SIE for Financial software teams
The first number your agent finds may already be wrong.
SIE gives teams building financial research and operations software one API to read filings, follow amendment chains, compare figures and return the source behind every number.
Self-host SIE in your infrastructure, or ask about managed deployment through SIE Cloud.
Original 10-Q, non-reliance 8-K and restated 10-K/A
The agent follows the amendment instead of repeating the first matching number.
The operational problem
The model call is only one part of the job.
Financial facts repeat across periods, units and filing versions. Search can find the right phrase and still return a superseded number.
01
Amended filings remain beside the originals
EDGAR preserves the incorrect filing and the later correction, so source status matters.
02
The same label can mean different periods
Quarterly and year-to-date tables put several valid numbers on the same row.
03
Tables and prose carry different context
A figure may sit in XBRL while its caveat appears in an 8-K or a footnote.
04
Answers need a source trail
Analysts need the filing, date, row and amendment chain behind the output.
How SIE helps
Reconcile the source chain before answering
SIE lets your agent use document parsing, retrieval, reranking and entity extraction without operating a separate model service for every stage.
Controlling figure, period, unit, revision and the filing passage that supports it.
Where it fits
Use SIE inside the product your team is already building.
Filing research
Trace a fact across originals, amendments and current reports.
Diligence review
Compare source documents and flag figures that changed.
Covenant monitoring
Extract obligations and test them against reported values.
Finance operations
Reconcile documents and route exceptions to the right reviewer.
Representative task benchmark · Rerank
Price, quality and speed for evidence ranking
One measured model job from this workflow. These figures come from SIE task evaluations, not from the industry example on this page.
499 Federal Register questions with 20 candidates each, under two relevance rules. A question is right when the requested document ranks first under both rules.
Recorded example
The agent follows the amendment instead of the first match
The recorded example asks for Pathward's Q3 FY2023 net income. The original 10-Q and the later 10-K/A contain different answers.
A normal retrieval system can stop here because the row and period match the question.
The source status changes how the following documents must be ranked.
The agent returns the revised figure with its filing date and amendment context.
Deployment
Run SIE where your data can go.
The workflow uses the same SIE API whether you choose managed infrastructure or run it under your control.
Use SIE Cloud
Let the SIE team operate model serving, scaling and updates. Talk to us about availability and the right setup for your workload.
Get startedRun SIE in your infrastructure
Keep models and data inside your environment. Your team controls hardware, networking, access and deployment policy.
View the deployment guide