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+ files/122/122_src_0.xlsx filter=lfs diff=lfs merge=lfs -text
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@@ -2,18 +2,19 @@
2
  "id": "0",
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  "instruction_en": "Complete the validation and indicator calculations as follows: on the Balance Sheet, add a control to ensure TOTAL ASSETS equals TOTAL LIABILITIES AND EQUITY; on the Income Statement (Revenue & Expenses), add an Equity Roll Forward Test to reconcile equity movement and highlight any differences.",
4
  "source_files": [
5
- "fass_sampleAn__EUSES_financial_bad_01.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/0/0_src_0.xlsx"
9
- ],
10
- "reference_outputs": [
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- {
12
- "file": "fass_sampleAn__EUSES_financial_bad_02.xlsx"
13
- }
14
  ],
 
 
 
 
 
 
15
  "reference_file_urls": [
16
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/0/0_ref_0.xlsx"
17
  ],
18
  "task_type": "Validation / Review, Calculation, Structuring / Formatting",
19
  "business_type": "Report"
 
2
  "id": "0",
3
  "instruction_en": "Complete the validation and indicator calculations as follows: on the Balance Sheet, add a control to ensure TOTAL ASSETS equals TOTAL LIABILITIES AND EQUITY; on the Income Statement (Revenue & Expenses), add an Equity Roll Forward Test to reconcile equity movement and highlight any differences.",
4
  "source_files": [
5
+ "0_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/0/0_src_0.xlsx"
 
 
 
 
 
9
  ],
10
+ "reference_outputs": {
11
+ "files": [
12
+ "0_ref_0.xlsx"
13
+ ],
14
+ "text": ""
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+ },
16
  "reference_file_urls": [
17
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/0/0_ref_0.xlsx"
18
  ],
19
  "task_type": "Validation / Review, Calculation, Structuring / Formatting",
20
  "business_type": "Report"
files/1/1.json CHANGED
@@ -1,22 +1,21 @@
1
  {
2
  "id": "1",
3
- "instruction_en": "Transcribe the content from the pdf/image into the Excel file.",
4
  "source_files": [
5
- "10_Summary8-21_05.pdf",
6
- "10_Summary8-21_05.jpeg"
7
  ],
8
  "source_files_urls": [
9
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/1/1_src_0.pdf",
10
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/1/1_src_1.jpeg"
11
- ],
12
- "reference_outputs": [
13
- {
14
- "file": "10_Summary8-21_05.xlsx"
15
- }
16
  ],
 
 
 
 
 
 
17
  "reference_file_urls": [
18
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/1/1_ref_0.xlsx"
19
  ],
20
- "task_type": "Data Entry / Import, Structuring / Formatting",
21
- "business_type": "Investment: Credit"
22
  }
 
1
  {
2
  "id": "1",
3
+ "instruction_en": "Compute the “sum of A” and “sum of B” in the last rows of the Income sheet for each Financial Indicator Component, using data from all sheets in the workbook.",
4
  "source_files": [
5
+ "1_src_0.xlsx"
 
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/1/1_src_0.xlsx"
 
 
 
 
 
 
9
  ],
10
+ "reference_outputs": {
11
+ "files": [
12
+ "1_ref_0.xlsx"
13
+ ],
14
+ "text": ""
15
+ },
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  "reference_file_urls": [
17
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/1/1_ref_0.xlsx"
18
  ],
19
+ "task_type": "Calculation, Cross-sheet/file Retrieval",
20
+ "business_type": "Report"
21
  }
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@@ -2,19 +2,20 @@
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  "id": "10",
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  "instruction_en": "Per the headers and established formula logic, populate formulas for columns X through AH so the timing model’s performance statistics for 2013–2025 are complete and consistent with the existing approach.",
4
  "source_files": [
5
- "rotation_model_v2.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/10/10_src_0.xlsx"
9
- ],
10
- "reference_outputs": [
11
- {
12
- "file": "rotation_model_v0.xlsx"
13
- }
14
  ],
 
 
 
 
 
 
15
  "reference_file_urls": [
16
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/10/10_ref_0.xlsx"
17
  ],
18
  "task_type": "Calculation, Financial Modeling",
19
- "business_type": "Model Prediction"
20
  }
 
2
  "id": "10",
3
  "instruction_en": "Per the headers and established formula logic, populate formulas for columns X through AH so the timing model’s performance statistics for 2013–2025 are complete and consistent with the existing approach.",
4
  "source_files": [
5
+ "10_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/10/10_src_0.xlsx"
 
 
 
 
 
9
  ],
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+ "reference_outputs": {
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+ "files": [
12
+ "10_ref_0.xlsx"
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+ ],
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+ "text": ""
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+ },
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  "reference_file_urls": [
17
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/10/10_ref_0.xlsx"
18
  ],
19
  "task_type": "Calculation, Financial Modeling",
20
+ "business_type": "Predictive Modeling"
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  }
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files/100/100.json CHANGED
@@ -2,11 +2,11 @@
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  "id": "100",
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  "instruction_en": "Update the Canada Non-Commercial functional distribution table, ensuring the table remains aligned with the latest staffing data in Sheet2. Additionally, add two columns — Total and %Total — to display the total headcount and percentage for each group.",
4
  "source_files": [
5
- "louise_kitchen__24065__Non Commercial_2.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/100/100_src_0.xlsx"
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  ],
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  "task_type": "Structuring / Formatting, Calculation, Validation / Review",
11
- "business_type": "Operations"
12
  }
 
2
  "id": "100",
3
  "instruction_en": "Update the Canada Non-Commercial functional distribution table, ensuring the table remains aligned with the latest staffing data in Sheet2. Additionally, add two columns — Total and %Total — to display the total headcount and percentage for each group.",
4
  "source_files": [
5
+ "100_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
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+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/100/100_src_0.xlsx"
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  ],
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  "task_type": "Structuring / Formatting, Calculation, Validation / Review",
11
+ "business_type": "Operational Management"
12
  }
files/101/101.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "101",
3
  "instruction_en": "Standardize all date entries in the spreadsheet to the 01-FEB-2002 format (dd-MMM-yyyy). Month headers should read consistently as 01-JAN-2002, 01-FEB-2002, etc. Pay attention to case sensitivity.",
4
  "source_files": [
5
- "errol_mclaughlin_jr__10054__0621 Projected Effect on US Books_00.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/101/101_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting",
11
- "business_type": "Investment: Trading And Position Management"
12
  }
 
