The AI Sandbox allows you to precisely control which companies and content are shared with the AI. By defining scopes, request types, and output formats, you can extract insights, generate summaries, or retrieve structured information all driven by your own prompt.

This guide walks you step by step through a typical workflow in the AI Sandbox.

Once you land on the AI Sandbox page, start by selecting the companies you want to analyze.

You can choose companies in two ways:

• Using the dropdown list to manually select one or multiple companies.
• Selecting a predefined company list by clicking the dedicated icon.

You can select one or several companies depending on your analysis needs.

Next, choose the Report Scope using the dropdown menu.

This step defines which reports or documents from the selected companies will be included in the analysis.

You now define what type of content the AI should analyze.

You can choose between:

Regular search

Enter a specific keyword to search within the selected document.

When a user initiates a search:

• The system scans all relevant documents from our database of 50,000+ reports, based on the filters applied (by default, or by the user).
• Matches are located within fragments (also called chunks), which are sections of text or tables.

A highlighting mechanism visually indicates the occurrences of the search term within each fragment.

Initial Search in the Database

The user enters a query (e.g., greenhouse gas). The semantic search engine analyses the query and compares it to all reports in the database.

• By default, filters (year, report type) are applied, and only matching documents are considered. Users can modify these filters and add other ones depending on the analysis.
• The algorithm selects the top 300 results based on semantic relevance
• Once results are retrieved, they are grouped by company
• Each company may have multiple relevant fragments (results)

Alternatively, you can manually select specific disclosures:

• Click “Select disclosures”
• Search and select the metrics you want the AI to analyze

Choose how the AI should process the companies content using the switch button:
One by One : each company is analyzed individually, independently of the others.

Best used when:

• Extracting specific information per company
• Classifying companies
• Generating company-level insights

All Together : all selected companies content is analyzed.

Best used when:

• Identifying global trends
• Performing cross-company comparisons
• Generating collective insights

Click the help icon for a detailed explanation directly in the interface.

Select how the AI should structure its output.

Unstructured text output.
Used for :

• Explanations
• Summaries
• Cross-entity comparisons
• Interpretative analysis

Structured data output.
Used for :

• Names, dates, figures, keywords
• Table-ready data
• Reusable datasets

Categorization into predefined labels.
Used for :

• Tagging
• Pattern detection
• Sorting/filtering at scale

Request Type: All together

• Scope: all companies analyzed as a single dataset
• Objective: global insights, comparisons, patterns

Available formats

• Only Free-form is allowed

Request Type: One by One

• Scope: each company processed independently
• Objective: per-entity outputs

Available formats

• Extraction
• Classification

Detailed explanations are available via the help icon.

Type your prompt to instruct the AI on how to process the selected content. Your prompt should clearly specify:

• What information you want
• How it should be analyzed
• Any constraints or formatting expectations

Synthesis (All together / Free-form)

Based on the provided content, can you identify the types of information typically included in each goodwill disclosure, and indicate which ones are less commonly reported?

Data Extraction (One by one / Extraction)

Here are excerpts from URD containing information about employees. Please extract the following information about the entity's employees:

• The total number of employees for the most recent reporting year available in the document.
• Ensure that the data is for the most recent year mentioned in the document (e.g., use 2024 rather than 2023).
• The unit used must be clearly indicated as “employees”.

Classification (One by one / Classification)

I provide content from URD mentioning information about the different categories of systemically important banks. Based on this content, determine whether the entity belongs to any of the following classes:

• G-SIBs (Global Systemically Important Banks)
• D-SIBs (Domestic Systemically Important Banks)

Once everything is set:

• Click the final action button
• The AI will process your request based on the selected scope, configuration, and prompt Results will be displayed according to the chosen request type and result format.

The Company page gives you a complete view of a company, from high-level information to detailed financial data. You can search for a company, explore its profile, follow its market evolution, review financial statements, and access detailed disclosures, all in one place.

When you open the Company page, you first see a search bar at the top of the screen. This search bar allows you to quickly find a company by typing its name. As you type, relevant companies appear in the results. Clicking on a company, for example BNP Paribas, takes you directly to its dedicated company page. Below the search bar, you will also find three sections designed to make navigation easier:

• your recent searches
• your favorite companies
• the most popular companies searched by users

These shortcuts help you quickly access companies you already explored or commonly followed ones.

After selecting a company, you land by default on the Overview tab. This section provides a clear summary of the company. You can see key information such as the company’s country, sector, and type of activity. A short description explains what the company does and its position within its group. Below this summary, you will find the Market Evolution chart. This graph shows how the company has evolved over time on the market, helping you quickly understand its performance trend.

Further down the page, you can explore the company’s peer companies, which helps you identify comparable organizations in the same sector. On the right side of the overview, a News section displays the latest articles and updates related to the company, allowing you to stay informed about recent developments.

In the top-right corner of the company page, a Download button gives you direct access to all available documents for the selected company. Clicking it opens a dropdown menu listing every exportable asset.

The following downloads are available:

• Published reports (zip) Download the company's published annual reports as a ZIP archive. Reports are available by year (e.g. 2025, 2024, 2023, etc.).
• Fi. Statements & disclosure tables Financial statements combined with structured disclosure tables.
• Time series (.xlsx) Historical data exported as an Excel spreadsheet for trend analysis.
• Disclosures (.html) Full disclosure content rendered as an HTML file.
• Prem Excel views (.xlsx) Premium Excel-formatted views of the company's data.
• Prem block views (.html) Premium block-structured views exported as HTML.
• Workiva / Arelle viewer (.html) XBRL data rendered through the Arelle viewer in HTML format.

The Financial Statements tab allows you to explore the company's financial data in a structured and comparable way. It is organized into three sub-tabs, each covering a distinct area of the company's finances:

• Income Statement Shows the company's revenues, costs, and profitability over a given period. You will find items such as revenue, cost of sales, selling expenses...



• Balance Sheet Provides a snapshot of the company's assets and liabilities at a given reporting date. It includes non-current and current assets.



• Cash Flow Statement Details how cash was generated and used during the reporting period. It covers operating activities, investing activities, and financing activities, including items such as profit loss, Adjustments for income tax expense...

The main element of each sub-tab is a large financial table. On the left side, you will find the list of financial items each row represents a specific metric reported by the company. Across the top, each column corresponds to a reporting year, with the most recent year appearing first. This layout lets you compare the same metric across multiple years at a glance and quickly identify trends, increases, or decreases over time. All values are expressed in a consistent unit indicated in the table header (e.g. In Millions EUR).

Every value in the table is clickable. Clicking on a figure opens the company's source report in a new tab and automatically navigates to the exact location in the document where that figure appears. This allows you to verify the data directly in its original context without having to search manually through the report.