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[ "8571.docx" ]
docx
v1
Domain
We are looking at acquiring a company in 2025 that will support our main revenue product line at Leggett & Platt. We are also looking to divest from one of our divisions in 2025. This information is to be included in our upcoming earnings report. Consider the following assumptions:\n\nM&A Target - 12/31/2024\n*$400M re...
[ "Calculates the Current Ratio as of 12/31/2024 to be 2.0.", "States the takeaway that the Company is in a strong liquidity position where it can successful pay off its short term obligations.", "Calculates the Cash Ratio as of 12/31/2024 to be 0.4.", "States the takeaway that the Company is in a weaker liquid...
Finance
NA
Word
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[ "8573.docx", "8574.docx", "8575.docx", "8576.docx" ]
docx
v1
Domain
In preparation for the 3Q25 earnings call, the CEO of CSX is looking for some comparative analytics regarding utilization of their locomotive fleet versus peers. In particular, he is looking to know:\n 1. Using the company’s latest 2024 Annual Reports, approximately how many locomotives are available for CSX (use “frei...
[ "Identifies that CSX has 3,129 freight locomotives as of 12/31/24.", "States that for CSX, 67% of locomotives were in active service as of 12/31/24.", "Calculates the number of available CSX freight locomotives as 2,096.", "Identifies that NS has 3,101 Multipurpose locomotives as of 12/31/24.", "Calculates ...
Finance
NA
Word
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[ "8551.docx", "8552.docx", "8556.docx", "8557.docx" ]
docx
v1
Domain
The CFO of J&J wants a detailed summary of how the company is performing relative to its closest peer, Pfizer. The information will be used for an internal earnings deck, which provides critical information to prepare for the public earnings presentation. To accomplish this task, analyze and provide a summary of financ...
[ "Concludes that from 2023 to 2024, Pfizer's reported financial and operating results outperformed Johnson and Johnson (J&J).", "Provides a normalization bridge: clearly explains (at least directionally) how COVID swings and one-time items (e.g., Seagen acquisition, Paxlovid timing, 2023 write-offs) narrow the gap...
Finance
NA
Word
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[ "8558.docx" ]
docx
v1
Domain
Walmart is evaluating the acquisition of a regional grocery and pharmacy chain with about 80 stores. Analysts disagree on how to value the business and how to align its reporting with Walmart’s disclosures. The target disclosed revenues of ~$2.05B–$2.15B, so assume $2.1B as a base, growing at 6% annually. EBITDA margin...
[ "Identifies a 60% weight assigned to food retail comps.", "Identifies a 40% weight assigned to pharmacy comps.", "Calculates a weighted blended multiple of ~8.1x.", "Calculates Year 1 EBITDA of ~$178M.", "Calculates an implied EV from comps of approximately $1.4–$1.5B.", "Concludes the $1.3B purchase sits...
Finance
NA
Word
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[ "8697.docx" ]
docx
v1
Domain
An earnings call deck is being prepared for Gap Inc. (GPS) for FY2025. The CFO has requested that the materials include a peer evaluation to benchmark Gap’s performance against the broader retail apparel industry. The peer group under consideration includes Abercrombie & Fitch Co (ANF), Urban Outfitters (URBN), and Ame...
[ "Identifies year-over-year % growth in revenue for GPS as 1.3% ", "Identifies a 260 bps year-over-year improvement in gross margin % for GPS", "Identifies a 110 bps reduction in year-over-year operating expenses margin % for GPS", "Identifies year-over-year % growth in EBIT for GPS of 98.6% is the highest gro...
Finance
NA
Word
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[ "8590.docx", "8591.pptx" ]
docx,pptx
v1
Domain
The Garmin CFO needs to prep for the FY24 earnings call regarding the annual performance of Garmin. For the purpose of this analysis, use publicly available data. Round all numbers to two decimal places wherever necessary.\n\n1. Analyze the financial performance. State FY24 and FY23 net sales, the absolute and percenta...