2
  "id": "101",
3
  "instruction_en": "Standardize all date entries in the spreadsheet to the 01-FEB-2002 format (dd-MMM-yyyy). Month headers should read consistently as 01-JAN-2002, 01-FEB-2002, etc. Pay attention to case sensitivity.",
4
  "source_files": [
5
+ "101_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
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+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/101/101_src_0.xlsx"
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  ],
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  "task_type": "Structuring / Formatting",
11
+ "business_type": "Trading and Risk Management"
12
  }
files/102/102.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "102",
3
  "instruction_en": "Create a new Transfer worksheet that summarizes LONGS, SHORT, and NET by delivery month, with Total Longs, Total Shorts, and Total Net at the bottom; the month list should follow the Z, F1… sequence covering all months present, and show 0 for months with no data. In Access Trades, add a side display for TOTAL LONG and TOTAL SHORT with two Notes columns to confirm these tie to the Transfer totals (“ok” if consistent, otherwise note the variance), and return the updated workbook including the Transfer summary and the Access Trades validation block.",
4
  "source_files": [
5
- "errol_mclaughlin_jr__10270__Access Trades_00.xlsx"
6
  ],
7
  "source_files_urls": [
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- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/102/102_src_0.xlsx"
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  ],
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  "task_type": "Structuring / Formatting, Calculation, Validation / Review",
11
- "business_type": "Investment: Trading And Position Management"
12
  }
 
2
  "id": "102",
3
  "instruction_en": "Create a new Transfer worksheet that summarizes LONGS, SHORT, and NET by delivery month, with Total Longs, Total Shorts, and Total Net at the bottom; the month list should follow the Z, F1… sequence covering all months present, and show 0 for months with no data. In Access Trades, add a side display for TOTAL LONG and TOTAL SHORT with two Notes columns to confirm these tie to the Transfer totals (“ok” if consistent, otherwise note the variance), and return the updated workbook including the Transfer summary and the Access Trades validation block.",
4
  "source_files": [
5
+ "102_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/102/102_src_0.xlsx"
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  ],
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  "task_type": "Structuring / Formatting, Calculation, Validation / Review",
11
+ "business_type": "Trading and Risk Management"
12
  }
files/103/103.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "103",
3
  "instruction_en": "On Sheet4, create two monthly, time-aligned summaries: 'Peoples Deal Value' should sum the Mid Value by month from the 'Peoples Baseload Sale' and 'Transport' sheets (same-month totals), with months without data shown as 0 and a grand total at the end; 'PERC Deal Value' should sum the Mid Value by month from the 'PERC' sheet, with months without data shown as 0. Ensure the month sets for both tables are aligned and sorted chronologically.",
4
  "source_files": [
5
- "darron_c_giron__7910__PeoplesSummary.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/103/103_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting, Calculation",
11
- "business_type": "Investment: Pricing And Valuation"
12
  }
 
2
  "id": "103",
3
  "instruction_en": "On Sheet4, create two monthly, time-aligned summaries: 'Peoples Deal Value' should sum the Mid Value by month from the 'Peoples Baseload Sale' and 'Transport' sheets (same-month totals), with months without data shown as 0 and a grand total at the end; 'PERC Deal Value' should sum the Mid Value by month from the 'PERC' sheet, with months without data shown as 0. Ensure the month sets for both tables are aligned and sorted chronologically.",
4
  "source_files": [
5
+ "103_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/103/103_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting, Calculation",
11
+ "business_type": "Pricing and Valuation"
12
  }
files/104/104.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "104",
3
  "instruction_en": "Insert a 'Total Available' row and a 'Total Allocated' row, then complete the reconciliation line to verify that 'Total Available' and 'Total Allocated' are consistent.",
4
  "source_files": [
5
- "daren_farmer__6587__HPL-Feb_01.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/104/104_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting, Validation / Review, Calculation",
11
- "business_type": "Operations/Model Prediction"
12
  }
 
2
  "id": "104",
3
  "instruction_en": "Insert a 'Total Available' row and a 'Total Allocated' row, then complete the reconciliation line to verify that 'Total Available' and 'Total Allocated' are consistent.",
4
  "source_files": [
5
+ "104_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/104/104_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting, Validation / Review, Calculation",
11
+ "business_type": "Operational Management, Predictive Modeling"
12
  }
files/105/105.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "105",
3
  "instruction_en": "Add the 2/11/2000 column on the Feb 00 tab by mirroring the 2/10 data, with the following adjustments: Houston Pipe Line should be 6,000 (instead of 9,000), and for Huntsville and Woodlands use 1,000 and 5,000 respectively. All other items remain unchanged from 2/10.",
4
  "source_files": [
5
- "daren_farmer__6587__HPL-Feb.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/105/105_src_0.xlsx"
9
  ],
10
  "task_type": "Data Entry / Import, Structuring / Formatting",
11
- "business_type": "Operations/Model Prediction"
12
  }
 
2
  "id": "105",
3
  "instruction_en": "Add the 2/11/2000 column on the Feb 00 tab by mirroring the 2/10 data, with the following adjustments: Houston Pipe Line should be 6,000 (instead of 9,000), and for Huntsville and Woodlands use 1,000 and 5,000 respectively. All other items remain unchanged from 2/10.",
4
  "source_files": [
5
+ "105_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/105/105_src_0.xlsx"
9
  ],
10
  "task_type": "Data Entry / Import, Structuring / Formatting",
11
+ "business_type": "Operational Management, Predictive Modeling"
12
  }
files/106/106.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "106",
3
  "instruction_en": "On Sheet3, append the month-over-month percentage changes for BSCTMP and SBSK, then compute the Pearson correlation between their monthly price change rates.",
4
  "source_files": [
5
- "monika_causholli__28233__BSCTMP Substitute Correlations_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/106/106_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting, Calculation",
11
- "business_type": "Model Prediction"
12
  }
 
2
  "id": "106",
3
  "instruction_en": "On Sheet3, append the month-over-month percentage changes for BSCTMP and SBSK, then compute the Pearson correlation between their monthly price change rates.",
4
  "source_files": [
5
+ "106_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/106/106_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting, Calculation",
11
+ "business_type": "Predictive Modeling"
12
  }
files/107/107.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "107",
3
  "instruction_en": "On Sheet3, insert on the left side of the sheet a results table with a top-header showing the series names “BSCTMP” and “SBSK,” and two subsections with left-hand labels “1–6 month lag” and “1–6 month lead. In the 1–6 month lag section, quantify the timing relationship by calculating Pearson correlations between SBSK and BSCTMP shifted 1–6 months later and entering the resulting coefficients under the headings “1 month lag” through “6 month lag.” In the 1–6 month lead section, calculate correlations between BSCTMP and SBSK shifted 1–6 months later and entering the coefficients under the headings “1 month lead” through “6 month lead.",
4
  "source_files": [
5
- "monika_causholli__28233__BSCTMP Substitute Correlations_1.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/107/107_src_0.xlsx"
9
  ],
10
  "task_type": "Calculation",
11
- "business_type": "Model Prediction"
12
  }
 
