Create README.md
Browse files
README.md
ADDED
|
@@ -0,0 +1,64 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
---
|
| 2 |
+
language:
|
| 3 |
+
- en
|
| 4 |
+
license: mit
|
| 5 |
+
task_categories:
|
| 6 |
+
- information-extraction
|
| 7 |
+
- text-classification
|
| 8 |
+
- token-classification
|
| 9 |
+
tags:
|
| 10 |
+
- financial-nlp
|
| 11 |
+
- earnings-calls
|
| 12 |
+
- sec-filings
|
| 13 |
+
- kpi-extraction
|
| 14 |
+
- large-language-models
|
| 15 |
+
pretty_name: Effective Performance Measurement (ECB & SECB)
|
| 16 |
+
---
|
| 17 |
+
|
| 18 |
+
# Effective Performance Measurement: KPI Extraction Datasets
|
| 19 |
+
|
| 20 |
+
This dataset repository accompanies the ACL 2026 (Industry Track) paper: **"Effective Performance Measurement: Challenges and Opportunities in KPI Extraction from Earnings Calls"**.
|
| 21 |
+
|
| 22 |
+
It contains three novel benchmarks and a prediction set designed to evaluate the extraction of Key Performance Indicators (KPIs) from unstructured financial texts, specifically comparing highly regulated SEC filings to conversational earnings calls.
|
| 23 |
+
|
| 24 |
+
🔗 **Associated GitHub Repository:** [AAU-NLP/effective-performance-measurement](https://github.com/AAU-NLP/effective-performance-measurement)
|
| 25 |
+
|
| 26 |
+
---
|
| 27 |
+
|
| 28 |
+
## 📊 Dataset Overview
|
| 29 |
+
|
| 30 |
+
This repository includes four data files, covering data from 20 S&P 500 companies between 2023 and 2024.
|
| 31 |
+
|
| 32 |
+
### 1. SEC Filings Benchmark (`SECB.json`)
|
| 33 |
+
* **Description:** Context-rich text chunks extracted from SEC filings (10-K, 10-Q). This dataset serves as a baseline to test models trained on highly structured, templated financial data.
|
| 34 |
+
* **Size:** 40,661 chunks.
|
| 35 |
+
* **Annotations:** 77,677 regex-labeled entities.
|
| 36 |
+
|
| 37 |
+
### 2. Earnings Call Benchmark (`ECB.json`)
|
| 38 |
+
* **Description:** Raw, unannotated conversational text chunks extracted from corporate earnings calls. This represents the challenging, unstructured domain shift.
|
| 39 |
+
* **Size:** 10,477 chunks.
|
| 40 |
+
|
| 41 |
+
### 3. Annotated Earnings Call Benchmark (`ECB-A.json`)
|
| 42 |
+
* **Description:** An expert-annotated subset of the ECB dataset used for evaluating Large Language Model (LLM) extraction and in-context learning techniques.
|
| 43 |
+
* **Size:** 587 chunks.
|
| 44 |
+
* **Annotations:** 2,460 entities and 934 relational groups.
|
| 45 |
+
|
| 46 |
+
### 4. Longitudinal KPI Tracking (`gold_standard_traceable.jsonl`)
|
| 47 |
+
* **Description:** A dataset containing post-hoc semantic clusterings of KPIs to track emergent metrics across multiple quarters.
|
| 48 |
+
* **Size:** 1,323 traced entity/KPI rows.
|
| 49 |
+
|
| 50 |
+
---
|
| 51 |
+
|
| 52 |
+
## 💻 How to Load the Data
|
| 53 |
+
|
| 54 |
+
You can easily load this data using the Hugging Face `datasets` library, or by downloading the JSON files directly.
|
| 55 |
+
|
| 56 |
+
```python
|
| 57 |
+
from datasets import load_dataset
|
| 58 |
+
|
| 59 |
+
# Load the entire repository
|
| 60 |
+
dataset = load_dataset("AAU-NLP/effective-performance-measurement")
|
| 61 |
+
|
| 62 |
+
# Alternatively, download specific JSON files if you just want one benchmark
|
| 63 |
+
# e.g., wget [https://huggingface.co/datasets/AAU-NLP/effective-performance-measurement/resolve/main/ECB-A.json](https://huggingface.co/datasets/AAU-NLP/effective-performance-measurement/resolve/main/ECB-A.json)
|
| 64 |
+
```
|