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Update finch_workflows_test.jsonl

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@@ -1,7 +1,7 @@
1
  {"id": "0", "instruction_en": "Complete the validation and indicator calculations as follows: on the Balance Sheet, add a control to ensure TOTAL ASSETS equals TOTAL LIABILITIES AND EQUITY; on the Income Statement (Revenue & Expenses), add an Equity Roll Forward Test to reconcile equity movement and highlight any differences.", "source_files": ["0_src_0.xlsx"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/0/0_src_0.xlsx"], "reference_outputs": {"files": ["0_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/0/0_ref_0.xlsx"], "task_type": "Validation / Review, Calculation, Structuring / Formatting", "business_type": "Report", "task_constraints": "You will be given an Excel file as input. Please perform all required operations by modifying the existing workbook. You may add new sheets if necessary, but you must preserve all original sheets and their contents. Do not replace the workbook with a new file that contains only the results. Return the full updated workbook, including all original sheets plus any newly added sheets."}
2
  {"id": "1", "instruction_en": "Compute the “sum of A” and “sum of B” in the last rows of the Income sheet for each Financial Indicator Component, using data from all sheets in the workbook.", "source_files": ["1_src_0.xlsx"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/1/1_src_0.xlsx"], "reference_outputs": {"files": ["1_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/1/1_ref_0.xlsx"], "task_type": "Calculation, Cross-sheet/file Retrieval", "business_type": "Report", "task_constraints": "You will be given an Excel file as input. Please perform all required operations by modifying the existing workbook. You may add new sheets if necessary, but you must preserve all original sheets and their contents. Do not replace the workbook with a new file that contains only the results. Return the full updated workbook, including all original sheets plus any newly added sheets."}
3
  {"id": "2", "instruction_en": "Correct the year header on the Five Year Review tab (set the first year to 2000) and bring that tab into alignment with the other worksheets by updating any figures that are inconsistent. ", "source_files": ["2_src_0.xlsx"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/2/2_src_0.xlsx"], "reference_outputs": {"files": ["2_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/2/2_ref_0.xlsx"], "task_type": "Validation / Review, Cross-sheet/file Retrieval", "business_type": "Report", "task_constraints": "You will be given an Excel file as input. Please perform all required operations by modifying the existing workbook. You may add new sheets if necessary, but you must preserve all original sheets and their contents. Do not replace the workbook with a new file that contains only the results. Return the full updated workbook, including all original sheets plus any newly added sheets."}
4
- {"id": "3", "instruction_en": "Complete the missing data in the 'Five Year Review' worksheet of new_finrpt01__EUSES_financial_processed_02.xlsx, ensuring the five-year figures across fund balances, operating revenues, and operating expenditures are fully populated and consistent with the rest of the financial statements. Leave blank if no reference is available for specific parts.", "source_files": ["3_src_0.xlsx", "3_src_1.xlsx"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/3/3_src_0.xlsx", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/3/3_src_1.xlsx"], "reference_outputs": {"files": ["3_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/3/3_ref_0.xlsx"], "task_type": "Cross-sheet/file Retrieval, Data Entry / Import, Calculation, Validation / Review", "business_type": "Report", "task_constraints": ""}
5
  {"id": "4", "instruction_en": "Using the images and the current workbook, please complete the missing entries on the ‘Five Year Review’ sheet. Populate the ‘FIVE YEARS IN REVIEW – FINANCIAL DATA’ lines so the five-year figures and totals are filled in and consistent with the rest of the file. Leave blank if no reference is available for specific parts.", "source_files": ["4_src_0.xlsx", "4_src_1.jpeg", "4_src_2.jpeg", "4_src_3.jpeg", "4_src_4.jpeg", "4_src_5.jpeg", "4_src_6.jpeg", "4_src_7.pdf", "4_src_8.pdf", "4_src_9.pdf", "4_src_10.pdf", "4_src_11.pdf", "4_src_12.pdf"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_0.xlsx", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_1.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_2.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_3.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_4.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_5.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_6.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_7.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_8.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_9.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_10.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_11.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_12.pdf"], "reference_outputs": {"files": ["4_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_ref_0.xlsx"], "task_type": "Cross-sheet/file Retrieval, Data Entry / Import, Validation / Review, Calculation", "business_type": "Report", "task_constraints": ""}