2
  "id": "107",
3
  "instruction_en": "On Sheet3, insert on the left side of the sheet a results table with a top-header showing the series names “BSCTMP” and “SBSK,” and two subsections with left-hand labels “1–6 month lag” and “1–6 month lead. In the 1–6 month lag section, quantify the timing relationship by calculating Pearson correlations between SBSK and BSCTMP shifted 1–6 months later and entering the resulting coefficients under the headings “1 month lag” through “6 month lag.” In the 1–6 month lead section, calculate correlations between BSCTMP and SBSK shifted 1–6 months later and entering the coefficients under the headings “1 month lead” through “6 month lead.",
4
  "source_files": [
5
+ "107_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/107/107_src_0.xlsx"
9
  ],
10
  "task_type": "Calculation",
11
+ "business_type": "Predictive Modeling"
12
  }
files/108/108.json CHANGED
@@ -1,14 +1,14 @@
1
  {
2
  "id": "108",
3
- "instruction_en": "Update the data in 'tracy_geaccone__40572__EA Allocations to Other BUs-9.20.01.xlsx' based on 'tracy_geaccone__40573__EA Alloc to Other BUs - Support_04.xlsx'. ",
4
  "source_files": [
5
- "tracy_geaccone__40572__EA Allocations to Other BUs-9.20.01.xlsx",
6
- "tracy_geaccone__40573__EA Alloc to Other BUs - Support_04.xlsx"
7
  ],
8
  "source_files_urls": [
9
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/108/108_src_0.xlsx",
10
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/108/108_src_1.xlsx"
11
  ],
12
- "task_type": "Cross-sheet Retrieval, Data Entry / Import",
13
- "business_type": "Reports/Plans And Budgets"
14
  }
 
1
  {
2
  "id": "108",
3
+ "instruction_en": "Update the data in first source file based on the second source file. ",
4
  "source_files": [
5
+ "108_src_0.xlsx",
6
+ "108_src_1.xlsx"
7
  ],
8
  "source_files_urls": [
9
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/108/108_src_0.xlsx",
10
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/108/108_src_1.xlsx"
11
  ],
12
+ "task_type": "Cross-sheet/file Retrieval, Data Entry / Import",
13
+ "business_type": "Report, Planning and Budgeting"
14
  }
files/109/109.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "109",
3
  "instruction_en": "Calculate the total FTE percentage by region and by business line, and roll these up into a consolidated summary. This should include totals across EWS, EES, EGM, M&A, and EGA for each region (US Energy, Canada, Federal), with an overall summary of the combined FTE percentages.",
4
  "source_files": [
5
- "james_steffes__12910__Enron Govt Affairs - EES & ENA_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/109/109_src_0.xlsx"
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  ],
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  "task_type": "Calculation",
11
- "business_type": "Operations/Planning And Budget"
12
  }
 
2
  "id": "109",
3
  "instruction_en": "Calculate the total FTE percentage by region and by business line, and roll these up into a consolidated summary. This should include totals across EWS, EES, EGM, M&A, and EGA for each region (US Energy, Canada, Federal), with an overall summary of the combined FTE percentages.",
4
  "source_files": [
5
+ "109_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/109/109_src_0.xlsx"
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  ],
10
  "task_type": "Calculation",
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+ "business_type": "Operational Management, Planning and Budgeting"
12
  }
files/11/11.json CHANGED
@@ -2,19 +2,20 @@
2
  "id": "11",
3
  "instruction_en": "Add a NAV chart above the Strategy Performance table, plotting two series: Rotation NAV and Benchmark. Use a red line with red markers for Rotation NAV and a gray line with gray markers for the Benchmark; start both series at a base value of 1, and set the time axis to show annual ticks.",
4
  "source_files": [
5
- "rotation_model_v3.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/11/11_src_0.xlsx"
9
- ],
10
- "reference_outputs": [
11
- {
12
- "file": "rotation_model_v0.xlsx"
13
- }
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  ],
 
 
 
 
 
 
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  "reference_file_urls": [
16
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/11/11_ref_0.xlsx"
17
  ],
18
- "task_type": "Reporting / Visualization",
19
- "business_type": "Model Prediction"
20
  }
 
2
  "id": "11",
3
  "instruction_en": "Add a NAV chart above the Strategy Performance table, plotting two series: Rotation NAV and Benchmark. Use a red line with red markers for Rotation NAV and a gray line with gray markers for the Benchmark; start both series at a base value of 1, and set the time axis to show annual ticks.",
4
  "source_files": [
5
+ "11_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
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+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/11/11_src_0.xlsx"
 
 
 
 
 
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  ],
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11
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  ],
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+ "task_type": "Summary / Visualization",
20
+ "business_type": "Predictive Modeling"
21
  }
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  "id": "110",
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  "instruction_en": "Using the daily PGE/SCG spot midpoints, the TW base price, the fuel‑loss factor, the fixed commodity cost (0.0246), and the day’s delivered volumes to PGE and SCG, please calculate Adj TW Per, the net unit spreads at PGE and SCG, the theoretical profit (spread × volume), the daily total profit, and the Astra/TW 70%/30% profit split, and roll these up to a full‑month summary. Among these values, keep four decimal places for Adj TW Per, the net unit spreads at PGE and SCG, and keep two decimal places for all other figures.",
4
  "source_files": [
5
- "michelle_lokay__26667__Astra_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/110/110_src_0.xlsx"
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  ],
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  "task_type": "Calculation, Structuring / Formatting",
11
- "business_type": "Planning And Budget"
12
  }
 
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  "id": "110",
3
  "instruction_en": "Using the daily PGE/SCG spot midpoints, the TW base price, the fuel‑loss factor, the fixed commodity cost (0.0246), and the day’s delivered volumes to PGE and SCG, please calculate Adj TW Per, the net unit spreads at PGE and SCG, the theoretical profit (spread × volume), the daily total profit, and the Astra/TW 70%/30% profit split, and roll these up to a full‑month summary. Among these values, keep four decimal places for Adj TW Per, the net unit spreads at PGE and SCG, and keep two decimal places for all other figures.",
4
  "source_files": [
5
+ "110_src_0.xlsx"
6
  ],
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  "source_files_urls": [
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+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/110/110_src_0.xlsx"
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  ],
10
  "task_type": "Calculation, Structuring / Formatting",
11
+ "business_type": "Planning and Budgeting"
12
  }
files/111/111.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "111",
3
  "instruction_en": "Recompute and update the entire workbook under the new operating assumptions, without changing the original price and volume inputs (PGE/SCG Midpoint, TW benchmark price, and commodity cost at 0.0246). Reduce the TW→PGE fuel loss factor to 4.0% and change the profit split to Astra 60% / TW 40%, which better reflects joint sharing of market and scheduling risk.",
4
  "source_files": [
5
- "michelle_lokay__26667__Astra_1.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/111/111_src_0.xlsx"
9
  ],
10
  "task_type": "Calculation",
11
- "business_type": "Planning And Budget"
12
  }
 
