{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5e88-73ef-bd57-fa66f6094a5d", "slug": "e2deab3353ac4eb7", "title": "07 investorupdate2018 pc", "subtitle": "UBS", "author": "UBS", "pageCount": 21, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.777, "document": { "id": "019dd923-5e88-73ef-bd57-fa66f6094a5d", "slug": "e2deab3353ac4eb7", "title": "07 investorupdate2018 pc", "rawTitle": "07 investorupdate2018 pc", "authorId": "UBS", "authorName": "UBS", "authorDisplay": "UBS", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "equity_research", "label": "Equity research" }, "fileName": "07-investorupdate2018-pc.pdf", "sourceUrl": null, "sourceDate": "2018-10-25 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-24 14:50:24+00", "status": "ready", "pageCount": 21, "orientation": "landscape", "aspectRatio": 1.777, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/e2deab3353ac4eb7", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 21, "pagesIndexed": 21, "pagesWithImages": 21, "pagesWithMetadata": 21, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 151, "chartCount": 12, "metricSlides": 0, "toolMatches": 7, "documentToolMatches": 0, "frameworkMatches": 8, "arcMatches": 1, "beatMatches": 4, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "evidence": "The deck follows a structure similar to the Sequoia Pitch, with sections on market size, product, solution, business model, and financials.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:18:10.855233+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Market Size", "beatId": "1e59c1ae-d194-484b-b316-10317ac20521", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Slides 4-5 provide an overview of UBS's market position and peer benchmarking.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Financials", "beatId": "2159fe29-f001-4224-bdb6-5751d6ff6a20", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 6-12 provide detailed financial analysis, including revenue mix, cost discipline, and KPI dashboards.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Solution", "beatId": "b058d381-b6d0-4789-82f7-69489c3a3635", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 7, "name": "Business Model", "beatId": "82281fa6-a888-44b4-9d0f-eef2f9d62f10", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Slides 7-9 provide an overview of UBS's business segments and revenue streams.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null, "categoryName": "Analysis", "categorySlug": "analysis" }, "matchId": "92936127-413a-4f48-aaf8-1dcf62aca3ef", "evidence": "Slides 6-12 provide a detailed financial analysis.", "position": 0, "objective": "What are UBS's financial strengths?", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:18:11.041556+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 17, "from": 10, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "d26365c0-17a0-4978-80b4-a8058ca463fc", "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 1, "objective": "What are the consequences of not investing in growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.078905+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 19, "from": 16, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "01f3d61a-c7b9-4e35-a221-60c01c468974", "evidence": "Slides 16-19 provide key takeaways and financial targets.", "position": 2, "objective": "What are the implications of UBS's growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.116609+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "98daf083-523b-449d-953f-7b7e79911b3d", "evidence": "This is a cover slide with a title, subtitle, and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:44:54.991501+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a91ccb72-f991-4276-ac47-e24a394cb08a", "evidence": "Scatter plot of Cost/Income vs Income/RWA with indifference curves", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:45:00.589868+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c91e0b7d-9c29-4c46-a232-6c43ed71c006", "evidence": "The slide contains a list/bullet component with several items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:44:56.16749+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "e5ae58ca-c608-427a-890a-8ef8988e8e10", "evidence": "The slide contains a chart/bar-vertical component.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 21:44:56.239803+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "355e870f-dab3-4d66-b090-e06bf3d92872", "evidence": "The slide contains a list/bullet component with several items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:44:56.27742+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b2bc3234-457a-43e8-879a-34078ac70036", "evidence": "The slide contains a table/kpi component with several columns and metrics.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:44:56.350509+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "167d0e96-606b-47bd-83e5-3a20783d0070", "evidence": "The slide contains a list/bullet component with several items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:44:56.422709+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "75afa8ee-d314-4377-bd20-e85105df571d", "evidence": "Three distinct bullet points with icons summarizing key strategic pillars.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 18:14:13.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "list-presentation" }, { "matchId": "1ddba469-55ca-4a79-8a00-ed6b4b267c54", "evidence": "Visualized as curved lines on the scatter plot representing constant profitability levels.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 18:14:12.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "efficiency-indifference-curves" }, { "matchId": "f934ab0c-d24c-4ae4-bf1d-901a20538788", "evidence": "The slide segments the business into two primary units and further breaks down the client base.", "framework": null, "confidence": 0.6, "extraction": { "at": "2026-05-02 18:14:13.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "market-segmentation-pyramid" }, { "matchId": "52ff0e02-7560-4164-a5a7-959cca5ea036", "evidence": "The slide explicitly categorizes the business into client segments and product segments.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 18:14:14.705+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "market-segmentation-pyramid" }, { "matchId": "63f92f8f-9113-4913-8a1d-e92facc66819", "evidence": "Circular network diagram showing connections between business units and client/service areas", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 18:14:15.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "hub-spoke" }, { "matchId": "12f00023-5c20-4ebc-81ee-205faec36140", "evidence": "Central strategic pillars connected to external outcomes via dashed lines", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 18:14:13.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "hub-spoke" }, { "matchId": "c8f22569-4279-4138-92ab-830d05924757", "evidence": "The slide explicitly models the impact of interest rate changes on NII.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 18:14:16.631+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "sensitivity_analysis" }, { "matchId": "7775f7a7-f729-4844-ad13-db9ab469f661", "evidence": "The chart visually bridges the gap between two financial metrics using incremental changes.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 18:14:18.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "waterfall-chart" } ], "patterns": [] }, "storymakers": null, "score": { "backend": "codex", "scoredAt": "2026-05-02 15:30:26.224+00", "subScores": { "scqa_arc": 62, "action_titles": 63, "mece_structure": 68, "closing_strength": 66, "evidence_quality": 82, "clarity_of_thesis": 74, "production_quality": 72, "visual_storytelling": 76 }, "totalScore": 70, "coveragePct": 86, "explanations": { "scqa_arc": "The deck has a loose SCQA path from strong position and steady profits in slides 4-7, through rate and margin pressures in slides 6, 11, and 13, to a growth and efficiency answer in slides 10-18, but it reads more like an analytical update than a deliberately question-driven arc.", "action_titles": "Action-title discipline is uneven: several titles are topic labels or gerunds such as slide 11 'Growing revenues', while stronger examples include slide 13 'Well positioned to benefit from an increase in CHF interest rates'.", "mece_structure": "The deck mostly covers market position, performance, segments, growth levers, risk, efficiency, and targets, but slides 10 and 14-18 overlap around digital, efficiency, and growth rather than forming a strictly MECE spine.", "closing_strength": "Slide 20 provides a clean recap of the three key messages after the financial targets on slide 19, but the deck does not end with a sharp recommendation, decision request, owner model, or next-step plan.", "evidence_quality": "Most claims are supported by data, benchmarks, targets, charts, and footnotes across slides 4-6, 11-15, and 19, with only some strategic growth assertions on slides 10 and 16-18 relying more on framing than proof.", "clarity_of_thesis": "The central thesis is identifiable by slides 3-5 as UBS P&C being a leading Swiss franchise with best-in-class returns and a growth agenda, but slide 3 presents it as grouped key messages rather than one declarative argument.", "production_quality": "The deck shows consistent UBS investor-deck production, chart discipline, and footnoting, but inconsistent action-title quality and several dense pages keep it below top-tier Storymakers execution.", "visual_storytelling": "Visual tools generally fit the messages, including the peer scatter on slide 5, stacked bars on slides 6 and 11, digital big numbers on slide 14, and the efficiency waterfall on slide 15, though overcrowded slides 5, 6, 13, and 18 reduce clarity." }, "slidesAnalyzed": 18 }, "review": { "backend": null, "verdict": "A competent investor-update deck with a thesis-up-front opening and quantified support, but flat pillar structure and several topic-label titles keep it from being a Storymakers exemplar — use p.3-4 and the quantified callouts as teaching moments, not the overall structure.", "reviewedAt": "2026-04-25 09:55:37+00", "slidesSeen": 21, "suggestions": [ "Rewrite the topic-label titles into insight statements (e.g. p.12 'Loan portfolio' → 'Mortgage book remains 99.7% covered even after a 20% collateral fall'; p.19 'Financial targets' → '17% RoCET1 and 3-4ppt cost/income improvement by 2021')", "Insert 2-3 pillar dividers (e.g. 