{ "schemaVersion": "deck-intelligence.v1", "id": "019de06f-3524-72db-ae41-64dddababbe4", "slug": "63adb4f1c42659a47cd0296f62271fbb", "title": "Morgan Stanley | Results Presentation Deck | 11 slides", "subtitle": "Morgan Stanley · 2009-08", "author": "Morgan Stanley", "date": "2009-08-01 00:00:00", "pageCount": 11, "kind": "regulatory-filing", "orientation": "landscape", "aspectRatio": 1.2938006, "document": { "id": "019de06f-3524-72db-ae41-64dddababbe4", "slug": "63adb4f1c42659a47cd0296f62271fbb", "title": "Morgan Stanley | Results Presentation Deck | 11 slides", "rawTitle": "Morgan Stanley | Results Presentation Deck | 11 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "authorDisplay": "Morgan Stanley", "kind": { "slug": "regulatory-filing", "label": "Regulatory filing" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2009-08__morgan-stanley__results__63adb4f1.pdf", "sourceUrl": "https://www.slidebook.io/company/morgan-stanley/presentation/63adb4f1c42659a47cd0296f62271fbb/", "sourceDate": "2009-08-18 00:00:00", "presentationDate": "2009-08-01 00:00:00", "ingestedAt": "2026-04-30 22:07:57.83629+00", "status": "ready", "pageCount": 11, "orientation": "landscape", "aspectRatio": 1.2938006, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "capital-markets", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2009-08__morgan-stanley__results__63adb4f1", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 11, "pagesIndexed": 11, "pagesWithImages": 11, "pagesWithMetadata": 11, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 45, "chartCount": 9, "metricSlides": 0, "toolMatches": 1, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 3, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "evidence": "The deck follows a logical structure, starting with an overview and disclaimers, then providing financial highlights and segment information", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:04:43.296779+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 1, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Attention", "beatId": "90457935-4b8e-49b0-b515-bef22ce90257", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Attention", "slug": "aida-attention", "status": "active", "canonId": "019dd9b8-1086-7099-85c1-2f9cae7ea19d", "version": 1, "description": null }, "evidence": "The cover slide grabs attention with the title and overview", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 7, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Interest", "beatId": "c38dac2f-5d93-4825-a181-74d4f5c51c81", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Interest", "slug": "aida-interest", "status": "active", "canonId": "019dd9b8-115b-7640-827f-fd115885a984", "version": 1, "description": null }, "evidence": "The KPI overview slides for each business segment provide interest in the company's performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 11, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 8, "name": "Desire", "beatId": "0db569c2-ab55-4770-afc4-801f70535b3a", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Desire", "slug": "aida-desire", "status": "active", "canonId": "019dd9b8-11f0-704e-b2bb-fbb6a226467d", "version": 1, "description": null }, "evidence": "The comparison tables and appendix data provide desire for more information on risk positions and funding diversification", "position": 2, "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": 7, "from": 4, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "3e4eeb2e-9cda-4a49-b4db-6ad75fbd9fbb", "evidence": "The KPI overview slides provide benchmarked data", "position": 0, "objective": "To show the company's performance relative to benchmarks", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:43.422021+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 11, "from": 8, "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": "0bab95b1-95c3-461e-a603-4ce75194d522", "evidence": "The reduction in risk positions and funding diversification slides imply the cost of inaction", "position": 1, "objective": "To highlight the importance of risk management", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:43.453896+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": "2de68c91-4f8e-4c49-be54-ba01292e5a63", "evidence": "Morgan Stanley Second Quarter 2009 Overview", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:19:59.172625+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": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/9_p_R9k_9zegcZ5JDyWzpYYYGuq7TUmn73JcGWC_omY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82M2FkYjRmMWM0MjY1OWE0N2NkMDI5NmY2MjI3MWZiYi9wMDAxLmpwZw", "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": 28, "componentCount": 4, "textChars": 178, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:22.929+00", "seconds": 2.253, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-3524-72db-ae41-64dddababbe4/1", "deck": "/decks/019de06f-3524-72db-ae41-64dddababbe4", "deckAnchor": "/decks/019de06f-3524-72db-ae41-64dddababbe4#slide-1", "deckJson": "/decks/019de06f-3524-72db-ae41-64dddababbe4.json" }, "components": [ { "bbox": { "h": 0.063, "w": 0.224, "x": 0.688, "y": 0.154 }, "kind": "disclaimer", "text": "Free Writing Prospectus\nDated August 18, 2009\nRegistration Statement No. 333-156423\nFiled Pursuant to Rule 433", "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 14:29:22.