[ "States FY24 Net Sales were $6,296.90M.", "States FY23 Net Sales were $5,228.25M.", "Calculates the absolute increase in Net Sales as $1,068.65M", "Calculates the percentage increase in Net Sales as +20.44%", "States FY24 Fitness Net Sales were $1,774.48M.", "States FY23 Fitness Net Sales were $1,344.63M....
Finance
NA
WP
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[ "8564.docx", "8565.pptx", "8566.docx", "8567.pptx" ]
docx,pptx
v1
Domain
Help me prepare for the Lineage, Inc. 1Q25 earnings deck. Produce a variance analysis that explains same-warehouse performance year-over-year (1Q25 vs 1Q24) and quantifies rate and volume effects on earnings. Reconcile 1Q25 and 1Q24 revenue, expenses, and NOI to Total Warehouse and consolidated Adj. EBITDA, and end wit...
[ "Identifies the 1Q25 vs. 1Q24 year-over-year dollar change for Same Warehouse Total Revenue was ($38) million", "Identifies the 1Q25 vs. 1Q24 year-over-year percentage change for Same Warehouse Total Revenue was (4.2%)", "Identifies the 1Q25 vs. 1Q24 year-over-year dollar change for Same Warehouse Rent & Storag...
Finance
NA
WP
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[ "8597.docx" ]
docx
v1
Domain
BlackRock has reported strong FY2024 results in its 10-K, with $18.0B in revenue, an operating margin of 43%, a net income of $7.5B, $9.8B in cash, $6.0B of debt, and a stated ROIC hurdle of 12% against an estimated WACC of 8%. The firm is evaluating the $12.0B acquisition of “Target Asset Manager,” a $2.0B revenue bus...
[ "Calculates the total weighted multiple as 12.4x.", "Calculates the target's Year 1 EBITDA as $700M.", "Calculates the Implied EV from comps as $8.68B.", "Concludes that compared to the $12B ask, comps suggest the target looks overpriced.", "Calculates Year 1 stand-alone NOPAT as $495M.", "Calculates Year...
Finance
NA
Word
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[ "8651.docx" ]
docx
v1
Domain
ABC Company is evaluating a potential acquisition of MRC Global Inc. (MRC). As part of the diligence process, the company is reviewing details regarding the financial risks and opportunities associated with the deal. Develop a financial model that can be used to test how certain assumptions affect valuation and expecte...
[ "States the baseline Revenue is $3.5B.", "States the baseline EBITDA is $300M.", "Calculates the baseline EBITDA margin is 8.6%.", "States the Corporate tax rate is 25%.", "States the WACC is 9%.", "States the terminal growth rate (g) is 2.5%.", "States the assumption for Net Working Capital is 1% of re...
Finance
NA
Word
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[ "8633.docx" ]
docx
v1
Domain
For Coca-Cola’s earnings call prep, the CFO requires a detailed analytical briefing that synthesizes both financial metrics and strategic implications.\n\nCore Financials (Quantitative): Extract consolidated FY2024 net operating revenues, operating income, and diluted EPS. Compare each against FY2023 in both absolute d...
[ "States FY2024 Net Operating Revenues were $47.1B.", "Calculates the percentage change in Net Operating Revenues as +2.9%.", "States FY2024 Operating Income was $10.0B.", "Calculates the percentage change in Operating Income as –11.2%.", "States FY2024 Diluted EPS was $2.46.", "Calculates the percentage c...
Finance
NA
Word
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[ "8640.docx", "8641.docx", "8642.docx", "8643.docx", "8644.docx" ]
docx
v1
Domain
Analyze the valuation and financial performance of Johnson & Johnson (JNJ) relative to its broader peer set, which includes the following competitors: Pfizer (PFE), Merck (MRK), Medtronic (MDT), and Procter & Gamble (PG). The time period under consideration is from FY 2023 to FY 2024. The output will consist of two mai...
[ "States JNJ's 2024 P/E multiple is 24.4x.", "States the peer average 2024 P/E multiple is 21.6x.", "Since JNJ's 2024 P/E multiple of 24.4x is higher than the peer average 2024 P/E of 21.6x, conclude that JNJ is moderately overvalued relative to its peers.", "States JNJ's P/E declined by 15.3% on a YoY basis."...
Finance
NA
Word
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[ "8728.docx" ]
docx
v1
Domain
IQVIA recently reported FY2024 results. The company is evaluating the $6.0B acquisition of “HealthDataCo,” a provider of real-world evidence platforms. Assume the deal closes at the start of FY2025, funded 50% with cash and 50% with new debt. \n\nBase year is FY2024 (HealthDataCo, stand-alone): Revenue $1.5B, EBITDA m...
