{ "schemaVersion": "deck-intelligence.v1", "id": "019f6b8f-3688-75f9-b14b-82f50c3e0c34", "slug": "jarvis-mckinsey-forecasting-hca-healthcare-ebitda-growth", "title": "McKinsey Forecasting HCA Healthcare EBITDA Growth", "subtitle": "mckinsey-forecasting-hca-healthcare-ebitda-growth", "author": "mckinsey-forecasting-hca-healthcare-ebitda-growth", "pageCount": 80, "kind": "consulting-deck", "document": { "id": "019f6b8f-3688-75f9-b14b-82f50c3e0c34", "slug": "jarvis-mckinsey-forecasting-hca-healthcare-ebitda-growth", "title": "McKinsey Forecasting HCA Healthcare EBITDA Growth", "rawTitle": "McKinsey Forecasting HCA Healthcare EBITDA Growth", "authorId": "mckinsey-forecasting-hca-healthcare-ebitda-growth", "authorName": null, "authorDisplay": "mckinsey-forecasting-hca-healthcare-ebitda-growth", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "jarvis-mckinsey-forecasting-hca-healthcare-ebitda-growth.pdf", "sourceUrl": "file://Jarvis_Resources/McKinsey-Forecasting-HCA-Healthcare-EBITDA-Growth.pdf", "sourceDate": null, "presentationDate": null, "ingestedAt": "2026-07-16 15:32:55.641973+00", "status": "ready", "pageCount": 80, "orientation": null, "aspectRatio": null, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "jarvis", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/jarvis-staging/decks/jarvis-mckinsey-forecasting-hca-healthcare-ebitda-growth", "image_width": 1995, "image_format": "jpg", "deck_type_raw": "consulting", "deck_type_slug": null, "source_url_pattern": null } }, "coverage": { "pageCount": 80, "pagesIndexed": 80, "pagesWithImages": 80, "pagesWithMetadata": 80, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 366, "chartCount": 66, "metricSlides": 0, "toolMatches": 26, "documentToolMatches": 0, "frameworkMatches": 32, "arcMatches": 1, "beatMatches": 4, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "evidence": "The document follows a structured approach to analyzing HCA Healthcare's financials and industry trends, consistent with the Consultant's Gambit narrative shape.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:20:41.717951+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Situation & Context", "beatId": "6347f51e-aee7-4f09-86e8-ddcbb1c6a816", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document provides an overview of the situation and context, including a summary of key EBITDA drivers.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 10, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Problem & Complication", "beatId": "8b7438ff-bc7f-4ecb-9a8b-f4690e2d54b4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The document analyzes the complications and challenges facing HCA Healthcare, including changes in payor class mix and service line mix.", "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": 20, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 11, "name": "Evidence & Proof", "beatId": "026448c0-65be-478a-8b70-6435ff3c87fe", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence and proof to support the forecast, including data tables and financial analysis.", "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 }, { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 21, "name": "Impact & Next Steps", "beatId": "15c0d3fe-4a4c-4912-8b64-05e2b9d8eac4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null, "categoryName": "Logical Reasoning", "categorySlug": "logical-reasoning" }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 30, "from": 21, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "b30a7b23-9671-43e6-a26d-811b1b65199b", "evidence": "The document breaks down HCA Healthcare's financials and industry trends into key components, including volume growth and payor class mix.", "position": 1, "objective": "Break down HCA Healthcare's financials and industry trends into key components", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.976636+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 40, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "8f3db8f5-0325-4d60-852b-35541f3cd4cb", "evidence": "The document identifies quick wins and big bets for HCA Healthcare, including opportunities for growth and improvement.", "position": 2, "objective": "Identify quick wins and big bets for HCA Healthcare", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:42.01494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9e2d7455-e40c-4f2b-b43c-73f456548c68", "evidence": "chart/waterfall-bridge: Waterfall chart showing EBITDA variance drivers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:30.07128+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "10d4a052-d685-425c-8dd4-f5b5d484c240", "evidence": "Adjusted to eliminate impact of uninsured discount", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:30.366497+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8e6a9641-00f6-4f9e-81d9-5205ae4016b3", "evidence": "chart/waterfall: Waterfall chart showing growth variance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:30.440252+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8dae7bed-dff3-4704-b4ad-65a835b3c644", "evidence": "This slide contains a waterfall chart showing the breakdown of growth of Henry Medicaid NR/AA.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:20.319896+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "20dfbbaf-5521-471d-9338-08883042f577", "evidence": "chart/bar-vertical: Henry cash NR/AA growth, 2006-2009P, prior to uncompensated care adjustment", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:12.888741+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "156b269a-732d-42a9-8f6d-f68fcf64b6c1", "evidence": "chart/waterfall-bridge: Impact to overall revenue growth of shift in case type", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:12.957105+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1fab01bf-ef5c-4d4f-a538-0511dd7f3b1f", "evidence": "chart/line: Total U.S. historical outpatient growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:33.011907+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d92f3be4-f3b0-494a-80e7-45992ae4f87f", "evidence": "callout/primary: Faster than expected outpatient erosion, Significant changes in physician relationships, New disruptions from higher than expected HDHP/HSA growth, Greater than expected competitor capital investment", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:33.081119+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Decomposition", "slug": "decomposition", "status": "active", "bestFor": null, "canonId": "019dd9e1-48a5-7034-a2c3-1852aba11915", "version": 1, "bodyDocId": null, "description": "Breaking a whole into parts (sum-of-parts, MECE, pyramid).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e2cc808a-f4c1-4eef-a008-7a9a8c96d714", "evidence": "diagram/process: Hierarchical decomposition tree of bad debt expense drivers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:33.220742+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a65bfff4-b4d1-4a57-a1d5-2bec035fa947", "evidence": "chart/waterfall: Waterfall chart showing 2004 to 2005 collection percentage bridge", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:33.496236+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "abd4e244-e7fb-4fa6-b2d0-26c1b27ace36", "evidence": "chart/waterfall: Waterfall chart showing 2004 to 2005 patient liability increase", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:32.553659+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3ff83738-1372-4b89-89e7-e238bcf67e28", "evidence": "type: scenario_analysis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:32.699446+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "45fd4091-3f12-487f-931b-5aa3de6c1080", "evidence": "chart/waterfall: Pessimistic projection waterfall chart\nchart/waterfall: Optimistic projection waterfall chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:32.662937+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Decomposition", "slug": "decomposition", "status": "active", "bestFor": null, "canonId": "019dd9e1-48a5-7034-a2c3-1852aba11915", "version": 1, "bodyDocId": null, "description": "Breaking a whole into parts (sum-of-parts, MECE, pyramid).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a6c8f932-1386-437f-ae4e-4db1f6845a48", "evidence": "diagram/process: Decomposition tree of labor costs into Salaried Labor (Wage x Productivity, Benefits) and Contract Labor.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:32.890711+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "123b74dd-22ef-4b3f-b9fa-38e5981ff8de", "evidence": "chart/waterfall: Projected growth rates, 2006-09", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:33.039604+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "2cf3d7dd-2f2d-49bc-a852-3431c3c5f4f2", "evidence": "peer_benchmark type and chart/bar-horizontal component", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:35.122237+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "3fe3956e-6e76-4444-8a5b-81cc9f91212e", "evidence": "peer_benchmark type and chart/line component", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:35.188857+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "593bf343-ba88-4955-9898-f06d473f1360", "evidence": "scenario_analysis type and callout/primary components", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:35.257857+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ff51c6ff-1bfd-4bac-a8ea-d84634557005", "evidence": "scenario_analysis type and list/bullet components", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:35.325072+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "23ef8a4e-15c4-4134-9d9f-94a2d9291a11", "evidence": "chart/waterfall component", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:35.358786+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "eb5442b5-4e1c-4827-a6a1-0df8101d94cd", "evidence": "chart/waterfall component", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:35.492718+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "09d86f0d-d5f1-4939-8c79-eef2c56f7a98", "evidence": "chart/waterfall component", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:35.662243+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "1adee99a-a902-48d2-a2ba-ae0813cee581", "evidence": "The table/data component presents a clear and concise breakdown of the data, with minimal non-data ink.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:42.2879+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 75, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "15484d29-6629-4c9f-9db1-008754f22542", "evidence": "The slide explicitly mentions 'scenario analysis' in its title and includes a chart/line showing historical and projected supply cost growth rates.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:42.356968+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b27c29c5-bd71-42aa-ae09-f585b48834f6", "evidence": "The chart/waterfall component shows a 2006-2009 supply cost/AA CAGR waterfall chart, which is a clear instantiation of a waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:42.429298+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5d2a53e3-135c-4cd7-825a-a2a7e98410b4", "evidence": "The slide explicitly mentions 'scenario analysis' in its title and includes a table/data and chart/waterfall components that support this type of analysis.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:42.497099+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 78, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "75997a3f-aafb-42db-8adc-f8618d7248b4", "evidence": "The slide presents Pessimistic, Base, and Optimistic projections for EBITDA drivers.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:16:11.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "scenario_analysis" }, { "matchId": "a38f30ee-8efb-46be-96db-5265c1273b86", "evidence": "The chart visually bridges the gap between two EBITDA values using variance components.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:12.154+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "waterfall-bridge" }, { "matchId": "80992aba-55b1-41ce-b000-8427f3a80e5d", "evidence": "The chart visually bridges the gap between projected and actual values using positive and negative segments.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:14.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "waterfall-chart" }, { "matchId": "bd0c72b1-15ae-478f-8f5f-b95a9fa91350", "evidence": "The slide breaks down a complex metric (NR/AA) into its constituent drivers.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:16:13.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "decomposition" }, { "matchId": "2077d612-8e5e-4b39-b744-b72d2b296c14", "evidence": "The slide uses a waterfall chart to decompose the growth rate.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:15.407+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "waterfall-chart" }, { "matchId": "bde0f8a8-8064-42bf-ac98-6790c48e1637", "evidence": "The chart visualizes the components of change between two values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:16.573+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "frameworkName": "waterfall-bridge" }, { "matchId": "56dfa7cf-ea92-43e9-86db-66efd3f22e49", "evidence": "The slide explicitly presents 'Optimistic' and 'Pessimistic' growth projections with 'What you need to believe' assumptions for each.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:17.816+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "scenario_analysis" }, { "matchId": "fcbdc5cd-0128-4b25-a7a7-e8300b185fe8", "evidence": "The charts decompose the variance between a base case and a scenario projection using additive steps.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:17.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "frameworkName": "waterfall-bridge" }, { "matchId": "6f167ea0-3b49-4366-aa11-d0494269cf42", "evidence": "The slide decomposes a single outcome (volume variance) into a list of contributing factors.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:16:18.187+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "frameworkName": "causal-chain" }, { "matchId": "4dcecdc4-a00e-4d0d-a7d9-66dbcdec921b", "evidence": "The slide breaks down a high-level metric (volume) into its constituent drivers.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:16:19.344+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "frameworkName": "decomposition" }, { "matchId": "1475d04e-8da1-4efb-be4b-8a1fa0efe2ab", "evidence": "The chart visually bridges the gap between implied and actual growth using a delta component.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:16:19.416+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "frameworkName": "waterfall-bridge" }, { "matchId": "57c8e758-cd57-4455-89f8-7383793324a3", "evidence": "Presents base, optimistic, and worst-case scenarios for market share outcomes.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:19.997+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "frameworkName": "scenario_analysis" }, { "matchId": "0938bc21-4a80-48d5-b150-bd0c1ae492fa", "evidence": "The slide links historical outpatient growth to a weighted calculation that results in a projected lift in adjusted admissions.