BID · Console
Baseline · Intelligence · Decision

Compare technology and communications spending efficiency for JPMorgan Chase and Bank of America for FY-2024

failed demo-tech-comms-spending-efficiency-jpm-bac-2024 7.6s 0 LLM calls 0 in / 0 out ~$0

JobRequest (constructed by intake)

Question
Compare technology and communications spending efficiency for JPMorgan Chase and Bank of America for FY-2024
analysisId
demo-tech-comms-spending-efficiency-jpm-bac-2024
Period
FY-2024
Sources
sec-edgar

Entities

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

Target metrics (source concepts)

  • tech_comms_spending_efficiency percent
    Technology and communications expense as a ratio of operating revenue, measuring the proportion of revenue spent on technology and communications infrastructure.

Pipeline

baseline source-extraction fail
  • Std 2 validate-input validated request: 2 entity(ies), 1 metric(s), period=FY-2024, sources=[sec-edgar]
  • Std 5 retrieve delegating retrieval to LLM (claude-haiku-4-5) with 10 SEC tool(s) available: [sec_edgar_companies, sec_financials, sec_submissions, sec_filing_document, sec_filing_index, sec_filing_sections, sec_full_text_search, sec_company_concept, sec_xbrl_frames, sec_insider_form4]
  • Std 3 parse-and-extract starting tool-use extraction over 2 entity(ies) × 1 metric(s)
  • Std 5 tool-call sec_edgar_companies(searchTerms="JPMorgan Chase, JPM, Bank of America, BAC") → 10 match(es): JPM, BAC, BTI, FANG, LMB, ABX
  • Std 5 tool-call sec_financials(cik="0000019617") → JPMORGAN CHASE & CO — 935 concept(s) across [dei, invest, srt, us-gaap, ffd, ecd]
  • Std 5 tool-call sec_financials(cik="0000070858") → BANK OF AMERICA CORP /DE/ — 899 concept(s) across [dei, invest, us-gaap, ffd]
baseline normalization idle
  • (no trace; never reached)
baseline resolution idle
  • (no trace; never reached)
intelligence analytical-table idle
  • (no trace; never reached)
intelligence performance-metrics idle
  • (no trace; never reached)
intelligence comparisons-synthesis idle
  • (no trace; never reached)
intelligence insight-synthesis idle
  • (no trace; never reached)

Run failed

Agent
baseline.source-extraction
Category
unrecoverable-extraction
Reason
400 {"type":"error","error":{"type":"invalid_request_error","message":"prompt is too long: 216620 tokens > 200000 maximum"},"request_id":"req_011CbNXKGwGSwC3hAGoCbQwn"}

