KPI-EDGAR: A Novel Dataset and Accompanying Metric for Relation Extraction from Financial Documents
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Abstract (arXiv)
We introduce KPI-EDGAR, a novel dataset for Joint Named Entity Recognition and Relation Extraction building on financial reports uploaded to the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system, where the main objective is to extract Key Performance Indicators (KPIs) from financial documents and link them to their numerical values and other attributes. We further provide four accompanying baselines for benchmarking potential future research. Additionally, we propose a new way of measuring the success of said extraction process by incorporating a word-level weighting scheme into the conventional F1 score to better model the inherently fuzzy borders of the entity pairs of a relation in this domain.
Key facts. Cited by 9 papers in the map (data through 14 Oct 2026). Builds on 19 of its 46 references that are in the map. First posted on arXiv 17 Oct 2022.
Builds on
19 of 46 references.
References · 19
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7 more
- 2020A Frustratingly Easy Approach for Entity and Relation Extractioncited by 37
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Built on by
Citing papers per year: 2023: 4; 2024: 1; 2025: 3; 2026: 1.
9 papers.
- 2023A Comprehensive Survey on Relation Extraction: Recent Advances and New Frontierscited by 22
- 2023Improving Zero-Shot Text Matching for Financial Auditing with Large Language Modelscited by 5
- 2023Self-Specialization: Uncovering Latent Expertise within Large Language Modelscited by 5
- 2024Enterprise Benchmarks for Large Language Model Evaluationcited by 5
- 2025HiFi-KPI: A Dataset for Hierarchical KPI Extraction from Earnings Filingscited by 1
- 2026CorporateBench: Large-Scale Q&A Benchmarking with Temporal Knowledge Basescited by 1
- 2023Controlled Randomness Improves the Performance of Transformer Modelscited by 0
- 2025An Automated LLM-based Pipeline for Asset-Level Database Creation to Assess Deforestation Impactcited by 0
- 2025A Pluggable Multi-Task Learning Framework for Sentiment-Aware Financial Relation Extractioncited by 0
- 2026CorporateBench: Large-Scale Q&A Benchmarking with Temporal Knowledge Bases27 Aug 2026
- 2025A Pluggable Multi-Task Learning Framework for Sentiment-Aware Financial Relation Extraction14 Jun 2025
- 2025An Automated LLM-based Pipeline for Asset-Level Database Creation to Assess Deforestation Impact5 May 2025
- 2025HiFi-KPI: A Dataset for Hierarchical KPI Extraction from Earnings Filings21 Feb 2025
- 2024Enterprise Benchmarks for Large Language Model Evaluation11 Oct 2024
- 2023Controlled Randomness Improves the Performance of Transformer Models20 Oct 2023
- 2023Self-Specialization: Uncovering Latent Expertise within Large Language Models29 Sep 2023
- 2023Improving Zero-Shot Text Matching for Financial Auditing with Large Language Models11 Aug 2023
- 2023A Comprehensive Survey on Relation Extraction: Recent Advances and New Frontiers3 Jun 2023