BID · Console
Baseline · Intelligence · Decision

Find CIK numbers and ticker symbols for JPMorgan Chase, Bank of America, Goldman Sachs, Morgan Stanley, Wells Fargo, and Citigroup using SEC EDGAR. Then fetch their FY2024 revenues and operating expenses.

failed demo-sec-banks-001 188ms 0 LLM calls 0 in / 0 out ~$0

JobRequest (constructed by intake)

Question
Find CIK numbers and ticker symbols for JPMorgan Chase, Bank of America, Goldman Sachs, Morgan Stanley, Wells Fargo, and Citigroup using SEC EDGAR. Then fetch their FY2024 revenues and operating expenses.
analysisId
demo-sec-banks-001
Period
FY-2024
Sources
sec-edgar

Entities

  • JPMorgan Chase (JPM, JPMorgan Chase & Co.)
  • Bank of America (BAC, Bank of America Corp, Bank of America Corporation)
  • Goldman Sachs (GS, Goldman Sachs Group, The Goldman Sachs Group, Inc.)
  • Morgan Stanley (MS, Morgan Stanley & Co.)
  • Wells Fargo (WFC, Wells Fargo & Company)
  • Citigroup (C, Citigroup Inc.)

Target metrics (source concepts)

  • revenue USD
    Total revenue from operations for the fiscal year. For banks, this is typically Revenues, RevenuesNetOfInterestExpense, or the sum of interest income (net of interest expense) and noninterest income, depending on the bank's XBRL reporting choice.
  • operating_expenses USD
    Total operating expenses for the fiscal year. For banks this is typically NoninterestExpense or OperatingExpenses.

Pipeline

baseline source-extraction fail
  • Std 2 validate-input validated request: 6 entity(ies), 2 metric(s), period=FY-2024, sources=[sec-edgar]
  • Std 5 retrieve delegating retrieval to LLM (claude-sonnet-4-5) with 4 SEC tools available
  • Std 3 parse-and-extract starting tool-use extraction over 6 entity(ies) × 2 metric(s)
baseline normalization idle
  • (no trace; never reached)
baseline resolution idle
  • (no trace; never reached)

Run failed

Agent
baseline.source-extraction
Category
unrecoverable-extraction
Reason
400 {"type":"error","error":{"type":"invalid_request_error","message":"Your credit balance is too low to access the Anthropic API. Please go to Plans & Billing to upgrade or purchase credits."},"request_id":"req_011CbJFRm1m4Ac63E6fXzMNM"}

Anthropic usage (Haiku 4.5 list pricing)

