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Baseline · Intelligence · Decision

What is the most recent reported total revenue for JPMorgan Chase and Bank of America? Use SEC EDGAR.

failed demo-jpm-bac-revenue 181ms 0 LLM calls 0 in / 0 out ~$0

JobRequest (constructed by intake)

Question
What is the most recent reported total revenue for JPMorgan Chase and Bank of America? Use SEC EDGAR.
analysisId
demo-jpm-bac-revenue
Period
latest-annual
Sources
sec-edgar

Entities

  • JPMorgan Chase (JPM, JPMorgan Chase & Co)
  • Bank of America (BAC, Bank of America Corporation)

Target metrics (source concepts)

  • total_revenue USD
    Total revenue for the fiscal year, as reported in the most recent annual 10-K. For banks, this is typically the XBRL tag "Revenues" or "RevenuesNetOfInterestExpense" depending on the bank's reporting choice.

Pipeline

baseline source-extraction fail
  • Std 2 validate-input validated request: 2 entity(ies), 1 metric(s), period=latest-annual, 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 2 entity(ies) × 1 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_011CbKmGyeGVKsMpR681QmeV"}

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

(11,177 chars)
{
  "analysisId": "demo-jpm-bac-revenue",
  "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_011CbKmGyeGVKsMpR681QmeV\"}",
    "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_011CbKmGyeGVKsMpR681QmeV\"}"
      },
      "input": {
        "analysisId": "demo-jpm-bac-revenue",
        "question": "What is the most recent reported total revenue for JPMorgan Chase and Bank of America? Use SEC EDGAR.",
        "entities": [
          {
            "id": "JPMorgan Chase",
            "aliases": [
              "JPM",
              "JPMorgan Chase & Co"
            ]
          },
          {
            "id": "Bank of America",
            "aliases": [
              "BAC",
              "Bank of America Corporation"
            ]
          }
        ],
        "targetMetrics": [
          {
            "key": "total_revenue",
            "definition": "Total revenue for the fiscal year, as reported in the most recent annual 10-K. For banks, this is typically the XBRL tag \"Revenues\" or \"RevenuesNetOfInterestExpense\" depending on the bank's reporting choice.",
            "unit": "USD"
          }
        ],
        "sources": [
          "sec-edgar"
        ],
        "period": "latest-annual",
        "seedMappings": [
          {
            "sourceLabel": "Revenues",
            "targetKey": "total_revenue"
          },
          {
            "sourceLabel": "RevenuesNetOfInterestExpense",
            "targetKey": "total_revenue"
          }
        ]
      }
    },
    "lineage": {
      "sourceUrl": null,
      "capturedAt": "2026-05-23T15:48:53.463Z",
      "effectiveAs": null,
      "agentVersion": "1.0.0",
      "upstream": []
    },
    "attempts": 0,
    "recursionDepth": 0,
    "occurredAt": "2026-05-23T15:48:53.463Z"
  },
  "escalations": [
    {
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      "lineage": {
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        "effectiveAs": null,
        "agentVersion": "1.0.0",
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      },
      "validation": {
        "status": "review",
        "confidence": {
          "value": 0,
          "tier": "low",
          "rationale": "LLM unavailable or invalid response"
        },
        "checks": [
          {
            "name": "llm-available",
            "passed": false
          }
        ]
      },
      "recommendedReviewer": "data-steward",
      "raisedAt": "2026-05-23T15:48:53.463Z"
    }
  ],
  "repositorySnapshot": {
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    "escalations": [
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        "agent": "baseline.source-extraction",
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        "lineage": {
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        "recommendedReviewer": "data-steward",
        "raisedAt": "2026-05-23T15:48:53.463Z"
      }
    ],
    "failures": [
      {
        "at": "2026-05-23T15:48:53.463Z",
        "failure": {
          "agent": "baseline.source-extraction",
          "agentVersion": "1.0.0",
          "category": "unrecoverable-extraction",
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          "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_011CbKmGyeGVKsMpR681QmeV\"}"
            },
            "input": {
              "analysisId": "demo-jpm-bac-revenue",