[ "States Base Year (2024) Revenue as $1,500M.", "Calculates Base Year (2024) EBITDA as $420M (range: $400M–$440M).", "Calculates Base Year (2024) Depreciation as $30M (range: $29M–$31M).", "Calculates Base Year (2024) EBIT as $390M (range: $370M–$410M).", "Calculates Base Year (2024) Tax @ 25.0% as $98M (ran...
Finance
NA
Word
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[ "8669.docx" ]
docx
v1
Domain
Starbuck's investor relations team needs to prepare key metrics for the Q3 2024 earnings call. Emphasis of the briefing call is on comparable store sales and ticket performance. Round all figures to 2 decimal places. \n\n 1. For North America, measure the Q3 2024 vs Q3 2023 comparable store sales decline against the co...
[ "Identifies North America Q3 2024 comparable store sales decline as -2% ", "Identifies North America Q3 2024 transaction volume decline as -6% ", "Identifies North America Q3 2024 average ticket increase as +3% ", "Identifies International Q3 2024 foreign exchange impact as -7% or -$105 million ", "Identifi...
Finance
NA
Word
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[ "8740.docx", "8741.docx", "8742.docx" ]
docx
v1
Domain
The CEO of CSX is preparing commentary for the upcoming 3Q’2025 earnings call around its recently released 2025 proxy statement and wants to summarize the several highlights surrounding involvement of the board of directors, executive compensation, and shareholder engagement. Please provide the following:\n\n1) A table...
[ "States the percentage of shares outstanding contacted Before Annual Meeting in 2024 was 41.0%.", "States the percentage of shares outstanding contacted Before Annual Meeting in 2023 was 40.2%.", "Calculates the YoY Change in Bps for shares contacted Before Annual Meeting was 80bps (allow +/- 5bps).", "States...
Finance
NA
Word
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[ "8712.docx", "8717.pptx", "8719.docx" ]
docx,pptx
v1
Domain
Compare Johnson & Johnson's annualized financial performance from the first half of 2025 to its updated guidance for FY 2025, with a focus on the following measures: adjusted operational sales growth %, operational sales, reported sales, adjusted diluted EPS (operational) growth, and adjusted diluted EPS (reported) gro...
[ "Concludes Johnson & Johnson's financial performance for the first half of 2025 suggests the company is not on track to meet its current FY guidance.", "States the company's reported sales are set to underperform its respective ranges.", "States the company's operational sales are set to underperform its respec...
Finance
NA
WP
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[ "Data Access Plan Template _final.docx" ]
docx
v1
Domain
A state energy office is designing the data access strategy for its IRA Section 50121 Home Efficiency Rebates program. Assume the state already has the policy authority and technical infrastructure to implement either an open-access model or an opt-out model for sharing utility usage data needed for program administrat...
[ "States that the state's decision should focus on data quality", "States that the state's decision should focus on public trust", "States that the state's decision should focus on long-term program stability", "States that open access provides the most data availability, resulting in the most complete and rel...
Energy
NA
Word
[ 8, 8, 8, 8, 8, 6, 6, 6, 5, 8, 8, 7, 7, 7, 7, 8, 6, 6, 6, 7, 8, 3, 3, 9, 8, 8, 8, 8, 8, 7, 7, 7, 7, 7, 6, 5, 5 ]
[ "Data Access Plan Template _final.docx" ]
docx
v1
Domain
A state energy office is designing the multifamily data strategy for its IRA Section 50121 Home Efficiency Rebates program. The state needs whole-building or building-level energy data that can support savings verification and DOE reporting while protecting tenant privacy and avoiding burdensome collection of individua...
[ "States that the state should implement a phased approach to obtaining multifamily data", "States that the state should immediately use EPA Portfolio Manager for the buildings already connected", "States that using Portfolio Manager provides access to whole-building aggregated data", "States that for the buil...
Energy
NA
Word