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d1abd6c-1a55-46a7-8e3a-8bfbed44d7fe", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.217, "x": 0.695, "y": 0.098 }, "kind": "title", "text": "Morgan Stanley", "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 14:29:22.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73bdd75e-fdad-49f3-8314-c0cc18fbfd3e", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.643, "x": 0.171, "y": 0.465 }, "kind": "title", "text": "Morgan Stanley Second Quarter 2009 Overview", "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 14:29:22.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a76d2b5f-f300-45e8-b880-68c3d16059cd", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.105, "x": 0.171, "y": 0.532 }, "kind": "title", "text": "August 2009", "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 14:29:22.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9a5ae10-cd7d-4081-9bc4-6172d26a010c", "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": "2de68c91-4f8e-4c49-be54-ba01292e5a63", "evidence": "Morgan Stanley Second Quarter 2009 Overview", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:19:59.172625+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": [ { "to": 1, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "90457935-4b8e-49b0-b515-bef22ce90257", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Attention", "slug": "aida-attention", "status": "active", "canonId": "019dd9b8-1086-7099-85c1-2f9cae7ea19d", "version": 1, "description": null }, "evidence": "The cover slide grabs attention with the title and overview", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/e6bGLlfb5cGjXY_7C7HIoYFjIJ-z93yW-yzZPaMwsuE/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82M2FkYjRmMWM0MjY1OWE0N2NkMDI5NmY2MjI3MWZiYi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/LlZ29bLn4rfu4x2HWmrybdulsV2kqw6GpIkAkt32hzQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82M2FkYjRmMWM0MjY1OWE0N2NkMDI5NmY2MjI3MWZiYi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/RXvOckemdVfKgzrQcmbnN-RtHQibfGaTfUa8KoWPvzw/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82M2FkYjRmMWM0MjY1OWE0N2NkMDI5NmY2MjI3MWZiYi9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "title": "Includes standard Morgan Stanley branding and page number.", "function": "front_matter", "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": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 4, "textChars": 212, "nDataPoints": 0, "notes": "Includes standard Morgan Stanley branding and page number.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:23.264+00", "seconds": 2.558, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-3524-72db-ae41-64dddababbe4/2", "deck": "/decks/019de06f-3524-72db-ae41-64dddababbe4", "deckAnchor": "/decks/019de06f-3524-72db-ae41-64dddababbe4#slide-2", "deckJson": "/decks/019de06f-3524-72db-ae41-64dddababbe4.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.86, "x": 0.07, "y": 0.23 }, "kind": "disclaimer", "text": "The information provided herein may include certain non-GAAP financial measures... This presentation may contain forward-looking statements... The issuer has filed a registration statement...", "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 14:29:23.264+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97567cf7-5acc-470d-96e4-d2e4b50221e1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.07, "y": 0.88 }, "kind": "other", "text": "Morgan Stanley", "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": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:23.264+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a76018b-7003-4ece-a4d4-264b0725a771", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.02, "x": 0.92, "y": 0.88 }, "kind": "other", "text": "2", "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": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:23.264+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9ec0e3d-e662-486e-a200-29f4c0f54128", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.16, "x": 0.07, "y": 0.12 }, "kind": "title", "text": "Notice", "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 14:29:23.264+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a8e9bd1-06fd-43b8-910a-8122b7cf45af", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "front_matter", "rawType": "table_of_contents", "block": null, "metadata": { "slideType": "table_of_contents", "slideTypeCanon": { "name": "Table of contents", "slug": "table_of_contents", "status": "active", "canonId": "019de52d-0643-721b-9b85-69676bb85cf8", "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": 33, "componentCount": 3, "textChars": 461, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:22.805+00", "seconds": 2.076, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-3524-72db-ae41-64dddababbe4/3", "deck": "/decks/019de06f-3524-72db-ae41-64dddababbe4", "deckAnchor": "/decks/019de06f-3524-72db-ae41-64dddababbe4#slide-3", "deckJson": "/decks/019de06f-3524-72db-ae41-64dddababbe4.json" }, "components": [ { "bbox": { "h": 0.037, "w": 0.645, "x": 0.249, "y": 0.916 }, "kind": "disclaimer", "text": "This slide is part of a presentation by Morgan Stanley and is intended to be viewed as part of that presentation. The presentation is based on information generally available to the public and does not contain any material, non-public information.", "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 