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:16:19.73+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "frameworkName": "causal-chain" }, { "matchId": "c2b31776-212f-48b1-9a9b-a6a477c6b925", "evidence": "The chart explicitly defines optimistic and pessimistic scenarios for future growth.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:20.237+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "frameworkName": "scenario_analysis" }, { "matchId": "a4f614cb-ff8f-483a-875b-49b8f4133924", "evidence": "The slide breaks down a high-level metric (bad debt expense) into its constituent drivers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:21.57+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "decomposition" }, { "matchId": "8b9ebec9-e93d-43a8-9d55-4ac013238b06", "evidence": "The slide uses a waterfall chart to bridge the gap between a starting forecast value and an ending actual value through additive components.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:21.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "frameworkName": "waterfall-bridge" }, { "matchId": "b9aa8c3b-8d5c-4e5e-9a86-c628e3d49f83", "evidence": "The chart is a classic waterfall bridge showing the components of change between two values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:22.705+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "frameworkName": "waterfall-bridge" }, { "matchId": "b6bac1fa-8353-4fba-bb92-c9b60972fce9", "evidence": "The chart visualizes the components of change between two values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:22.77+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "frameworkName": "waterfall-bridge" }, { "matchId": "3dd0ede7-d2af-4b36-87bd-50fe4c14d339", "evidence": "The charts decompose the variance from a base case to a final scenario using floating bars.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:23.164+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "frameworkName": "waterfall-bridge" }, { "matchId": "f6d9a8b0-d85a-45e5-8abf-9c043ca58f59", "evidence": "The table structure quantifies the components of a variance between two financial states.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:16:24.418+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "frameworkName": "waterfall-bridge" }, { "matchId": "76729b9f-63de-4044-9135-6e834628023a", "evidence": "The slide breaks down total labor costs into constituent parts (salaried vs contract, wage/productivity/benefits).", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:24.375+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "frameworkName": "decomposition" }, { "matchId": "61ecba37-30c1-458c-91ac-d6ba1faba707", "evidence": "The slide explicitly links nursing enrollment increases to subsequent declines in wage growth.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:16:24.604+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "frameworkName": "causal-chain" }, { "matchId": "d0a43a5f-6983-4fcc-802e-6e6b926e6c72", "evidence": "The chart visually bridges the national salary growth rate to the projected growth rate through additive and subtractive components.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:24.815+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "frameworkName": "waterfall-bridge" }, { "matchId": "06588d2e-d466-42e5-8ca1-9a2bd67bb9b0", "evidence": "Comparison of company performance against industry best practice range.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:16:25.486+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "frameworkName": "peer_benchmark" }, { "matchId": "7e894efb-f084-4dd7-b441-bb2730da8ce9", "evidence": "The slide presents a base projection with optimistic and pessimistic bounds based on specific assumptions.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:26.034+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "frameworkName": "scenario_analysis" }, { "matchId": "a9fa1f1e-1a5f-493c-812e-c8dfef4363a1", "evidence": "The charts use a waterfall structure to bridge the base case to the scenario projections.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:25.992+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "frameworkName": "waterfall-bridge" }, { "matchId": "4a3129a1-0989-4e49-8d7e-c8d90cd91d26", "evidence": "The chart is a classic waterfall bridge showing the components of change between two values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:26.116+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "frameworkName": "waterfall-bridge" }, { "matchId": "8977a3c1-2ce4-4bae-bb11-6cbc2c59a52f", "evidence": "The slide uses a plus/minus structure to show how individual components sum to a total supply expense.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:16:27.277+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "frameworkName": "waterfall-bridge" }, { "matchId": "eb230f1d-ff55-43ce-99d8-7debca66c30a", "evidence": "Visual representation of cumulative growth components", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:27.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "frameworkName": "waterfall-chart" }, { "matchId": "657ae151-c08e-4dfa-8616-97fb3b2369e5", "evidence": "The slide presents a base case with optimistic and pessimistic bounds based on specific drivers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:28.12+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "frameworkName": "scenario_analysis" }, { "matchId": "5767c4ab-f304-45cf-bb27-9e888caaee3b", "evidence": "The chart uses a waterfall structure to bridge the gap between two financial projections.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:28.394+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "frameworkName": "waterfall-bridge" }, { "matchId": "59e2f805-bf70-41b2-8f1b-52e3630cb87b", "evidence": "The chart visually bridges the gap between a base case and a pessimistic projection using additive segments.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:29.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 78, "frameworkName": "waterfall-bridge" } ], "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/wV3O4pHv38j3IMiAtrvqen24_LAOhqDdiKQSz9u3x8k/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbWNraW5zZXktZm9yZWNhc3RpbmctaGNhLWhlYWx0aGNhcmUtZWJpdGRhLWdyb3d0aC9wMDAxLmpwZw", "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": 26, "componentCount": 4, "textChars": 415, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:11.433+00", "seconds": 2.989, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/1", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-1", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.085, "w": 0.413, "x": 0.294, "y": 0.885 }, "kind": "disclaimer", "text": "This report is solely for the use of client personnel. No part of it may be circulated, quoted, or reproduced for distribution outside the client organization without prior written approval from McKinsey & Company. This material was used by McKinsey & Company during an oral presentation; it is not a complete record of the discussion.", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:11.433+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6236d1b9-9755-49c6-8d43-bdf4b17b1944", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.085, "x": 0.294, "y": 0.322 }, "kind": "paragraph", "text": "CONFIDENTIAL", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:11.433+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d60d987-6cec-4fb5-bf0d-fe5dd720c52a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.165, "x": 0.294, "y": 0.725 }, "kind": "paragraph", "text": "Document for discussion\nJuly 11, 2006", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:11.433+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87726a41-4b7a-43a7-b008-e06bc5884aaa", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.413, "x": 0.294, "y": 0.408 }, "kind": "title", "text": "Forecasting Henry EBITDA 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": "2026-07-16 19:16:11.433+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3062d093-bcea-4e8e-a050-84f973c13525", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "6347f51e-aee7-4f09-86e8-ddcbb1c6a816", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document provides an overview of the situation and context, including a summary of key EBITDA drivers.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/I7Zg2S6TRTTErtYgcfIqYnyykmEa_LqWp1PlBdgCtqk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbWNraW5zZXktZm9yZWNhc3RpbmctaGNhLWhlYWx0aGNhcmUtZWJpdGRhLWdyb3d0aC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/oXY6IZiNZZZoOhmg8QAqjPuF01gEgmS9cetv4ZHUE2g/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbWNraW5zZXktZm9yZWNhc3RpbmctaGNhLWhlYWx0aGNhcmUtZWJpdGRhLWdyb3d0aC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/2y4OBAUVoIAhY7iMbDYPr8FqVOAbE6e6dHSs445rZd0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbWNraW5zZXktZm9yZWNhc3RpbmctaGNhLWhlYWx0aGNhcmUtZWJpdGRhLWdyb3d0aC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "summarize", "rawType": "agenda", "block": null, "metadata": { "slideType": "agenda", "slideTypeCanon": { "name": "Agenda", "slug": "agenda", "status": "active", "canonId": "019de52d-061b-7470-b138-3ffa5e612cce", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 6, "componentCount": 2, "textChars": 141, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:10.811+00", "seconds": 2.1, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/2", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-2", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.4, "x": 0.22, "y": 0.24 }, "kind": "list", "text": "Review summary of all drivers\nDiscuss approach for each driver\nAnswer your questions\nDiscuss approach for sharing forecasts", "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": "2026-07-16 19:16:10.811+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "454522ff-6d97-41b9-99af-7e816aad9605", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.11, "y": 0.05 }, "kind": "title", "text": "TODAY'S DISCUSSION", "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": "2026-07-16 19:16:10.811+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ddbc090-6c02-4503-a060-75f41a60a9d3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "6347f51e-aee7-4f09-86e8-ddcbb1c6a816", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document provides an overview of the situation and context, including a summary of key EBITDA drivers.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "appendix", "function": "front_matter", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "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": "sparse", "densityScore": 14, "componentCount": 2, "textChars": 322, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:10.623+00", "seconds": 1.837, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/3", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-3", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.8, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Abbreviation | Actual\nAA | Adjusted Admissions\nCAGR | Cumulative Annual Growth Rate\nDSH | Disproportionate Share\nNR | Net Revenues\nNR/AA | Net Revenues/Adjusted Admission\nPBD | Provision for Bad Debt\nSP | Self-Pay (refers to patient without insurance)", "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": "2026-07-16 19:16:10.623+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94fc0e2a-4547-47e9-a11e-f195d33b825a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "THROUGHOUT THIS PRESENTATION, WE WILL USE A SET OF COMMON ABBREVIATIONS", "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": "2026-07-16 19:16:10.623+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f609e4d7-99e6-45a0-825b-4bd324580ae3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "6347f51e-aee7-4f09-86e8-ddcbb1c6a816", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document provides an overview of the situation and context, including a summary of key EBITDA drivers.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "analysis", "title": "The table uses a scenario-based approach to project EBITDA growth drivers.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 27, "componentCount": 4, "textChars": 246, "nDataPoints": 25, "notes": "The table uses a scenario-based approach to project EBITDA growth drivers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:11.078+00", "seconds": 2.259, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/4", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-4", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.3, "x": 0.02, "y": 0.96 }, "kind": "source-note", "text": "Source: Team analysis; Henry company data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:11.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1836fb7-bdc7-4a5c-bb66-f3489cd92ea1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.02, "y": 0.08 }, "kind": "subtitle", "text": "Percent CAGR", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:11.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d69b3181-d286-445e-b143-f19614b9c609", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.92, "x": 0.04, "y": 0.15 }, "kind": "table", "text": "Table showing EBITDA drivers (Net Revenue/AA, Volume, Provision for Bad Debt, Labor cost/AA, Supply cost/AA) across Historic, Group model, and Projection scenarios.", "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": "2026-07-16 19:16:11.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9b64e22-bf77-4fd4-a501-0eb74be161ca", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "SUMMARY OF KEY EBITDA DRIVERS", "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": "2026-07-16 19:16:11.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28f7f4fc-5210-4c84-97a9-bfbc6ce4c2bd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "75997a3f-aafb-42db-8adc-f8618d7248b4", "evidence": "The slide presents Pessimistic, Base, and Optimistic projections for EBITDA drivers.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:16:11.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "scenario_analysis" } ], "arcBeats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "6347f51e-aee7-4f09-86e8-ddcbb1c6a816", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document provides an overview of the situation and context, including a summary of key EBITDA drivers.