AgentModelCallsIn tokOut tok~Cost
No LLM calls in this run.
TOTAL 0 0 0 $0

Full audit JSON

(15,858 chars)
{
  "analysisId": "demo-sec-banks-001",
  "ok": false,
  "finalHandoff": null,
  "failure": {
    "agent": "baseline.source-extraction",
    "agentVersion": "1.0.0",
    "category": "unrecoverable-extraction",
    "reason": "400 {\"type\":\"error\",\"error\":{\"type\":\"invalid_request_error\",\"message\":\"Your credit balance is too low to access the Anthropic API. Please go to Plans & Billing to upgrade or purchase credits.\"},\"request_id\":\"req_011CbJFRm1m4Ac63E6fXzMNM\"}",
    "context": {
      "llmFailure": {
        "category": "sdk-error",
        "reason": "400 {\"type\":\"error\",\"error\":{\"type\":\"invalid_request_error\",\"message\":\"Your credit balance is too low to access the Anthropic API. Please go to Plans & Billing to upgrade or purchase credits.\"},\"request_id\":\"req_011CbJFRm1m4Ac63E6fXzMNM\"}"
      },
      "input": {
        "analysisId": "demo-sec-banks-001",
        "question": "Find CIK numbers and ticker symbols for JPMorgan Chase, Bank of America, Goldman Sachs, Morgan Stanley, Wells Fargo, and Citigroup using SEC EDGAR. Then fetch their FY2024 revenues and operating expenses.",
        "entities": [
          {
            "id": "JPMorgan Chase",
            "aliases": [
              "JPM",
              "JPMorgan Chase & Co."
            ]
          },
          {
            "id": "Bank of America",
            "aliases": [
              "BAC",
              "Bank of America Corp",
              "Bank of America Corporation"
            ]
          },
          {
            "id": "Goldman Sachs",
            "aliases": [
              "GS",
              "Goldman Sachs Group",
              "The Goldman Sachs Group, Inc."
            ]
          },
          {
            "id": "Morgan Stanley",
            "aliases": [
              "MS",
              "Morgan Stanley & Co."
            ]
          },
          {
            "id": "Wells Fargo",
            "aliases": [
              "WFC",
              "Wells Fargo & Company"
            ]
          },
          {
            "id": "Citigroup",
            "aliases": [
              "C",
              "Citigroup Inc."
            ]
          }
        ],
        "targetMetrics": [
          {
            "key": "revenue",
            "definition": "Total revenue from operations for the fiscal year. For banks, this is typically Revenues, RevenuesNetOfInterestExpense, or the sum of interest income (net of interest expense) and noninterest income, depending on the bank's XBRL reporting choice.",
            "unit": "USD"
          },
          {
            "key": "operating_expenses",
            "definition": "Total operating expenses for the fiscal year. For banks this is typically NoninterestExpense or OperatingExpenses.",
            "unit": "USD"
          }
        ],
        "sources": [
          "sec-edgar"
        ],
        "period": "FY-2024",
        "seedMappings": [
          {
            "sourceLabel": "Revenues",
            "targetKey": "revenue"
          },
          {
            "sourceLabel": "RevenuesNetOfInterestExpense",
            "targetKey": "revenue"
          },
          {
            "sourceLabel": "InterestAndDividendIncomeOperating",
            "targetKey": "revenue"
          },
          {
            "sourceLabel": "OperatingExpenses",
            "targetKey": "operating_expenses"
          },
          {
            "sourceLabel": "NoninterestExpense",
            "targetKey": "operating_expenses"
          },
          {
            "sourceLabel": "CostsAndExpenses",
            "targetKey": "operating_expenses"
          }
        ]
      }
    },
    "lineage": {
      "sourceUrl": null,
      "capturedAt": "2026-05-22T20:36:52.313Z",
      "effectiveAs": null,
      "agentVersion": "1.0.0",
      "upstream": []
    },
    "attempts": 0,
    "recursionDepth": 0,
    "occurredAt": "2026-05-22T20:36:52.313Z"
  },
  "escalations": [
    {
      "agent": "baseline.source-extraction",
      "reason": "critical-validation-failure",
      "failureContext": "400 {\"type\":\"error\",\"error\":{\"type\":\"invalid_request_error\",\"message\":\"Your credit balance is too low to access the Anthropic API. Please go to Plans & Billing to upgrade or purchase credits.\"},\"request_id\":\"req_011CbJFRm1m4Ac63E6fXzMNM\"}",
      "lineage": {
        "sourceUrl": null,
        "capturedAt": "2026-05-22T20:36:52.313Z",
        "effectiveAs": null,
        "agentVersion": "1.0.0",
        "upstream": []
      },
      "validation": {
        "status": "review",
        "confidence": {
          "value": 0,
          "tier": "low",
          "rationale": "LLM unavailable or invalid response"
        },
        "checks": [
          {
            "name": "llm-available",
            "passed": false
          }
        ]
      },
      "recommendedReviewer": "data-steward",
      "raisedAt": "2026-05-22T20:36:52.313Z"
    }
  ],
  "repositorySnapshot": {
    "records": [],
    "exceptions": [],
    "learnedRules": [],
    "overrides": [],
    "escalations": [
      {
        "agent": "baseline.source-extraction",
        "reason": "critical-validation-failure",