'Where we lead', 'Where we're growing', 'What we're committing to') so the audience can navigate the strategy as a MECE structure", "Replace the generic p.20 'Key messages' reprise with a specific call-to-action slide tying the targets back to investor implications (capital return, valuation thesis)" ], "closingScore": 70, "openingScore": 75, "topStrengths": [ "Strong thesis-up-front pattern: p.3 'Key messages' before any analysis, then p.4 plants the #1-in-Switzerland stake", "Quantified, evidence-bearing callouts throughout (e.g. p.12 '99.7% covered if collateral fell 20%', p.11 'Grow non-net interest income at 3-5% p.a.')", "Clean bookending — opening Key messages (p.3) mirrored by closing Key messages (p.20) and Financial targets (p.19)" ], "topWeaknesses": [ "Several pure topic-label titles — p.8 'Corporate & Institutional Clients', p.12 'Loan portfolio', p.19 'Financial targets', p.20 'Key messages' — squander the action-title slot", "Missing complication act: aside from p.6's headwinds aside, no slide articulates the threat or 'so what' that justifies the strategy that follows", "No pillar/section dividers across 21 pages, so the reader cannot tell when one theme ends and the next begins; growth, digital and efficiency interleave rather than being MECE-separated" ], "narrativeScore": 68, "pillarCritique": "No section dividers; the deck flows as a flat topical stream (position → segments → strategy → loans → digital → efficiency → growth → targets). Pillars are implicit at best and overlap (digital, efficiency and growth recur across multiple slides without MECE separation).", "closingCritique": "p.19 'Financial targets' (KPI dashboard) followed by p.20 'Key messages' reprise gives a recognizable close-the-loop ending, but p.20 is a generic label rather than a punchy memorable takeaway, and there is no explicit call to action — investors are left with targets, not an ask.", "openingCritique": "After the conventional cover+disclaimer, p.3 'Key messages' leads with the answer and p.4 plants a strong stake in the ground ('UBS is the #1 bank in Switzerland'), so the thesis is visible by slide 3. Lacks an explicit hook or stakes — opens with status, not surprise.", "extractionSeconds": 68.42735, "narrativeCritique": "A workable S→A→R arc — context (p.3-9 #1 position, segments), analysis (p.10-13 growth levers, sensitivity), resolution (p.14-19 digital, efficiency, targets) — but the Complication act is thin: only p.6's interest-rate-headwind callout signals tension before pivoting to optimism. Reads more as 'we're winning, here's how we'll keep winning' than a true SCQA build.", "titleQualityScore": 62, "titleQualityCritique": "Roughly half are declarative and insight-bearing — e.g. p.4 'UBS is the #1 bank in Switzerland', p.13 'Well positioned to benefit from an increase in CHF interest rates' — but the rest are topic labels: p.8 'Corporate & Institutional Clients', p.12 'Loan portfolio', p.19 'Financial targets', p.20 'Key messages'." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/gWxflmlLizbZICDhYV3dpA2VybFXfGsejgTgKoAIyL0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmRlYWIzMzUzYWM0ZWI3L3AwMDEuanBn", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 6, "textChars": 164, "nDataPoints": 0, "notes": null, "elementsJson": [ "logo_grid", "headline_text", "subtitle_text", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:11.099+00", "seconds": 2.419, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/1", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-1", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": { "h": 0.324, "w": 0.26, "x": 0.688, "y": 0.338 }, "kind": "image", "text": "UBS Key Symbol", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c25524b6-4240-4672-ba8e-43e2262401bc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.12, "x": 0.04, "y": 0.07 }, "kind": "image", "text": "UBS Logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eca73338-dd1b-4217-b10e-d9b8a7ff7c7d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.04, "y": 0.92 }, "kind": "paragraph", "text": "25 October 2018", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b385f1f-5bdb-47c2-a25a-3ae5ceb74102", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.04, "y": 0.57 }, "kind": "paragraph", "text": "Axel P. Lehmann\nPresident Personal & Corporate Banking\nPresident UBS Switzerland", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbd46828-cb9d-4de8-9415-4a637fbbbfba", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.04, "y": 0.32 }, "kind": "title", "text": "UBS Investor Update", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf718973-cc75-4237-a7a9-1d4146162715", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.04, "y": 0.45 }, "kind": "title", "text": "Personal & Corporate Banking", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "baac1d57-2bd0-4254-9da4-5d8e056b673c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "98daf083-523b-449d-953f-7b7e79911b3d", "evidence": "This is a cover slide with a title, subtitle, and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:44:54.991501+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/r_vaJ9y-wDPlLbU0hAHd6KUiVsLWRMKBz_bucfOk8Dk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmRlYWIzMzUzYWM0ZWI3L3AwMDEuanBn", "imagePathAlt": "https://imgproxy.kitesheet.com/_QyZPSkatDGbCPPKLf7MLqccRVagaiFe64j-4mb8XPQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmRlYWIzMzUzYWM0ZWI3L3AwMDEucG5n", "thumbSrcAlt": "https://imgproxy.kitesheet.com/hg-yb_LZ5l0fwTcQrCQJrGCGS1Ks4AyZhqCVgxoThAw/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmRlYWIzMzUzYWM0ZWI3L3AwMDEucG5n" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 5, "textChars": 635, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:11.676+00", "seconds": 2.986, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/2", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-2", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.92, "x": 0.04, "y": 0.82 }, "kind": "disclaimer", "text": "Disclaimer: This presentation and the information contained herein are provided solely for information purposes, and are not to be construed as a solicitation of an offer to buy or sell any securities...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67b5ed26-43fc-4d11-9cf6-c8ddbc3c4a25", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.04, "y": 0.915 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c74a931-1e37-4a2e-b5d3-d8fc3d05d620", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.04, "y": 0.93 }, "kind": "other", "text": "© UBS 2018. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c79d981-c13c-4b09-a5a5-dc0c43431556", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.92, "x": 0.04, "y": 0.15 }, "kind": "paragraph", "text": "This presentation contains statements that constitute \"forward-looking statements,\" including but not limited to management's outlook for UBS's financial performance and statements relating to the anticipated effect of transactions and strategic initiatives...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28437936-c7cd-440a-9c8c-bbb13ab90c77", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.92, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "Cautionary statement regarding forward-looking statements", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bb3f199-cf5d-4113-83ee-0d6567d9e5b9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 6, "textChars": 325, "nDataPoints": 1, "notes": null, "elementsJson": [ "headline_text", "bullet_list", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:13.834+00", "seconds": 5.038, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/3", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-3", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.12, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "UBS", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43491562-db56-4b8a-92f2-46a2f91031a3", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.87, "x": 0.06, "y": 0.26 }, "kind": "list", "text": "Personal & Corporate Banking delivers strong and steady profits, and contributes significantly to UBS's status as the #1 bank in Switzerland", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e9c2499-d0da-44ac-b6ae-78e1e7f712ba", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.87, "x": 0.06, "y": 0.6 }, "kind": "list", "text": "Targeting 3-5% adjusted annual pre-tax profit growth FY19-FY21", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "395d679e-5e8f-4450-92f5-ae5b2cf4ac5c", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.87, "x": 0.06, "y": 0.43 }, "kind": "list", "text": "We are expanding our digital lead while improving cost efficiency", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccb72ff2-d034-4ad8-be30-ec37b473bd57", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "adjusted annual pre-tax profit growth: 3-5%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:15+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b378-b12287cbaa20", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.25, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Key messages", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "821c59f6-a914-4af6-89e8-05327cf67ee1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "75afa8ee-d314-4377-bd20-e85105df571d", "evidence": "Three distinct bullet points with icons summarizing key strategic pillars.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 18:14:13.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "list-presentation" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "analysis", "title": "Uses dot plots to compare Switzerland (CH) against CHN, GER, and USA on four macroeconomic indicators.", "function": "establish_context", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 7, "textChars": 376, "nDataPoints": 10, "notes": "Uses dot plots to compare Switzerland (CH) against CHN, GER, and USA on four macroeconomic indicators.", "elementsJson": [ "headline_text", "icon_grid", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:11.507+00", "seconds": 2.673, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/4", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-4", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.38, "x": 0.55, "y": 0.21 }, "kind": "callout", "text": "#1 Personal & Corporate Banking", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.507+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a520e40-3fbd-4942-b4ff-3623468cd0b0", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.04, "y": 0.25 }, "kind": "chart", "text": "Macroeconomic indicators dot plots", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Dot plot", "slug": "dot", "status": "active", "canonId": "019de52d-0235-738b-bd2b-78f8e24d7cb0", "version": 1, "description": null }, "framework": null }, "subkind": "dot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.507+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a13d8df3-8080-447e-af14-ffc17d1f890e", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.32, "x": 0.58, "y": 0.28 }, "kind": "image", "text": "Icons for banking segments", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.507+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d3379a0-3817-443b-8a8d-5ba33e94b24c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Market share: #1", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:15+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b379-0a8f78268304", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.04, "y": 0.92 }, "kind": "source-note", "text": "1 Source: Allianz Global Wealth Report 2018; 2 Number of business relationships divided by estimated market size; 3 Source: Dealogic, September 2016 to September 2018 for deal value >EUR 100m", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.507+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33d2a4b5-a5dc-4406-8389-eaacec24f9fa", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.5, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "UBS is the #1 bank in Switzerland", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.507+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2c22f86-579e-45e2-bae3-6e0c37685a8a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.04, "y": 0.12 }, "kind": "title", "text": "Recognized leader in a very attractive market", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.507+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20d72b7d-f478-4632-a59d-87196a59096f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Market Size", "beatId": "1e59c1ae-d194-484b-b316-10317ac20521", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Slides 4-5 provide an overview of UBS's market position and peer benchmarking.