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "analysis", "title": "The chart uses a waterfall bridge to decompose the variance into specific operational drivers.", "function": "analyze_data", "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": "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": 5, "textChars": 474, "nDataPoints": 6, "notes": "The chart uses a waterfall bridge to decompose the variance into specific operational drivers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:12.154+00", "seconds": 2.844, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/5", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-5", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.3, "x": 0.65, "y": 0.2 }, "kind": "callout", "text": "Difference due to differences in assumed collections rates", "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": "2026-07-16 19:16:12.154+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11f662e6-3a60-468b-b537-3644c585aec0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.05, "y": 0.25 }, "kind": "callout", "text": "Subtracts from NR and PBD $250 million to reflect higher projected Self-Pay NR growth (vs. Group Model)", "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": "2026-07-16 19:16:12.154+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78bb9385-f306-4d23-aad5-4c242f950ed6", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "chart", "text": "Waterfall chart showing EBITDA variance 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 bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:12.154+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38df66f3-99f5-404c-a885-acd5ccabe250", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "* Uses management projections for other operating expenses, international operations and gains from sale. Source: Henry Company data; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:12.154+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9fca48f-580e-4415-80a9-5de75699bf1a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "A DIFFERENCE IN ASSUMED BAD DEBT COLLECTION RATE IS PRIMARY REASON FOR DIFFERENCE IN EBITDA BETWEEN THE TWO PROJECTIONS", "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": "2026-07-16 19:16:12.154+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49bffaf1-45bd-41c5-aaa9-74a01e7fb266", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9e2d7455-e40c-4f2b-b43c-73f456548c68", "evidence": "chart/waterfall-bridge: Waterfall chart showing EBITDA variance drivers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:30.07128+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "a38f30ee-8efb-46be-96db-5265c1273b86", "evidence": "The chart visually bridges the gap between two EBITDA values using variance components.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:12.154+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 10, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Problem & Complication", "beatId": "8b7438ff-bc7f-4ecb-9a8b-f4690e2d54b4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The document analyzes the complications and challenges facing HCA Healthcare, including changes in payor class mix and service line mix.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "analysis", "title": "The table uses a hierarchical structure to break down revenue components and their respective growth rates.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 5, "textChars": 437, "nDataPoints": 66, "notes": "The table uses a hierarchical structure to break down revenue components and their respective growth rates.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:12.15+00", "seconds": 2.776, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/6", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-6", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.3, "x": 0.02, "y": 0.97 }, "kind": "other", "text": "Source: Team analysis; Henry Company data", "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": "2026-07-16 19:16:12.15+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a93287b5-6826-4aa6-808e-51e6cc6586f2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.02, "y": 0.88 }, "kind": "other", "text": "* Adjusts historical for reclassification of Managed Medicaid (net effect of dropping Medicaid from 7.2 to 3.0% growth and increasing commercial from 6.3 to 6.9%) ** See bad debt section for rationale *** No impact on NR/AA CAGR when self-pay accounts are excluded", "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": "2026-07-16 19:16:12.15+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce608c23-edc7-44fb-ab80-83416a358692", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.02, "y": 0.08 }, "kind": "subtitle", "text": "Percent CAGR", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:12.15+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "849e624c-3e3f-4794-8129-ff6409271ff0", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.95, "x": 0.02, "y": 0.12 }, "kind": "table", "text": "Table containing historical and projected CAGR data for revenue components.", "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": "2026-07-16 19:16:12.15+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74bccf4c-3c0c-4314-a11c-d59b95bae1a3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "FORECAST OF KEY NET REVENUE PER AA COMPONENTS", "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": "2026-07-16 19:16:12.15+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "550bcb9b-9171-4693-8f60-b20a6daf3edb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Problem & Complication", "beatId": "8b7438ff-bc7f-4ecb-9a8b-f4690e2d54b4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The document analyzes the complications and challenges facing HCA Healthcare, including changes in payor class mix and service line mix.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "analysis", "title": "The table breaks down volume growth into five components: Demographics, Medical practice, Market share, Outpatient, and One-time adjustments.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 27, "componentCount": 4, "textChars": 241, "nDataPoints": 25, "notes": "The table breaks down volume growth into five components: Demographics, Medical practice, Market share, Outpatient, and One-time adjustments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:12.4+00", "seconds": 2.425, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/7", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-7", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.3, "x": 0.02, "y": 0.95 }, "kind": "source-note", "text": "Source: Team analysis; Henry Company data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:12.4+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2fdc644-7acf-4149-b20a-eec9b43451ed", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.02, "y": 0.08 }, "kind": "subtitle", "text": "Percent CAGR", "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": "2026-07-16 19:16:12.4+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f6e8675-9b9e-461f-8b59-da2cf0f30873", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Table showing CAGR values for Demographics, Medical practice, Market share, Outpatient, and One-time adjustments across historical and projected scenarios.", "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": "2026-07-16 19:16:12.4+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01bf4fa9-8940-4f72-a58c-8e8d35c577c8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "FORECAST OF KEY VOLUME COMPONENTS", "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": "2026-07-16 19:16:12.4+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c528ee4c-72cd-40bb-bbab-eab9c8ceede3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Problem & Complication", "beatId": "8b7438ff-bc7f-4ecb-9a8b-f4690e2d54b4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The document analyzes the complications and challenges facing HCA Healthcare, including changes in payor class mix and service line mix.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "analysis", "title": "The table uses a hierarchical structure to show how individual components (AA, Avg balance, Percent uncollected) aggregate into effective CAGR for two main segm", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 44, "componentCount": 4, "textChars": 633, "nDataPoints": 45, "notes": "The table uses a hierarchical structure to show how individual components (AA, Avg balance, Percent uncollected) aggregate into effective CAGR for two main segments, ultimately rolling up to a total PBD CAGR.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:13.202+00", "seconds": 2.929, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/8", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-8", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.88 }, "kind": "other", "text": "* Estimated based on projections for other numbers (i.e., what it would need to be to reach 12.3% growth)\n** Assumes management projects no change in % of accounts with CP/D and no increase in patient liability % of total bill\n*** Growth rate is 18.2% based on the six factors; reduction in number of hospitals, hindsight and other adjustments lowered growth by 1%\nSource: Henry company data; management interviews; team analysis", "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": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.202+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf3331cf-bb53-4ab5-9f70-7cc941b84b2f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.05, "y": 0.08 }, "kind": "subtitle", "text": "Percent CAGR", "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": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.202+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9f723dc-22a3-4742-95e0-f56fa28d70b4", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Table showing historical, group model projection, and 3-year CAGR projections (Pessimistic, Base, Optimistic) for six factors and two segments.", "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": "2026-07-16 19:16:13.202+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fa3dd04-aa31-4119-a6ce-5a08f4e16e59", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "FORECAST OF KEY PROVISION FOR BAD DEBT COMPONENTS", "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": "2026-07-16 19:16:13.202+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83540f76-4af0-4269-a4ce-fa93bd6faea2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Problem & Complication", "beatId": "8b7438ff-bc7f-4ecb-9a8b-f4690e2d54b4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The document analyzes the complications and challenges facing HCA Healthcare, including changes in payor class mix and service line mix.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "analysis", "title": "The table includes a 'Total cost/AA' row with calculated CAGR values. Footnotes clarify the definition of productivity (man hours/AA) and contract labor (percen", "function": "analyze_data", "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": "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": 5, "textChars": 504, "nDataPoints": 25, "notes": "The table includes a 'Total cost/AA' row with calculated CAGR values. Footnotes clarify the definition of productivity (man hours/AA) and contract labor (percent of salary).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:13.537+00", "seconds": 3.004, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/9", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-9", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.95, "x": 0.02, "y": 0.85 }, "kind": "other", "text": "* Measured as man hours/AA. Negative growth desirable as it reflects increase in productivity\n** Not expressed as a growth rate but as a percent of salaried labor.\n*** Revised group model (June 29, 2006) projects labor cost excluding contract labor to grow at 5.0% CAGR (2006-2009)", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.537+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1534c4dc-79ec-4240-b36b-a0620fdc2c25", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.02, "y": 0.96 }, "kind": "other", "text": "Source: Team analysis; Henry Company data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.537+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6db9529-002e-4ab6-87cd-8953ed9248f8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.02, "y": 0.08 }, "kind": "subtitle", "text": "Percent CAGR", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.537+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c444842-ab67-4412-a06c-0bf67bb90dcd", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "table", "text": "Table showing labor cost components (Wage, Productivity, Benefits, Contract labor) across historical and projected timeframes.", "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": "2026-07-16 19:16:13.537+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "101ae9b0-53f7-4298-9475-c232cd5161d5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "FORECAST OF KEY LABOR COST PER AA COMPONENTS", "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": "2026-07-16 19:16:13.537+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1baa8831-7250-4a59-a3aa-f7bac9e01f93", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Problem & Complication", "beatId": "8b7438ff-bc7f-4ecb-9a8b-f4690e2d54b4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The document analyzes the complications and challenges facing HCA Healthcare, including changes in payor class mix and service line mix.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "analysis", "title": "The table includes historical data (2002-05) and three projection scenarios (Pessimistic, Base, Optimistic) for 2006-09, plus a summary row for total supply cos", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 36, "componentCount": 4, "textChars": 435, "nDataPoints": 42, "notes": "The table includes historical data (2002-05) and three projection scenarios (Pessimistic, Base, Optimistic) for 2006-09, plus a summary row for total supply cost/AA.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:13.361+00", "seconds": 2.774, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/10", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-10", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.6, "x": 0.02, "y": 0.91 }, "kind": "other", "text": "* Implies no significant volume mix changes\n** One-time accrual release led to significant increase\n*** Savings achieved from decreasing the expense growth rate of major supply categories\nSource: Team analysis; Henry Company data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.361+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7e767e6-ac92-4110-963a-300690b2ad33", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.02, "y": 0.08 }, "kind": "subtitle", "text": "Percent CAGR", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.361+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30bc0598-6964-4e81-9e9d-2332a7b41bf3", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.95, "x": 0.02, "y": 0.15 }, "kind": "table", "text": "Table showing CAGR for Medical devices, Pharmacy, Blood, Commodity, Rebates, and Henry supply chain programs across historical and projected periods.", "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": "2026-07-16 19:16:13.361+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0160671f-306d-4965-8c44-17054257fc1f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "FORECAST OF KEY SUPPLY COST PER AA COMPONENTS", "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": "2026-07-16 19:16:13.361+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6eb36847-ba20-4e23-9814-fd46474622e6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Problem & Complication", "beatId": "8b7438ff-bc7f-4ecb-9a8b-f4690e2d54b4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The document analyzes the complications and challenges facing HCA Healthcare, including changes in payor class mix and service line mix.