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Investment Research Data Extraction

Investment Research Data Extraction

作成者: Internal Labs

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0

ソリューション

リード要求

<100

要約

要約

Supercharge Your Investment Research Team's Ability to Perform Quick and Efficient Analysis

概要

概要

Capital markets firms typically employ small teams of analysts to conduct research and analysis on hundreds, if not thousands of public companies and then issue investment recommendations based on that extensive analysis. When public companies issue earnings reports, those analysts must pour over the earnings reports, painstakingly extracting hundreds of data points and then entering that information into excel worksheets for modeling. This is often a race against time as they rush to get their investment models updated, perform analysis and prepare for the earnings call with the public company's executive leadership.

UiPath's Investment Research Data Extraction accelerator utilizes an NLP model from Indico to identify table structures (balance sheet, income statement, etc) in the PDF earnings report. Those table structures are then extracted from the document and populated into excel, where the data can be be further manipulated using a UiPath robot.

NLP Model Powered by Indico

Developed by: Jesse Gill, Adam Hanson

機能

機能

Efficient data extraction More time to focus on value-added analysis Significant reduction in critical data entry errors

その他の情報

その他の情報

依存関係

"https://indico.io/" Indico MS Excel

公開者

Internal Labs

公開者ページを表示

技術情報

更新日

2020年2月19日

対応製品

Studio: 19.7 - 22.10

サポート

UiPath コミュニティ サポート

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