14:29:22.805+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11ee4b52-97b3-448b-802d-ee6d627783f3", "parentComponentId": null }, { "bbox": { "h": 0.475, "w": 0.388, "x": 0.084, "y": 0.288 }, "kind": "list", "text": "Consolidated Financial Highlights\nInstitutional Securities\nAsset Management\nGlobal Wealth Management\nReduction in Risk Positions\nFirmwide Real Estate Investments\nStrong Capital Position\nFunding Diversification", "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 14:29:22.805+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1085ee42-9faf-42c9-b16c-1aab43eb28ef", "parentComponentId": null }, { "bbox": { "h": 0.063, "w": 0.152, "x": 0.074, "y": 0.125 }, "kind": "title", "text": "Index", "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 14:29:22.805+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51cca268-32be-4a32-a310-e9f6281e69a8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": "dense", "densityScore": 52, "componentCount": 4, "textChars": 490, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:23.361+00", "seconds": 2.557, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-3524-72db-ae41-64dddababbe4/4", "deck": "/decks/019de06f-3524-72db-ae41-64dddababbe4", "deckAnchor": "/decks/019de06f-3524-72db-ae41-64dddababbe4#slide-4", "deckJson": "/decks/019de06f-3524-72db-ae41-64dddababbe4.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.35, "x": 0.515, "y": 0.3 }, "kind": "chart", "text": "Business Mix 2Q09 pie chart showing revenue distribution across business segments.", "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": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:23.361+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca87380d-d643-4c35-ac44-131c187c92b2", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.32, "y": 0.83 }, "kind": "source-note", "text": "Source: Morgan Stanley Earnings Conference Call, SEC Filings. (1) Tangible Book value per common share equals tangible common equity divided by period end common shares outstanding. (2) Represents combined revenues from Fixed Income Sales and Trading and Other Sales and Trading.", "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 14:29:23.361+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6dce59c3-4ddf-44ef-9abe-0f3e7ef88593", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.08, "y": 0.25 }, "kind": "table", "text": "2Q09 Highlights table with metrics including Net Revenues, PBT, Net Income, EPS, and Book Value.", "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 14:29:23.361+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6eda91c0-98eb-4ac7-aebe-353cf2d22b0f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.07, "y": 0.11 }, "kind": "title", "text": "Consolidated Financial Highlights", "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 14:29:23.361+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c44bdc5b-43fd-4bee-a57a-6c83f332708c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Interest", "beatId": "c38dac2f-5d93-4825-a181-74d4f5c51c81", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Interest", "slug": "aida-interest", "status": "active", "canonId": "019dd9b8-115b-7640-827f-fd115885a984", "version": 1, "description": null }, "evidence": "The KPI overview slides for each business segment provide interest in the company's performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 4, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "3e4eeb2e-9cda-4a49-b4db-6ad75fbd9fbb", "evidence": "The KPI overview slides provide benchmarked data", "position": 0, "objective": "To show the company's performance relative to benchmarks", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:43.422021+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "analysis", "title": "The chart shows a stacked bar breakdown of revenue components (Fixed Income, Equity, Investment Banking, Other) for three periods.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": "dense", "densityScore": 55, "componentCount": 5, "textChars": 353, "nDataPoints": 14, "notes": "The chart shows a stacked bar breakdown of revenue components (Fixed Income, Equity, Investment Banking, Other) for three periods.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:23.914+00", "seconds": 3.001, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-3524-72db-ae41-64dddababbe4/5", "deck": "/decks/019de06f-3524-72db-ae41-64dddababbe4", "deckAnchor": "/decks/019de06f-3524-72db-ae41-64dddababbe4#slide-5", "deckJson": "/decks/019de06f-3524-72db-ae41-64dddababbe4.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.45, "x": 0.07, "y": 0.235 }, "kind": "chart", "text": "Net Revenue ($MM) stacked bar chart for 2008, 1Q 2009, 2Q 2009", "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 14:29:23.914+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45270880-a110-4f23-8b72-6dea0d1ef205", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.55, "y": 0.5 }, "kind": "list", "text": "Notable Revenue Items: Credit Spread Improvement and Principal Investments performance.", "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 14:29:23.914+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69c9eea1-77f9-4450-a7de-1915b668dc13", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.55, "y": 0.23 }, "kind": "list", "text": "2Q 2009 Highlights: Investment Banking results, M&A ranking, revenue growth, and strategic