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "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": "sparse", "densityScore": 5, "componentCount": 2, "textChars": 93, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:12.431+00", "seconds": 1.709, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/11", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-11", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.335, "w": 0.215, "x": 0.342, "y": 0.228 }, "kind": "list", "text": "NR per AA\nVolume\nProvision for Bad Debt\nLabor cost per AA\nSupply cost per AA", "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": "2026-07-16 19:16:12.431+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e092a59-4f12-467d-94b9-8dc0be111c9e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.11, "y": 0.05 }, "kind": "title", "text": "TABLE OF CONTENTS", "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": "2026-07-16 19:16:12.431+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f1e4405-3cad-4aaa-adb7-642e8ed1c0ac", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Evidence & Proof", "beatId": "026448c0-65be-478a-8b70-6435ff3c87fe", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence and proof to support the forecast, including data tables and financial analysis.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "analysis", "title": "The chart uses a shaded area to represent the forecasted range between optimistic and pessimistic projections.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 4, "textChars": 414, "nDataPoints": 12, "notes": "The chart uses a shaded area to represent the forecasted range between optimistic and pessimistic projections.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:13.319+00", "seconds": 2.413, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/12", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-12", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.85, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Henry same-facility NR/AA growth, 2000-07E", "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": "2026-07-16 19:16:13.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4d26b89-5197-4969-8fa7-8d7b5e44d1fb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.8, "y": 0.08 }, "kind": "legend", "text": "Forecasted range; Henry actual", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4204f300-cf29-4008-bbb6-737ce723fb11", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "* Adjusted to eliminate impact of uninsured discount (actual reported was 3.4% growth); all numbers in forecast so adjusted. Source: Henry company data; management interviews; Milliman USA; payor interviews; analyst reports; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49dd9c82-0520-494d-8242-b54175eb73fe", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.75, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ADJUSTING FOR UNINSURED DISCOUNT, HENRY PERFORMED SLIGHTLY ABOVE THE HIGH-END OF PROJECTED RANGE IN 2005", "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": "2026-07-16 19:16:13.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc6f2525-2c8a-45a3-967b-d3b43209bb9f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "10d4a052-d685-425c-8dd4-f5b5d484c240", "evidence": "Adjusted to eliminate impact of uninsured discount", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:30.366497+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Evidence & Proof", "beatId": "026448c0-65be-478a-8b70-6435ff3c87fe", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence and proof to support the forecast, including data tables and financial analysis.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "The chart illustrates the bridge from the 2005 projected midpoint to the 2005 actual performance, with a table below providing supporting CAGR data.", "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": 50, "componentCount": 6, "textChars": 450, "nDataPoints": 16, "notes": "The chart illustrates the bridge from the 2005 projected midpoint to the 2005 actual performance, with a table below providing supporting CAGR data.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:14.171+00", "seconds": 3.097, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/13", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-13", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.7, "x": 0.15, "y": 0.25 }, "kind": "chart", "text": "Waterfall chart showing growth variance", "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": "2026-07-16 19:16:14.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "102117e2-4df1-431e-9446-085a7eb2e745", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.88 }, "kind": "other", "text": "* Adjusts actual reported Medicaid and Commercial NR/AA for reclassification of Managed Medicaid (net effect of dropping Medicaid from 7.2 to 3.0% growth and increasing commercial from 6.3 to 6.9%)", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:14.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d01a99d-7e50-4b3f-91f6-710857e4f8e8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Henry company data; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:14.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcf17e99-766c-43a5-ba4f-772e8a731e8e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.15 }, "kind": "subtitle", "text": "Difference between forecasted and actual performance attributable to each payor class", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:14.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e75b2f9c-3088-4587-8363-fa84de9d9902", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "table", "text": "NR/AA CAGR table", "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": "2026-07-16 19:16:14.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1da771e5-819e-4145-b5ed-5773f97ab0af", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "REVENUE GREW 0.4 PERCENT MORE THAN THE MID-POINT OF PROJECTED 2005 RANGE", "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": "2026-07-16 19:16:14.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2000815b-0f45-4389-80e1-790b4d12bf5e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8e6a9641-00f6-4f9e-81d9-5205ae4016b3", "evidence": "chart/waterfall: Waterfall chart showing growth variance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:30.440252+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "80992aba-55b1-41ce-b000-8427f3a80e5d", "evidence": "The chart visually bridges the gap between projected and actual values using positive and negative segments.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:14.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "waterfall-chart" } ], "arcBeats": [ { "to": 20, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Evidence & Proof", "beatId": "026448c0-65be-478a-8b70-6435ff3c87fe", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence and proof to support the forecast, including data tables and financial analysis.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+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 range-based visualization with markers for actual performance.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 36, "componentCount": 4, "textChars": 444, "nDataPoints": 20, "notes": "The slide uses a range-based visualization with markers for actual performance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:13.759+00", "seconds": 2.594, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/14", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-14", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.7, "x": 0.15, "y": 0.8 }, "kind": "callout", "text": "Excluding impact of Self-pay, NR/AA increased 6.1% (vs. 6.9% combined)", "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": "2026-07-16 19:16:13.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6d6ec99-2f03-4afe-a41e-47d8afe7ce13", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.8, "x": 0.1, "y": 0.2 }, "kind": "chart", "text": "Range chart showing projected vs actual growth", "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": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90796517-349c-456f-be97-04e5691fb3b1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "* Adjusted to eliminate impact of uninsured discount (actual reported was 3.4% growth); all numbers in forecast so adjusted. Source: Henry company data; management interviews; Milliman USA; payor interviews; analyst reports; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41623f42-ec0c-47f9-8613-0699aa761665", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.75, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "BETTER THAN FORECASTED GROWTH IN 2005 NR/AA WAS DRIVEN BY MEDICARE, MEDICAID, AND SELF-PAY", "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": "2026-07-16 19:16:13.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "928249d4-d01e-4f9e-835c-7a71d28dc3e2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Evidence & Proof", "beatId": "026448c0-65be-478a-8b70-6435ff3c87fe", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence and proof to support the forecast, including data tables and financial analysis.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+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 numbered list structure to decompose the drivers of a financial metric.", "function": "diagnose", "rawType": "diagnosis", "block": null, "metadata": { "slideType": "diagnosis", "slideTypeCanon": { "name": "Diagnosis", "slug": "diagnosis", "status": "active", "canonId": "019de52d-0cd7-7212-898f-0464041ff8d8", "version": 1, "description": null }, "function": "diagnose", "functionCanon": { "name": "Diagnose", "slug": "diagnose", "status": "active", "canonId": "019de52d-1657-7223-acc5-7437d878c850", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 3, "textChars": 186, "nDataPoints": 0, "notes": "The slide uses a numbered list structure to decompose the drivers of a financial metric.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:13.629+00", "seconds": 2.286, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/15", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-15", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.75, "x": 0.2, "y": 0.15 }, "kind": "framework", "text": "Driver and Description table", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15147c83-8683-4808-8201-c48d3553e426", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.02, "y": 0.95 }, "kind": "source-note", "text": "Source: Literature review; analyst reports; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:13.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91552efd-2d8c-4c36-9568-9c29ea8674e0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "NR/AA IS DRIVEN LARGELY BY UNDERLYING TREND IN PAYOR CLASSES WITH SMALL ADJUSTMENTS FOR OTHER FACTORS", "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": "2026-07-16 19:16:13.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6eb37339-1c8a-4142-ac12-f4529c1eb7c7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "bd0c72b1-15ae-478f-8f5f-b95a9fa91350", "evidence": "The slide breaks down a complex metric (NR/AA) into its constituent drivers.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:16:13.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "decomposition" } ], "arcBeats": [ { "to": 20, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Evidence & Proof", "beatId": "026448c0-65be-478a-8b70-6435ff3c87fe", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence and proof to support the forecast, including data tables and financial analysis.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "analysis", "title": "The table uses a hierarchical structure to group revenue components and calculates a weighted average CAGR.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 37, "componentCount": 4, "textChars": 438, "nDataPoints": 66, "notes": "The table uses a hierarchical structure to group revenue components and calculates a weighted average CAGR.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:14.109+00", "seconds": 2.478, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/16", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-16", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.02, "y": 0.88 }, "kind": "other", "text": "* Adjusts historical for reclassification of Managed Medicaid (net effect of dropping Medicaid from 7.2 to 3.0% growth and increasing commercial from 6.3 to 6.9%) ** See bad debt section for rationale *** No impact on NR/AA CAGR when self-pay accounts are excluded Source: Team analysis; Henry Company data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:14.109+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de3bde89-ad95-4dd5-a677-ccdd3fb4e474", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.02, "y": 0.08 }, "kind": "subtitle", "text": "Percent CAGR", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:14.109+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7224e21f-babc-41a2-91c8-a9eea232b915", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.96, "x": 0.02, "y": 0.12 }, "kind": "table", "text": "Table containing historical and projected CAGR data for revenue components.", "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": "2026-07-16 19:16:14.109+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f9edf6e-ae9d-46c0-941a-0cf355bcac7f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "FORECAST OF KEY NET REVENUE PER AA COMPONENTS", "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": "2026-07-16 19:16:14.109+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0823b0b7-f913-40ca-a49d-58a0a77ea23e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Evidence & Proof", "beatId": "026448c0-65be-478a-8b70-6435ff3c87fe", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence and proof to support the forecast, including data tables and financial analysis.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "analysis", "title": "The chart highlights the counter-cyclical nature of healthcare reimbursement between commercial and government payors.", "function": "analyze_data", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "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": 61, "componentCount": 6, "textChars": 728, "nDataPoints": 108, "notes": "The chart highlights the counter-cyclical nature of healthcare reimbursement between commercial and government payors.