[ 9, 9, 6, 9, 9, 6, 9, 6, 8, 8, 8, 6, 6, 4, 4, 9, 8, 8, 8, 8, 4, 4, 5, 3 ]
[ "Data Access Plan Template _final.docx" ]
docx
v1
Domain
A state energy office is launching its IRA Section 50121 Home Efficiency Rebates program and is trying to plan outreach in a low-density rural area. There is a large manufacturing plant nearby that is one of the biggest energy users in the state, and it already shares its data through an opt-in pathway. The state now w...
[ "States that geographically aggregated energy consumption data is typically used for pre-participation targeting and outreach", "States that in this scenario, geographically aggregated data may not be available or usable for residential outreach", "States that a single large manufacturing user in a low-density ...
Energy
NA
Word
[ 6, 8, 8, 5, 3, 3, 6, 8, 8, 8, 3, 9, 8, 8, 8, 8, 8, 8 ]
[ "ghgp_data_2023.xlsx" ]
xlsx
v1
Domain
You're advising an internal ESG analytics team that wants to treat facility-level GHGRP data (≈2011-2023) as the primary "system of record" for three forward-looking workflows: (i) building a baseline and projecting future emissions trends, (ii) setting and justifying multi-year reduction targets, and (iii) tracking pr...
[ "States that the GHGRP encourages transparency and improvements over time.", "States that the EPA's Greenhouse Gas Reporting Program (GHGRP) requires reporting of GHG data from large emissions sources and suppliers in the United States.", "States that the purpose of the GHGRP is to provide nationwide data on an...
Energy
NA
Excel
[ 2, 7, 6, 9, 9, 9, 9, 9, 8, 9, 8, 8, 5, 8, 9, 9, 8, 8, 3, 4, 3 ]
[ "ghgp_data_2023.xlsx" ]
xlsx
v1
Domain
A U.S.-based parent company is rolling up facility-level emissions data from EPA's Greenhouse Gas Reporting Program (GHGRP) across multiple subsidiaries to support an "integrated sustainability and climate strategy," including: (a) forecasting its emissions trajectory, (b) setting enterprise-wide emissions-reduction ta...
[ "States that the GHGRP encourages transparency and improvements over time.", "States that the EPA's Greenhouse Gas Reporting Program (GHGRP) requires reporting of GHG data from large emissions sources and suppliers in the United States.", "States that the purpose of the GHGRP is to provide nationwide data on an...
Energy
NA
Excel
[ 2, 7, 6, 8, 5, 8, 9, 9, 9, 9, 7, 9, 7, 6, 4 ]
[ "ghgp_data_2023.xlsx" ]
xlsx
v1
Domain
A company has built its multi-year Scope 1 inventory, trendline forecasting, and emissions-reduction target tracking on AR4 GWPs, but EPA's GHGRP rule revisions require updated GWPs to be incorporated into Reporting Year 2024 submissions (with EPA adopting AR5 GWPs broadly and AR6 GWPs for certain gases without AR5 che...
[ "States that Global Warming Potential (GWP) values provide a way to convert the global warming potential of various GHGs into carbon dioxide equivalent (CO2e).", "States that GWP values are typically calculated over a 100-year time horizon.", "States that new GWP values are periodically released based on the la...
Energy
NA
Excel
[ 6, 4, 5, 8, 7, 8, 8, 9, 8, 9, 7, 9, 8, 9, 8, 9, 7, 6, 8, 6, 7, 5, 4, 6 ]
[ "MCRA-April-2025.pptx" ]
pptx
v1
Domain
A healthcare technology organization operating under aggressive release cycles is attempting to recover from a failed security audit that revealed systemic issues, including overly permissive access models, inconsistent credential handling, and security practices that were largely disconnected from daily development wo...
[ "States that under MCRA, security must be continuously enforced rather than periodically reviewed", "References \"least privilege\" as necessary to correct overly permissive access models", "References design-oriented coordination as a guardrail approach to address the disconnect between security and developmen...
Information
NA
PowerPoint
[ 10, 7, 6, 6, 4, 3, 3, 6, 8, 8, 3, 6, 6, 6, 8, 8, 6, 5, 8, 3, 8, 3, 3, 3, 3, 6, 4, 3, 4, 2, 3, 2 ]
[ "MCRA-April-2025.pptx" ]
pptx
v1
Domain
A healthcare software company operating in a highly regulated environment is reassessing its security approach after an audit exposed systemic weaknesses, including unclear ownership of security responsibilities and inconsistent validation of critical systems. The organization develops rapidly, values autonomy across e...