alliance.", "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 14:29:23.914+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7297215e-ac0b-4134-b8f9-8973e34d91c7", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.64, "x": 0.31, "y": 0.81 }, "kind": "source-note", "text": "Source: Morgan Stanley Earnings Conference Call, SEC Filings, Thomson Reuters...", "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 14:29:23.914+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fb8cb51-2764-4e32-a899-d8cfce50a993", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.39, "x": 0.07, "y": 0.12 }, "kind": "title", "text": "Institutional Securities", "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 14:29:23.914+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b88a224-abce-4da3-b482-ef9e3cfa01a0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Interest", "beatId": "c38dac2f-5d93-4825-a181-74d4f5c51c81", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Interest", "slug": "aida-interest", "status": "active", "canonId": "019dd9b8-115b-7640-827f-fd115885a984", "version": 1, "description": null }, "evidence": "The KPI overview slides for each business segment provide interest in the company's performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 4, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "3e4eeb2e-9cda-4a49-b4db-6ad75fbd9fbb", "evidence": "The KPI overview slides provide benchmarked data", "position": 0, "objective": "To show the company's performance relative to benchmarks", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:43.422021+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "analysis", "title": "The chart shows a stacked bar representation of revenue components; note that the 2008 bar has a negative component (Principal Transactions) resulting in a net ", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": "balanced", "densityScore": 45, "componentCount": 4, "textChars": 347, "nDataPoints": 12, "notes": "The chart shows a stacked bar representation of revenue components; note that the 2008 bar has a negative component (Principal Transactions) resulting in a net total.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:23.539+00", "seconds": 2.527, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-3524-72db-ae41-64dddababbe4/6", "deck": "/decks/019de06f-3524-72db-ae41-64dddababbe4", "deckAnchor": "/decks/019de06f-3524-72db-ae41-64dddababbe4#slide-6", "deckJson": "/decks/019de06f-3524-72db-ae41-64dddababbe4.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.45, "x": 0.07, "y": 0.23 }, "kind": "chart", "text": "Net Revenue ($MM) for 2008, 1Q 2009, 2Q 2009", "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 14:29:23.539+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d8e477e-b294-414d-9d14-78fbe2241309", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.38, "x": 0.56, "y": 0.23 }, "kind": "list", "text": "2Q 2009 Highlights: Core business revenues, Principal Trading, Principal Investments, Notable Expense Items, and AUM details.", "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 14:29:23.539+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2a3d2ab-d205-4c6c-833b-64ab2af8dc41", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.25, "y": 0.86 }, "kind": "source-note", "text": "Source: Morgan Stanley Earnings Conference Call, SEC Filings. (1) \"Other\" includes Investment Banking, Net Interest and Dividends, Commissions and Other revenues.", "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 14:29:23.539+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7523a4bd-0747-4c3a-a70a-4834ccd1c362", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.07, "y": 0.12 }, "kind": "title", "text": "Asset Management", "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 14:29:23.539+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96e6d5ee-21c1-4f3b-bb63-454664168b54", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Interest", "beatId": "c38dac2f-5d93-4825-a181-74d4f5c51c81", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Interest", "slug": "aida-interest", "status": "active", "canonId": "019dd9b8-115b-7640-827f-fd115885a984", "version": 1, "description": null }, "evidence": "The KPI overview slides for each business segment provide interest in the company's performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 4, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "3e4eeb2e-9cda-4a49-b4db-6ad75fbd9fbb", "evidence": "The KPI overview slides provide benchmarked data", "position": 0, "objective": "To show the company's performance relative to benchmarks", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:43.422021+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "analysis", "title": "The slide includes a stacked bar chart showing revenue composition and a bulleted list of performance metrics.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": "balanced", "densityScore": 43, "componentCount": 4, "textChars": 293, "nDataPoints": 15, "notes": "The slide includes a stacked bar chart showing revenue composition and a bulleted list of performance metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:23.527+00", "seconds": 2.478, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-3524-72db-ae41-64dddababbe4/7", "deck": "/decks/019de06f-3524-72db-ae41-64dddababbe4", "deckAnchor": "/decks/019de06f-3524-72db-ae41-64dddababbe4#slide-7", "deckJson": "/decks/019de06f-3524-72db-ae41-64dddababbe4.