Add gold deliverable workbooks (tasks 7, 9); rewrite README; update task table
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.gitattributes
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reference_folder/filesystem/5.[[:space:]]Analysis/Merger[[:space:]]Model/Project[[:space:]]Helix[[:space:]]-[[:space:]]Merger[[:space:]]Model[[:space:]]-[[:space:]]vF.xlsx filter=lfs diff=lfs merge=lfs -text
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reference_folder/filesystem/6.[[:space:]]Presentations/!Archive/Project[[:space:]]Helix[[:space:]]-[[:space:]]Acquisition[[:space:]]Proposal[[:space:]]v1.pptx filter=lfs diff=lfs merge=lfs -text
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reference_folder/filesystem/6.[[:space:]]Presentations/Project[[:space:]]Helix[[:space:]]-[[:space:]]Acquisition[[:space:]]Proposal[[:space:]]v2.pptx filter=lfs diff=lfs merge=lfs -text
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reference_folder/filesystem/5.[[:space:]]Analysis/Merger[[:space:]]Model/Project[[:space:]]Helix[[:space:]]-[[:space:]]Merger[[:space:]]Model[[:space:]]-[[:space:]]vF.xlsx filter=lfs diff=lfs merge=lfs -text
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reference_folder/filesystem/6.[[:space:]]Presentations/!Archive/Project[[:space:]]Helix[[:space:]]-[[:space:]]Acquisition[[:space:]]Proposal[[:space:]]v1.pptx filter=lfs diff=lfs merge=lfs -text
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reference_folder/filesystem/6.[[:space:]]Presentations/Project[[:space:]]Helix[[:space:]]-[[:space:]]Acquisition[[:space:]]Proposal[[:space:]]v2.pptx filter=lfs diff=lfs merge=lfs -text
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deliverable_files/task_helix_dhr_ilmn_07/Project[[:space:]]Helix[[:space:]]-[[:space:]]DCF[[:space:]]Model[[:space:]]-[[:space:]]Task[[:space:]]7[[:space:]]Gold[[:space:]]Standard[[:space:]](ex-china).xlsx filter=lfs diff=lfs merge=lfs -text
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deliverable_files/task_helix_dhr_ilmn_09/Project[[:space:]]Helix[[:space:]]-[[:space:]]Merger[[:space:]]Model[[:space:]]-[[:space:]]Task[[:space:]]9[[:space:]]Gold[[:space:]]Standard.xlsx filter=lfs diff=lfs merge=lfs -text
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README.md
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path: data/train-*
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---
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# finance-data — DHR / ILMN M&A
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## Layout
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reference_folder/ # the shared deal-room every task works from
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├── filesystem/ # models, filings, research, deal docs (xlsx/pdf/pptx/…)
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└── .apps_data/ # app state (mail, calendar, chat) for the simulated environment
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```
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column holds its repo-relative path.
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## Columns
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| `occupation` | string | `Investment Banking Analyst` |
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| `prompt` | string | Self-contained task instructions (includes scenario framing) |
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| `reference_folder` | string | Repo-relative path to the shared deal-room (`reference_folder`) |
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| `deliverable_files` | list[string] | Repo-relative paths to gold deliverable
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| `gold_response` | string | The expert gold answer (text) |
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| `gold_file_names` | list[string] | Names of gold deliverable files referenced by the task author |
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| `rubric_pretty` | string | Human-readable rubric |
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| `rubric_json` | string | JSON-encoded rubric (
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## Rubric format (`rubric_json`)
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- `dependencies` — criteria that must pass for this one to be meaningful
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- `criterion_type`, `evaluation_scope`, `expected_file_type`, `human_rating`, `tags`, `universal`
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numeric tolerances, weights, primary-objective flags, and inter-criterion
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dependencies.
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the world's starting state. `deliverable_files` is empty for all tasks.
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- Intended harness: populate a sandboxed environment from `reference_folder`,
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run the agent with file/spreadsheet/PDF tools, grade the final answer with an
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LLM judge applying each rubric criterion (pass iff all primary criteria pass).
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path: data/train-*
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---
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# finance-data — DHR / ILMN M&A Analysis Tasks
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Investment-banking analysis tasks set in a (fictional) strategic M&A project
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where Danaher (DHR) explores acquiring Illumina (ILMN). Each task gives an
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agent a prompt plus a full deal-room of reference materials (financial models,
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spreadsheets, PDFs, research) and grades the answer against a per-criterion
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rubric. Tasks that require modifying a workbook also ship the expert's gold
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workbook as a deliverable file.
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## Layout
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reference_folder/ # the shared deal-room every task works from
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├── filesystem/ # models, filings, research, deal docs (xlsx/pdf/pptx/…)
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└── .apps_data/ # app state (mail, calendar, chat) for the simulated environment
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deliverable_files/ # gold deliverable workbooks, one subfolder per task
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```
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All tasks share **one reference folder** — they are set in the same deal. The
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`reference_folder` column holds its repo-relative path.
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## Columns
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| `occupation` | string | `Investment Banking Analyst` |
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| `prompt` | string | Self-contained task instructions (includes scenario framing) |
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| `reference_folder` | string | Repo-relative path to the shared deal-room (`reference_folder`) |
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| `deliverable_files` | list[string] | Repo-relative paths to the gold deliverable workbook(s); empty for answer-only tasks |
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| `gold_response` | string | The expert gold answer (text) |
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| `rubric_pretty` | string | Human-readable rubric |
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| `rubric_json` | string | JSON-encoded rubric (see below) |
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## Rubric format (`rubric_json`)
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- `dependencies` — criteria that must pass for this one to be meaningful
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- `criterion_type`, `evaluation_scope`, `expected_file_type`, `human_rating`, `tags`, `universal`
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## Intended harness
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Populate a sandboxed environment from `reference_folder`, run the agent with
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file/spreadsheet/PDF tools, and grade the final answer with an LLM judge that
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applies each rubric criterion within its stated tolerance. A task passes iff
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every primary-objective criterion passes. For tasks with `deliverable_files`,
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the gold workbook shows the expected end-state of the modified model.
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data/train-00000-of-00001.parquet
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deliverable_files/task_helix_dhr_ilmn_07/Project Helix - DCF Model - Task 7 Gold Standard (ex-china).xlsx
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deliverable_files/task_helix_dhr_ilmn_09/Project Helix - Merger Model - Task 9 Gold Standard.xlsx
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