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Financial Services

Pack file: catalog/industries/financial_services in ambient-core.

Workspace demo (screenshots) · Catalog consumption

Industry summary​

Industry code

ISIC Rev.4 6612

23 metrics · 5 data options

NAICS 2022
523150
NACE Rev.2
66.12
GICS 2023
402010

Taxonomy tags from ambient-core pack.yaml / manifest v3 (analysis lens, not legal-entity self-classification). Coverage notes: catalog-industry-coverage.md.

Data options (5)​

Accounting Software​

Catalog key financial_services.core.accounting_software

Fields

date
date
period_start_date
date
period_end_date
date
revenue
decimal
cogs
decimal
cost_of_goods
decimal
operating_expenses
decimal
net_income
decimal
produce_revenue
decimal
total_production_cost
decimal
total_operational_cost
decimal

Financial statements​

Catalog key financial_services.core.financial_statements

Fields

date
date
statement_type
enum
period_start_date
date
period_end_date
date

HR records​

Catalog key financial_services.core.hr_records

Fields

date
date
headcount
decimal

Payroll records​

Catalog key financial_services.core.payroll_records

Fields

date
date
period_start_date
date
period_end_date
date
headcount
decimal
gross_pay
decimal
net_pay
decimal
employer_taxes
decimal
labor_cost
decimal
revenue
decimal
net_income
decimal
total_labor_costs
decimal
total_harvested_kg
decimal
total_production_cost
decimal
total_operational_cost
decimal
drivers_left
decimal
total_drivers
decimal
total_maintenance_costs
decimal
total_miles
decimal

Aggregated investment banking summary​

Catalog key financial_services.investment_banking.trading_summary

Fields

date
date
division
string
trading_revenue
decimal
advisory_fee_revenue
decimal
total_revenue
decimal
market_making_revenue
decimal
value_at_risk_99
string
stressed_var_99
string
prime_brokerage_balance_growth
string
trading_venue_volume_growth
decimal

Metrics (23)​

Monthly Burn Rate​

  • ID: 1612
  • Type: Financial
  • Unit: Currency/month
  • Description: Net cash consumed per month (negative net operating cash flow).
  • Inputs: cash_out, cash_in
  • Methodology: Net Burn = Cash Out − Cash In (per month)
  • Calculation: cash_out - cash_in
  • Catalog key: financial_services.core.burn_rate

Cash Conversion Cycle​

  • ID: 1610
  • Type: Financial
  • Unit: Days
  • Description: Days to convert investments in inventory and receivables back into cash.
  • Inputs: days_inventory_outstanding
  • Methodology: CCC = DSO + Days Inventory Outstanding − DPO
  • Calculation: dso + days_inventory_outstanding - dpo
  • Catalog key: financial_services.core.ccc

Current Ratio​

  • ID: 1600
  • Type: Financial
  • Unit: Ratio
  • Description: Short-term liquidity: ability to cover current liabilities with current assets.
  • Inputs: current_assets, current_liabilities
  • Methodology: Current Ratio = Current Assets / Current Liabilities
  • Calculation: current_assets / current_liabilities
  • Catalog key: financial_services.core.current_ratio

Days Payable Outstanding (DPO)​

  • ID: 1609
  • Type: Financial
  • Unit: Days
  • Description: Average number of days the business takes to pay its suppliers.
  • Inputs: accounts_payable, cogs, days
  • Methodology: DPO = (Accounts Payable / COGS) × Number of Days
  • Calculation: accounts_payable / cogs * days
  • Catalog key: financial_services.core.dpo

Days Sales Outstanding (DSO)​

  • ID: 1608
  • Type: Financial
  • Unit: Days
  • Description: Average number of days to collect cash after a sale.
  • Inputs: accounts_receivable, total_credit_sales, days
  • Methodology: DSO = (Accounts Receivable / Total Credit Sales) × Number of Days
  • Calculation: accounts_receivable / total_credit_sales * days
  • Catalog key: financial_services.core.dso