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.43, "x": 0.07, "y": 0.235 }, "kind": "chart", "text": "Net Revenue ($MM) stacked bar chart for 2008, 1Q 2009, 2Q 2009", "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 14:29:23.527+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6aaa5674-b2b4-4c41-a8c9-e41764755d79", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.38, "x": 0.56, "y": 0.23 }, "kind": "list", "text": "2Q 2009 Highlights including JV closure, PBT margin, deposit growth, and asset totals.", "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 14:29:23.527+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41cbc003-2fee-49b7-af68-4da6385563d1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.25, "y": 0.86 }, "kind": "source-note", "text": "Source: Morgan Stanley Earnings Conference Call, SEC Filings. (1) \"Other\" includes Investment Banking and Other revenues.", "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 14:29:23.527+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3982e630-e705-4c13-8972-2d539a37ed47", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.48, "x": 0.07, "y": 0.12 }, "kind": "title", "text": "Global Wealth Management", "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 14:29:23.527+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2addb80-9723-444f-bba5-8eba3a1a4f8f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Interest", "beatId": "c38dac2f-5d93-4825-a181-74d4f5c51c81", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Interest", "slug": "aida-interest", "status": "active", "canonId": "019dd9b8-115b-7640-827f-fd115885a984", "version": 1, "description": null }, "evidence": "The KPI overview slides for each business segment provide interest in the company's performance", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 4, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "3e4eeb2e-9cda-4a49-b4db-6ad75fbd9fbb", "evidence": "The KPI overview slides provide benchmarked data", "position": 0, "objective": "To show the company's performance relative to benchmarks", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:43.422021+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "analysis", "title": "The chart uses a grouped bar format to contrast two time periods for four distinct asset classes.", "function": "analyze_data", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "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": "balanced", "densityScore": 41, "componentCount": 4, "textChars": 263, "nDataPoints": 8, "notes": "The chart uses a grouped bar format to contrast two time periods for four distinct asset classes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:23.833+00", "seconds": 2.657, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-3524-72db-ae41-64dddababbe4/8", "deck": "/decks/019de06f-3524-72db-ae41-64dddababbe4", "deckAnchor": "/decks/019de06f-3524-72db-ae41-64dddababbe4#slide-8", "deckJson": "/decks/019de06f-3524-72db-ae41-64dddababbe4.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.85, "x": 0.07, "y": 0.235 }, "kind": "chart", "text": "Net Exposure ($Bn) by asset class for 4Q 2007 and 2Q 2009", "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 14:29:23.833+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b58e4030-f603-4526-8d32-3d0b07241d57", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.61, "x": 0.31, "y": 0.77 }, "kind": "disclaimer", "text": "Source: Morgan Stanley Earnings Conference Call, SEC Filings. Net Exposure is defined as potential loss to the Firm in an event of 100% default...", "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 14:29:23.833+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "258baed3-f53e-4d8e-80f9-a424a85a5165", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.18, "x": 0.41, "y": 0.71 }, "kind": "legend", "text": "4Q 2007 (yellow), 2Q 2009 (green)", "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 14:29:23.833+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94d1f6bd-8c50-495d-952f-f209f64d0a18", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.47, "x": 0.07, "y": 0.12 }, "kind": "title", "text": "Reduction in Risk Positions", "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 14:29:23.833+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2ff027e-f87c-4dd4-9488-f164d4171871", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Desire", "beatId": "0db569c2-ab55-4770-afc4-801f70535b3a", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Desire", "slug": "aida-desire", "status": "active", "canonId": "019dd9b8-11f0-704e-b2bb-fbb6a226467d", "version": 1, "description": null }, "evidence": "The comparison tables and appendix data provide desire for more information on risk positions and funding diversification", "position": 2, "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": 11, "from": 8, "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": "0bab95b1-95c3-461e-a603-4ce75194d522", "evidence": "The reduction in risk positions and funding diversification slides imply the cost of inaction", "position": 1, "objective": "To highlight the importance of risk management", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:43.453896+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "analysis", "title": "The slide includes specific footnotes regarding consolidated interests and capital commitments.