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "setup", "title": "Uses efficiency indifference curves to visualize profitability trade-offs.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 8, "textChars": 839, "nDataPoints": 12, "notes": "Uses efficiency indifference curves to visualize profitability trade-offs.", "elementsJson": [ "headline_text", "bullet_list", "scatter_plot", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:12.035+00", "seconds": 3.104, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/5", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-5", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Personal & Corporate Banking is best-in-class among systemically-relevant banks in Switzerland", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:15+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b379-35dbba8dc4d2", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Scatter plot of Cost/Income vs Income/RWA with indifference curves", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Scatter plot", "slug": "scatter", "status": "active", "canonId": "019de52d-007d-72ec-8689-c79fb78e21a2", "version": 1, "description": null }, "framework": null }, "subkind": "scatter", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "140878ab-e4ab-46c7-89bc-64d4e20b8ce6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "Adjusted for one-offs including litigation; not adjusted for restructuring costs; Efficiency indifference curves are for illustrative purpose only; 1 UBS Personal & Corporate Banking... 2 Refers to systemically-relevant banks... 3 BNP Paribas...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1df66125-af56-40a3-a545-127d7d9641bc", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.58, "y": 0.62 }, "kind": "legend", "text": "Actual, Swiss peers, European peers", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9076986-eb19-42bd-bcf3-4b12721ffc72", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.58, "y": 0.25 }, "kind": "list", "text": "Personal & Corporate Banking is best-in-class among systemically-relevant banks in Switzerland. Personal & Corporate Banking's profitability is comparable to equivalent businesses at other European banks despite more negative interest rates and a smaller home market.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c07c7b8f-5435-4213-bc47-97d5ed96a74b", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Cost/income ratio", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:15+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b379-3bdd83052e29", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.04, "y": 0.13 }, "kind": "title", "text": "Most profitable among systemically-relevant banks in Switzerland", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd8751b9-fa50-4c28-af12-caa97f7c5e40", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Leading returns through cost and capital efficiency", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be859caf-d095-42ff-b028-0cbff08be682", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a91ccb72-f991-4276-ac47-e24a394cb08a", "evidence": "Scatter plot of Cost/Income vs Income/RWA with indifference curves", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:45:00.589868+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "1ddba469-55ca-4a79-8a00-ed6b4b267c54", "evidence": "Visualized as curved lines on the scatter plot representing constant profitability levels.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 18:14:12.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "efficiency-indifference-curves" } ], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Market Size", "beatId": "1e59c1ae-d194-484b-b316-10317ac20521", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Slides 4-5 provide an overview of UBS's market position and peer benchmarking.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 6, "type": "analysis", "title": "Comparison between FY14 and 3Q18 LTM.", "function": "summarize", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 7, "textChars": 820, "nDataPoints": 10, "notes": "Comparison between FY14 and 3Q18 LTM.", "elementsJson": [ "headline_text", "bar_chart_vertical", "bar_chart_stacked", "bullet_list", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:11.665+00", "seconds": 2.464, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/6", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-6", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Consistent profits despite significant interest rate headwinds and additional regulatory funding costs", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:15+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b379-60bf3a7fa394", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.35, "x": 0.04, "y": 0.2 }, "kind": "chart", "text": "Profit before tax and Income breakdown", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.665+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be475b15-db87-4ae9-aeb5-2c191e371613", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.14, "y": 0.92 }, "kind": "disclaimer", "text": "Numbers in CHFbn and adjusted unless otherwise indicated; refer to slide 20 for details on adjusted numbers and FX rates in this presentation; Last 12 months", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.665+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77d907eb-a693-4f22-bf23-ede2a055cee8", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.5, "y": 0.25 }, "kind": "list", "text": "Consistent profits despite significant interest rate headwinds and additional regulatory funding costs. Recurring, transactional and other income increased on pricing and net new client growth; lower reliance on net interest income. Disciplined resource management with cost efficiency improvements funding significant tech investments. Return on attributed equity consistently above 20%", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.665+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9537eed4-763d-41b4-9039-bb48053a94a8", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Profit before tax: 1.6", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:15+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b379-6446d1ea91fe", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.04, "y": 0.13 }, "kind": "title", "text": "Strong returns on balanced revenue mix and cost discipline", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.665+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0894c95d-5aa9-4a42-a435-c11e8a09e24a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Personal & Corporate Banking – Strong and steady profits", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:11.665+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f1a2627-e5b5-4c3b-bd66-53556be883e6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Financials", "beatId": "2159fe29-f001-4224-bdb6-5751d6ff6a20", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 6-12 provide detailed financial analysis, including revenue mix, cost discipline, and KPI dashboards.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "92936127-413a-4f48-aaf8-1dcf62aca3ef", "evidence": "Slides 6-12 provide a detailed financial analysis.", "position": 0, "objective": "What are UBS's financial strengths?", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:18:11.041556+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "The slide uses a donut chart representation for PBT split and a process-like flow to describe client segments.", "function": "decompose_segments", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 10, "textChars": 553, "nDataPoints": 4, "notes": "The slide uses a donut chart representation for PBT split and a process-like flow to describe client segments.", "elementsJson": [ "headline_text", "donut_chart", "icon_grid", "paragraph", "footnote" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:13.609+00", "seconds": 4.265, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/7", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-7", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.1, "x": 0.07, "y": 0.265 }, "kind": "chart", "text": "58% PBT", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ae1b340-09b2-48b5-bf59-5e9cb0f33a75", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.1, "x": 0.07, "y": 0.615 }, "kind": "chart", "text": "42% PBT", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb1fc2b7-ae81-462f-9b4a-abe2207bfd21", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.6, "x": 0.2, "y": 0.25 }, "kind": "list", "text": "Corporate & Institutional Clients: UBS Digital Business, Institutional clients, Banks, Real estate, Commodity trade finance, International hubs", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b7166e5-2088-4f34-8da7-968c6a8fdd3b", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.6, "x": 0.2, "y": 0.6 }, "kind": "list", "text": "Personal Banking: Personal clients basic (1.9m), Personal clients individual (0.6m), Joint branch network, Focus on superior client experience", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be5c35bc-d4ac-48ce-8980-02d0dc597616", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.85, "y": 0.65 }, "kind": "metric", "text": "2.5m clients", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18b61695-33e6-48c4-ad3d-dd405379fb12", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.85, "y": 0.3 }, "kind": "metric", "text": "121k corporate clients", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "761e3a90-dc91-41d4-8588-6d65c6f42b20", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "PBT: 58%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:16+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b379-bab82b107571", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.04, "y": 0.14 }, "kind": "paragraph", "text": "Highly successful franchises", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ff592fd-42cb-4209-a40b-b9770f221fca", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.14, "y": 0.92 }, "kind": "source-note", "text": "Numbers in CHF and adjusted unless otherwise indicated; refer to slide 20 for details on adjusted numbers and FX rates in this presentation", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2f70d8a-1f9e-4844-a094-68ff714d840f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Personal & Corporate Banking – A balanced mix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "509d082f-edf2-41d9-8862-fc8de4120838", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "f934ab0c-d24c-4ae4-bf1d-901a20538788", "evidence": "The slide segments the business into two primary units and further breaks down the client base.", "framework": null, "confidence": 0.6, "extraction": { "at": "2026-05-02 18:14:13.