US 2026/0037901 A1 · LARGE LANGUAGE MODELS FOR ROBUST KPI CALCULATIONS

Abstract

A robust KPI calculator is designed to handle complex financial data and calculate multiple KPIs at once, regardless of the naming conventions used by the business. The solution extracts key figures by interpreting semantic meaning to enable flexibility in naming conventions. The LLM KPI calculator may use one or more of a chain of thought extractor (CoTE), a KPI metrics parser (KMP), a financial data reader (FDR), and a ReAct implement calculator (RIC). The CoTE extracts shortlisted formulas and relevant names of key figures using chain-of-thought (CoT) prompting. The KMP parses the response from CoTE into structured data that includes the shortlisted KPI formulas and key figure names. The FDR reads relevant values of key figures from multiple financial sheets. The RIC applies the shortlisted formulas based on the relevant key figures and uses a calculator tool to compute the KPIs.

Claims23

Dependent claims

A system comprising:

a memory that stores instructions;
and
one or more processors coupled to the memory and configured to execute the instructions to perform operations comprising:
determining a set of formulas to calculate a set of key performance indicators (KPIs), each formula of the set of formulas comprising a set of variables used in the formula and a mathematical relationship between the set of variables and a corresponding KPI;
generating a first prompt for a large language model (LLM), the first prompt comprising names for the variables used in the set of formulas and, for each of a plurality of data sources, a set of names of key figures in the data source;
receiving, from the LLM and in response to the first prompt, a data source and key figure pair for each variable name in the set of variable names;
accessing, as a value for each of the variables used in the set of formulas, the key figure identified by the LLM from the data source identified by the LLM;
generating a second prompt for the LLM, the second prompt comprising the set of formulas and the values for the variables used in the set of formulas;
receiving, from the LLM and in response to the second prompt, the set of KPIs;
and
causing presentation of the set of KPIs in an interface.

8 more elements

Dependencies are inferred from the claim text.

Large language models for robust kpi calculations

Life of this patent

Large language models for robust kpi calculations

Life of this patent

Abstract

Claims23