论文标题
为了在财务报告中自动化数值一致性检查
Towards automating Numerical Consistency Checks in Financial Reports
论文作者
论文摘要
我们介绍了KPI-Check，这是一个新型的系统，该系统自动识别和交叉检查语义上等效的关键性能指标（KPIS），例如现实世界中德国财务报告中的“收入”或“总成本”。它将财务名称的实体和关系提取模块与基于BERT的过滤和文本对分类组件相结合，以从非结构化句子中提取KPI，然后将其链接到资产负债表和利润和损失声明中的同义词。该工具在持有测试集中实现了73.00美元的Micro F $ _1 $ $ 73.00 $ _1 $的高匹配性能，目前正在全球运营的主要审计公司部署，以协助财务报表的审计程序。
We introduce KPI-Check, a novel system that automatically identifies and cross-checks semantically equivalent key performance indicators (KPIs), e.g. "revenue" or "total costs", in real-world German financial reports. It combines a financial named entity and relation extraction module with a BERT-based filtering and text pair classification component to extract KPIs from unstructured sentences before linking them to synonymous occurrences in the balance sheet and profit & loss statement. The tool achieves a high matching performance of $73.00$% micro F$_1$ on a hold out test set and is currently being deployed for a globally operating major auditing firm to assist the auditing procedure of financial statements.