6
  {"id": "5", "instruction_en": "Transcribe the content from the pdf/image into the Excel file.", "source_files": ["5_src_0.pdf", "5_src_1.jpeg"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/5/5_src_0.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/5/5_src_1.jpeg"], "reference_outputs": {"files": ["5_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/5/5_ref_0.xlsx"], "task_type": "Data Entry / Import, Structuring / Formatting", "business_type": "Investment: Credit", "task_constraints": ""}
7
  {"id": "6", "instruction_en": "Please write a structured economic analysis report based on the table data I provide.\nRequirements:\n\nBase the analysis only on the table content; do not introduce external knowledge.\n\nIdentify trends, changes, turning points, and fluctuation patterns during crisis periods in the data.\n\nAnalyze relationships between different indicators, such as the connection between time periods and specific indicator changes, or whether certain event years exhibit significant volatility.\n\nIntegrate your findings into a formal economic report–style narrative and include clear visual charts, for example:\n\n“During the period of xxx, we observe that...”\n\n“The data indicate that the institution exhibits...”\n\nThe report must include:\n\nA summary of trends\n\nCharacteristics of special years\n\nInferred economic behavior patterns\n\nThe report should be no more than 300 words.", "source_files": ["6_src_0.xlsx"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/6/6_src_0.xlsx"], "reference_outputs": {"files": ["6_ref_0.xlsx"], "text": "Figure 1.4 shows that, for low- and middle-income countries over 1971–2023, new World Bank lending (IBRD and IDA, including IDA grants) tends to rise as a share of GNI when GNI growth declines. During major downturns – such as the 2008–09 financial crisis and the COVID-19 pandemic – the ratio of IBRD and IDA lending (and IDA grants) to GNI increases noticeably even as economic growth turns sharply negative. This pattern, which recurs around several episodes of weak growth and external shocks, indicates that World Bank lending has played a countercyclical and stabilizing role, expanding in periods of stress to help cushion dramatic drops in economic activity in eligible low- and middle-income economies."}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/6/6_ref_0.xlsx"], "task_type": "Calculation, Summary / Visualization", "business_type": "Report", "task_constraints": ""}
 
1
  {"id": "0", "instruction_en": "Complete the validation and indicator calculations as follows: on the Balance Sheet, add a control to ensure TOTAL ASSETS equals TOTAL LIABILITIES AND EQUITY; on the Income Statement (Revenue & Expenses), add an Equity Roll Forward Test to reconcile equity movement and highlight any differences.", "source_files": ["0_src_0.xlsx"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/0/0_src_0.xlsx"], "reference_outputs": {"files": ["0_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/0/0_ref_0.xlsx"], "task_type": "Validation / Review, Calculation, Structuring / Formatting", "business_type": "Report", "task_constraints": "You will be given an Excel file as input. Please perform all required operations by modifying the existing workbook. You may add new sheets if necessary, but you must preserve all original sheets and their contents. Do not replace the workbook with a new file that contains only the results. Return the full updated workbook, including all original sheets plus any newly added sheets."}
2
  {"id": "1", "instruction_en": "Compute the “sum of A” and “sum of B” in the last rows of the Income sheet for each Financial Indicator Component, using data from all sheets in the workbook.", "source_files": ["1_src_0.xlsx"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/1/1_src_0.xlsx"], "reference_outputs": {"files": ["1_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/1/1_ref_0.xlsx"], "task_type": "Calculation, Cross-sheet/file Retrieval", "business_type": "Report", "task_constraints": "You will be given an Excel file as input. Please perform all required operations by modifying the existing workbook. You may add new sheets if necessary, but you must preserve all original sheets and their contents. Do not replace the workbook with a new file that contains only the results. Return the full updated workbook, including all original sheets plus any newly added sheets."}
3
  {"id": "2", "instruction_en": "Correct the year header on the Five Year Review tab (set the first year to 2000) and bring that tab into alignment with the other worksheets by updating any figures that are inconsistent. ", "source_files": ["2_src_0.xlsx"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/2/2_src_0.xlsx"], "reference_outputs": {"files": ["2_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/2/2_ref_0.xlsx"], "task_type": "Validation / Review, Cross-sheet/file Retrieval", "business_type": "Report", "task_constraints": "You will be given an Excel file as input. Please perform all required operations by modifying the existing workbook. You may add new sheets if necessary, but you must preserve all original sheets and their contents. Do not replace the workbook with a new file that contains only the results. Return the full updated workbook, including all original sheets plus any newly added sheets."}