2
  "id": "111",
3
  "instruction_en": "Recompute and update the entire workbook under the new operating assumptions, without changing the original price and volume inputs (PGE/SCG Midpoint, TW benchmark price, and commodity cost at 0.0246). Reduce the TW→PGE fuel loss factor to 4.0% and change the profit split to Astra 60% / TW 40%, which better reflects joint sharing of market and scheduling risk.",
4
  "source_files": [
5
+ "111_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
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  ],
10
  "task_type": "Calculation",
11
+ "business_type": "Planning and Budgeting"
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  }
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  "id": "112",
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  "instruction_en": "For each record, use the Frequency to place the Rent amount into the corresponding Total Weekly, Total Biweekly, or Total Monthly column, and leave the non-applicable total columns blank. Then roll up the Sub-Total for each frequency and estimate the Annual Total.",
4
  "source_files": [
5
- "phillip_allen__28879__rentroll_investors_a_0.xlsx"
6
  ],
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  "source_files_urls": [
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- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/112/112_src_0.xlsx"
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  ],
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- "task_type": "Cross-sheet Retrieval, Data Entry / Import, Calculation",
11
- "business_type": "Operations/Payment Accounting"
12
  }
 
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  "id": "112",
3
  "instruction_en": "For each record, use the Frequency to place the Rent amount into the corresponding Total Weekly, Total Biweekly, or Total Monthly column, and leave the non-applicable total columns blank. Then roll up the Sub-Total for each frequency and estimate the Annual Total.",
4
  "source_files": [
5
+ "112_src_0.xlsx"
6
  ],
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  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/112/112_src_0.xlsx"
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  ],
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+ "task_type": "Cross-sheet/file Retrieval, Data Entry / Import, Calculation",
11
+ "business_type": "Operational Management, Accounts Payable and Receivable"
12
  }
files/113/113.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "113",
3
  "instruction_en": "Update the Active Deals vs Headcount sheet with the monthly Active Deals and headcount (HC), and capture the growth amount and the percentage increase from Sep 99 to Mar 01.",
4
  "source_files": [
5
- "sally_beck__35543__Energy Ops 98-01 headcount_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/113/113_src_0.xlsx"
9
  ],
10
  "task_type": "Data Entry / Import, Calculation, Cross-sheet/file Retrieval",
11
- "business_type": "Operations/Planning And Budget"
12
  }
 
2
  "id": "113",
3
  "instruction_en": "Update the Active Deals vs Headcount sheet with the monthly Active Deals and headcount (HC), and capture the growth amount and the percentage increase from Sep 99 to Mar 01.",
4
  "source_files": [
5
+ "113_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/113/113_src_0.xlsx"
9
  ],
10
  "task_type": "Data Entry / Import, Calculation, Cross-sheet/file Retrieval",
11
+ "business_type": "Operational Management, Planning and Budgeting"
12
  }
files/114/114.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "114",
3
  "instruction_en": "Using the trades as the source, identify and fill in the applicable asset and liability items for ENA Corp and ECT Inv, then roll them up into a summary. Please ensure the entries reflect only the portions relevant to each entity.",
4
  "source_files": [
5
- "2_ECTI and ENA Credit trades 31 Dec 01_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/114/114_src_0.xlsx"
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  ],
10
  "task_type": "Data Entry / Import, Cross-sheet/file Retrieval, Calculation",
11
- "business_type": "Investment: Pricing And Valuation / Investment: Trading And Position Management"
12
  }
 
2
  "id": "114",
3
  "instruction_en": "Using the trades as the source, identify and fill in the applicable asset and liability items for ENA Corp and ECT Inv, then roll them up into a summary. Please ensure the entries reflect only the portions relevant to each entity.",
4
  "source_files": [
5
+ "114_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/114/114_src_0.xlsx"
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  ],
10
  "task_type": "Data Entry / Import, Cross-sheet/file Retrieval, Calculation",
11
+ "business_type": "Pricing and Valuation, Trading and Risk Management"
12
  }
files/115/115.json CHANGED
@@ -3,6 +3,6 @@
3
  "instruction_en": "Please track and compile the average monthly house prices for England, Scotland, Wales and Northern Ireland, for the period from January 2022 to April 2025 (including January 2022 and April 2025). Please cite all the statistics from government websites.\\n\\n[Data Source Note] Please use the UK House Price Index (HPI) data published on GOV.UK / HM Land Registry or ONS official sources. Note: HPI data is periodically revised; data from different publication dates is acceptable as long as sourced from official government websites. For data from February 2024 onwards, rounded values (to nearest thousand) from ONS bulletins are acceptable.\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the following column names in order: Month, House price in England(Pounds), House price in Scotland(Pounds), House price in Wales(Pounds), House price in Northern Ireland(Pounds)\\nFor the column 'Month', list the month in the format 2022/01, 2022/02.\\n\\nDon't ask me any questions, just output the results according to the columns without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_Quarterly_Aggregation: Convert monthly data to quarterly averages by region.\\nColumns: Quarter, England Avg Price, Scotland Avg Price, Wales Avg Price, Northern Ireland Avg Price\\nQuarter format: 2022-Q1, 2022-Q2, etc. Each price value with 2 decimals. Sort chronologically from 2022-Q1 to 2025-Q2.\\n\\nSubtask 2 - Sheet3_Price_Changes: Calculate month-over-month price changes.\\nColumns: Month, England MoM Change (%), Scotland MoM Change (%), Wales MoM Change (%), Northern Ireland MoM Change (%)\\nAll percentages with 2 decimals. Start from 2022/02 (comparing to 2022/01).\\n\\nSubtask 3 - Sheet4_Price_Classification: Classify each region's price level for each month.\\nColumns: Month, England Category, Scotland Category, Wales Category, Northern Ireland Category\\nClassification rules: \\\"Very High\\\" if >= 310,000 (England), >= 200,000 (Scotland), >= 225,000 (Wales), >= 190,000 (Northern Ireland); \\\"High\\\" if >= 300,000 / >= 190,000 / >= 215,000 / >= 180,000; \\\"Medium\\\" if >= 290,000 / >= 180,000 / >= 205,000 / >= 170,000; \\\"Low\\\" otherwise.\\n\\nSubtask 4 - Sheet5_Summary_Statistics: Calculate summary statistics for each region.\\nColumns: Region, Max Price, Max Price Month, Min Price, Min Price Month, Overall Change (%), Peak-to-Current Change (%), Volatility Score\\nOverall Change = (Price in 2025/04 - Price in 2022/01) / Price in 2022/01 x 100 (2 decimals). Peak-to-Current Change = (Price in 2025/04 - Max Price) / Max Price x 100 (2 decimals). Volatility Score = STDEV.P (population standard deviation) of all monthly prices / AVERAGE x 100 (2 decimals). Max/Min Price with 2 decimals.\n",
4
  "source_files": [],
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  "source_files_urls": [],
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- "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Reporting / Visualization",
7
  "business_type": "Report"
8
  }
 