        "failureContext": "400 {\"type\":\"error\",\"error\":{\"type\":\"invalid_request_error\",\"message\":\"Your credit balance is too low to access the Anthropic API. Please go to Plans & Billing to upgrade or purchase credits.\"},\"request_id\":\"req_011CbJFRm1m4Ac63E6fXzMNM\"}",
        "lineage": {
          "sourceUrl": null,
          "capturedAt": "2026-05-22T20:36:52.313Z",
          "effectiveAs": null,
          "agentVersion": "1.0.0",
          "upstream": []
        },
        "validation": {
          "status": "review",
          "confidence": {
            "value": 0,
            "tier": "low",
            "rationale": "LLM unavailable or invalid response"
          },
          "checks": [
            {
              "name": "llm-available",
              "passed": false
            }
          ]
        },
        "recommendedReviewer": "data-steward",
        "raisedAt": "2026-05-22T20:36:52.313Z"
      }
    ],
    "failures": [
      {
        "at": "2026-05-22T20:36:52.313Z",
        "failure": {
          "agent": "baseline.source-extraction",
          "agentVersion": "1.0.0",
          "category": "unrecoverable-extraction",
          "reason": "400 {\"type\":\"error\",\"error\":{\"type\":\"invalid_request_error\",\"message\":\"Your credit balance is too low to access the Anthropic API. Please go to Plans & Billing to upgrade or purchase credits.\"},\"request_id\":\"req_011CbJFRm1m4Ac63E6fXzMNM\"}",
          "context": {
            "llmFailure": {
              "category": "sdk-error",
              "reason": "400 {\"type\":\"error\",\"error\":{\"type\":\"invalid_request_error\",\"message\":\"Your credit balance is too low to access the Anthropic API. Please go to Plans & Billing to upgrade or purchase credits.\"},\"request_id\":\"req_011CbJFRm1m4Ac63E6fXzMNM\"}"
            },
            "input": {
              "analysisId": "demo-sec-banks-001",
              "question": "Find CIK numbers and ticker symbols for JPMorgan Chase, Bank of America, Goldman Sachs, Morgan Stanley, Wells Fargo, and Citigroup using SEC EDGAR. Then fetch their FY2024 revenues and operating expenses.",
              "entities": [
                {
                  "id": "JPMorgan Chase",
                  "aliases": [
                    "JPM",
                    "JPMorgan Chase & Co."
                  ]
                },
                {
                  "id": "Bank of America",
                  "aliases": [
                    "BAC",
                    "Bank of America Corp",
                    "Bank of America Corporation"
                  ]
                },
                {
                  "id": "Goldman Sachs",
                  "aliases": [
                    "GS",
                    "Goldman Sachs Group",
                    "The Goldman Sachs Group, Inc."
                  ]
                },
                {
                  "id": "Morgan Stanley",
                  "aliases": [
                    "MS",
                    "Morgan Stanley & Co."
                  ]
                },
                {
                  "id": "Wells Fargo",
                  "aliases": [
                    "WFC",
                    "Wells Fargo & Company"
                  ]
                },
                {
                  "id": "Citigroup",
                  "aliases": [
                    "C",
                    "Citigroup Inc."
                  ]
                }
              ],
              "targetMetrics": [
                {
                  "key": "revenue",
                  "definition": "Total revenue from operations for the fiscal year. For banks, this is typically Revenues, RevenuesNetOfInterestExpense, or the sum of interest income (net of interest expense) and noninterest income, depending on the bank's XBRL reporting choice.",
                  "unit": "USD"
                },
                {
                  "key": "operating_expenses",
                  "definition": "Total operating expenses for the fiscal year. For banks this is typically NoninterestExpense or OperatingExpenses.",
                  "unit": "USD"
                }
              ],
              "sources": [
                "sec-edgar"
              ],
              "period": "FY-2024",
              "seedMappings": [
                {
                  "sourceLabel": "Revenues",
                  "targetKey": "revenue"
                },
                {
                  "sourceLabel": "RevenuesNetOfInterestExpense",
                  "targetKey": "revenue"
                },
                {
                  "sourceLabel": "InterestAndDividendIncomeOperating",
                  "targetKey": "revenue"
                },
                {
                  "sourceLabel": "OperatingExpenses",
                  "targetKey": "operating_expenses"
                },
                {
                  "sourceLabel": "NoninterestExpense",
                  "targetKey": "operating_expenses"
                },
                {
                  "sourceLabel": "CostsAndExpenses",
                  "targetKey": "operating_expenses"
                }
              ]
            }
          },
          "lineage": {
            "sourceUrl": null,
            "capturedAt": "2026-05-22T20:36:52.313Z",
            "effectiveAs": null,
            "agentVersion": "1.0.0",
