Research Report Summarisation and Data Extraction

• Head of Research
• Equity or Credit Analyst
• Fund Manager
• Research Data Lead

During results season, a buy-side team receives broker updates, exchange filings, investor presentations and earnings call transcripts for every company it covers, often within the same few days. Analysts need the numbers and the changes, such as revised estimates, new guidance and rating moves, not another stack of PDFs.

We build a research extraction pipeline for your internal research process. It collects broker reports from your research inbox and filings from the exchanges, parses text and tables, and extracts ratings, target prices, estimates, key financials and management guidance into a structured table per company and broker. Each extracted value is checked against the source table, and each summary statement cites its page. The pipeline compares every report with the previous one from the same source and raises alerts on revisions. Analysts can query the archive and get cited answers, with access respecting research licences and restricted groups. Investment views remain with your analysts.

• Collects broker reports from the research inbox, and results filings, transcripts and presentations from exchange and company sources
• Extracts ratings, target prices, forward estimates and key financial tables into a structured dataset
• Writes short summaries in which every statement cites its page
• Compares each report with the previous one from the same broker and flags revisions
• Answers analyst questions across the archive with citations, or says the answer was not found
• Applies entitlement-aware access for licensed research and restricted document groups

1. 01Collect reports and filingsBroker research, filings, transcripts and presentations are gathered and tagged by company, source and date.
2. 02Parse text and tablesDocuments are parsed with layout preserved, including tables and chart labels.
3. 03Extract and compareRatings, targets, estimates and guidance are extracted and compared with the previous report from the same source.
4. 04Validate numbers and citationsEach value is checked against its source cell; uncertain values and citations go to the research data team.
5. 05Summarise and alertCited summaries and revision alerts are published to the research database and analyst channels.
6. 06Query the archiveAnalysts ask questions across the corpus and get answers with page references.

1. Collection
   • Research inbox connector
   • Exchange filings and transcript feeds
   • Company, source and date tagging
2. Parsing
   • Layout-aware PDF parser
   • Table and chart label extraction
3. Extraction and comparison
   • LLM extractor for ratings, targets and estimates
   • Previous-report comparison
   • Number-to-source validation
4. Knowledge access
   • Entitlement-aware search index
   • Cited question answering
5. Delivery
   • Research database or Excel export
   • Revision alerts to Teams or Slack
   • Data team review queue

Analysts review flagged extractions and own every investment view and model change. Summaries and tables are internal working material and are never sent to clients as recommendations.

• Research mailbox on Microsoft 365 or Google Workspace
• Exchange filings and announcements feeds
• Research management system or CRM
• Excel models and data warehouse
• Microsoft Teams or Slack for alerts

• Every number must match a source table cell or it is flagged
• Every summary statement carries a page citation
• No buy, sell or hold views generated by the system
• Access follows research licences and restricted-group rules
• Restricted documents isolated from general search

• Outputs are internal research aids; any research distributed to clients must go through your SEBI Research Analyst process and disclosures.
• Access controls respect broker research licensing and internal information barriers.

• Capital Markets & Wealth Management

  ESG and BRSR Report Data Extraction

  Extract BRSR and sustainability report indicators into a cited, unit-normalised dataset, compare years and flag gaps, inconsistencies and assurance status for ESG analysts.

• Capital Markets & Wealth Management

  Data-Leakage Testing for Internal Research Copilots

  Test internal research and RM copilots for leakage across information barriers, research entitlements and client data, including prompt injection through ingested documents.

• Capital Markets & Wealth Management

  Private Markets Fund Document Extraction

  Read capital calls, distribution notices, capital account statements and LPAs from many GPs into structured records, with roll-forward checks and wire-instruction change alerts.

• Accounting, Audit & Consulting

  Financial Statement Spreading

  Read audited financials, notes and schedules in Schedule III, Ind AS or IFRS layouts and map every line into your spreading template or CMA format, each figure traced to its page.