[ "States that under MCRA, security responsibilities should be embedded within existing engineering and operations roles rather than isolated in a separate isolated function", "States that isolating security as a standalone function creates organizational weaknesses such as ambiguity in ownership, detachment from d...
Information
NA
PowerPoint
[ 10, 6, 8, 8, 8, 8, 10, 6, 6, 6, 6, 6, 6, 6, 6, 6, 8, 8, 6, 4, 4, 8, 8, 6, 6, 6, 4, 4, 6, 4 ]
[ "MCRA-April-2025.pptx" ]
pptx
v1
Domain
A small healthcare-tech company is rebuilding its security program after a failed audit uncovered widespread over-privilege and long-lived credentials that accumulated under a "fail-fast" culture. The company is modernizing around Microsoft's Cybersecurity Reference Architecture (MCRA) and a Zero Trust posture, but lea...
[ "States that, under MCRA, access governance must operate continuously rather than through periodic access reviews", "mentions periodic \"cleanup\" of permissions is insufficient to prevent privilege drift.", "States that privilege should be temporary, contextual, and identity-bound by default rather than perman...
Information
NA
PowerPoint
[ 10, 8, 6, 8, 8, 10, 8, 10, 8, 6, 8, 6, 6, 8, 6, 4, 4, 6, 5, 5, 4, 6, 4, 4 ]
[ "MCRA-April-2025.pptx" ]
pptx
v1
Domain
A healthcare software company rebuilding its security program after an audit failure adopts the Microsoft Cybersecurity Reference Architecture to modernize infrastructure, embed Zero Trust assumptions, and integrate security into high-velocity DevSecOps workflows. Leadership believes the program is now "in a good place...
[ "States that a sustainable posture requires security to be structurally baked in rather than relying on remembering to stay secure", "mentions a security posture cannot rely solely on one-time remediation or audit recovery efforts", "mentions that durability requires continuous adaptation to one of the followin...
Information
NA
PowerPoint
[ 10, 8, 8, 8, 6, 6, 8, 4, 4, 8, 4, 6, 8, 4, 6, 8, 6, 6, 4, 4, 4, 4, 10, 10, 6, 6, 4, 8, 4, 6 ]
[ "NIST.CSWP.29.docx" ]
docx
v1
Domain
An organization is adopting NIST CSF 2.0 as an outcome-based (non-prescriptive) way to justify detection coverage decisions across three sub-environments: (1) a segmented regulated enclave containing the organization's "crown jewels" with 24/7 SOCaaS monitoring, (2) a standard corporate environment, and (3) guest/BYOD ...
[ "States that monitoring coverage should extend to the corporate and BYOD environment where devices access organizational systems or data.", "Identifies blind spots created by only monitoring crown jewels", "Identifies need for BYOD policy to manage user consent", "States that monitoring coverage should extend...
Information
NA
Word
[ 10, 8, 7, 7, 4, 4, 6, 6, 8, 8, 6, 2, 2, 2, 4, 4, 4, 8, 8, 8, 10, 10, 8, 5, 7, 3, 5, 6 ]
[ "NIST.CSWP.29.docx" ]
docx
v1
Domain
An organization is adopting NIST CSF 2.0 to strengthen cybersecurity risk management across three sub-environments: (1) a secure, regulated enclave with strong controls and dedicated monitoring, (2) a standard corporate environment with uneven implementations and limited "hard" technical control evidence, and (3) a gue...
[ "States NIST CSF 2.0 does not mandate specific desired maturity level", "States NIST CSF 2.0 expects organizations to establish risk based current profile.", "States NIST CSF 2.0 expects organizations to establish risk based target profile.", "States that profiles (current and/or target) should be driven by b...
Information
NA
Word
[ 10, 8, 8, 6, 6, 6, 7, 8, 3, 5, 3, 3, 3, 4, 4, 4, 4, 5, 6, 5, 5, 5, 7, 7, 7, 7, 7, 6, 5, 7, 3, 5 ]
[ "NIST.CSWP.29.docx" ]
docx
v1
Domain
An organization is aligning its cybersecurity program to NIST CSF 2.0 outcomes across three sub-environments (a tightly controlled regulated enclave, a standard corporate environment, and a guest/BYOD collaboration layer). After a competitor breach and an internal near-miss, executives want a defensible, outcome-based ...
[ "States organizations must assess the authenticity of hardware", "States organizations must assess the authenticity of software", "States organizations must assess the integrity of hardware", "States organizations must assess the integrity of software", "States controls must extend to the cloud collaboratio...
Information
NA
Word