3
  "instruction_en": "Please track and compile the average monthly house prices for England, Scotland, Wales and Northern Ireland, for the period from January 2022 to April 2025 (including January 2022 and April 2025). Please cite all the statistics from government websites.\\n\\n[Data Source Note] Please use the UK House Price Index (HPI) data published on GOV.UK / HM Land Registry or ONS official sources. Note: HPI data is periodically revised; data from different publication dates is acceptable as long as sourced from official government websites. For data from February 2024 onwards, rounded values (to nearest thousand) from ONS bulletins are acceptable.\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the following column names in order: Month, House price in England(Pounds), House price in Scotland(Pounds), House price in Wales(Pounds), House price in Northern Ireland(Pounds)\\nFor the column 'Month', list the month in the format 2022/01, 2022/02.\\n\\nDon't ask me any questions, just output the results according to the columns without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_Quarterly_Aggregation: Convert monthly data to quarterly averages by region.\\nColumns: Quarter, England Avg Price, Scotland Avg Price, Wales Avg Price, Northern Ireland Avg Price\\nQuarter format: 2022-Q1, 2022-Q2, etc. Each price value with 2 decimals. Sort chronologically from 2022-Q1 to 2025-Q2.\\n\\nSubtask 2 - Sheet3_Price_Changes: Calculate month-over-month price changes.\\nColumns: Month, England MoM Change (%), Scotland MoM Change (%), Wales MoM Change (%), Northern Ireland MoM Change (%)\\nAll percentages with 2 decimals. Start from 2022/02 (comparing to 2022/01).\\n\\nSubtask 3 - Sheet4_Price_Classification: Classify each region's price level for each month.\\nColumns: Month, England Category, Scotland Category, Wales Category, Northern Ireland Category\\nClassification rules: \\\"Very High\\\" if >= 310,000 (England), >= 200,000 (Scotland), >= 225,000 (Wales), >= 190,000 (Northern Ireland); \\\"High\\\" if >= 300,000 / >= 190,000 / >= 215,000 / >= 180,000; \\\"Medium\\\" if >= 290,000 / >= 180,000 / >= 205,000 / >= 170,000; \\\"Low\\\" otherwise.\\n\\nSubtask 4 - Sheet5_Summary_Statistics: Calculate summary statistics for each region.\\nColumns: Region, Max Price, Max Price Month, Min Price, Min Price Month, Overall Change (%), Peak-to-Current Change (%), Volatility Score\\nOverall Change = (Price in 2025/04 - Price in 2022/01) / Price in 2022/01 x 100 (2 decimals). Peak-to-Current Change = (Price in 2025/04 - Max Price) / Max Price x 100 (2 decimals). Volatility Score = STDEV.P (population standard deviation) of all monthly prices / AVERAGE x 100 (2 decimals). Max/Min Price with 2 decimals.\n",
4
  "source_files": [],
5
  "source_files_urls": [],
6
+ "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Summary / Visualization",
7
  "business_type": "Report"
8
  }
files/116/116.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "116",
3
  "instruction_en": "Compare the month-to-month movement direction of ERCOT peak power prices and NYMEX natural gas prices in 2002 (i.e., whether each month is higher or lower than the previous month). Based on the 12 monthly changes in 2002, determine how many months the two prices moved in the same direction and how many months they moved in opposite directions.",
4
  "source_files": [
5
- "10_Daily Forward Price Curves 10262001.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/116/116_src_0.xlsx"
9
  ],
10
  "task_type": "Calculation",
11
- "business_type": "Investment: Pricing And Valuation / Investment: Trading And Position Management"
12
  }
 
2
  "id": "116",
3
  "instruction_en": "Compare the month-to-month movement direction of ERCOT peak power prices and NYMEX natural gas prices in 2002 (i.e., whether each month is higher or lower than the previous month). Based on the 12 monthly changes in 2002, determine how many months the two prices moved in the same direction and how many months they moved in opposite directions.",
4
  "source_files": [
5
+ "116_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/116/116_src_0.xlsx"
9
  ],
10
  "task_type": "Calculation",
11
+ "business_type": "Pricing and Valuation, Trading and Risk Management"
12
  }
files/117/117.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "117",
3
  "instruction_en": "Standardize the font across all data entries so they ues a single, consistent typeface throughout. No content changes are required; this is a formatting cleanup only.",
4
  "source_files": [
5
- "dutch_quigley__9243__DKR092801A.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/117/117_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting",
11
- "business_type": "Investment: Trading And Position Management"
12
  }
 
2
  "id": "117",
3
  "instruction_en": "Standardize the font across all data entries so they ues a single, consistent typeface throughout. No content changes are required; this is a formatting cleanup only.",
4
  "source_files": [
5
+ "117_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/117/117_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting",
11
+ "business_type": "Trading and Risk Management"
12
  }
files/118/118.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "118",
3
  "instruction_en": "What is the TW EOL charge for 2002? Pls just provide the amount.",
4
  "source_files": [
5
- "tracy_geaccone__40511__ETS - Transwestern IC 0914.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/118/118_src_0.xlsx"
9
  ],
10
- "task_type": "Cross-sheet Retrieval",
11
- "business_type": "Operations"
12
  }
 
2
  "id": "118",
3
  "instruction_en": "What is the TW EOL charge for 2002? Pls just provide the amount.",
4
  "source_files": [
5
+ "118_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/118/118_src_0.xlsx"
9
  ],
10
+ "task_type": "Cross-sheet/file Retrieval",
11
+ "business_type": "Operational Management"
12
  }
files/119/119.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "119",
3
  "instruction_en": "How many plants are recorded in the spreadsheet?",
4
  "source_files": [
5
- "kevin_presto__19781__UPDATE 13 062901.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/119/119_src_0.xlsx"
9
  ],
10
  "task_type": "Calculation",
11
- "business_type": "Operations"
12
  }
 