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:15.496+00", "seconds": 3.124, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/17", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-17", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.35, "x": 0.53, "y": 0.23 }, "kind": "callout", "text": "Commercial and Government (Medicare and Medicaid) payments seem inversely correlated", "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": "2026-07-16 19:16:15.496+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e56076dc-6ca5-4dfb-bd8f-c79c11ee5f60", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Line chart showing payment-to-cost ratios for Commercial, Blended, Medicare, and Medicaid over time.", "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": "2026-07-16 19:16:15.496+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a73761b7-aecd-4bb0-98b1-a175578a3077", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.9, "x": 0.05, "y": 0.88 }, "kind": "other", "text": "* Blended rate weighs individual ratios by % of total hospital expenses undertaken by each payor type for each year\n** Includes Medicaid disproportionate share (DSH) payments; if DSH payments are excluded, the payment to cost ratio for Medicaid patient ranges between 70% and 80% for the period 1997-2002", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:15.496+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68e6fe8f-0e51-4b6e-9e16-6a1391606bf6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.96 }, "kind": "other", "text": "Source: TrendWatch Chart Book 2005; Lewin Group; AHA; Team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:15.496+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae01aa76-33ad-4514-adae-6121798d63fe", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.05, "y": 0.11 }, "kind": "subtitle", "text": "Historical payment to cost ratio for different classes of payors, 1980-2006", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:15.496+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea852193-5a96-4927-83c1-e304f25685e5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "COMMERCIAL AND GOVERNMENT REIMBURSEMENT HAVE (AND WILL LIKELY CONTINUE) TO MOVE COUNTER-CYCLICALLY", "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": "2026-07-16 19:16:15.496+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97c014da-87b4-48c7-9f7d-5cd4b4c9d54a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Evidence & Proof", "beatId": "026448c0-65be-478a-8b70-6435ff3c87fe", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence and proof to support the forecast, including data tables and financial analysis.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "analysis", "title": "The chart compares historical growth (1996-2008) with a projected average (2009).", "function": "analyze_data", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "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": 40, "componentCount": 5, "textChars": 413, "nDataPoints": 14, "notes": "The chart compares historical growth (1996-2008) with a projected average (2009).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:15.597+00", "seconds": 3.187, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/18", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-18", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.25, "x": 0.72, "y": 0.38 }, "kind": "callout", "text": "Medicare hospital spending per enrollee is projected to grow at 3.8% over the next 3 years. Base-case projection set 3.8% CAGR for that time frame, with small range for optimistic/pessimistic", "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": "2026-07-16 19:16:15.597+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c51e79e1-9d81-43e6-addd-e832795ff718", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.6, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Historical and projected growth in CMS hospital costs", "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": "2026-07-16 19:16:15.597+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c28e64d-083f-418e-ba3d-f6ed31f0bd90", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: CMS; U.S. Census; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:15.597+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c03013fd-828a-4cf6-8fe8-9d167a58ce8f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.18 }, "kind": "subtitle", "text": "Growth in CMS projected hospital cost per enrollee, 1995-2008", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:15.597+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e67ec4b5-a2e4-491d-882e-621e607c777b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "CMS INPATIENT PAYMENTS IN MEDICARE WILL LIKELY BE LOWER GOING FORWARD", "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": "2026-07-16 19:16:15.597+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "833be4e1-8b8c-4f9c-bebe-60c1d93ca0d4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Evidence & Proof", "beatId": "026448c0-65be-478a-8b70-6435ff3c87fe", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence and proof to support the forecast, including data tables and financial analysis.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "analysis", "title": "The chart illustrates the impact of internal re-classification and DSH reallocation on the baseline growth rate.", "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": "balanced", "densityScore": 33, "componentCount": 4, "textChars": 431, "nDataPoints": 5, "notes": "The chart illustrates the impact of internal re-classification and DSH reallocation on the baseline growth rate.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:15.407+00", "seconds": 2.879, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/19", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-19", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.35, "x": 0.63, "y": 0.25 }, "kind": "callout", "text": "\"Baseline\" Medicaid NR/AA growth in 2005 was ~1.0-1.5%, in line with historical performance. Going forward, base case growth set at high-end of 2005 baseline performance, given likelihood in future years of some continued DSH reallocation in smaller amounts", "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": "2026-07-16 19:16:15.407+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccca18c8-8cf6-4d03-a797-7b084d941cdf", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.55, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Breakdown of growth of Henry Medicaid NR/AA, 2005", "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": "2026-07-16 19:16:15.407+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "effe26b2-0421-49a3-956f-c977e02ec606", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry financial data; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:15.407+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8cc6b49-bd61-4758-8726-cfda672496e2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "MEDICAID NR/AA GROWTH IS EXPECTED TO BE SIMILAR TO ADJUSTED GROWTH FIGURES IN 2005", "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": "2026-07-16 19:16:15.407+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af39bb30-40b1-4140-8370-dd4b0c7cbb14", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8dae7bed-dff3-4704-b4ad-65a835b3c644", "evidence": "This slide contains a waterfall chart showing the breakdown of growth of Henry Medicaid NR/AA.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:20.319896+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "2077d612-8e5e-4b39-b744-b72d2b296c14", "evidence": "The slide uses a waterfall chart to decompose the growth rate.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:15.407+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "waterfall-chart" } ], "arcBeats": [ { "to": 20, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Evidence & Proof", "beatId": "026448c0-65be-478a-8b70-6435ff3c87fe", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence and proof to support the forecast, including data tables and financial analysis.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "analysis", "title": "The slide uses a combination of bar charts to illustrate trends in self-pay metrics over three time periods (2001-03, 2003-05, 2005-09P).", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 56, "componentCount": 7, "textChars": 425, "nDataPoints": 9, "notes": "The slide uses a combination of bar charts to illustrate trends in self-pay metrics over three time periods (2001-03, 2003-05, 2005-09P).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:15.68+00", "seconds": 3.091, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/20", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-20", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.82 }, "kind": "callout", "text": "Key assumptions in base case projection: Hospitals will continue to use chargemaster to offset pricing/bad debt pressure; Acuity for self-pay patients should return to zero over time", "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": "2026-07-16 19:16:15.68+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70167b5d-7a4b-4a76-9c61-78be52ccac70", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.52, "y": 0.5 }, "kind": "chart", "text": "Estimated change in $/unit due to acuity/utilization change", "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": "2026-07-16 19:16:15.68+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47f211c0-1abd-439f-b80c-504f0e6b6ee3", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.52, "y": 0.18 }, "kind": "chart", "text": "Estimated CAGR in charge-master pricing", "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": "2026-07-16 19:16:15.68+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8773dacf-f91e-41a5-ba5f-28325b29c3a4", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.35, "x": 0.05, "y": 0.22 }, "kind": "chart", "text": "Self-pay account balance growth rate", "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": "2026-07-16 19:16:15.68+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "caf7696d-ba19-4f61-a11a-df7884f8f992", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.75, "y": 0.08 }, "kind": "legend", "text": "Historical; Projected", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:15.68+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afbbb76a-87b1-4358-b8ab-822a1216f742", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.97 }, "kind": "other", "text": "Source: Henry Company data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:15.68+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2692670e-1f0c-488e-b083-d3ab5fa65e9c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "SELF-PAY NR/AA IS PROJECTED TO INCREASE AT A DOUBLE-DIGIT RATE", "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": "2026-07-16 19:16:15.68+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "254c7cbb-26c2-4af2-a948-185dda5fe930", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Evidence & Proof", "beatId": "026448c0-65be-478a-8b70-6435ff3c87fe", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence and proof to support the forecast, including data tables and financial analysis.", "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": 20, "from": 5, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "32558b28-b5d8-46bf-8228-fffd66b3c446", "evidence": "The document analyzes patterns in HCA Healthcare's financials and industry trends, including changes in payor class mix and service line mix.", "position": 0, "objective": "Identify patterns in HCA Healthcare's financials and industry trends", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.937644+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "analysis", "title": "The slide uses a stacked bar chart to show the shift in contract composition over time, linked to specific rate projections.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 337, "nDataPoints": 25, "notes": "The slide uses a stacked bar chart to show the shift in contract composition over time, linked to specific rate projections.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:16.256+00", "seconds": 2.867, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/21", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-21", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.45, "x": 0.03, "y": 0.75 }, "kind": "callout", "text": "Rates for contracts which have not been negotiated are expected to be lower due to macro trends like transparency, payor consolidation and employer pushback", "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": "2026-07-16 19:16:16.256+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb4b9358-2926-4343-880c-a2b2410865d7", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.25, "x": 0.28, "y": 0.25 }, "kind": "chart", "text": "Breakdown of commercial business by type of contract", "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": "2026-07-16 19:16:16.256+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f55b2bef-362e-4526-a9ce-adc89e4780b2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry Company data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:16.256+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ec98006-f7fb-4813-8d9b-074643659cba", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.65, "y": 0.15 }, "kind": "table", "text": "Expected rates table", "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": "2026-07-16 19:16:16.256+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df526864-2005-403a-a6d6-dc609398136b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "HENRY EXPECTS TO NEGOTIATE CLOSE TO 7% IN REIMBURSEMENT FOR MANAGED CARE BOOK . . .", "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": "2026-07-16 19:16:16.256+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00d81a21-93e1-4d7f-9564-2dfa5a6fbd8f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Impact & Next Steps", "beatId": "15c0d3fe-4a4c-4912-8b64-05e2b9d8eac4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 30, "from": 21, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "b30a7b23-9671-43e6-a26d-811b1b65199b", "evidence": "The document breaks down HCA Healthcare's financials and industry trends into key components, including volume growth and payor class mix.", "position": 1, "objective": "Break down HCA Healthcare's financials and industry trends into key components", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.976636+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 22, "type": "analysis", "title": "The slide uses a combination of a stacked bar chart and a horizontal bar chart to quantify the impact of payor and plan mix shifts.