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "market-segmentation-pyramid" } ], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Financials", "beatId": "2159fe29-f001-4224-bdb6-5751d6ff6a20", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 6-12 provide detailed financial analysis, including revenue mix, cost discipline, and KPI dashboards.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Business Model", "beatId": "82281fa6-a888-44b4-9d0f-eef2f9d62f10", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Slides 7-9 provide an overview of UBS's business segments and revenue streams.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "92936127-413a-4f48-aaf8-1dcf62aca3ef", "evidence": "Slides 6-12 provide a detailed financial analysis.", "position": 0, "objective": "What are UBS's financial strengths?", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:18:11.041556+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "title": "The slide uses a two-column layout to define the business scope by client type and product category.", "function": "decompose_segments", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 6, "textChars": 516, "nDataPoints": 6, "notes": "The slide uses a two-column layout to define the business scope by client type and product category.", "elementsJson": [ "headline_text", "subtitle_text", "icon_grid", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:14.705+00", "seconds": 5.351, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/8", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-8", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Attractive and diversified client and product segments", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:16+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b379-d6375cf22c8d", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.04, "y": 0.22 }, "kind": "list", "text": "Client segments: Corporate Clients (46.7k), Real Estate (8.7k), Institutional Clients (1.9k), UBS Digital Business (61.8k), Banks (2.4k), Commodity Trade (130)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:14.705+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54a80f6e-ce14-4436-8600-7b69326503f3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.04, "y": 0.13 }, "kind": "paragraph", "text": "Attractive and diversified client and product segments", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:14.705+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42345230-6025-4f33-9616-d4f549d34c80", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.14, "y": 0.93 }, "kind": "source-note", "text": "1 Includes Swiss and international banks/regulated brokers in global coverage model", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:14.705+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3906ce10-5730-43e7-b755-78723989813e", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.48, "x": 0.48, "y": 0.22 }, "kind": "table", "text": "Product segments: Cash management services, Trade and export finance, Asset servicing, Corporate finance, Cash & securities for banks", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:14.705+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6ce2fb0-a441-4758-ae6d-384a008dcb7c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Corporate & Institutional Clients", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:14.705+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ade8ed08-ea33-4ce8-b5fa-07a0f21b52d9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "52ff0e02-7560-4164-a5a7-959cca5ea036", "evidence": "The slide explicitly categorizes the business into client segments and product segments.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 18:14:14.705+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "market-segmentation-pyramid" } ], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Financials", "beatId": "2159fe29-f001-4224-bdb6-5751d6ff6a20", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 6-12 provide detailed financial analysis, including revenue mix, cost discipline, and KPI dashboards.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Business Model", "beatId": "82281fa6-a888-44b4-9d0f-eef2f9d62f10", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Slides 7-9 provide an overview of UBS's business segments and revenue streams.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "92936127-413a-4f48-aaf8-1dcf62aca3ef", "evidence": "Slides 6-12 provide a detailed financial analysis.", "position": 0, "objective": "What are UBS's financial strengths?", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:18:11.041556+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "appendix", "title": "The diagram uses a hub-and-spoke style circular network to show interconnectedness between internal divisions and external client needs.", "function": "present_framework", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 6, "textChars": 946, "nDataPoints": 0, "notes": "The diagram uses a hub-and-spoke style circular network to show interconnectedness between internal divisions and external client needs.", "elementsJson": [ "headline_text", "paragraph", "process_diagram" ], "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:15.059+00", "seconds": 5.649, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/9", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-9", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.44, "x": 0.28, "y": 0.25 }, "kind": "diagram", "text": "Circular network diagram showing connections between business units and client/service areas", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:15.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af1a8596-3faa-4594-bd2e-3d96611dcd86", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.14, "y": 0.94 }, "kind": "disclaimer", "text": "List is not exhaustive", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:15.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f921c50-bc60-41ed-bb5e-c5c3f49a1aa4", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.25, "x": 0.04, "y": 0.25 }, "kind": "list", "text": "Entrepreneurs, Wealthy individuals, Global Family Office clients, Institutional clients, Corporates issuing equity/debt, Personal clients, Corporate clients, Institutional clients/banks, Institutional clients, Wholesale clients", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:15.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1dfe264a-8a31-4977-b99d-0112d4660b1d", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.35, "x": 0.58, "y": 0.25 }, "kind": "list", "text": "Research and differentiated content, Best-in-class execution in secondary markets, Corporate finance advisory and execution, Underwriting and distribution, Public equity/debt issuance opportunities, Private market investment opportunities, Bespoke solutions and structuring, Structured lending, Wealth growth and client shifts to GWM, Corporate & Institutional services, Real estate financing, Bespoke mandates, institutional solutions and funds, Sustainable and alternative investments, Retail/wholesale product development, Platform services", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:15.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67ebab3d-f998-4408-a080-c98f413fed95", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Working in partnership", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:15.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "889f1ae4-92c2-4c41-b4bb-62cb7eca29b1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.04, "y": 0.12 }, "kind": "title", "text": "Delivering the whole firm to our clients", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:15.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "534e5f28-b583-4724-aea2-e2a0d2eaf446", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "63f92f8f-9113-4913-8a1d-e92facc66819", "evidence": "Circular network diagram showing connections between business units and client/service areas", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 18:14:15.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "hub-spoke" } ], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Financials", "beatId": "2159fe29-f001-4224-bdb6-5751d6ff6a20", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 6-12 provide detailed financial analysis, including revenue mix, cost discipline, and KPI dashboards.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Business Model", "beatId": "82281fa6-a888-44b4-9d0f-eef2f9d62f10", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Slides 7-9 provide an overview of UBS's business segments and revenue streams.