[ 9, 9, 9, 9, 8, 8, 5, 5, 5, 6, 6, 3, 7, 7, 4, 9, 4, 7, 4, 3, 6, 6, 4, 4, 5, 8, 8, 6, 7, 7, 7, 5, 5, 4, 7, 4, 4, 4, 5 ]
[ "NIST.CSWP.29.docx" ]
docx
v1
Domain
An organization is adopting NIST CSF 2.0 to mature its cybersecurity program across multiple sub-environments, including a tightly regulated enclave, a standard corporate environment, and a guest/BYOD access layer. While technical controls vary significantly across these environments, security engineers report that the...
[ "States governance is its own function", "States that cybersecurity governance is an organizational-wide responsibility, not solely an IT or security team concern", "Identifies direction setting as executive objective of governance", "Identifies risk tolerance definition as executive objective of governance",...
Information
NA
Word
[ 7, 10, 9, 9, 7, 8, 4, 6, 6, 6, 6, 6, 8, 10, 8, 6, 5, 7, 8 ]
[ "NIST-800-53-Security-Controls-Mapping.xlsx" ]
xlsx
v1
Domain
A financial services company is migrating sensitive banking and identity workloads into AWS and is trying to level up both fraud detection and cloud security. After a major account takeover campaign, investigators realized key signals are scattered across different logging tools. Authentication events, device fingerpri...
[ "Identifies that the described problems violate AU-2b (the necessity to enhance and support auditable events) and AU-2c (the justification for why audited events are adequate).", "Recommends establishing a unified logging strategy guided by AU-2 (Event Logging) to address fragmented telemetry across platforms fol...
Information
NA
Excel
[ 9, 9, 8, 7, 8, 8, 7, 7, 8, 8, 7, 8, 7, 8, 9, 8, 7, 7, 8, 8, 7, 7, 6, 7, 7, 7, 6, 5, 6, 6, 5, 6, 6, 7, 6 ]
[ "NIST-800-53-Security-Controls-Mapping.xlsx" ]
xlsx
v1
Domain
A financial services company is migrating sensitive banking and identity workloads into AWS and is trying to tighten up both fraud operations and cloud security. One problem keeps coming up in its cloud-hosted fraud detection platform: configuration drift. Storage settings, IAM policies, fraud model thresholds, and sec...
[ "States that managing configuration drift requires baselines to be established and continuously updated as changes occur in the environment.", "Recommends taking an inventory of all currently deployed infrastructure as the first step toward establishing configuration baselines.", "Recommends using AWS Config as...
Information
NA
Excel
[ 8, 8, 7, 7, 9, 7, 8, 8, 7, 9, 6, 7, 7, 8, 7, 7, 8, 7, 7, 8, 7, 7, 6, 7, 6, 6, 6, 5, 6, 6, 6, 6, 7, 7, 6 ]
[ "NIST-800-53-Security-Controls-Mapping.xlsx" ]
xlsx
v1
Domain
After a failed audit, you discover the fraud org has years of "temporary" access that never got rolled back. Fraud analysts, automation pipelines, service accounts, and vendor tools now have broad access across customer identity data, case-management systems, transaction monitoring, and even internal detection logic. L...
[ "States that CP-2 (Contingency Planning) must establish recovery objectives tied to fraud detection uptime", "States that contingency plans must prioritize critical operations for restoration over non-critical ones", "Recommends that contingency planning involve all related teams to ensure comprehensive coverag...
Information
NA
Excel
[ 9, 8, 7, 7, 6, 6, 9, 7, 7, 9, 8, 6, 8, 8, 9, 7, 8, 7, 7, 8, 7, 8, 7, 7, 6, 7, 7, 6, 6, 9, 9, 8, 7, 9, 7, 7 ]
[ "NIST-800-53-Security-Controls-Mapping.xlsx" ]
xlsx
v1
Domain
A financial services organization is strengthening its cyber fraud intelligence and cloud security posture as it migrates sensitive banking and identity workloads into AWS. Recent fraud investigations revealed gaps in identity governance, logging integrity, configuration drift, ransomware resilience, and third-party ri...
[ "States that SR-3 requires formally assessing vendor security posture, fraud-relevant data handling, and exposure pathways", "States that SR-3 vendor assessments are intended to prevent suppliers from becoming an indirect fraud-enablement vector.", "Recommends researching a vendor's security history and practic...
Information
NA
Excel
[ 9, 8, 8, 7, 6, 6, 6, 9, 8, 8, 8, 7, 7, 7, 7, 6, 8, 7, 7, 7, 7, 7, 7, 8, 8, 6, 7, 6, 6, 6, 6, 9, 9, 7, 6, 5 ]
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OfficeComprehensionBenchmark (OCB)

