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KPI-EDGAR: A Novel Dataset and Accompanying Metric for Relation Extraction from Financial Documents

17 Oct 2022arXiv:2210.09163archive 2025-07-28

Tobias Deußer, Syed Musharraf Ali, Lars Hillebrand, Desiana Nurchalifah, Basil Jacob, Christian Bauckhage, Rafet Sifa

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.

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tobideusser/kpi-edgar officialmentioned on GitHubpytorch report

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Tasks

BenchmarkingJoint Entity and Relation ExtractionNamed Entity RecognitionNamed Entity Recognition (NER)Relation ExtractionRetrievalnamed-entity-recognition

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KPI-EDGAR

Results from the paper archive 2025-07-28

TaskDatasetModelMetricValueRank at snapshotLeaderboardReport
Joint Entity and Relation Extraction KPI-EDGAR KPI-BERT Relation F1 43.76 #1 of 1 Archive leaderboard report

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