2
  "id": "119",
3
  "instruction_en": "How many plants are recorded in the spreadsheet?",
4
  "source_files": [
5
+ "119_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/119/119_src_0.xlsx"
9
  ],
10
  "task_type": "Calculation",
11
+ "business_type": "Operational Management"
12
  }
files/12/12.json CHANGED
@@ -2,19 +2,20 @@
2
  "id": "12",
3
  "instruction_en": "Per the red parameters and the Method 1/Method 2 guidance noted in H8 and H9, complete the formulas in columns T and U (starting from1) and then complete column I. The method selection in B6 should drive the model so that all cells and charts refresh consistently when switching between methods.",
4
  "source_files": [
5
- "rotation_model_v4.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/12/12_src_0.xlsx"
9
- ],
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- "file": "rotation_model_v0.xlsx"
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  ],
 
 
 
 
 
 
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- "task_type": "Structuring / Formatting, Validation / Review, Reporting / Visualization, Calculation, Financial Modeling",
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- "business_type": "Model Prediction"
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  "instruction_en": "Per the red parameters and the Method 1/Method 2 guidance noted in H8 and H9, complete the formulas in columns T and U (starting from1) and then complete column I. The method selection in B6 should drive the model so that all cells and charts refresh consistently when switching between methods.",
4
  "source_files": [
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  ],
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+ "reference_outputs": {
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+ ],
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  ],
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+ "task_type": "Structuring / Formatting, Validation / Review, Summary / Visualization, Calculation, Financial Modeling",
20
+ "business_type": "Predictive Modeling"
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  }
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  "id": "120",
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  "instruction_en": "Audit the workbook and correct the formula errors in place so numbers calculate properly.",
4
  "source_files": [
5
- "1_Tricia Roome.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/120/120_src_0.xlsx"
9
  ],
10
  "task_type": "Validation / Review, Calculation",
11
- "business_type": "Operations"
12
  }
 
2
  "id": "120",
3
  "instruction_en": "Audit the workbook and correct the formula errors in place so numbers calculate properly.",
4
  "source_files": [
5
+ "120_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/120/120_src_0.xlsx"
9
  ],
10
  "task_type": "Validation / Review, Calculation",
11
+ "business_type": "Operational Management"
12
  }
files/121/121.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "121",
3
  "instruction_en": "Audit the Deal Sheet in the workbook and correct the formula errors in place so numbers calculate properly.",
4
  "source_files": [
5
- "1_5_14act.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/121/121_src_0.xlsx"
9
  ],
10
  "task_type": "Validation / Review, Calculation",
11
- "business_type": "Planning And Budgeting/Investment: Trading And Position Management"
12
  }
 
2
  "id": "121",
3
  "instruction_en": "Audit the Deal Sheet in the workbook and correct the formula errors in place so numbers calculate properly.",
4
  "source_files": [
5
+ "121_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/121/121_src_0.xlsx"
9
  ],
10
  "task_type": "Validation / Review, Calculation",
11
+ "business_type": "Planning and Budgeting, Trading and Risk Management"
12
  }
files/122/122.json CHANGED
@@ -1,12 +1,12 @@
1
  {
2
  "id": "122",
3
- "instruction_en": "At the end of the table, add two summary rows labeled 'Total Disbursements' and 'Net Receipts (Disbursements)'.",
4
  "source_files": [
5
- "james_steffes__12795__EES CASH BURN_01.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/122/122_src_0.xlsx"
9
  ],
10
- "task_type": "Structuring / Formatting, Calculation",
11
- "business_type": "Planning And Budget"
12
  }
 
1
  {
2
  "id": "122",
3
+ "instruction_en": "Create a new sheet named “Exp by Fun Gen Support Chart5” and, on this sheet, build two pie charts based on the two existing data tables.\n\nThe top pie chart should show “Expenditures by Function – All Funds”. Use the amounts from the “TOTAL EXPENDITURES” detail lines for each function in the All Funds summary table, calculate each function’s percentage of total expenditures, and make each function one slice. Label each slice with the function name and its percentage, and add a legend with the same function names.\n\nThe bottom pie chart should show the “breakdown of General Support Services”. Use the amounts for all rows that belong to the General Support Services function in the detailed table, calculate each item’s percentage of the total General Support Services amount, and make each item one slice. Again, label each slice with the item name and its percentage, and include a matching legend.\n\nBoth pie charts should be 3-D and visually well-balanced.",
4
  "source_files": [
5
+ "122_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/122/122_src_0.xlsx"
9
  ],
10
+ "task_type": "Summary / Visualization, Cross-sheet/file Retrieval",
11
+ "business_type": "Report"
12
  }
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files/123/123.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "123",
3
  "instruction_en": "Assume that in January 2002 you enter a “portfolio” by going long ERCOT peak power and short an equal-scale amount of NYMEX natural gas. Over the full year 2002, does this portfolio make or lose money, and what is its nominal return?",
4
  "source_files": [
5
- "10_Daily Forward Price Curves 10262001.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/123/123_src_0.xlsx"
9
  ],
10
  "task_type": "Calculation",
11
- "business_type": "Investment: Pricing And Valuation / Investment: Trading And Position Management"
12
  }
 
2
  "id": "123",
3
  "instruction_en": "Assume that in January 2002 you enter a “portfolio” by going long ERCOT peak power and short an equal-scale amount of NYMEX natural gas. Over the full year 2002, does this portfolio make or lose money, and what is its nominal return?",
4
  "source_files": [
5
+ "123_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
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+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/123/123_src_0.xlsx"
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  ],
10
  "task_type": "Calculation",
11
+ "business_type": "Pricing and Valuation, Trading and Risk Management"
12
  }
files/124/124.json CHANGED
@@ -2,11 +2,11 @@
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  "id": "124",
3
  "instruction_en": "Complete the content in the summary sheet based on other spreadsheets. Leave blank if no information found.",
4
  "source_files": [
5
- "1_2000 Winter Plan_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/124/124_src_0.xlsx"
9
  ],
10
- "task_type": "Cross-sheet Retrieval, Calculation, Data Entry / Import",
11
- "business_type": "Operations/Reports"
12
  }
 