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 7, "textChars": 427, "nDataPoints": 18, "notes": "The slide uses a combination of a stacked bar chart and a horizontal bar chart to quantify the impact of payor and plan mix shifts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:16.586+00", "seconds": 3.107, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/22", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-22", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.09, "w": 0.93, "x": 0.04, "y": 0.81 }, "kind": "callout", "text": "Base case assumes that 30 bps reduction as a result of both changes continues, though plan mix shift may be more predominant effect over time", "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": "2026-07-16 19:16:16.586+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5810068-a2d4-49e7-86fc-d169a345c4aa", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.52, "y": 0.22 }, "kind": "chart", "text": "Overall NR/AA impact from major payors shifting mix of plans", "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": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:16.586+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56661641-1e71-4f4c-9ba1-4d88e438e29e", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.42, "x": 0.04, "y": 0.22 }, "kind": "chart", "text": "Mix of commercial revenue by payor", "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": "2026-07-16 19:16:16.586+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9382ea02-3631-462d-86e2-67fa080f5541", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.08, "x": 0.88, "y": 0.68 }, "kind": "metric", "text": "-0.1%", "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": 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": "2026-07-16 19:16:16.586+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74ffd0ca-d1c3-4f0b-9793-b2953daf183c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.08, "x": 0.38, "y": 0.68 }, "kind": "metric", "text": "-0.2%", "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": "2026-07-16 19:16:16.586+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fe8b3a5-736e-49d2-af5b-f2caf71af1f4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.04, "y": 0.94 }, "kind": "other", "text": "* Analysis is based on data from the East Florida market. Source: Henry Company data; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:16.586+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "edbd0666-724b-485b-9e54-a83535617c28", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "4b... BUT REALIZED RATE WILL BE LOWER DUE TO ADVERSE CHANGES IN COMMERCIAL PLAN 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": "2026-07-16 19:16:16.586+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb19663c-9b2a-4e46-af9d-95440c0fc33e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Impact & Next Steps", "beatId": "15c0d3fe-4a4c-4912-8b64-05e2b9d8eac4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 30, "from": 21, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "b30a7b23-9671-43e6-a26d-811b1b65199b", "evidence": "The document breaks down HCA Healthcare's financials and industry trends into key components, including volume growth and payor class mix.", "position": 1, "objective": "Break down HCA Healthcare's financials and industry trends into key components", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.976636+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 23, "type": "analysis", "title": "The slide uses a stacked bar chart to visualize payor mix and a table to show the impact on CAGR.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 5, "textChars": 469, "nDataPoints": 24, "notes": "The slide uses a stacked bar chart to visualize payor mix and a table to show the impact on CAGR.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:16.594+00", "seconds": 3.071, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/23", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-23", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.45, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Adjusted admissions mix by payor class", "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": "2026-07-16 19:16:16.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e887ce55-8ca5-4f3b-96f0-f9655a57b496", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.55, "y": 0.35 }, "kind": "list", "text": "Self Pay AA are growing faster than those in the other segments resulting in a net positive impact in the NR/AA payor mix (+0.1% addition to the CAGR). However, when self-pay accounts are excluded, the impact of shifts within the other categories on the CAGR is negligible", "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": "2026-07-16 19:16:16.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e75fd99b-e7b0-445d-a1e7-468e91282ae1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:16.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "817041ad-f79d-4901-9ebc-bc65f56927c9", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.05, "y": 0.6 }, "kind": "table", "text": "Revenues, NR/AA CAGR, and Payor Mix Impact data table", "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": "2026-07-16 19:16:16.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15dfd1d4-2af8-44e9-8234-13fb62bc0cf2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "CHANGES IN PAYOR CLASS MIX HAS NO IMPACT ON NR/AA CAGR IF SELF-PAY ACCOUNTS ARE EXCLUDED", "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": "2026-07-16 19:16:16.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad154d6e-c2cf-4734-a2eb-29fdbb4390a9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Impact & Next Steps", "beatId": "15c0d3fe-4a4c-4912-8b64-05e2b9d8eac4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 30, "from": 21, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "b30a7b23-9671-43e6-a26d-811b1b65199b", "evidence": "The document breaks down HCA Healthcare's financials and industry trends into key components, including volume growth and payor class mix.", "position": 1, "objective": "Break down HCA Healthcare's financials and industry trends into key components", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.976636+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 24, "type": "analysis", "title": "The slide uses a waterfall-style logic to explain the 0.1% adjustment.", "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": 52, "componentCount": 5, "textChars": 837, "nDataPoints": 6, "notes": "The slide uses a waterfall-style logic to explain the 0.1% adjustment.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:16.617+00", "seconds": 2.887, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/24", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-24", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.5, "x": 0.45, "y": 0.2 }, "kind": "chart", "text": "Henry cash NR/AA growth, 2006-2009P, prior to uncompensated care adjustment", "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": "2026-07-16 19:16:16.617+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0e34278-bc70-493b-8e4c-3a4deddd33ad", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.35, "x": 0.05, "y": 0.2 }, "kind": "paragraph", "text": "Over time, increases in uninsured will erode hospital margins. Eventually, actions must be taken (by hospitals/government) through pricing to offset this or threaten the financial viability of the industry. Recovery will either occur through: Hospitals pushing harder in negotiations for commercial rate, Governments stepping in with additional DSH or Medicare. We believe hospitals will be able to recover an amount that would allow them to maintain the rate of growth of cash NR/AA", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:16.617+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c226c467-07df-4e81-8efe-87e267fa2ef3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:16.617+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22b30e2a-bd05-401b-b41d-157395c37dda", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.5, "x": 0.45, "y": 0.65 }, "kind": "table", "text": "Additional annual NR/AA each year needed to offset the impact of the erosion: 0.13% Amount captured : 75% Total uncompensated care adjustment in base case: 0.1%", "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": "2026-07-16 19:16:16.617+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59487b89-c60f-4623-b008-fa2dca0a2539", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "NR/AA WILL ULTIMATELY GO UP ~0.1% ANNUALLY TO OFFSET THE ERODING IMPACT OF UNINSURED ON CASH NR/AA", "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": "2026-07-16 19:16:16.617+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c9f6c9b-77aa-4500-98b7-dc8246f909fb", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "20dfbbaf-5521-471d-9338-08883042f577", "evidence": "chart/bar-vertical: Henry cash NR/AA growth, 2006-2009P, prior to uncompensated care adjustment", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:12.888741+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Impact & Next Steps", "beatId": "15c0d3fe-4a4c-4912-8b64-05e2b9d8eac4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 30, "from": 21, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "b30a7b23-9671-43e6-a26d-811b1b65199b", "evidence": "The document breaks down HCA Healthcare's financials and industry trends into key components, including volume growth and payor class mix.", "position": 1, "objective": "Break down HCA Healthcare's financials and industry trends into key components", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.976636+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 25, "type": "analysis", "title": "The chart uses a broken axis to represent the growth from 94.1 to 100.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 4, "textChars": 604, "nDataPoints": 4, "notes": "The chart uses a broken axis to represent the growth from 94.1 to 100.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:16.573+00", "seconds": 2.721, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/25", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-25", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.45, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Impact to overall revenue growth of shift in case type", "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 bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:16.573+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "427edf0d-ab53-4a54-9760-61cda7855aae", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.65, "y": 0.25 }, "kind": "list", "text": "Comparing mix of cases by service line over 2 years across the majority of markets* in Henry, there was a slight (-0.1) impact on overall NR/AA from shift in mix between higher and lower paying cases. Going forward, base case assumes the impact of this will continue at same basic rate (-0.1), reflecting intensity of competition and potential for specialty moratorium to be lifted", "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": "2026-07-16 19:16:16.573+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7738dc41-96e6-4272-9a71-f71bcb2b14a0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "* Admissions for the markets of Texas have not been included due to lack of data. Source: Henry data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:16.573+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "115e4fe0-e736-4ac7-8a1a-993ac36b9d47", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "CHANGES IN SERVICE LINE MIX HAS A SMALL NEGATIVE IMPACT ON NR/AA CAGR", "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": "2026-07-16 19:16:16.573+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d0e864a-9929-4b84-bb5b-9fa3202e8496", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "156b269a-732d-42a9-8f6d-f68fcf64b6c1", "evidence": "chart/waterfall-bridge: Impact to overall revenue growth of shift in case type", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:12.957105+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "bde0f8a8-8064-42bf-ac98-6790c48e1637", "evidence": "The chart visualizes the components of change between two values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:16.573+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Impact & Next Steps", "beatId": "15c0d3fe-4a4c-4912-8b64-05e2b9d8eac4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 30, "from": 21, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "b30a7b23-9671-43e6-a26d-811b1b65199b", "evidence": "The document breaks down HCA Healthcare's financials and industry trends into key components, including volume growth and payor class mix.", "position": 1, "objective": "Break down HCA Healthcare's financials and industry trends into key components", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.976636+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 26, "type": "resolution", "title": "The chart uses a shaded area to represent the range between optimistic and pessimistic projections, with a dashed line for the McKinsey base case.", "function": "quantify_impact", "rawType": "scenario_analysis", "block": null, "metadata": { "slideType": "scenario_analysis", "slideTypeCanon": { "name": "Scenario analysis", "slug": "scenario_analysis", "status": "active", "canonId": "019de52d-0d4d-7022-a603-242c1dd0d760", "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": "balanced", "densityScore": 49, "componentCount": 6, "textChars": 437, "nDataPoints": 15, "notes": "The chart uses a shaded area to represent the range between optimistic and pessimistic projections, with a dashed line for the McKinsey base case.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:17.816+00", "seconds": 3.893, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/26", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-26", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.45, "x": 0.08, "y": 0.58 }, "kind": "callout", "text": "What you need to believe: Consolidation increases, Medicare spending falls, States cut Medicaid, Self-pay growth falls.", "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": "2026-07-16 19:16:17.816+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d666da6-8a96-4c07-99e0-022e2c651ab4", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.35, "x": 0.52, "y": 0.12 }, "kind": "callout", "text": "What you need to believe: DSH adjustments continue, consolidation slows, Medicare CAGR increases, Self-pay grows.", "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": "2026-07-16 19:16:17.816+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84fca706-9f83-405a-99ec-0a0ded5dcf61", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Henry same-facility NR/AA growth, 2000-07E", "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": "2026-07-16 19:16:17.816+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6070c7c5-da94-4b94-b51c-31fa7b4bab75", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.78, "y": 0.04 }, "kind": "legend", "text": "McKinsey base", "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": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:17.816+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb6f2d74-1d58-4ca8-b882-d297916f49d8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "* Reflects impact of increasing uncompensated care adjustment factor over time. Source: Team analysis", "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": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:17.816+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "746785bd-04e0-4a1a-a982-425708ac6cef", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WE PROJECT NR/AA TO GROW AT ~5.9 PERCENT ANNUALLY", "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": "2026-07-16 19:16:17.816+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26d51048-6bde-4cae-bcdc-fb2bebfef68a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "56dfa7cf-ea92-43e9-86db-66efd3f22e49", "evidence": "The slide explicitly presents 'Optimistic' and 'Pessimistic' growth projections with 'What you need to believe' assumptions for each.