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "92936127-413a-4f48-aaf8-1dcf62aca3ef", "evidence": "Slides 6-12 provide a detailed financial analysis.", "position": 0, "objective": "What are UBS's financial strengths?", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:18:11.041556+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "title": "The slide uses a hub-and-spoke style layout to connect core strategic pillars to specific outcomes.", "function": "present_solution", "rawType": "strategic_options", "block": null, "metadata": { "slideType": "strategic_options", "slideTypeCanon": { "name": "Strategic options", "slug": "strategic_options", "status": "active", "canonId": "019de52d-0c0d-745a-8f0a-50898a91cc12", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 9, "textChars": 544, "nDataPoints": 0, "notes": "The slide uses a hub-and-spoke style layout to connect core strategic pillars to specific outcomes.", "elementsJson": [ "headline_text", "paragraph", "icon_grid", "other" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:13.001+00", "seconds": 3.349, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/10", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-10", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We can further grow our client base and increase profits", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:27+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b7-d1a4b443e449", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.07, "x": 0.6, "y": 0.3 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c555c1c4-6786-45e6-b0f1-bb3ba4a9d9c6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.27, "y": 0.475 }, "kind": "list", "text": "Continue to upgrade our digital capabilities", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e5b7f3a-7e42-4339-9edb-288e64072492", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.39, "y": 0.6 }, "kind": "list", "text": "Seize growth opportunities, while leveraging leading market expertise", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65df57cd-1d96-4ca8-b4e9-36151cdae534", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.7, "y": 0.33 }, "kind": "list", "text": "Improve client advisor effectiveness, enhance new client acquisition and client retention applying advanced analytics", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85d1ab85-1ff2-4443-8efc-83aef55e3318", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.7, "y": 0.66 }, "kind": "list", "text": "Expanding our digital lead while improving cost efficiency", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd332567-6067-4eab-b31f-19db32349f28", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.05, "y": 0.375 }, "kind": "list", "text": "Increase efficiency, while sustaining strong net new client growth and shifting clients to GWM as their wealth increases", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc69f9cc-d23f-4b47-a71f-15e9118a10e0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.04, "y": 0.14 }, "kind": "title", "text": "We can further grow our client base and increase profits", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d9ce1fe-f77a-492b-83b4-240671e88a0b", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Driving efficient growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b544d16d-3daa-4e49-9071-27111f5b865d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "12f00023-5c20-4ebc-81ee-205faec36140", "evidence": "Central strategic pillars connected to external outcomes via dashed lines", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 18:14:13.001+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "hub-spoke" } ], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Financials", "beatId": "2159fe29-f001-4224-bdb6-5751d6ff6a20", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 6-12 provide detailed financial analysis, including revenue mix, cost discipline, and KPI dashboards.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "b058d381-b6d0-4789-82f7-69489c3a3635", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "92936127-413a-4f48-aaf8-1dcf62aca3ef", "evidence": "Slides 6-12 provide a detailed financial analysis.", "position": 0, "objective": "What are UBS's financial strengths?", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:18:11.041556+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 17, "from": 10, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "d26365c0-17a0-4978-80b4-a8058ca463fc", "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 1, "objective": "What are the consequences of not investing in growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.078905+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "analysis", "title": "The slide uses a stacked bar chart to show current income composition and a waterfall-style projection to show future ambition.", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 7, "textChars": 576, "nDataPoints": 8, "notes": "The slide uses a stacked bar chart to show current income composition and a waterfall-style projection to show future ambition.", "elementsJson": [ "headline_text", "subtitle_text", "bar_chart_stacked", "bar_chart_stacked", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:12.413+00", "seconds": 2.603, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/11", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-11", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Grow non-net interest income at 3-5% per annum.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:16+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b379-f3aa29a85751", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.2, "x": 0.05, "y": 0.35 }, "kind": "chart", "text": "Income split comparison between UBS and Swiss market", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.413+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3698e7ee-cb94-4a43-bcf7-803e626eb5b7", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.34, "y": 0.35 }, "kind": "chart", "text": "Income growth ambition from 3Q18 LTM to future state", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.413+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9bfa1be-93a1-4b4a-b4f5-ed05ab095ea8", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Income split: 3.9", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:16+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b379-f683c613a358", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.04, "y": 0.14 }, "kind": "paragraph", "text": "Further improving the quality of our revenues by growing recurring and transaction income", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.413+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7224402e-ccc1-4162-84e8-b46f133736d8", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.04, "y": 0.9 }, "kind": "source-note", "text": "Numbers in CHF and adjusted unless otherwise indicated; refer to slide 20 for details on adjusted numbers and FX rates in this presentation; 1 UBS 9M18; Swiss market: SNB data for cantonal banks, regional/saving banks and Raiffeisen banks (2017); 2 Based on UBS's current GDP projections for Switzerland", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.413+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b931b9b4-042e-458b-b0ce-916ff48be3a0", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Growing revenues", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.413+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3c296f1-fccf-4f14-81da-621777af4411", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Financials", "beatId": "2159fe29-f001-4224-bdb6-5751d6ff6a20", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 6-12 provide detailed financial analysis, including revenue mix, cost discipline, and KPI dashboards.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "b058d381-b6d0-4789-82f7-69489c3a3635", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "92936127-413a-4f48-aaf8-1dcf62aca3ef", "evidence": "Slides 6-12 provide a detailed financial analysis.", "position": 0, "objective": "What are UBS's financial strengths?", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:18:11.041556+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 17, "from": 10, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "d26365c0-17a0-4978-80b4-a8058ca463fc", "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 1, "objective": "What are the consequences of not investing in growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.078905+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "analysis", "title": "The slide uses a donut chart to show portfolio composition and provides specific risk metrics (LTV, credit losses) to demonstrate prudent management.", "function": "analyze_data", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 80, "componentCount": 9, "textChars": 789, "nDataPoints": 14, "notes": "The slide uses a donut chart to show portfolio composition and provides specific risk metrics (LTV, credit losses) to demonstrate prudent management.", "elementsJson": [ "donut_chart", "big_number", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:12.846+00", "seconds": 2.91, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/12", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-12", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "99.7% of single- and multi-family homes portfolio would still be covered if collateral values were to fall by 20%", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:17+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b5-c2cd641d067a", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.15, "x": 0.04, "y": 0.2 }, "kind": "chart", "text": "Loans, gross 131bn", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.846+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98d1fde6-9047-426d-bea1-e98aad445a6a", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.25, "x": 0.2, "y": 0.2 }, "kind": "list", "text": "Self-occupied real estate, residential (60%); Income producing real estate, residential and commercial (19%); Self-occupied real estate, commercial (7%); Other secured loans (6%); Unsecured (8%)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.846+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17020660-c9ae-463f-b9bb-7236c3bbce5b", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.72, "y": 0.2 }, "kind": "metric", "text": "99.7% of single- and multi-family homes portfolio would still be covered if collateral values were to fall by 20%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.846+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3134cfd9-10ef-4b10-b954-9968fc69d3bf", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Loan-to-value (LTV): 99.7%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:17+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b5-c78832633e48", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.45, "y": 0.2 }, "kind": "paragraph", "text": "Single-family homes: 6% volume growth since 2014, ø LTV 57%, 93% of loans with LTV <=80%. Mainly multi-family homes: 24% volume decrease since 2014, ø LTV 53%, 98% of loans with LTV <=80%.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.846+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5996b3f4-22a7-47ac-85f2-7c3affdbb02e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.72, "y": 0.45 }, "kind": "paragraph", "text": "0.003% average credit losses p.a. over the last 5 years", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.846+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1960d18-3367-447a-8b95-7f79519d5368", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Loan portfolio", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.846+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4e37cbd-bc2c-4170-bba0-3b83115a4d1c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.04, "y": 0.14 }, "kind": "title", "text": "Prudently managed; majority of loans secured by residential property", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.846+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af6ef889-da6b-4a19-847f-137000e5315d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Financials", "beatId": "2159fe29-f001-4224-bdb6-5751d6ff6a20", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 6-12 provide detailed financial analysis, including revenue mix, cost discipline, and KPI dashboards.