EBITDA Margin​

  • ID: 1604
  • Type: Financial
  • Unit: %
  • Description: Core operating cash profitability before interest, tax, depreciation and amortization.
  • Inputs: ebitda, revenue
  • Methodology: EBITDA Margin = (EBITDA / Revenue) × 100
  • Calculation: ebitda / revenue * 100
  • Catalog key: financial_services.core.ebitda_margin

Gross Profit Margin​

  • ID: 1602
  • Type: Financial
  • Unit: %
  • Description: Share of revenue retained after the direct cost of goods sold.
  • Inputs: revenue, cogs
  • Methodology: Gross Margin = ((Revenue − COGS) / Revenue) × 100
  • Calculation: (revenue - cogs) / revenue * 100
  • Catalog key: financial_services.core.gross_margin

Headcount (FTE)​

  • ID: 1614
  • Type: Operational
  • Unit: Count
  • Description: Period-end count of active full-time-equivalent employees. A directly measured input, not a derived ratio.
  • Methodology: Period-end count of active employees expressed as full-time equivalents (directly measured, not calculated).
  • Calculation: No machine-readable calc — directly reported or qualitative.
  • Catalog key: financial_services.core.headcount

Net Profit Margin​

  • ID: 1605
  • Type: Financial
  • Unit: %
  • Description: Bottom-line profitability after all costs, interest and tax.
  • Inputs: net_income, revenue
  • Methodology: Net Profit Margin = (Net Income / Revenue) × 100
  • Calculation: net_income / revenue * 100
  • Catalog key: financial_services.core.net_margin

Operating Cash Flow​

  • ID: 1611
  • Type: Financial
  • Unit: Currency (e.g., USD)
  • Description: Cash generated by core operations during the period.
  • Inputs: net_income, non_cash_charges, increase_in_working_capital
  • Methodology: Operating Cash Flow = Net Income + Non-Cash Charges − Increase in Working Capital
  • Calculation: net_income + non_cash_charges - increase_in_working_capital
  • Catalog key: financial_services.core.operating_cash_flow

Operating Margin (EBIT)​

  • ID: 1603
  • Type: Financial
  • Unit: %
  • Description: Operating profitability after operating expenses (EBIT margin).
  • Inputs: operating_income, revenue
  • Methodology: Operating Margin = (Operating Income / Revenue) × 100
  • Calculation: operating_income / revenue * 100
  • Catalog key: financial_services.core.operating_margin

Quick Ratio (Acid Test)​

  • ID: 1601
  • Type: Financial
  • Unit: Ratio
  • Description: Acid-test liquidity excluding inventory — most conservative short-term solvency view.
  • Inputs: current_assets, inventory, current_liabilities
  • Methodology: Quick Ratio = (Current Assets − Inventory) / Current Liabilities
  • Calculation: (current_assets - inventory) / current_liabilities
  • Catalog key: financial_services.core.quick_ratio

Revenue Growth Rate​

  • ID: 1606
  • Type: Financial
  • Unit: %
  • Description: Period-over-period revenue growth rate.
  • Inputs: revenue, revenue_prior
  • Methodology: Revenue Growth = ((Current Period Revenue − Prior Period Revenue) / Prior Period Revenue) × 100
  • Calculation: (revenue - revenue_prior) / revenue_prior * 100
  • Catalog key: financial_services.core.revenue_growth

Cash Runway​

  • ID: 1613
  • Type: Financial
  • Unit: Months
  • Description: Number of months of cash remaining at the current net burn rate.
  • Inputs: current_cash_balance
  • Methodology: Runway (months) = Current Cash Balance / Monthly Net Burn
  • Calculation: current_cash_balance / burn_rate
  • Catalog key: financial_services.core.runway

Working Capital​

  • ID: 1607
  • Type: Financial
  • Unit: Currency (e.g., USD)
  • Description: Operating liquidity available to fund day-to-day operations.
  • Inputs: current_assets, current_liabilities
  • Methodology: Working Capital = Current Assets − Current Liabilities
  • Calculation: current_assets - current_liabilities
  • Catalog key: financial_services.core.working_capital

