@inproceedings{ju-etal-2023-compare,
    title = "A Compare-and-contrast Multistage Pipeline for Uncovering Financial Signals in Financial Reports",
    author = "Ju, Jia-Huei  and
      Huang, Yu-Shiang  and
      Lin, Cheng-Wei  and
      Lin, Che  and
      Wang, Chuan-Ju",
    editor = "Rogers, Anna  and
      Boyd-Graber, Jordan  and
      Okazaki, Naoaki",
    booktitle = "Proceedings of the 61st Annual Meeting of the Association for Computational Linguistics (Volume 1: Long Papers)",
    month = jul,
    year = "2023",
    address = "Toronto, Canada",
    publisher = "Association for Computational Linguistics",
    url = "https://aclanthology.org/2023.acl-long.800",
    doi = "10.18653/v1/2023.acl-long.800",
    pages = "14307--14321",
    abstract = "In this paper, we address the challenge of discovering financial signals in narrative financial reports. As these documents are often lengthy and tend to blend routine information with new information, it is challenging for professionals to discern critical financial signals. To this end, we leverage the inherent nature of the year-to-year structure of reports to define a novel signal-highlighting task; more importantly, we propose a compare-and-contrast multistage pipeline that recognizes different relationships between the reports and locates relevant rationales for these relationships. We also create and publicly release a human-annotated dataset for our task. Our experiments on the dataset validate the effectiveness of our pipeline, and we provide detailed analyses and ablation studies to support our findings.",
}

In this paper, we address the challenge of discovering financial signals in narrative financial reports. As these documents are often lengthy and tend to blend routine information with new information, it is challenging for professionals to discern critical financial signals. To this end, we leverage the inherent nature of the year-to-year structure of reports to define a novel signal-highlighting task; more importantly, we propose a compare-and-contrast multistage pipeline that recognizes different relationships between the reports and locates relevant rationales for these relationships. We also create and publicly release a human-annotated dataset for our task. Our experiments on the dataset validate the effectiveness of our pipeline, and we provide detailed analyses and ablation studies to support our findings.
Ju, Jia-Huei Huang, Yu-Shiang Lin, Cheng-Wei Lin, Che Wang, Chuan-Ju
A Compare-and-contrast Multistage Pipeline for Uncovering Financial Signals in Financial Reports