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "b058d381-b6d0-4789-82f7-69489c3a3635", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 6, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "92936127-413a-4f48-aaf8-1dcf62aca3ef", "evidence": "Slides 6-12 provide a detailed financial analysis.", "position": 0, "objective": "What are UBS's financial strengths?", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:18:11.041556+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 17, "from": 10, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "d26365c0-17a0-4978-80b4-a8058ca463fc", "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 1, "objective": "What are the consequences of not investing in growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.078905+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "resolution", "title": "The slide uses a bar chart to show NII sensitivity across three years and a line chart to show historical interest rate volatility.", "function": "quantify_impact", "rawType": "sensitivity_analysis", "block": null, "metadata": { "slideType": "sensitivity_analysis", "slideTypeCanon": { "name": "Sensitivity analysis", "slug": "sensitivity_analysis", "status": "active", "canonId": "019de52d-0e3e-71aa-afde-42c88c3adc5f", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 9, "textChars": 595, "nDataPoints": 15, "notes": "The slide uses a bar chart to show NII sensitivity across three years and a line chart to show historical interest rate volatility.", "elementsJson": [ "headline_text", "subtitle_text", "bar_chart_grouped", "line_chart", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:16.631+00", "seconds": 6.594, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/13", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-13", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Well positioned to benefit from an increase in CHF interest rates", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:16+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b37a-17e3fbd97f36", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.04, "y": 0.22 }, "kind": "chart", "text": "Net interest income (NII), illustrative example", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.631+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8c8c703-9567-4c57-9969-0d96df49f427", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.4, "x": 0.55, "y": 0.22 }, "kind": "chart", "text": "Historical CHF interest rates", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.631+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e3b79de-818a-4c4e-a17b-d995e866d838", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.14, "y": 0.91 }, "kind": "disclaimer", "text": "Numbers in CHF and adjusted unless otherwise indicated; refer to slide 20 for details on adjusted numbers and FX rates in this presentation; Based on implied forward rates, 31.7.18; 1 Source: Reuters", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.631+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a61696dc-50bd-4e7c-a2e2-fc9a2a735861", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.04, "y": 0.78 }, "kind": "legend", "text": "100bps parallel decrease vs. implied forwards; Implied forward; 100bps parallel increase vs. implied forwards", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.631+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e33fb6d4-841f-4e98-a22e-9d9164ac05a2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.6, "y": 0.78 }, "kind": "legend", "text": "6M spot rate; 5Y spot rate", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.631+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efc30f41-7247-43aa-b710-518187e2782e", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Net interest income (NII): 0.5", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:16+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b37a-1971146c82a2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.58, "x": 0.04, "y": 0.14 }, "kind": "title", "text": "Well positioned to benefit from an increase in CHF interest rates", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.631+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74970f4f-43f7-403f-91d0-c1d6adcd2600", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.38, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Interest rate sensitivity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.631+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bcd4aaf-bdce-4c24-b4f6-2c4e950726e4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c8f22569-4279-4138-92ab-830d05924757", "evidence": "The slide explicitly models the impact of interest rate changes on NII.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 18:14:16.631+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "sensitivity_analysis" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "b058d381-b6d0-4789-82f7-69489c3a3635", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 10, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "d26365c0-17a0-4978-80b4-a8058ca463fc", "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 1, "objective": "What are the consequences of not investing in growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.078905+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "analysis", "title": "The slide uses a mix of financial, operational, and customer satisfaction metrics to justify digital investment.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 91, "componentCount": 14, "textChars": 1254, "nDataPoints": 6, "notes": "The slide uses a mix of financial, operational, and customer satisfaction metrics to justify digital investment.", "elementsJson": [ "headline_text", "big_number", "callout_box", "footnote", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:13.614+00", "seconds": 3.543, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/14", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-14", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.25, "x": 0.715, "y": 0.26 }, "kind": "callout", "text": "Attractive economics", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12511e37-7601-41c9-ae48-ca2c8c0205f4", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.715, "y": 0.67 }, "kind": "callout", "text": "Faster time-to-market through collaboration with fintechs", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39cbd27b-d090-4e46-8c17-b28835c5caef", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.715, "y": 0.465 }, "kind": "callout", "text": "Strong momentum with our clients", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43244be8-a0df-4dee-a846-d1f6892957cf", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Investing in the franchise to sustain market leadership", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:17+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b5-fd691e6244fc", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.13, "y": 0.88 }, "kind": "disclaimer", "text": "Numbers in CHF and adjusted unless otherwise indicated; refer to slide 20 for details on adjusted numbers and FX rates in this presentation; 1 Clients actively using e- or mobile banking and UBS Access App, i.e. at least one login in the last 30 days per end of 1H18, compared with clients who didn't use these products actively. Personal Banking clients aged 18-59, excl. rental deposits and single-purpose accounts, 2Q18; 2 Survey by Client-based Insights Schweiz, commissioned by UBS, 2017, Personal Banking only; 3 December 2017; 4 TWINT is a leading mobile payment system in Switzerland, supported by a consortium of banks and retailers; 5 1H18 vs. 1H17; 6 August 2018 vs. December 2017", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75c39012-1807-49e7-8137-b4cde2b29a9a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.04, "y": 0.55 }, "kind": "metric", "text": "#1 Highest digital penetration amongst large Swiss banks", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06c141d4-00aa-4d44-88c5-5428a56a39b5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.45, "y": 0.28 }, "kind": "metric", "text": "+24 Net promoter score higher satisfaction", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31e158b5-daf9-48a6-8179-52aa0030da04", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.25, "y": 0.28 }, "kind": "metric", "text": "70% lower attrition for active clients", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4311f12b-5771-4237-ae99-664df2592968", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.25, "y": 0.55 }, "kind": "metric", "text": ">100% Increase in mobile banking payments and TWINT transactions", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bebbd8a-0e26-4729-b792-05748a72c4f9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.45, "y": 0.55 }, "kind": "metric", "text": "+150% Corporate client onboarding supported by video identification", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82be6097-6e77-4612-9f31-28075277c9cd", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.04, "y": 0.28 }, "kind": "metric", "text": "80% more revenues", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9301dc51-77ec-4e34-b604-b456545745b9", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Digital client revenue uplift: 80%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:17+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b6-0220adebde80", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Expanding our digital lead", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96e0a65e-c383-40ba-95cc-02e82e597159", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.5, "x": 0.04, "y": 0.13 }, "kind": "title", "text": "Investing in the franchise to sustain market leadership", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.614+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60e6e6c6-ca6a-4fe7-af11-70b667c9df60", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "b058d381-b6d0-4789-82f7-69489c3a3635", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 10, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "d26365c0-17a0-4978-80b4-a8058ca463fc", "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 1, "objective": "What are the consequences of not investing in growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.078905+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "analysis", "title": "The slide uses a waterfall chart to bridge the gap between current and target cost/income ratios.", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 7, "textChars": 590, "nDataPoints": 8, "notes": "The slide uses a waterfall chart to bridge the gap between current and target cost/income ratios.", "elementsJson": [ "headline_text", "subtitle_text", "bullet_list", "waterfall_chart" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:18.967+00", "seconds": 8.699, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/15", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-15", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Cost/income ratio to decrease ~3-4ppts 2021 vs. 3Q18 LTM pro-forma", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:17+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b5-dd709ab23eeb", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.35, "x": 0.58, "y": 0.33 }, "kind": "chart", "text": "Waterfall chart showing cost/income ratio reduction from 59.4% to 56% via five drivers.