Advisory Fee Ratio​

  • ID: 1553
  • Type: Financial
  • Unit: %
  • Description: Share of revenue from advisory and underwriting mandates (investment banking; no deposit book).
  • Inputs: advisory_fee_revenue, total_revenue
  • Methodology: Advisory Fee Ratio = (Advisory Fee Revenue / Total Revenue) × 100
  • Calculation: advisory_fee_revenue / total_revenue * 100
  • Catalog key: financial_services.investment_banking.advisory_fee_ratio

Counterparty Exposure Ratio​

  • ID: 1592
  • Type: Financial
  • Unit: %
  • Description: Largest counterparty exposure relative to tier 1 capital (proxy).
  • Methodology: Counterparty Exposure Ratio = Top Counterparty EAD / Tier 1 Capital × 100
  • Calculation: No machine-readable calc — directly reported or qualitative.
  • Catalog key: financial_services.investment_banking.counterparty_exposure_ratio

Market Making Revenue Share​

  • ID: 1593
  • Type: Financial
  • Unit: %
  • Description: Share of division revenue from principal market-making activities.
  • Inputs: market_making_revenue, total_revenue
  • Methodology: Market Making Share = Market Making Revenue / Total Revenue × 100
  • Calculation: market_making_revenue / total_revenue * 100
  • Catalog key: financial_services.investment_banking.market_making_revenue_share

Prime Brokerage Balance Growth​

  • ID: 1594
  • Type: Operational
  • Unit: %
  • Description: Year-over-year growth in prime brokerage client balances (aggregated).
  • Methodology: Balance Growth = ((Current − Prior) / Prior) × 100
  • Calculation: No machine-readable calc — directly reported or qualitative.
  • Catalog key: financial_services.investment_banking.prime_brokerage_balance_growth

Stressed VaR 99%​

  • ID: 1591
  • Type: Financial
  • Unit: Currency
  • Description: Stressed one-day 99% VaR (aggregated).
  • Methodology: Stressed VaR per firm risk policy
  • Calculation: No machine-readable calc — directly reported or qualitative.
  • Catalog key: financial_services.investment_banking.stressed_var_99

Trading Revenue Ratio​

  • ID: 1535
  • Type: Financial
  • Unit: %
  • Description: Share of firm revenue from trading activities (investment bank / markets; no deposit book).
  • Inputs: trading_revenue, total_revenue
  • Methodology: Trading Revenue Ratio = (Trading Revenue / Total Revenue) × 100
  • Calculation: trading_revenue / total_revenue * 100
  • Catalog key: financial_services.investment_banking.trading_revenue_ratio

Trading Venue Volume Growth​

  • ID: 1615
  • Type: Operational
  • Unit: %
  • Description: Year-over-year growth in executed trading venue volume (aggregated).
  • Methodology: Volume Growth = ((Current − Prior) / Prior) × 100
  • Calculation: No machine-readable calc — directly reported or qualitative.
  • Catalog key: financial_services.investment_banking.trading_venue_volume_growth

Value at Risk 99%​

  • ID: 1590
  • Type: Financial
  • Unit: Currency
  • Description: One-day 99% VaR for trading inventory (aggregated division).
  • Methodology: Regulatory or internal VaR at 99% confidence, one-day horizon
  • Calculation: No machine-readable calc — directly reported or qualitative.
  • Catalog key: financial_services.investment_banking.value_at_risk_99

Data engineering pipeline​

Ambient Core ships the catalog (typed data options and metrics) and ambient_pipeline helpers. Lakehouse jobs and schedules live in the application repository that pins a core tag.

Canonical order: map columns → coerce types → unpivot → stamp lineage → (optional Silver validate) → contract assert → write. Gold vertical products evaluate catalog formulas with ambient_calc after Silver.

How this pack feeds the pipeline​

Further reading: Catalog consumption · Pipeline governance helpers

Generated from ambient-core ref 22b6089 (digest f5bca892574e3e28). Regenerate: npm run sync:catalog-wiki.