              "question": "What is the most recent reported total revenue for JPMorgan Chase and Bank of America? Use SEC EDGAR.",
              "entities": [
                {
                  "id": "JPMorgan Chase",
                  "aliases": [
                    "JPM",
                    "JPMorgan Chase & Co"
                  ]
                },
                {
                  "id": "Bank of America",
                  "aliases": [
                    "BAC",
                    "Bank of America Corporation"
                  ]
                }
              ],
              "targetMetrics": [
                {
                  "key": "total_revenue",
                  "definition": "Total revenue for the fiscal year, as reported in the most recent annual 10-K. For banks, this is typically the XBRL tag \"Revenues\" or \"RevenuesNetOfInterestExpense\" depending on the bank's reporting choice.",
                  "unit": "USD"
                }
              ],
              "sources": [
                "sec-edgar"
              ],
              "period": "latest-annual",
              "seedMappings": [
                {
                  "sourceLabel": "Revenues",
                  "targetKey": "total_revenue"
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                {
                  "sourceLabel": "RevenuesNetOfInterestExpense",
                  "targetKey": "total_revenue"
                }
              ]
            }
          },
          "lineage": {
            "sourceUrl": null,
            "capturedAt": "2026-05-23T15:48:53.463Z",
            "effectiveAs": null,
            "agentVersion": "1.0.0",
            "upstream": []
          },
          "attempts": 0,
          "recursionDepth": 0,
          "occurredAt": "2026-05-23T15:48:53.463Z"
        }
      }
    ]
  },
  "trace": [
    {
      "agent": "baseline.source-extraction",
      "standard": 2,
      "step": "validate-input",
      "detail": "validated request: 2 entity(ies), 1 metric(s), period=latest-annual, sources=[sec-edgar]",
      "at": "2026-05-23T15:48:53.285Z"
    },
    {
      "agent": "baseline.source-extraction",
      "standard": 5,
      "step": "retrieve",
      "detail": "delegating retrieval to LLM (claude-sonnet-4-5) with 4 SEC tools available",
      "at": "2026-05-23T15:48:53.285Z"
    },
    {
      "agent": "baseline.source-extraction",
      "standard": 3,
      "step": "parse-and-extract",
      "detail": "starting tool-use extraction over 2 entity(ies) × 1 metric(s)",
      "at": "2026-05-23T15:48:53.285Z"
    }
  ],
  "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,
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    {
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    },
    {
      "n": 7,
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      "gist": "Every output carries validation status + confidence tier."
    },
    {
      "n": 8,
      "name": "Conditional triggers",
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    },
    {
      "n": 9,
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    },
    {
      "n": 10,
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      "gist": "Agents declare; orchestrator persists."
    },
    {
      "n": 11,
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    },
    {
      "n": 12,
      "name": "Failure handling",
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    }
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  "pipeline": [
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    {
      "kind": "agent",
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      "agent": "resolution"
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  ],
  "jobRequest": {
    "analysisId": "demo-jpm-bac-revenue",
    "question": "What is the most recent reported total revenue for JPMorgan Chase and Bank of America? Use SEC EDGAR.",
    "entities": [
      {
        "id": "JPMorgan Chase",
        "aliases": [
          "JPM",
          "JPMorgan Chase & Co"
        ]
      },
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        "aliases": [
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      }
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        "definition": "Total revenue for the fiscal year, as reported in the most recent annual 10-K. For banks, this is typically the XBRL tag \"Revenues\" or \"RevenuesNetOfInterestExpense\" depending on the bank's reporting choice.",
        "unit": "USD"
      }
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        "sourceLabel": "RevenuesNetOfInterestExpense",
        "targetKey": "total_revenue"
      }
    ]
  },
  "elapsedMs": 181
}