2
  "id": "124",
3
  "instruction_en": "Complete the content in the summary sheet based on other spreadsheets. Leave blank if no information found.",
4
  "source_files": [
5
+ "124_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/124/124_src_0.xlsx"
9
  ],
10
+ "task_type": "Cross-sheet/file Retrieval, Calculation, Data Entry / Import",
11
+ "business_type": "Operational Management, Report"
12
  }
files/125/125.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "125",
3
  "instruction_en": "You are given an Excel table (Figure 1.19) showing, for IDA-eligible countries, disbursements, amortization, and interest on public and publicly guaranteed debt in 2021–2023 by creditor type (Multilateral, IMF, Bilateral, Commercial bank and other, Bondholders), as well as 2021–2023 totals. At the bottom of the table, the total PPG long-term debt net transfers for 2022 and 2023 are reported.\n\nUsing only the data in the table, please:\n\nProduce at least one chart that displays disbursements, amortization, and interest for each creditor type in 2021–2023.\n\nWrite a structured economic analysis of no more than 300 words, summarizing the main trends, key turning points, and possible financing behavior patterns. In your analysis, calculate and cite the increase in total long-term debt net transfers in 2023.",
4
  "source_files": [
5
- "IDR2024-Part1-AllCharts-Tables_04.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/125/125_src_0.xlsx"
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  ],
10
- "task_type": "Calculation, Reporting / Visualization",
11
  "business_type": "Report"
12
  }
 
2
  "id": "125",
3
  "instruction_en": "You are given an Excel table (Figure 1.19) showing, for IDA-eligible countries, disbursements, amortization, and interest on public and publicly guaranteed debt in 2021–2023 by creditor type (Multilateral, IMF, Bilateral, Commercial bank and other, Bondholders), as well as 2021–2023 totals. At the bottom of the table, the total PPG long-term debt net transfers for 2022 and 2023 are reported.\n\nUsing only the data in the table, please:\n\nProduce at least one chart that displays disbursements, amortization, and interest for each creditor type in 2021–2023.\n\nWrite a structured economic analysis of no more than 300 words, summarizing the main trends, key turning points, and possible financing behavior patterns. In your analysis, calculate and cite the increase in total long-term debt net transfers in 2023.",
4
  "source_files": [
5
+ "125_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/125/125_src_0.xlsx"
9
  ],
10
+ "task_type": "Calculation, Summary / Visualization",
11
  "business_type": "Report"
12
  }
files/126/126.json CHANGED
@@ -2,10 +2,10 @@
2
  "id": "126",
3
  "instruction_en": "Convert the 'EOTT TX-NM Facilities' worksheet into a standard table and filter it to display Andrew’s county only.",
4
  "source_files": [
5
- "larry_campbell__20958__EOTT tanks tx NM.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/126/126_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting",
11
  "business_type": "Asset Management"
 
2
  "id": "126",
3
  "instruction_en": "Convert the 'EOTT TX-NM Facilities' worksheet into a standard table and filter it to display Andrew’s county only.",
4
  "source_files": [
5
+ "126_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/126/126_src_0.xlsx"
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  ],
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  "task_type": "Structuring / Formatting",
11
  "business_type": "Asset Management"
files/127/127.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "127",
3
  "instruction_en": "Complete the Existing Deals with Huber and Proposed Deals with Huber summaries by cross-referencing the Exposure sheet to capture each contract’s start and end dates, delivery point, and contract price.\nCalculate the average of 55-day payables at each designated time point, and aggregate these amounts into the summary totals corresponding to their respective time periods.",
4
  "source_files": [
5
- "mark_whitt__25254__Huber - Existing & Proposed Deals 111201_3.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/127/127_src_0.xlsx"
9
  ],
10
- "task_type": "Calculation, Reporting / Visualization",
11
- "business_type": "Model Prediction"
12
  }
 
2
  "id": "127",
3
  "instruction_en": "Complete the Existing Deals with Huber and Proposed Deals with Huber summaries by cross-referencing the Exposure sheet to capture each contract’s start and end dates, delivery point, and contract price.\nCalculate the average of 55-day payables at each designated time point, and aggregate these amounts into the summary totals corresponding to their respective time periods.",
4
  "source_files": [
5
+ "127_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/127/127_src_0.xlsx"
9
  ],
10
+ "task_type": "Calculation, Summary / Visualization",
11
+ "business_type": "Predictive Modeling"
12
  }
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@@ -2,11 +2,11 @@
2
  "id": "128",
3
  "instruction_en": "Prepare a stacked area chart titled \"Existing and Proposed Deals with Huber\", showing monthly time on the X-axis (from December 2001 to December 2006) and daily gas supply volumes (MMBtu/d) on the Y-axis in the Summary sheet. Each colored band should represent a distinct pricing benchmark or contract type (deal), illustrating how volumes vary over time",
4
  "source_files": [
5
- "mark_whitt__25254__Huber - Existing & Proposed Deals 111201_4.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/128/128_src_0.xlsx"
9
  ],
10
- "task_type": "Reporting / Visualization, Cross-sheet/file Retrieval",
11
- "business_type": "Model Prediction"
12
  }
 
2
  "id": "128",
3
  "instruction_en": "Prepare a stacked area chart titled \"Existing and Proposed Deals with Huber\", showing monthly time on the X-axis (from December 2001 to December 2006) and daily gas supply volumes (MMBtu/d) on the Y-axis in the Summary sheet. Each colored band should represent a distinct pricing benchmark or contract type (deal), illustrating how volumes vary over time",
4
  "source_files": [
5
+ "128_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/128/128_src_0.xlsx"
9
  ],
10
+ "task_type": "Summary / Visualization, Cross-sheet/file Retrieval",
11
+ "business_type": "Predictive Modeling"
12
  }
files/129/129.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "129",
3
  "instruction_en": "Create a stacked area chart titled “Rolling 55 Day Payables (as of the 25th of the Month)” to visualize rolling payable amounts across multiple natural gas price indices from December 2001 to December 2006 in the Summary sheet. The Y-axis should be dollars and the X-axis monthly time, with each data point representing the rolling 55-day payables total as of the 25th of that month.",
4
  "source_files": [
5
- "mark_whitt__25254__Huber - Existing & Proposed Deals 111201_4.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/129/129_src_0.xlsx"
9
  ],
10
- "task_type": "Reporting / Visualization, Cross-sheet/file Retrieval",
11
- "business_type": "Model Prediction"
12
  }
 