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:18.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "839068aa-645f-4fcf-b43f-086f94ca9b60", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.04, "y": 0.3 }, "kind": "list", "text": "Workforce optimization; Continued branch network optimization; >50 robots deployed; 6% increase in revenues per staff in Corporate & Institutional; 13% increase in accounts per advisor in Personal Banking", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:18.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37e44f28-af9e-4e4f-99bf-b4c07762ee22", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Cost/income ratio: ~3-4ppts", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:17+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b5-e083cd8b0c5d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.75, "x": 0.13, "y": 0.94 }, "kind": "paragraph", "text": "Numbers in CHF and adjusted unless otherwise indicated; refer to slide 20 for details on adjusted numbers and FX rates in this presentation", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:18.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b44e6ef3-bf75-4f2f-83d5-11716957f016", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.04, "y": 0.14 }, "kind": "title", "text": "Driving further efficiency gains front-to-back", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:18.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b5366b5-55ee-4576-be15-52e3963110c6", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "Increasing efficiency", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:18.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "122eeb7e-0c9d-4bf3-a763-e8f30b942c9e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "7775f7a7-f729-4844-ad13-db9ab469f661", "evidence": "The chart visually bridges the gap between two financial metrics using incremental changes.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 18:14:18.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "waterfall-chart" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "b058d381-b6d0-4789-82f7-69489c3a3635", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 10, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "d26365c0-17a0-4978-80b4-a8058ca463fc", "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 1, "objective": "What are the consequences of not investing in growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.078905+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "resolution", "title": "The slide uses a hybrid layout with a list of strategic pillars on the left and a vertical process/timeline-like flow on the right.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 8, "textChars": 657, "nDataPoints": 3, "notes": "The slide uses a hybrid layout with a list of strategic pillars on the left and a vertical process/timeline-like flow on the right.", "elementsJson": [ "headline_text", "subtitle_text", "bullet_list", "icon_grid", "timeline_visual" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:16.573+00", "seconds": 6.257, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/16", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-16", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Digital transformation ongoing – increasing efficiency while sustaining strong growth and collaboration", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:17+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b6-2eb66ba8fa39", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.55, "x": 0.38, "y": 0.2 }, "kind": "diagram", "text": "Enhanced business growth... while improving cost efficiency", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f26d843a-6960-4f44-871e-8a1645293f58", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.1, "y": 0.75 }, "kind": "list", "text": "Significant synergies from shared Swiss branch network", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e42aad7-2f48-4445-83a0-81a18ffcd267", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.1, "y": 0.25 }, "kind": "list", "text": "Best-in-class experience to attract and retain clients; 42k net new clients in 2017", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a80185cc-8cbc-4f59-a44d-08b3e458771d", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.1, "y": 0.4 }, "kind": "list", "text": "Growing clients up to Global Wealth Management; We aim to shift >5bn invested assets and loans p.a. to GWM; We aim to refer >5bn new business volume p.a. to other business segments and divisions", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b103205c-819a-4d95-ae09-50c76d41d2b4", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "net new clients: 42k", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:17+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b6-3018ffc07e1b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.8, "x": 0.04, "y": 0.13 }, "kind": "paragraph", "text": "Digital transformation ongoing – increasing efficiency while sustaining strong growth and collaboration", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6d2f867-622a-4195-88e3-2153aab63d5d", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.5, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Personal Banking – Strong growth momentum", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bbae4fb-cace-495e-b48e-ae00abb52c00", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "b058d381-b6d0-4789-82f7-69489c3a3635", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 10, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "d26365c0-17a0-4978-80b4-a8058ca463fc", "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 1, "objective": "What are the consequences of not investing in growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.078905+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 19, "from": 16, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "01f3d61a-c7b9-4e35-a221-60c01c468974", "evidence": "Slides 16-19 provide key takeaways and financial targets.", "position": 2, "objective": "What are the implications of UBS's growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.116609+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "setup", "function": "present_solution", "rawType": "initiative_list", "block": null, "metadata": { "slideType": "initiative_list", "slideTypeCanon": { "name": "Initiative list", "slug": "initiative_list", "status": "active", "canonId": "019de52d-0caf-770e-9b91-b99239121f50", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 6, "textChars": 853, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "subtitle_text", "icon_grid", "comparison_table" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:16.881+00", "seconds": 6.544, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/17", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-17", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Extending offering and improving sales processes to drive future growth", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:17+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b37a-3a3b759becec", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.04, "y": 0.38 }, "kind": "list", "text": "Industry-leading efficiency; Global reach and connections; Close partnership with Investment Bank", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.881+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51a09c06-e31b-4a55-96f8-b93f42da7f2b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.75, "x": 0.18, "y": 0.2 }, "kind": "list", "text": "Corporate clients: International hubs and blockchain; UBS Digital Business: Comprehensive solution for small businesses; Real estate: UBS Atrium platform and new investor groups", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.881+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd8750c2-8e2a-4ad8-a4f4-59dc1d912719", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.04, "y": 0.13 }, "kind": "subtitle", "text": "Extending offering and improving sales processes to drive future growth", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.881+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f09f06e5-0928-49aa-94e3-eeb4d6ea9f2f", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.92, "x": 0.04, "y": 0.55 }, "kind": "table", "text": "Net new client growth: New client acquisition and enhanced retention via advanced analytics; Share of wallet: Achieve main bank status with our clients and seize cross-selling opportunities via advanced analytics and strategic client dialogue; Client advisor effectiveness: Enable advisors to focus on complex tasks with improved tools and shifting basic services to call centers", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.881+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0dcdbc74-aa18-45f7-a54e-4b105aad0ccf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Corporate & Institutional Clients – Driving further growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:16.881+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72bfbee5-d483-4dac-a1e9-6bda46b6dd4b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c91e0b7d-9c29-4c46-a232-6c43ed71c006", "evidence": "The slide contains a list/bullet component with several items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:44:56.16749+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "b058d381-b6d0-4789-82f7-69489c3a3635", "matchId": "d7a917b5-8409-4744-859f-39ece3655529", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 10, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "d26365c0-17a0-4978-80b4-a8058ca463fc", "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 1, "objective": "What are the consequences of not investing in growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.078905+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 19, "from": 16, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "01f3d61a-c7b9-4e35-a221-60c01c468974", "evidence": "Slides 16-19 provide key takeaways and financial targets.", "position": 2, "objective": "What are the implications of UBS's growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.116609+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "setup", "title": "The slide uses a process-like list to show the components of the digital offering.", "function": "present_solution", "rawType": "initiative_list", "block": null, "metadata": { "slideType": "initiative_list", "slideTypeCanon": { "name": "Initiative list", "slug": "initiative_list", "status": "active", "canonId": "019de52d-0caf-770e-9b91-b99239121f50", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 9, "textChars": 865, "nDataPoints": 1, "notes": "The slide uses a process-like list to show the components of the digital offering.", "elementsJson": [ "headline_text", "subtitle_text", "bar_chart_vertical", "process_diagram", "callout_box", "footnote" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:13.645+00", "seconds": 3.24, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/18", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-18", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.055 }, "kind": "callout", "text": "Bringing state-of-the-art corporate solutions to our broader client base", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "028fec8a-25c7-44a9-a912-eab375ba5860", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.2, "x": 0.75, "y": 0.036 }, "kind": "callout", "text": "Enabling efficient client servicing and scalability", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c81b421-b5df-46f1-9969-2fc53fbeefbf", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Enabling efficient client servicing and scalability; Bringing state-of-the-art corporate solutions to our broader client base.