Datasets:
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README.md
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# EDGAR-CORPUS : 10K Financial Report Summarization
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### **Dataset Composition**
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Summaries in this dataset are generated using a **hybrid AI model strategy**, balancing quality and efficiency:
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- **Adaptive model selection** (Sonnet for long texts, Haiku for short ones)
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- **Keyword-driven extraction** of **essential financial metrics** (e.g., EBITDA, market cap, stock price)
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This integration ensures **concise yet accurate** summaries while **avoiding AI repetition and redundancy** in dataset creation.
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### **Example Row from the Dataset**
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Below is a real example from the dataset, showing a financial statement **input**, the **AI-generated summary**, and the **model used**:
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dataset = load_dataset("kritsadaK/EDGAR-CORPUS-Financial-Summarization")
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```
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The **Financial Statements Summary 10K Dataset** was developed as part of the **CSX4210: Natural Language Processing** project at **Assumption University**.
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# EDGAR-CORPUS : 10K Financial Report Summarization
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Extracted from SEC EDGAR filings (1993-2020). This dataset enhances financial report summarization by leveraging a hybrid AI model strategy.
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Using:
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ChatGPT-3.5 Turbo(~70%),
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Claude 3.5 (~30% to generate structured, accurate, and concise summaries)
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### **Dataset Composition**
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Summaries in this dataset are generated using a **hybrid AI model strategy**, balancing quality and efficiency:
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- **Adaptive model selection** (Sonnet for long texts, Haiku for short ones)
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- **Keyword-driven extraction** of **essential financial metrics** (e.g., EBITDA, market cap, stock price)
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### **Example Row from the Dataset**
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Below is a real example from the dataset, showing a financial statement **input**, the **AI-generated summary**, and the **model used**:
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dataset = load_dataset("kritsadaK/EDGAR-CORPUS-Financial-Summarization")
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```
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---
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## Limitations: Summary Accuracy & AI Hallucinations
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AI-generated financial summaries are not 100% accurate without safeguards. This dataset incorporates:
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- Entity Matching & Verification: spaCy NER cross-checks extracted financial terms.
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- Consistency Checks: Rule-based validation prevents misinterpretation (e.g., net loss ≠ profit trend).
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- Standardized Format: Aligns Claude and ChatGPT outputs for consistency.
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- Bias & Overfitting Prevention: Balances structured data extraction with AI-generated summaries.
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## Despite these safeguards, users should verify summaries before relying on them for financial decisions.
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---
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The **Financial Statements Summary 10K Dataset** was developed as part of the **CSX4210: Natural Language Processing** project at **Assumption University**.
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