--- name: financial-field-extraction-636b048cbd39 description: 用于财报字段抽取的财务字段抽取原子 skill，适用于通用行业信息抽取场景。 --- # 财务字段抽取 Skill ## 数据来源 本 Skill 支持多种财务报表数据输入格式，核心数据来源包括： ### 1. 财务报表类型 - **利润表**：营业收入、营业成本、净利润等字段 - **资产负债表**：资产总额、负债总额、所有者权益等字段 - **现金流量表**：经营活动现金流量、投资活动现金流量等字段 - **财务报表附注**：财务报表的附注和说明 ### 2. 文档格式 - **PDF格式**：PDF格式的财务报表 - **Word格式**：Word格式的财务报表 - **Excel格式**：Excel格式的财务报表 - **HTML格式**：网页格式的财务报表 ### 3. 数据格式要求 - **文件路径**：本地文件路径或网络文件URL - **文件编码**：UTF-8、GBK、GB2312等 - **文件权限**：需要读取权限 ### 4. 字段类型 - **数值字段**：金额、比例、数量等数值字段 - **文本字段**：项目名称、说明文字等文本字段 - **日期字段**：报告期间、日期等时间字段 - **分类字段**：科目分类、项目分类等分类字段 > 说明：本 Skill 不包含数据采集功能，需要用户提供财务报表文件。建议报表格式规范，以便进行准确的字段抽取。 --- ## 功能 本 Skill 提供全面的财务字段抽取能力，涵盖多种抽取功能： ### 1. 利润表字段抽取 - **收入类字段**：营业收入、其他业务收入等 - **成本类字段**：营业成本、销售费用、管理费用等 - **利润类字段**：营业利润、利润总额、净利润等 - **其他字段**：投资收益、营业外收入等 ### 2. 资产负债表字段抽取 - **资产类字段**：流动资产、非流动资产、资产总额等 - **负债类字段**：流动负债、非流动负债、负债总额等 - **权益类字段**：实收资本、资本公积、未分配利润等 - **其他字段**：资产减值准备、递延所得税等 ### 3. 现金流量表字段抽取 - **经营活动字段**：经营活动现金流入、流出、净额等 - **投资活动字段**：投资活动现金流入、流出、净额等 - **筹资活动字段**：筹资活动现金流入、流出、净额等 - **其他字段**：汇率变动影响、现金及现金等价物等 ### 4. 字段标准化 - **字段名称标准化**：标准化字段名称 - **字段格式标准化**：标准化字段格式 - **字段单位标准化**：标准化字段单位 - **字段值标准化**：标准化字段值 ### 5. 字段验证 - **字段完整性验证**：验证字段的完整性 - **字段准确性验证**：验证字段的准确性 - **字段一致性验证**：验证字段的一致性 - **字段关联性验证**：验证字段之间的关联性 ### 6. 高级处理功能 - **字段映射**：映射不同报表格式的字段 - **字段补全**：补全缺失的字段 - **字段计算**：计算衍生字段 - **字段报告**：生成字段抽取报告 --- ## 使用示例 ### 输出示例 ```json { "source_info": { "document_id": "DOC001", "document_type": "financial_report", "report_type": "annual_report", "report_period": "2024", "source_file": "financial_report.pdf" }, "income_statement": { "fields": [ { "field_name": "营业收入", "standard_name": "revenue", "field_type": "amount", "value": 1000000000, "unit": "CNY", "period": "2024", "confidence": 0.98, "position": { "page": 5, "row": 3, "column": 2 } }, { "field_name": "营业成本", "standard_name": "cost_of_revenue", "field_type": "amount", "value": 600000000, "unit": "CNY", "period": "2024", "confidence": 0.97, "position": { "page": 5, "row": 4, "column": 2 } }, { "field_name": "净利润", "standard_name": "net_income", "field_type": "amount", "value": 200000000, "unit": "CNY", "period": "2024", "confidence": 0.99, "position": { "page": 5, "row": 15, "column": 2 } } ] }, "balance_sheet": { "fields": [ { "field_name": "资产总额", "standard_name": "total_assets", "field_type": "amount", "value": 5000000000, "unit": "CNY", "period": "2024", "confidence": 0.98, "position": { "page": 6, "row": 20, "column": 2 } } ] }, "cash_flow_statement": { "fields": [ { "field_name": "经营活动产生的现金流量净额", "standard_name": "operating_cash_flow", "field_type": "amount", "value": 300000000, "unit": "CNY", "period": "2024", "confidence": 0.97, "position": { "page": 7, "row": 10, "column": 2 } } ] }, "statistics": { "total_fields": 50, "extracted_fields": 48, "missing_fields": 2, "average_confidence": 0.97 } } ``` --- ## 注意事项与限制 ### 1. 报表格式要求 - 标准格式报表抽取准确率较高 - 非标准格式可能影响抽取 - 扫描版报表需要OCR支持 ### 2. 字段识别准确性 - 标准字段名称识别准确率较高 - 非标准字段名称可能需要映射 - 复杂字段可能需要人工处理 ### 3. 数值提取准确性 - 清晰标注的数值提取准确率较高 - 需要估算的数值可能不够准确 - 单位转换需要正确处理 ### 4. 字段完整性 - 标准报表字段完整性较好 - 非标准报表可能缺失字段 - 字段补全可能需要人工处理 ### 5. 使用限制 - 本 Skill 不包含报表编辑功能 - 抽取结果需要人工复核 - 复杂报表可能需要人工处理 --- ## 参考资料 - 见 references/ 目录中的相关文档，包括： - 财务字段抽取方法手册 - 财务报表字段标准 - 字段映射规则指南 - 性能优化指南 --- Source attribution: aifinlab Original project: https://github.com/aifinlab/FinClaw/blob/9e62862d1412157fa03ffd1f0b74969dcf0ed66c/skills/archive/financial-field-extraction/SKILL.md License: Apache-2.0 License information: https://www.apache.org/licenses/LICENSE-2.0 Original upstream instructions; downloaded from Mega AI Hub. ## Upstream license notice Apache License Version 2.0, January 2004 http://www.apache.org/licenses/ TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION 1. 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