OCB is a benchmark for evaluating document comprehension and grounded reasoning over Microsoft Office files (Word, Excel, PowerPoint). It comprises two tracks:

  • File Fidelity Q&A — measures structural and visual perception of document artifacts (text, tables, charts, formulas, formatting, embedded objects).
  • Domain Q&A — measures expert-level reasoning over real-world business documents across 12 industries.

Companion repository

Evaluation prompts, judge scripts, file-download utilities, and PDF→Office conversion scripts are maintained in the companion GitHub repository:

https://github.com/microsoft/OfficeComprehensionBench

This Hugging Face dataset hosts the questions, reference answers, atomic assertion rubrics, the URL manifest for externally-hosted reference files, and the redistributable subset of reference files. Most reproduction tasks (running judges, fetching URL-referenced files, converting source PDFs to native Office formats) require the GitHub repository.

Benchmark size

  • File Fidelity track: 244 files, 922 queries
  • Domain Q&A track: 124 files, 120 queries, 8,450 atomic assertions across 12 industries

These numbers reflect the full evaluation set reported in the accompanying paper. See the May 07 Update note below for the relationship between the evaluated set and the publicly released artifact.

Distribution model

OCB uses a hybrid distribution model driven by source licensing:

  • Hosted directly on Hugging Face — reference files whose source license permits redistribution under CDLA-Permissive-2.0, plus all questions, reference answers, and assertion rubrics.
  • Referenced via URL manifest — reference files whose source licensing does not permit redistribution. The manifest is shipped with this dataset; the GitHub repository contains a release script that downloads each file from its original public source and, where required, converts it from its source format (e.g., PDF) into the native Office format (.docx, .xlsx, .pptx) used by the benchmark.

May 07 Update

Three Excel files originally included in the evaluation set are excluded from this public release for licensing reasons:

  • winemag-data-130k-v2_sampled.csv
  • Banking_Call_Data.csv
  • brazilian_ecommerce_cleaned.csv

These files are sourced from Kaggle datasets published under CC BY-NC-SA 4.0, which is incompatible with the CDLA-Permissive-2.0 release license. The associated File Fidelity queries that target these files are also excluded from the public release.

Reported benchmark numbers in the paper reflect the full evaluation set including these files. Users wishing to reproduce the full evaluation can obtain the three source datasets directly from Kaggle under the original publishers' terms; URLs are listed in the URL manifest alongside the other externally-referenced files.

License

This dataset is released under the Community Data License Agreement – Permissive, Version 2.0 (CDLA-Permissive-2.0)https://cdla.dev/permissive-2-0/.

Sub-components carry the following licenses:

  • OCB-authored content (questions, reference answers, atomic assertions, expert-authored reference files): CDLA-Permissive-2.0.
  • Hosted reference files from U.S. government open-data portals: U.S. Government Work / Public Domain (federal sources) or open-data terms permitting redistribution (state/local sources). Redistributed under CDLA-Permissive-2.0.
  • Hosted reference files from Kaggle: only files under CC0 1.0 or MIT are redistributed. Attribution and notice obligations of MIT-licensed sources are preserved in the NOTICES.md file in this repository.
  • URL-referenced files: retain their original licenses; OCB does not assert a license over these files. Users fetch them directly from the original publishers under those publishers' terms.

See NOTICES.md in this repository for per-source attribution and notice details.

Intended use

OCB is intended for evaluation, not training. Validated use cases include:

  • Benchmarking model accuracy on grounded question answering over structured and semi-structured Office files
  • Comparing models on cross-format reasoning (e.g., Word + Excel inputs)
  • Evaluating fidelity of structural and visual document perception
  • Ablation studies on retrieval and grounding components for Office-document pipelines

Not validated, and not recommended:

  • Use as training data
  • Evaluation on file formats outside .docx / .xlsx / .pptx
  • High-stakes deployment decisions in regulated domains (medical, legal, financial advice) on the basis of OCB scores alone

Citation

@misc{ocb2026,
  title  = {OfficeComprehensionBenchmark},
  author = {Anonymous},
  year   = {2026}
}

Maintenance

Versioned releases are maintained on Hugging Face under this repository. Issues, corrections, and erratum requests are tracked through the dataset repository's discussion page. We commit to maintaining the dataset for at least 3 years post-publication.

If an externally-hosted file becomes unavailable from its original source, we will either replace it with an equivalent example or document the removal in the errata.

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