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "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": "dense", "densityScore": 59, "componentCount": 4, "textChars": 995, "nDataPoints": 3, "notes": "The slide includes specific footnotes regarding consolidated interests and capital commitments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:23.812+00", "seconds": 2.455, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-3524-72db-ae41-64dddababbe4/9", "deck": "/decks/019de06f-3524-72db-ae41-64dddababbe4", "deckAnchor": "/decks/019de06f-3524-72db-ae41-64dddababbe4#slide-9", "deckJson": "/decks/019de06f-3524-72db-ae41-64dddababbe4.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.35, "x": 0.16, "y": 0.35 }, "kind": "chart", "text": "Pie chart showing $3.7bn in Crescent and Other Consolidated Interests, $0.7bn in Real Estate Funds, and $0.2bn in Infrastructure Fund.", "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": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:23.812+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a800582f-daab-4eb1-a740-d3eed49681d3", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.55, "y": 0.35 }, "kind": "list", "text": "Crescent and Other Consolidated Interests gross investment assets of consolidated subsidiaries, certain of which are subject to non-recourse debt of $2.5 billion provided by third party lenders. Morgan Stanley has $1.7 billion in contractual capital commitments, guarantees, lending facilities and counterparty arrangements with respect to total real estate investments as of June 30, 2009", "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 14:29:23.812+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e68e1629-7643-4a1a-8a81-727b11493208", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.65, "x": 0.25, "y": 0.85 }, "kind": "source-note", "text": "Source: Morgan Stanley Earnings Conference Call, SEC Filings. (1) As of June 30, 2009, consolidated statement of income amounts directly related to investments held by consolidated subsidiaries are condensed in this presentation and include principal transactions, net operating revenues and expenses and impairment charges. (2) Total balances exclude investments that benefit certain deferred compensation and employee co-investment plans.", "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 14:29:23.812+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33501450-1d36-4f4c-9666-9e566a50bd11", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.57, "x": 0.07, "y": 0.12 }, "kind": "title", "text": "Firmwide Real Estate Investments", "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 14:29:23.812+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87711cab-e710-4c54-b49b-9f2e4b16b794", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Desire", "beatId": "0db569c2-ab55-4770-afc4-801f70535b3a", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Desire", "slug": "aida-desire", "status": "active", "canonId": "019dd9b8-11f0-704e-b2bb-fbb6a226467d", "version": 1, "description": null }, "evidence": "The comparison tables and appendix data provide desire for more information on risk positions and funding diversification", "position": 2, "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": 11, "from": 8, "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": "0bab95b1-95c3-461e-a603-4ce75194d522", "evidence": "The reduction in risk positions and funding diversification slides imply the cost of inaction", "position": 1, "objective": "To highlight the importance of risk management", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:43.453896+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "analysis", "title": "The slide presents a bar chart for asset trends and a table for capital ratios.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": "balanced", "densityScore": 35, "componentCount": 4, "textChars": 155, "nDataPoints": 8, "notes": "The slide presents a bar chart for asset trends and a table for capital ratios.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:24.272+00", "seconds": 2.6, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-3524-72db-ae41-64dddababbe4/10", "deck": "/decks/019de06f-3524-72db-ae41-64dddababbe4", "deckAnchor": "/decks/019de06f-3524-72db-ae41-64dddababbe4#slide-10", "deckJson": "/decks/019de06f-3524-72db-ae41-64dddababbe4.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.45, "x": 0.07, "y": 0.235 }, "kind": "chart", "text": "Total Assets ($Bn)", "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 14:29:24.272+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03f6977d-6ec7-41a4-bb15-6ac6c8302262", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.25, "y": 0.8 }, "kind": "source-note", "text": "Source: SEC Filings and estimates from Morgan Stanley Earnings Conference Call", "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 14:29:24.272+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab7898e5-35f6-462d-84d2-3f0ba3b6b82e", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.4, "x": 0.54, "y": 0.23 }, "kind": "table", "text": "2Q 2009 Key Capital Ratios (Basel I)", "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 14:29:24.272+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b9027cc-30fd-4678-bbad-f5804f300703", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.07, "y": 0.11 }, "kind": "title", "text": "Strong Capital Position", "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 