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:18+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b6-6bdaa3bc42f9", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "x": 0.04, "y": 0.32 }, "kind": "chart", "text": "Untapped potential: Firms with <10 employees, Estimated UBS market penetration", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e85958f-f2a1-46f3-8b8d-6a52f8a5385a", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.27, "y": 0.025 }, "kind": "list", "text": "Modular and personalized offering; User-friendly tools for daily banking needs; Liquidity management and financial planning tools; Enhanced digital sales capabilities; Express credit facility; Comprehensive self-service functionalities", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3826bde3-3b2f-4b3a-9e5b-f35b95afb43f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "market penetration: ~23%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:18+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b6-6e9926d89779", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.04, "y": 0.14 }, "kind": "paragraph", "text": "Launched UBS Digital Business in 4Q18: comprehensive and state-of-the-art solutions for small businesses", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01db9057-40b4-4ee7-b001-3ac9fc80dac4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.14, "y": 0.091 }, "kind": "source-note", "text": "1 Number of companies with UBS banking relationships vs. total number of Swiss firms with <10 employees. Source: AmPuls Market Research (2017)", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9823cb6-7286-43c1-8949-3f5abd2a1478", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Greater focus on small businesses", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:13.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "944da2e9-8118-4583-aefb-9caff400731d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "e5ae58ca-c608-427a-890a-8ef8988e8e10", "evidence": "The slide contains a chart/bar-vertical component.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 21:44:56.239803+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "355e870f-dab3-4d66-b090-e06bf3d92872", "evidence": "The slide contains a list/bullet component with several items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:44:56.27742+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 19, "from": 16, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "01f3d61a-c7b9-4e35-a221-60c01c468974", "evidence": "Slides 16-19 provide key takeaways and financial targets.", "position": 2, "objective": "What are the implications of UBS's growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.116609+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "analysis", "title": "The slide highlights specific financial metrics for Group, Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank.", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 4, "textChars": 608, "nDataPoints": 35, "notes": "The slide highlights specific financial metrics for Group, Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank.", "elementsJson": [ "kpi_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:15.453+00", "seconds": 5.017, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/19", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-19", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Return on CET1 capital: 17%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:17+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b5-af96e580f87a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.9 }, "kind": "source-note", "text": "Numbers in CHF unless otherwise indicated; refer to slide 20 for details on adjusted numbers, Basel III numbers and FX rates in this presentation; 1 Pro-forma adjusted for announced Corporate Center allocation changes; 2 Adjusted for the impact from the US tax reform in 4Q17; 3 As of 30.9.18; 4 Over the cycle; 5 Normalized for the sale of our Fund Administration business in 4Q17; 6 Repositioned from a minimum return to a performance target", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:15.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78d2e59b-bd65-4b5f-9d5b-945caf538b84", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.92, "x": 0.04, "y": 0.15 }, "kind": "table", "text": "Financial targets table with columns for Current performance, Annual targets, Ambitions, and Capital/resource guidelines.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:15.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35330795-3565-4bb2-91f5-4607b66d0e36", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "Financial targets", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:15.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e081ae3-5e61-425b-8afb-bd194542c7fd", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b2bc3234-457a-43e8-879a-34078ac70036", "evidence": "The slide contains a table/kpi component with several columns and metrics.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:44:56.350509+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 19, "from": 16, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "01f3d61a-c7b9-4e35-a221-60c01c468974", "evidence": "Slides 16-19 provide key takeaways and financial targets.", "position": 2, "objective": "What are the implications of UBS's growth initiatives?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:18:11.116609+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 5, "textChars": 322, "nDataPoints": 1, "notes": null, "elementsJson": [ "headline_text", "bullet_list", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:12.36+00", "seconds": 1.897, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/20", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-20", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.8, "x": 0.06, "y": 0.65 }, "kind": "list", "text": "Targeting 3-5% adjusted annual pre-tax profit growth FY19-FY21", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.36+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aae5ada7-261c-4fd9-b9a4-7f5178a0823c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.06, "y": 0.258 }, "kind": "list", "text": "Personal & Corporate Banking delivers strong and steady profits, and contributes significantly to UBS's status as the #1 bank in Switzerland", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.36+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abf10b11-29ac-4410-be7f-df8e2ac08890", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.06, "y": 0.465 }, "kind": "list", "text": "We are expanding our digital lead while improving cost efficiency", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.36+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c48282c7-2b9a-49e0-b99e-2883c0679757", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "adjusted annual pre-tax profit growth: 3-5%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:17+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41aa-7578-83b6-14c1ec18c42c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Key messages", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:12.36+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9929d49-20ca-4d44-a00d-7f37e0872a12", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "167d0e96-606b-47bd-83e5-3a20783d0070", "evidence": "The slide contains a list/bullet component with several items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 21:44:56.422709+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "setup", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 15, "componentCount": 3, "textChars": 272, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:14:14.863+00", "seconds": 4.397, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/21", "deck": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-21", "deckJson": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.6, "x": 0.04, "y": 0.86 }, "kind": "disclaimer", "text": "© UBS 2018. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:14.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3e7d7ee-5f95-47c6-9690-0ca518cd29f8", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "paragraph", "text": "Use of adjusted numbers... Basel III RWA, LRD and capital... Currency translation... Rounding... Tables...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:14.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9758d26-2990-426a-8238-76b9c18a5144", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.75, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Important information related to this presentation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:14:14.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29574dbd-d867-4870-a905-648a41e15d70", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 4, "to": 5, "label": "Market Size", "description": "Slides 4-5 provide an overview of UBS's market position and peer benchmarking." }, { "from": 6, "to": 12, "label": "Financials", "description": "Slides 6-12 provide detailed financial analysis, including revenue mix, cost discipline, and KPI dashboards." }, { "from": 10, "to": 17, "label": "Solution", "description": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways." }, { "from": 7, "to": 9, "label": "Business Model", "description": "Slides 7-9 provide an overview of UBS's business segments and revenue streams." } ], "loops": [ { "from": 6, "to": 12, "label": "Zoom In", "description": "What are UBS's financial strengths?" }, { "from": 10, "to": 17, "label": "Cost Of Inaction", "description": "What are the consequences of not investing in growth initiatives?" }, { "from": 16, "to": 19, "label": "So What Cascade", "description": "What are the implications of UBS's growth initiatives?" } ] }