Can you create an AI Agent that calculates Key Financial Ratios from annual reports of Swiss companies?
Problem
Swiss companies publish their annual reports in local language, and under varying accounting standards. Key Financial Ratios are important metrics to assess a company (e.g., Credit Worthiness). Calculating those ratios from clean and labelled data is a standard task. Can you write an AI Agent that does the job from PDF documents?
Objective
- You will be provided with a diverse set of N annual reports, paired with the expected key ratios (and the formulae how to calculate those ratios). The solution should cover multiple steps
- Extract the relevant data
- Map it to the formula variables
- Calculate the ratios
- Your solution will be tested against an unknow set of M annual reports. The objective is to generalize (and not overfit to the samples seen)
Support for Hackers
- Support from experts in quantitative analysis, accounting, and financial ratios.
Technical Preferences
- Python, and of course it would be nice to see the Swiss LLM and Embedding models in action here!
- Standard document parsers (PyPDF2, PyMuPDF etc.) likely won't do the trick reliably. Docling or similar may be a better starting point.
- Open source preferred.
Why hack? You learn about some of the fundamental concepts in the financial industry from distinguished experts in this field and have the opportunity to work on a carefully curated dataset to solve a real-world problem that, if solved reliably, can unlock high impact use-cases both in industry and academia.You may think "RAG is a solved problem..". But is this true for domain specific documents in multiple languages? Let's find out here!
About the Challenge Partner
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages over 6 trillion dollars of invested assets (as at 31 Dec 2024) and helps clients achieve their financial goals through personalized advice, solutions, and products.
Building on more than a decade of experience in this field, they have put AI as a key driver of their strategy helping to reshape their business to benefit clients and employees
As a main partner of Swiss {ai} Weeks, UBS brings deep insight into how AI is reshaping the financial sector and global economy.