4
+ {"id": "3", "instruction_en": "Complete the missing data in the 'Five Year Review' worksheet of the first given xlsx file, ensuring the five-year figures across fund balances, operating revenues, and operating expenditures are fully populated and consistent with the rest of the financial statements. Leave blank if no reference is available for specific parts.", "source_files": ["3_src_0.xlsx", "3_src_1.xlsx"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/3/3_src_0.xlsx", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/3/3_src_1.xlsx"], "reference_outputs": {"files": ["3_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/3/3_ref_0.xlsx"], "task_type": "Cross-sheet/file Retrieval, Data Entry / Import, Calculation, Validation / Review", "business_type": "Report", "task_constraints": ""}
5
  {"id": "4", "instruction_en": "Using the images and the current workbook, please complete the missing entries on the ‘Five Year Review’ sheet. Populate the ‘FIVE YEARS IN REVIEW – FINANCIAL DATA’ lines so the five-year figures and totals are filled in and consistent with the rest of the file. Leave blank if no reference is available for specific parts.", "source_files": ["4_src_0.xlsx", "4_src_1.jpeg", "4_src_2.jpeg", "4_src_3.jpeg", "4_src_4.jpeg", "4_src_5.jpeg", "4_src_6.jpeg", "4_src_7.pdf", "4_src_8.pdf", "4_src_9.pdf", "4_src_10.pdf", "4_src_11.pdf", "4_src_12.pdf"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_0.xlsx", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_1.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_2.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_3.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_4.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_5.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_6.jpeg", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_7.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_8.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_9.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_10.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_11.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_12.pdf"], "reference_outputs": {"files": ["4_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_ref_0.xlsx"], "task_type": "Cross-sheet/file Retrieval, Data Entry / Import, Validation / Review, Calculation", "business_type": "Report", "task_constraints": ""}
6
  {"id": "5", "instruction_en": "Transcribe the content from the pdf/image into the Excel file.", "source_files": ["5_src_0.pdf", "5_src_1.jpeg"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/5/5_src_0.pdf", "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/5/5_src_1.jpeg"], "reference_outputs": {"files": ["5_ref_0.xlsx"], "text": ""}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/5/5_ref_0.xlsx"], "task_type": "Data Entry / Import, Structuring / Formatting", "business_type": "Investment: Credit", "task_constraints": ""}
7
  {"id": "6", "instruction_en": "Please write a structured economic analysis report based on the table data I provide.\nRequirements:\n\nBase the analysis only on the table content; do not introduce external knowledge.\n\nIdentify trends, changes, turning points, and fluctuation patterns during crisis periods in the data.\n\nAnalyze relationships between different indicators, such as the connection between time periods and specific indicator changes, or whether certain event years exhibit significant volatility.\n\nIntegrate your findings into a formal economic report–style narrative and include clear visual charts, for example:\n\n“During the period of xxx, we observe that...”\n\n“The data indicate that the institution exhibits...”\n\nThe report must include:\n\nA summary of trends\n\nCharacteristics of special years\n\nInferred economic behavior patterns\n\nThe report should be no more than 300 words.", "source_files": ["6_src_0.xlsx"], "source_files_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/6/6_src_0.xlsx"], "reference_outputs": {"files": ["6_ref_0.xlsx"], "text": "Figure 1.4 shows that, for low- and middle-income countries over 1971–2023, new World Bank lending (IBRD and IDA, including IDA grants) tends to rise as a share of GNI when GNI growth declines. During major downturns – such as the 2008–09 financial crisis and the COVID-19 pandemic – the ratio of IBRD and IDA lending (and IDA grants) to GNI increases noticeably even as economic growth turns sharply negative. This pattern, which recurs around several episodes of weak growth and external shocks, indicates that World Bank lending has played a countercyclical and stabilizing role, expanding in periods of stress to help cushion dramatic drops in economic activity in eligible low- and middle-income economies."}, "reference_file_urls": ["https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/6/6_ref_0.xlsx"], "task_type": "Calculation, Summary / Visualization", "business_type": "Report", "task_constraints": ""}