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:17.816+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "scenario_analysis" } ], "arcBeats": [ { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Impact & Next Steps", "beatId": "15c0d3fe-4a4c-4912-8b64-05e2b9d8eac4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 30, "from": 21, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "b30a7b23-9671-43e6-a26d-811b1b65199b", "evidence": "The document breaks down HCA Healthcare's financials and industry trends into key components, including volume growth and payor class mix.", "position": 1, "objective": "Break down HCA Healthcare's financials and industry trends into key components", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.976636+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 27, "type": "analysis", "title": "The slide uses a waterfall chart to decompose the variance from a base case projection.", "function": "analyze_data", "rawType": "scenario_analysis", "block": null, "metadata": { "slideType": "scenario_analysis", "slideTypeCanon": { "name": "Scenario analysis", "slug": "scenario_analysis", "status": "active", "canonId": "019de52d-0d4d-7022-a603-242c1dd0d760", "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": 47, "componentCount": 6, "textChars": 401, "nDataPoints": 12, "notes": "The slide uses a waterfall chart to decompose the variance from a base case projection.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:17.409+00", "seconds": 3.133, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/27", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-27", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.55, "x": 0.42, "y": 0.22 }, "kind": "chart", "text": "Optimistic projection waterfall chart", "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": "2026-07-16 19:16:17.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b97dd519-19fa-4915-bdcc-e7af560d9d8f", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.55, "x": 0.42, "y": 0.62 }, "kind": "chart", "text": "Pessimistic projection waterfall chart", "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": "2026-07-16 19:16:17.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9cd0a31-33ab-4175-b478-c9c31206dbdb", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Optimistic projection drivers: DSH adjustments, consolidation, Medicare CAGR, self-pay growth", "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": "2026-07-16 19:16:17.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c70ca55d-e5f6-4eaa-aa3b-b001b8b89838", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.05, "y": 0.65 }, "kind": "list", "text": "Pessimistic projection drivers: Consolidation, Medicare spending, Medicaid spending, self-pay growth", "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": "2026-07-16 19:16:17.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e48301c7-4971-40b5-8e27-9665871fcfe0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.13 }, "kind": "subtitle", "text": "2006-09 Net Revenue/AA CAGR", "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": "2026-07-16 19:16:17.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dee84a22-508b-47cc-b25c-51ca98aae3b2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WHILE NR/AA IS PROJECTED TO GROW AT 5.9 PERCENT, UNCERTAINTY OF DRIVERS YIELD A RANGE OF 5.3 - 6.4 PERCENT", "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": "2026-07-16 19:16:17.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0983e6c-8197-4dfd-9774-52e5f7183462", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "fcbdc5cd-0128-4b25-a7a7-e8300b185fe8", "evidence": "The charts decompose the variance between a base case and a scenario projection using additive steps.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:17.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Impact & Next Steps", "beatId": "15c0d3fe-4a4c-4912-8b64-05e2b9d8eac4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 30, "from": 21, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "b30a7b23-9671-43e6-a26d-811b1b65199b", "evidence": "The document breaks down HCA Healthcare's financials and industry trends into key components, including volume growth and payor class mix.", "position": 1, "objective": "Break down HCA Healthcare's financials and industry trends into key components", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.976636+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 28, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 2, "textChars": 93, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:17.193+00", "seconds": 2.714, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/28", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-28", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.33, "w": 0.25, "x": 0.343, "y": 0.243 }, "kind": "list", "text": "NR per AA\nVolume\nProvision for Bad Debt\nLabor cost per AA\nSupply cost per AA", "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": "2026-07-16 19:16:17.193+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bf7ec3e-b071-486d-b19d-21ef9b0dbebf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.01, "y": 0.04 }, "kind": "title", "text": "TABLE OF CONTENTS", "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": "2026-07-16 19:16:17.193+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c23c7a81-71e5-4565-ad36-192a11daa3a2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Impact & Next Steps", "beatId": "15c0d3fe-4a4c-4912-8b64-05e2b9d8eac4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 30, "from": 21, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "b30a7b23-9671-43e6-a26d-811b1b65199b", "evidence": "The document breaks down HCA Healthcare's financials and industry trends into key components, including volume growth and payor class mix.", "position": 1, "objective": "Break down HCA Healthcare's financials and industry trends into key components", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.976636+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 29, "type": "analysis", "title": "The chart highlights a discrepancy between historical volatility and projected stability in admissions growth.", "function": "diagnose", "rawType": "situation_overview", "block": null, "metadata": { "slideType": "situation_overview", "slideTypeCanon": { "name": "Situation overview", "slug": "situation_overview", "status": "active", "canonId": "019de52d-0cfe-7769-99aa-9a2fe82a4039", "version": 1, "description": null }, "function": "diagnose", "functionCanon": { "name": "Diagnose", "slug": "diagnose", "status": "active", "canonId": "019de52d-1657-7223-acc5-7437d878c850", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 5, "textChars": 295, "nDataPoints": 8, "notes": "The chart highlights a discrepancy between historical volatility and projected stability in admissions growth.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:17.858+00", "seconds": 2.227, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/29", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-29", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Line chart showing quarterly actuals, group model, and management view", "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": "2026-07-16 19:16:17.858+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf27d29d-424a-4735-a2cf-a6be9eb30e57", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.75, "y": 0.05 }, "kind": "legend", "text": "Quarterly actual, Group model, 2004 management view", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:17.858+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ec9d58a-5a98-4450-8503-a71bf4760c99", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Henry company data; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:17.858+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e08ad7aa-68e8-45a0-9592-379006a3c6c3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.05, "y": 0.13 }, "kind": "subtitle", "text": "Henry same-facility adjusted admissions increase over prior year", "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": "2026-07-16 19:16:17.858+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff01de13-e3c0-49d1-9e3a-2c3b2e386627", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "VOLUME GROWTH HAS BEEN VOLATILE AND CHALLENGING OVER THE PAST 2 YEARS", "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": "2026-07-16 19:16:17.858+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a4c221c-4326-4039-93b1-9fb37b3454e2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Impact & Next Steps", "beatId": "15c0d3fe-4a4c-4912-8b64-05e2b9d8eac4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 30, "from": 21, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "b30a7b23-9671-43e6-a26d-811b1b65199b", "evidence": "The document breaks down HCA Healthcare's financials and industry trends into key components, including volume growth and payor class mix.", "position": 1, "objective": "Break down HCA Healthcare's financials and industry trends into key components", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.976636+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 30, "type": "analysis", "title": "The slide uses a waterfall-like logic to explain a -30 BPS variance.", "function": "diagnose", "rawType": "diagnosis", "block": null, "metadata": { "slideType": "diagnosis", "slideTypeCanon": { "name": "Diagnosis", "slug": "diagnosis", "status": "active", "canonId": "019de52d-0cd7-7212-898f-0464041ff8d8", "version": 1, "description": null }, "function": "diagnose", "functionCanon": { "name": "Diagnose", "slug": "diagnose", "status": "active", "canonId": "019de52d-1657-7223-acc5-7437d878c850", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 4, "textChars": 275, "nDataPoints": 10, "notes": "The slide uses a waterfall-like logic to explain a -30 BPS variance.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:18.187+00", "seconds": 2.466, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/30", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-30", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.2, "x": 0.78, "y": 0.3 }, "kind": "callout", "text": "McKinsey's original forecast for AA volume growth in 2005 was 1.7%. Actual AA volume growth in 2005 was 1.4%.", "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": "2026-07-16 19:16:18.187+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3eefcdbf-978f-43a8-b2b4-e5f6f53e1f7b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:18.187+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "326295a1-2823-424b-b524-2f9f5890a9c2", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.7, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Fundamental trend, Systematic changes, One-time events, and their respective BPS variances.", "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": "2026-07-16 19:16:18.187+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e03eb0c-25ff-437c-8952-812bd54c357a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "LOWER THAN EXPECTED VOLUME IN 2005 WAS DRIVEN BY . . .", "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": "2026-07-16 19:16:18.187+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9bfdf2b1-65d0-49c9-b3d1-a766a5048429", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6f167ea0-3b49-4366-aa11-d0494269cf42", "evidence": "The slide decomposes a single outcome (volume variance) into a list of contributing factors.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:16:18.187+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "frameworkName": "causal-chain" } ], "arcBeats": [ { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Impact & Next Steps", "beatId": "15c0d3fe-4a4c-4912-8b64-05e2b9d8eac4", "matchId": "5dc43e35-7122-472e-bf76-c8e4f7d7595c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 30, "from": 21, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "b30a7b23-9671-43e6-a26d-811b1b65199b", "evidence": "The document breaks down HCA Healthcare's financials and industry trends into key components, including volume growth and payor class mix.", "position": 1, "objective": "Break down HCA Healthcare's financials and industry trends into key components", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:41.976636+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 31, "type": "analysis", "title": "The chart uses a combination of bar (ILI %) and line (AA growth %) to demonstrate the correlation.", "function": "quantify_impact", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 53, "componentCount": 6, "textChars": 526, "nDataPoints": 16, "notes": "The chart uses a combination of bar (ILI %) and line (AA growth %) to demonstrate the correlation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:18.562+00", "seconds": 2.738, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/31", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-31", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.28, "x": 0.7, "y": 0.3 }, "kind": "callout", "text": "Presence or absence of the flu in a given season can impact quarterly admission growth by +2.1 to -0.9%; (annualized = +0.5 to -0.25%). Flu season impacts hospital industry uniformly (no material difference across regions)", "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": "2026-07-16 19:16:18.562+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59da791c-adb0-47cf-87d9-d5cb71498417", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.6, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Flu season severity (Percent of patients with ILI)", "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": "2026-07-16 19:16:18.562+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76413b79-7388-4fe7-9f7d-bb16e97ff57f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.6, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "AA growth", "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": "2026-07-16 19:16:18.562+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbd8f771-cc29-463b-be4c-eef66d7cf8cd", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.75, "y": 0.05 }, "kind": "legend", "text": "Percent of patients with ILI; AA growth", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:18.562+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cc9af27-0a76-4e7e-b444-dcda24f05eab", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "* % of CDC sentinel provider patients with influenza related illness ** Q2 values are based on weeks 14-20 only Source: CDC; Henry financial statements", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:18.562+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2bf98242-45eb-46ed-bfd3-f3adcf044a9a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "FLU SEASON SEVERITY CAN MATERIALLY IMPACT VOLUME 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": "2026-07-16 19:16:18.562+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77239268-0989-4fd5-8ca9-6213fdd062d4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 40, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8f3db8f5-0325-4d60-852b-35541f3cd4cb", "evidence": "The document identifies quick wins and big bets for HCA Healthcare, including opportunities for growth and improvement.", "position": 2, "objective": "Identify quick wins and big bets for HCA Healthcare", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:42.01494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 32, "type": "resolution", "title": "Includes a waterfall-style bridge chart showing volume impact and a bulleted list of key takeaways.", "function": "quantify_impact", "rawType": "impact_sizing", "block": null, "metadata": { "slideType": "impact_sizing", "slideTypeCanon": { "name": "Impact sizing", "slug": "impact_sizing", "status": "active", "canonId": "019de52d-0d26-773b-aeda-2d1930f5636d", "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": 61, "componentCount": 6, "textChars": 939, "nDataPoints": 6, "notes": "Includes a waterfall-style bridge chart showing volume impact and a bulleted list of key takeaways.