must be met for an impairment loss to be recognized on an indefinite-lived intangible asset?" }, { "from": "gpt", "value": "The carrying amount of an indefinite-lived intangible asset must exceed its fair v...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What services does Humana Inc. provide to the Department of Defense?" }, { "from": "gpt", "value": "Humana Inc. provides administrative services to the Department of Defense, which include access to provider networks and...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How are definite-lived intangible assets treated in the consolidated balance sheets?" }, { "from": "gpt", "value": "Definite-lived intangible assets, which primarily relate to acquired customer contracts and relationship...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How is noncontrolling interest accounted for in a company's financial statements?" }, { "from": "gpt", "value": "Noncontrolling interest is recorded in the earnings and equity of entities less than 100% owned but control...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How much cash and cash equivalents did Gentiva Hospice dispose of on August 11, 2022?" }, { "from": "gpt", "value": "$73 million" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What major factors contributed to the increase in net revenues in 2023?" }, { "from": "gpt", "value": "The increase in net revenues in 2023 was primarily due to the investment in focus categories and a higher take rate d...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the key components of cost of net revenues?" }, { "from": "gpt", "value": "Cost of net revenues includes costs related to customer support, site operations, payment processing, employee compensation, contractor ...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What were the primary drivers behind the increase in product development expenses in 2023?" }, { "from": "gpt", "value": "The increase in product development expenses in 2023 was primarily driven by an increase in employ...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What factors primarily contributed to the increase in general and administrative expenses in 2023?" }, { "from": "gpt", "value": "The increase in general and administrative expenses in 2023 was primarily due to restructu...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the changes in sales and marketing expenses between 2022 and 2023?" }, { "from": "gpt", "value": "Sales and marketing expenses increased in 2023 compared to 2022 primarily due to an increase in employee related ...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What do FX and FX-Neutral mean in financial terms?" }, { "from": "gpt", "value": "FX refers to foreign exchange, relating to currency transactions and exchange rate effects. FX-Neutral means adjustments made to financial...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the FX-Neutral Gross Merchandise Value (GMV) for the year ended December 31, 2021?" }, { "from": "gpt", "value": "$77,740 million" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "How did net revenues change from 2021 to 2022 on a FX-Neutral basis?" }, { "from": "gpt", "value": "Net revenues decreased by 4% on a FX-Neutral basis from 2021 to 2022." } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the exchange rate effect on net revenues for the year ended December 31, 2022?" }, { "from": "gpt", "value": "The exchange rate effect on net revenues for the year ended 2022 was $320 million." } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "How much cash did continuing operating activities provide in 2023?" }, { "from": "gpt", "value": "$2,431 million" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What benefits are included in Intuit's total rewards compensation philosophy?" }, { "from": "gpt", "value": "Intuit's total rewards compensation includes market-competitive base pay or salary, incentive plans linked to c...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What steps has Intuit taken to integrate a hybrid work model post-COVID-19 pandemic?" }, { "from": "gpt", "value": "Post-COVID-19 pandemic, Intuit has adopted a hybrid work model, combining in-person collaboration with t...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What mechanism does Intuit use to collect and respond to employee feedback?" }, { "from": "gpt", "value": "Intuit regularly collects, measures, and shares the sentiment of their workforce through multiple channels such a...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How does Intuit ensure equitable treatment within its workforce?" }, { "from": "gpt", "value": "Intuit practices equitable treatment by conducting pay equity analyses twice a year with independent, third-party vendors, b...

[ { "from": "system", "value": "" }, { "from": "human", "value": "When did Kerry J. McLean start her role as Executive Vice President, General Counsel, and Corporate Secretary?" }, { "from": "gpt", "value": "August 2020" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What position has Lauren D. Hotz held since August 2022?" }, { "from": "gpt", "value": "Senior Vice President and Chief Accounting Officer" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "When was Alex G. Balazs appointed as the Executive Vice President and Chief Technology Officer?" }, { "from": "gpt", "value": "September 5, 2023" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "Since when has Mr. Goodarzi been the President and CEO of Intuit?" }, { "from": "gpt", "value": "January 2019" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "Since when did Mr. Goodarzi serve as the Executive Vice President and General Manager of Intuit’s Small Business Group?" }, { "from": "gpt", "value": "May 2016" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "During which years did Mr. Goodarzi lead Intuit’s Financial Services and the professional tax division?" }, { "from": "gpt", "value": "2004 to 2010" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the change in the rate per contract for NYSE cash equities from 2022 to 2023?" }, { "from": "gpt", "value": "increased by 6%" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the Annual Subscription Value (ASV) of ICE Global Network offerings as of December 31, 2023?" }, { "from": "gpt", "value": "$1.752 billion" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What percentage growth was reported in CDS clearing revenues in 2023 compared to the previous year?" }, { "from": "gpt", "value": "18%" } ]

[ { "from": "system", "value": "" }, { "from": "human", "value": "What are the primary offerings included in the ICE Mortgage Technology's servicing software?" }, { "from": "gpt", "value": "The primary offerings include integrated mortgage servicing solutions that help automate the ser...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What led to a decrease in professional services expenses in 2023?" }, { "from": "gpt", "value": "Professional services expenses decreased in 2023 primarily due to lower consulting expenses related to bringing certain mor...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How much did acquisition-related transaction and integration costs amount to in 2023, and what were they primarily for?" }, { "from": "gpt", "value": "In 2023, acquisition-related transaction and integration costs amount...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What factors contributed to the increase in technology and communications expenses in 2023?" }, { "from": "gpt", "value": "Technology and communications expenses increased by $51 million in 2023 from 2022, primarily due ...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What were the net proceeds from new senior notes issued in May 2022 used for by the company?" }, { "from": "gpt", "value": "The net proceeds from the new senior notes issued in May 2022 were used to finance the cash port...

[ { "from": "system", "value": "" }, { "from": "human", "value": "What was the amount paid by the company for acquisitions in 2023, and what was the source of funds for these acquisitions?" }, { "from": "gpt", "value": "In 2023, the company paid $10.2 billion for acquisitions, partiall...

[ { "from": "system", "value": "" }, { "from": "human", "value": "How much did the company repay on the Term Loan between September and December 2023?" }, { "from": "gpt", "value": "The company repaid $800 million on the Term Loan between September and December 2023." } ]