2
  "id": "129",
3
  "instruction_en": "Create a stacked area chart titled “Rolling 55 Day Payables (as of the 25th of the Month)” to visualize rolling payable amounts across multiple natural gas price indices from December 2001 to December 2006 in the Summary sheet. The Y-axis should be dollars and the X-axis monthly time, with each data point representing the rolling 55-day payables total as of the 25th of that month.",
4
  "source_files": [
5
+ "129_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/129/129_src_0.xlsx"
9
  ],
10
+ "task_type": "Summary / Visualization, Cross-sheet/file Retrieval",
11
+ "business_type": "Predictive Modeling"
12
  }
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@@ -2,19 +2,20 @@
2
  "id": "13",
3
  "instruction_en": "Complete the missing formulas in columns E and F on the sheet Holding Period Return Analysis.\nThis task uses the yield curve on the given date to compute the annualized return over the specified holding period for a pair of virtual bonds.\nThe calculation steps should follow the logic shown in column D, and the yellow-highlighted cells are input parameters.\nThe model should update the virtual bonds’ holding-period return dynamically when these parameters change.\n\nCompute the “Initial Full Price” by setting the coupon rate equal to the current yield.\n\nDetermine the “Remaining Maturity at the End of the Holding Period” based on the parameters in the table.\n\nUse the cash-flow discounting formula and the corresponding parameters to compute the “Final Full Price.”",
4
  "source_files": [
5
- "Relative_valuation_model_v2.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/13/13_src_0.xlsx"
9
- ],
10
- "reference_outputs": [
11
- {
12
- "file": "Relative_valuation_model_v0.xlsx"
13
- }
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  ],
 
 
 
 
 
 
15
  "reference_file_urls": [
16
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/13/13_ref_0.xlsx"
17
  ],
18
  "task_type": "Structuring / Formatting, Calculation",
19
- "business_type": "Model Prediction"
20
  }
 
2
  "id": "13",
3
  "instruction_en": "Complete the missing formulas in columns E and F on the sheet Holding Period Return Analysis.\nThis task uses the yield curve on the given date to compute the annualized return over the specified holding period for a pair of virtual bonds.\nThe calculation steps should follow the logic shown in column D, and the yellow-highlighted cells are input parameters.\nThe model should update the virtual bonds’ holding-period return dynamically when these parameters change.\n\nCompute the “Initial Full Price” by setting the coupon rate equal to the current yield.\n\nDetermine the “Remaining Maturity at the End of the Holding Period” based on the parameters in the table.\n\nUse the cash-flow discounting formula and the corresponding parameters to compute the “Final Full Price.”",
4
  "source_files": [
5
+ "13_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/13/13_src_0.xlsx"
 
 
 
 
 
9
  ],
10
+ "reference_outputs": {
11
+ "files": [
12
+ "13_ref_0.xlsx"
13
+ ],
14
+ "text": ""
15
+ },
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  "reference_file_urls": [
17
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/13/13_ref_0.xlsx"
18
  ],
19
  "task_type": "Structuring / Formatting, Calculation",
20
+ "business_type": "Predictive Modeling"
21
  }
files/130/130.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "130",
3
  "instruction_en": "Update the weekly sheet’s rent table to include four new columns — “Total Weekly,” “Total Biweekly,” “Total Monthly,” and “Grand Total” — and populate each tenant’s amounts by week, every two weeks, and monthly, leaving missing items as blank cells. At the bottom, add a “Sub-total” row that sums each column, a “Number of Periods” row reflecting the annual payment count for each tenant based on their rent frequency, and an “Annual Totals” row that calculates the yearly totals for each column; the “Grand Total” column should only be populated on the “Annual Totals” row and remain blank elsewhere.",
4
  "source_files": [
5
- "phillip_allen__28869__rentroll_investors_01.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/130/130_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting, Calculation",
11
- "business_type": "Payment And Receipt Accountant"
12
  }
 
2
  "id": "130",
3
  "instruction_en": "Update the weekly sheet’s rent table to include four new columns — “Total Weekly,” “Total Biweekly,” “Total Monthly,” and “Grand Total” — and populate each tenant’s amounts by week, every two weeks, and monthly, leaving missing items as blank cells. At the bottom, add a “Sub-total” row that sums each column, a “Number of Periods” row reflecting the annual payment count for each tenant based on their rent frequency, and an “Annual Totals” row that calculates the yearly totals for each column; the “Grand Total” column should only be populated on the “Annual Totals” row and remain blank elsewhere.",
4
  "source_files": [
5
+ "130_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/130/130_src_0.xlsx"
9
  ],
10
  "task_type": "Structuring / Formatting, Calculation",
11
+ "business_type": "Accounts Payable and Receivable"
12
  }
files/131/131.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "131",
3
  "instruction_en": "Update the Beaumont Worksheet to reflect a Base Volume assumption of 17,000 (from 18,000) and roll the change through all affected calculations and summaries. Ensure the threshold/labels (e.g., “>17,000”) and the excess/deficit, buyback, swing, baseload, and invoice totals are consistent with the new base.",
4
  "source_files": [
5
- "daren_farmer__5577__Beaumont_Oct2000.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/131/131_src_0.xlsx"
9
  ],
10
  "task_type": "Calculation, Validation / Review",
11
- "business_type": "Purchasing And Sales"
12
  }
 
2
  "id": "131",
3
  "instruction_en": "Update the Beaumont Worksheet to reflect a Base Volume assumption of 17,000 (from 18,000) and roll the change through all affected calculations and summaries. Ensure the threshold/labels (e.g., “>17,000”) and the excess/deficit, buyback, swing, baseload, and invoice totals are consistent with the new base.",
4
  "source_files": [
5
+ "131_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/131/131_src_0.xlsx"
9
  ],
10
  "task_type": "Calculation, Validation / Review",
11
+ "business_type": "Procurement and Sales"
12
  }
files/132/132.json CHANGED
@@ -2,11 +2,11 @@
2
  "id": "132",
3
  "instruction_en": "Update the 'overview' worksheet with the new data located to the right of the 'to be moved to line:' label on the 'support for reclass of ENA' sheet. Also insert a 'TOTAL EWS' line under the top header.",
4
  "source_files": [
5
- "sally_beck__34355__11-30 DPR first cut_01.xlsx"
6
  ],
7
  "source_files_urls": [
8
- "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/132/132_src_0.xlsx"
9
  ],
10
  "task_type": "Data Entry / Import, Structuring / Formatting, Cross-sheet/file Retrieval",
11
- "business_type": "Risk Management"
12
  }
 
2
  "id": "132",
3
  "instruction_en": "Update the 'overview' worksheet with the new data located to the right of the 'to be moved to line:' label on the 'support for reclass of ENA' sheet. Also insert a 'TOTAL EWS' line under the top header.",
4
  "source_files": [
5
+ "132_src_0.xlsx"
6
  ],
7
  "source_files_urls": [
8
+ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/132/132_src_0.xlsx"
9
  ],
10
  "task_type": "Data Entry / Import, Structuring / Formatting, Cross-sheet/file Retrieval",
11
+ "business_type": "Trading and Risk Management"
12
  }