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

(11,430 chars)
{
  "analysisId": "demo-tech-comms-spending-efficiency-jpm-bac-2024",
  "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\":\"prompt is too long: 216620 tokens > 200000 maximum\"},\"request_id\":\"req_011CbNXKGwGSwC3hAGoCbQwn\"}",
    "context": {
      "llmFailure": {
        "category": "sdk-error",
        "reason": "400 {\"type\":\"error\",\"error\":{\"type\":\"invalid_request_error\",\"message\":\"prompt is too long: 216620 tokens > 200000 maximum\"},\"request_id\":\"req_011CbNXKGwGSwC3hAGoCbQwn\"}"
      },
      "input": {
        "analysisId": "demo-tech-comms-spending-efficiency-jpm-bac-2024",
        "question": "Compare technology and communications spending efficiency for JPMorgan Chase and Bank of America for FY-2024",
        "entities": [
          {
            "id": "JPMorgan Chase & Co.",
            "aliases": [
              "JPM",
              "JPMorgan Chase"
            ]
          },
          {
            "id": "Bank of America Corporation",
            "aliases": [
              "BAC",
              "Bank of America"
            ]
          }
        ],
        "targetMetrics": [
          {
            "key": "tech_comms_spending_efficiency",
            "definition": "Technology and communications expense as a ratio of operating revenue, measuring the proportion of revenue spent on technology and communications infrastructure.",
            "unit": "percent"
          }
        ],
        "sources": [
          "sec-edgar"
        ],
        "period": "FY-2024"
      }
    },
    "lineage": {
      "sourceUrl": null,
      "capturedAt": "2026-05-25T02:47:36.292Z",
      "effectiveAs": null,
      "agentVersion": "1.0.0",
      "upstream": []
    },
    "attempts": 0,
    "recursionDepth": 0,
    "occurredAt": "2026-05-25T02:47:36.292Z"
  },
  "escalations": [
    {
      "agent": "baseline.source-extraction",
      "reason": "critical-validation-failure",
      "failureContext": "400 {\"type\":\"error\",\"error\":{\"type\":\"invalid_request_error\",\"message\":\"prompt is too long: 216620 tokens > 200000 maximum\"},\"request_id\":\"req_011CbNXKGwGSwC3hAGoCbQwn\"}",
      "lineage": {
        "sourceUrl": null,
        "capturedAt": "2026-05-25T02:47:36.292Z",
        "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": "2026-05-25T02:47:36.292Z"
    }
  ],
  "repositorySnapshot": {
    "records": [],
    "exceptions": [],
    "learnedRules": [],
    "overrides": [],
    "escalations": [
      {
        "agent": "baseline.source-extraction",
        "reason": "critical-validation-failure",
        "failureContext": "400 {\"type\":\"error\",\"error\":{\"type\":\"invalid_request_error\",\"message\":\"prompt is too long: 216620 tokens > 200000 maximum\"},\"request_id\":\"req_011CbNXKGwGSwC3hAGoCbQwn\"}",
        "lineage": {
          "sourceUrl": null,
          "capturedAt": "2026-05-25T02:47:36.292Z",
          "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": "2026-05-25T02:47:36.292Z"
      }
    ],
    "failures": [
      {
        "at": "2026-05-25T02:47:36.292Z",
        "failure": {
          "agent": "baseline.source-extraction",
          "agentVersion": "1.0.0",
          "category": "unrecoverable-extraction",
          "reason": "400 {\"type\":\"error\",\"error\":{\"type\":\"invalid_request_error\",\"message\":\"prompt is too long: 216620 tokens > 200000 maximum\"},\"request_id\":\"req_011CbNXKGwGSwC3hAGoCbQwn\"}",
          "context": {
            "llmFailure": {
              "category": "sdk-error",
              "reason": "400 {\"type\":\"error\",\"error\":{\"type\":\"invalid_request_error\",\"message\":\"prompt is too long: 216620 tokens > 200000 maximum\"},\"request_id\":\"req_011CbNXKGwGSwC3hAGoCbQwn\"}"
            },
            "input": {
              "analysisId": "demo-tech-comms-spending-efficiency-jpm-bac-2024",
              "question": "Compare technology and communications spending efficiency for JPMorgan Chase and Bank of America for FY-2024",
              "entities": [
                {
                  "id": "JPMorgan Chase & Co.",
                  "aliases": [
                    "JPM",
                    "JPMorgan Chase"
                  ]
                },
                {
                  "id": "Bank of America Corporation",
                  "aliases": [
                    "BAC",
                    "Bank of America"
                  ]
                }
              ],
              "targetMetrics": [
                {
                  "key": "tech_comms_spending_efficiency",
                  "definition": "Technology and communications expense as a ratio of operating revenue, measuring the proportion of revenue spent on technology and communications infrastructure.",
                  "unit": "percent"
                }
              ],
              "sources": [
                "sec-edgar"
              ],
              "period": "FY-2024"
            }
          },
          "lineage": {
            "sourceUrl": null,
            "capturedAt": "2026-05-25T02:47:36.292Z",
            "effectiveAs": null,
            "agentVersion": "1.0.0",
            "upstream": []
          },
          "attempts": 0,
          "recursionDepth": 0,
          "occurredAt": "2026-05-25T02:47:36.292Z"
        }
      }
    ]
  },
  "trace": [
    {
      "agent": "baseline.source-extraction",
      "standard": 2,
      "step": "validate-input",
      "detail": "validated request: 2 entity(ies), 1 metric(s), period=FY-2024, sources=[sec-edgar]",
      "at": "2026-05-25T02:47:28.706Z"
    },
    {
      "agent": "baseline.source-extraction",
      "standard": 5,
      "step": "retrieve",
      "detail": "delegating retrieval to LLM (claude-haiku-4-5) with 10 SEC tool(s) available: [sec_edgar_companies, sec_financials, sec_submissions, sec_filing_document, sec_filing_index, sec_filing_sections, sec_full_text_search, sec_company_concept, sec_xbrl_frames, sec_insider_form4]",
      "at": "2026-05-25T02:47:28.706Z"
    },
    {
      "agent": "baseline.source-extraction",
      "standard": 3,
      "step": "parse-and-extract",
      "detail": "starting tool-use extraction over 2 entity(ies) × 1 metric(s)",
      "at": "2026-05-25T02:47:28.706Z"
    },
    {
      "agent": "baseline.source-extraction",
      "standard": 5,
      "step": "tool-call",
      "detail": "sec_edgar_companies(searchTerms=\"JPMorgan Chase, JPM, Bank of America, BAC\") → 10 match(es): JPM, BAC, BTI, FANG, LMB, ABX",
      "at": "2026-05-25T02:47:30.626Z"
    },
    {
      "agent": "baseline.source-extraction",
      "standard": 5,
      "step": "tool-call",
      "detail": "sec_financials(cik=\"0000019617\") → JPMORGAN CHASE & CO — 935 concept(s) across [dei, invest, srt, us-gaap, ffd, ecd]",
      "at": "2026-05-25T02:47:34.664Z"
    },
    {
      "agent": "baseline.source-extraction",
      "standard": 5,
      "step": "tool-call",
      "detail": "sec_financials(cik=\"0000070858\") → BANK OF AMERICA CORP /DE/ — 899 concept(s) across [dei, invest, us-gaap, ffd]",
      "at": "2026-05-25T02:47:35.116Z"
    }
  ],
  "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"
    },
    {
      "kind": "agent",
      "pillar": "intelligence",
      "agent": "analytical-table"
    },
    {
      "kind": "agent",
      "pillar": "intelligence",
      "agent": "performance-metrics"
    },
    {
      "kind": "agent",
      "pillar": "intelligence",
      "agent": "comparisons-synthesis"
    },
    {
      "kind": "agent",
      "pillar": "intelligence",
      "agent": "insight-synthesis"
    }
  ],
  "jobRequest": {
    "analysisId": "demo-tech-comms-spending-efficiency-jpm-bac-2024",
    "question": "Compare technology and communications spending efficiency for JPMorgan Chase and Bank of America for FY-2024",
    "entities": [
      {
        "id": "JPMorgan Chase & Co.",
        "aliases": [
          "JPM",
          "JPMorgan Chase"
        ]
      },
      {
        "id": "Bank of America Corporation",
        "aliases": [
          "BAC",
          "Bank of America"
        ]
      }
    ],
    "targetMetrics": [
      {
        "key": "tech_comms_spending_efficiency",
        "definition": "Technology and communications expense as a ratio of operating revenue, measuring the proportion of revenue spent on technology and communications infrastructure.",
        "unit": "percent"
      }
    ],
    "sources": [
      "sec-edgar"
    ],
    "period": "FY-2024"
  },
  "elapsedMs": 7588
}