14:29:24.272+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89e7d668-a834-44b6-b881-bf9bff75646e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Desire", "beatId": "0db569c2-ab55-4770-afc4-801f70535b3a", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Desire", "slug": "aida-desire", "status": "active", "canonId": "019dd9b8-11f0-704e-b2bb-fbb6a226467d", "version": 1, "description": null }, "evidence": "The comparison tables and appendix data provide desire for more information on risk positions and funding diversification", "position": 2, "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": 11, "from": 8, "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": "0bab95b1-95c3-461e-a603-4ce75194d522", "evidence": "The reduction in risk positions and funding diversification slides imply the cost of inaction", "position": 1, "objective": "To highlight the importance of risk management", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:43.453896+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 two pie charts to illustrate the shift in funding sources over a one-year period.", "function": "analyze_data", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "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": "balanced", "densityScore": 46, "componentCount": 5, "textChars": 208, "nDataPoints": 10, "notes": "The slide uses two pie charts to illustrate the shift in funding sources over a one-year period.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:25.266+00", "seconds": 3.125, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-3524-72db-ae41-64dddababbe4/11", "deck": "/decks/019de06f-3524-72db-ae41-64dddababbe4", "deckAnchor": "/decks/019de06f-3524-72db-ae41-64dddababbe4#slide-11", "deckJson": "/decks/019de06f-3524-72db-ae41-64dddababbe4.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.3, "x": 0.15, "y": 0.35 }, "kind": "chart", "text": "2Q 2008 composition of funding", "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": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:25.266+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b001c15-4577-4cd1-9b30-8c8665e87b0a", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.3, "x": 0.55, "y": 0.35 }, "kind": "chart", "text": "2Q 2009 composition of funding", "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": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:25.266+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf79532e-2fa4-4852-8ce3-e2c287766e8c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.25, "y": 0.82 }, "kind": "source-note", "text": "Source: Morgan Stanley SEC Filings. 2Q08 and 2Q09 numbers provided in footnotes.", "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 14:29:25.266+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62a13246-eb09-4b83-acce-a3f7b12ccbc4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.07, "y": 0.24 }, "kind": "subtitle", "text": "Composition of Funding Liabilities and Equity", "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 14:29:25.266+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c4f5f7e-00c7-4bdb-a006-91895c8df4b3", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.07, "y": 0.11 }, "kind": "title", "text": "Funding Diversification", "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 14:29:25.266+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83f2c056-d0f4-42e6-be2b-600e32d7116f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "AIDA", "slug": "aida", "status": "active", "bestFor": "Marketing presentations, product launches, sales enablement", "canonId": "019dd956-5fb4-77aa-866d-f9bdd47803af", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Interest -> Desire -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Desire", "beatId": "0db569c2-ab55-4770-afc4-801f70535b3a", "matchId": "8ab4f414-8894-4a7b-98a5-2af466c64749", "beatType": { "name": "Desire", "slug": "aida-desire", "status": "active", "canonId": "019dd9b8-11f0-704e-b2bb-fbb6a226467d", "version": 1, "description": null }, "evidence": "The comparison tables and appendix data provide desire for more information on risk positions and funding diversification", "position": 2, "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": 11, "from": 8, "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": "0bab95b1-95c3-461e-a603-4ce75194d522", "evidence": "The reduction in risk positions and funding diversification slides imply the cost of inaction", "position": 1, "objective": "To highlight the importance of risk management", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:43.453896+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true } ], "arcBeats": [ { "from": 1, "to": 1, "label": "Attention", "description": "The cover slide grabs attention with the title and overview" }, { "from": 4, "to": 7, "label": "Interest", "description": "The KPI overview slides for each business segment provide interest in the company's performance" }, { "from": 8, "to": 11, "label": "Desire", "description": "The comparison tables and appendix data provide desire for more information on risk positions and funding diversification" } ], "loops": [ { "from": 4, "to": 7, "label": "Benchmark Gap", "description": "To show the company's performance relative to benchmarks" }, { "from": 8, "to": 11, "label": "Cost Of Inaction", "description": "To highlight the importance of risk management" } ] }