            "upstream": []
          },
          "attempts": 0,
          "recursionDepth": 0,
          "occurredAt": "2026-05-22T20:36:52.313Z"
        }
      }
    ]
  },
  "trace": [
    {
      "agent": "baseline.source-extraction",
      "standard": 2,
      "step": "validate-input",
      "detail": "validated request: 6 entity(ies), 2 metric(s), period=FY-2024, sources=[sec-edgar]",
      "at": "2026-05-22T20:36:52.128Z"
    },
    {
      "agent": "baseline.source-extraction",
      "standard": 5,
      "step": "retrieve",
      "detail": "delegating retrieval to LLM (claude-sonnet-4-5) with 4 SEC tools available",
      "at": "2026-05-22T20:36:52.128Z"
    },
    {
      "agent": "baseline.source-extraction",
      "standard": 3,
      "step": "parse-and-extract",
      "detail": "starting tool-use extraction over 6 entity(ies) × 2 metric(s)",
      "at": "2026-05-22T20:36:52.128Z"
    }
  ],
  "standards": [
    {
      "n": 1,
      "name": "Objective",
      "gist": "Single clear responsibility with explicit boundaries."
    },
    {
      "n": 2,
      "name": "Inputs",
      "gist": "Structured, machine-readable; lineage + confidence persist."
    },
    {
      "n": 3,
      "name": "Decision logic",
      "gist": "Explicit, deterministic where possible, every decision recorded."
    },
    {
      "n": 4,
      "name": "Rules & constraints",
      "gist": "Preserve raw, lineage, audit; no fabrication; approved tools only."
    },
    {
      "n": 5,
      "name": "Methods & tools",
      "gist": "Capability-based; approved + connected; lineage-preserving."
    },
    {
      "n": 6,
      "name": "Processing",
      "gist": "Modular, repeatable, replayable; numbered runbook."
    },
    {
      "n": 7,
      "name": "Validation & confidence",
      "gist": "Every output carries validation status + confidence tier."
    },
    {
      "n": 8,
      "name": "Conditional triggers",
      "gist": "Explicit exception categories; traceable, context-preserving."
    },
    {
      "n": 9,
      "name": "HITL escalation",
      "gist": "Defined thresholds; escalations carry full context."
    },
    {
      "n": 10,
      "name": "Repository write-back",
      "gist": "Agents declare; orchestrator persists."
    },
    {
      "n": 11,
      "name": "Handoff",
      "gist": "Standardized envelope; downstream never reconstructs context."
    },
    {
      "n": 12,
      "name": "Failure handling",
      "gist": "Fail safely; bounded retries + recursion; structured FailureObject."
    }
  ],
  "pipeline": [
    {
      "kind": "agent",
      "pillar": "baseline",
      "agent": "source-extraction"
    },
    {
      "kind": "agent",
      "pillar": "baseline",
      "agent": "normalization"
    },
    {
      "kind": "agent",
      "pillar": "baseline",
      "agent": "resolution"
    }
  ],
  "jobRequest": {
    "analysisId": "demo-sec-banks-001",
    "question": "Find CIK numbers and ticker symbols for JPMorgan Chase, Bank of America, Goldman Sachs, Morgan Stanley, Wells Fargo, and Citigroup using SEC EDGAR. Then fetch their FY2024 revenues and operating expenses.",
    "entities": [
      {
        "id": "JPMorgan Chase",
        "aliases": [
          "JPM",
          "JPMorgan Chase & Co."
        ]
      },
      {
        "id": "Bank of America",
        "aliases": [
          "BAC",
          "Bank of America Corp",
          "Bank of America Corporation"
        ]
      },
      {
        "id": "Goldman Sachs",
        "aliases": [
          "GS",
          "Goldman Sachs Group",
          "The Goldman Sachs Group, Inc."
        ]
      },
      {
        "id": "Morgan Stanley",
        "aliases": [
          "MS",
          "Morgan Stanley & Co."
        ]
      },
      {
        "id": "Wells Fargo",
        "aliases": [
          "WFC",
          "Wells Fargo & Company"
        ]
      },
      {
        "id": "Citigroup",
        "aliases": [
          "C",
          "Citigroup Inc."
        ]
      }
    ],
    "targetMetrics": [
      {
        "key": "revenue",
        "definition": "Total revenue from operations for the fiscal year. For banks, this is typically Revenues, RevenuesNetOfInterestExpense, or the sum of interest income (net of interest expense) and noninterest income, depending on the bank's XBRL reporting choice.",
        "unit": "USD"
      },
      {
        "key": "operating_expenses",
        "definition": "Total operating expenses for the fiscal year. For banks this is typically NoninterestExpense or OperatingExpenses.",
        "unit": "USD"
      }
    ],
    "sources": [
      "sec-edgar"
    ],
    "period": "FY-2024",
    "seedMappings": [
      {
        "sourceLabel": "Revenues",
        "targetKey": "revenue"
      },
      {
        "sourceLabel": "RevenuesNetOfInterestExpense",
        "targetKey": "revenue"
      },
      {
        "sourceLabel": "InterestAndDividendIncomeOperating",
        "targetKey": "revenue"
      },
      {
        "sourceLabel": "OperatingExpenses",
        "targetKey": "operating_expenses"
      },
      {
        "sourceLabel": "NoninterestExpense",
        "targetKey": "operating_expenses"
      },
      {
        "sourceLabel": "CostsAndExpenses",
        "targetKey": "operating_expenses"
      }
    ]
  },
  "elapsedMs": 188
}