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:19.158+00", "seconds": 3.223, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/32", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-32", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.15, "x": 0.22, "y": 0.05 }, "kind": "callout", "text": "Represents 0.3% of inpatient surgery volume*", "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": "2026-07-16 19:16:19.158+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00d4f036-6bd8-44c1-b1b0-beeff370fac4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.05, "y": 0.12 }, "kind": "chart", "text": "Variance in inpatient surgery admission 2004 vs. 2005, percent", "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": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.158+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4ff5118-fee9-4569-8130-0532e5671d24", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.05, "y": 0.35 }, "kind": "chart", "text": "Total Henry inpatient surgical admissions Thousands", "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 bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.158+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "229073ee-7e82-4cc3-b28c-f3069e2cc262", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.35, "x": 0.6, "y": 0.022 }, "kind": "list", "text": "The suspension of elective surgeries is the greatest driver of volume loss due to hurricanes. West Florida, which was hit in 2004 shows a strong surgery admission growth (3.0%), demonstrating a recovery from last year's hurricane decline. Assuming East Florida followed the national trend, Henry's surgical admission volume would increase by 0.3-0.5%***. Total revenue loss in a region that experiences a severe hurricane season is $14-18 million", "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": "2026-07-16 19:16:19.158+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8308d6ef-efc6-4e68-849b-87dc477bae96", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.085 }, "kind": "other", "text": "* Inpatient surgery represents ~20% of total AA implying a total 0.06-0.1% decline in AA due to hurricane ** Assumes that East Florida's surgical admission declined at the same rate as the overall Henry market *** Some loss of ER and medical patients also likely Source: Henry internal data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.158+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb90899b-951a-45d4-9151-3c0d44d90751", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "HURRICANES HAVE MODEST IMPACT ON ANNUAL VOLUME", "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": "2026-07-16 19:16:19.158+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c06b1e22-64bc-4e85-a4ac-c050a22bc412", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 40, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8f3db8f5-0325-4d60-852b-35541f3cd4cb", "evidence": "The document identifies quick wins and big bets for HCA Healthcare, including opportunities for growth and improvement.", "position": 2, "objective": "Identify quick wins and big bets for HCA Healthcare", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:42.01494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 33, "type": "analysis", "title": "The slide uses a tree-like decomposition structure to explain volume drivers.", "function": "diagnose", "rawType": "diagnosis", "block": null, "metadata": { "slideType": "diagnosis", "slideTypeCanon": { "name": "Diagnosis", "slug": "diagnosis", "status": "active", "canonId": "019de52d-0cd7-7212-898f-0464041ff8d8", "version": 1, "description": null }, "function": "diagnose", "functionCanon": { "name": "Diagnose", "slug": "diagnose", "status": "active", "canonId": "019de52d-1657-7223-acc5-7437d878c850", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 5, "textChars": 623, "nDataPoints": 0, "notes": "The slide uses a tree-like decomposition structure to explain volume drivers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:19.344+00", "seconds": 2.899, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/33", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-33", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.82 }, "kind": "callout", "text": "The impact of systematic and one-time events likely to balance out overtime. As a result, our future projections only consider the impact of changes in the fundamental volume trend", "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": "2026-07-16 19:16:19.344+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b02ec1d-957f-4fc1-82e7-199c62fe0db1", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.5, "x": 0.05, "y": 0.15 }, "kind": "diagram", "text": "Decomposition of volume trends into Inpatient/Outpatient and their respective drivers (Demographics, Medical practice, Market share)", "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": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.344+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7e56392-dc27-4cbe-b07a-e7eba52588ab", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.4, "x": 0.55, "y": 0.15 }, "kind": "list", "text": "Description of drivers: Demographics (population growth, aging), Medical practice (advances, pharmaceuticals, procedures), Market share (facility capacity), Outpatient (non-admitted treatment)", "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": "2026-07-16 19:16:19.344+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ff06b60-99b2-4593-94d3-23b3ee3e6c84", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.344+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89f9244d-2e5c-4d7d-833f-653e5025aad0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "VOLUME IS DRIVEN BY CHANGES IN DEMOGRAPHICS, MEDICAL PRACTICE, MARKET SHARE, AND OUTPATIENT 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": "2026-07-16 19:16:19.344+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17c398e4-2bc1-41ef-a4f7-b9c1d680b3bc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "4dcecdc4-a00e-4d0d-a7d9-66dbcdec921b", "evidence": "The slide breaks down a high-level metric (volume) into its constituent drivers.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:16:19.344+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "frameworkName": "decomposition" } ], "arcBeats": [], "loops": [ { "to": 40, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8f3db8f5-0325-4d60-852b-35541f3cd4cb", "evidence": "The document identifies quick wins and big bets for HCA Healthcare, including opportunities for growth and improvement.", "position": 2, "objective": "Identify quick wins and big bets for HCA Healthcare", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:42.01494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 34, "type": "analysis", "title": "The table uses parentheses to denote negative values (e.g., (0.5) for -0.5%).", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 26, "componentCount": 4, "textChars": 233, "nDataPoints": 25, "notes": "The table uses parentheses to denote negative values (e.g., (0.5) for -0.5%).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:18.812+00", "seconds": 2.182, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/34", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-34", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.3, "x": 0.02, "y": 0.96 }, "kind": "source-note", "text": "Source: Team analysis; Henry Company data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:18.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e320c52-f5ed-47c4-8683-99b677773139", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.02, "y": 0.08 }, "kind": "subtitle", "text": "Percent CAGR", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:18.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd9a5d98-d66c-44b5-a779-83685d355cad", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Table showing CAGR for Demographics, Medical practice, Market share, Outpatient, and One-time adjustments across historical and projection periods.", "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": "2026-07-16 19:16:18.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f54b8a1-4996-43f4-856b-6cbb3d62b6a2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "FORECAST OF KEY VOLUME COMPONENTS", "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": "2026-07-16 19:16:18.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b40c9e2-c315-4603-8233-c81b09ef0b2c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 40, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8f3db8f5-0325-4d60-852b-35541f3cd4cb", "evidence": "The document identifies quick wins and big bets for HCA Healthcare, including opportunities for growth and improvement.", "position": 2, "objective": "Identify quick wins and big bets for HCA Healthcare", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:42.01494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 35, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 6, "textChars": 454, "nDataPoints": 12, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:19.915+00", "seconds": 3.125, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/35", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-35", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.2, "x": 0.75, "y": 0.25 }, "kind": "callout", "text": "Henry's inherent demographic-driven growth of inpatient admissions should be 2.0% (1.87% population + 0.13% aging). Henry's growth is almost twice the national average.", "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": "2026-07-16 19:16:19.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a40a56d1-8f70-4c11-84ff-8319219b98a3", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.05, "y": 0.6 }, "kind": "chart", "text": "Projected growth rate by age group CAGR, 2000-04", "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": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08725ef4-544d-4300-b010-e436be1eb67e", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.65, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Projected population growth CAGR, 2000-04", "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": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81f25b98-4597-4b54-a9c3-de8aad61d722", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: U.S. Census", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0ca6199-817b-4f2b-8d32-6ff02e9747d5", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "x": 0.45, "y": 0.55 }, "kind": "table", "text": "Discharges per 1,000 and Percent of total population by age group", "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": "2026-07-16 19:16:19.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e4e1400-dec6-4ea1-ad87-b19bd8936784", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "FAVORABLE DEMOGRAPHIC TRENDS IN HENRY'S MARKETS WILL RESULT IN A THEORETICAL VOLUME INCREASE OF UP TO 2.0 PERCENT", "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": "2026-07-16 19:16:19.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0545cd44-1a73-4c11-b23f-9bcf7bc342fa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 40, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8f3db8f5-0325-4d60-852b-35541f3cd4cb", "evidence": "The document identifies quick wins and big bets for HCA Healthcare, including opportunities for growth and improvement.", "position": 2, "objective": "Identify quick wins and big bets for HCA Healthcare", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:42.01494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 36, "type": "resolution", "title": "The chart uses a visual gap analysis to attribute the 0.5% reduction in admissions to specific medical practice shifts.", "function": "quantify_impact", "rawType": "impact_sizing", "block": null, "metadata": { "slideType": "impact_sizing", "slideTypeCanon": { "name": "Impact sizing", "slug": "impact_sizing", "status": "active", "canonId": "019de52d-0d26-773b-aeda-2d1930f5636d", "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": "balanced", "densityScore": 27, "componentCount": 4, "textChars": 331, "nDataPoints": 3, "notes": "The chart uses a visual gap analysis to attribute the 0.5% reduction in admissions to specific medical practice shifts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:19.416+00", "seconds": 2.617, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/36", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-36", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Implied vs. actual utilization growth", "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": "2026-07-16 19:16:19.416+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d523efb-1e19-4e99-938d-ddfd013fd955", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.65, "y": 0.2 }, "kind": "list", "text": "The decrease in actual inpatient utilization is being driven by: New drugs and medical products; Increasing outpatient procedures; Payors increasing cost shifting.", "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": "2026-07-16 19:16:19.416+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d88787b4-8a4c-4c82-891a-94633f2c9e7c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: U.S. Census; American Hospital Association; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.416+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46d2496d-b0d6-4ad9-a148-6d0d6f7d3bbc", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "CHANGES IN MEDICAL PRACTICE WILL REDUCE ADMISSIONS BY ~0.5 PERCENT", "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": "2026-07-16 19:16:19.416+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d00524de-1972-4d3e-92e8-d933f4d98c67", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "1475d04e-8da1-4efb-be4b-8a1fa0efe2ab", "evidence": "The chart visually bridges the gap between implied and actual growth using a delta component.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:16:19.416+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [ { "to": 40, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8f3db8f5-0325-4d60-852b-35541f3cd4cb", "evidence": "The document identifies quick wins and big bets for HCA Healthcare, including opportunities for growth and improvement.", "position": 2, "objective": "Identify quick wins and big bets for HCA Healthcare", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:42.01494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 37, "type": "resolution", "title": "The slide uses a comparative bar chart approach to show market share shifts between 2005 and 2009 across base, optimistic, and worst-case scenarios.", "function": "quantify_impact", "rawType": "scenario_analysis", "block": null, "metadata": { "slideType": "scenario_analysis", "slideTypeCanon": { "name": "Scenario analysis", "slug": "scenario_analysis", "status": "active", "canonId": "019de52d-0d4d-7022-a603-242c1dd0d760", "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": "balanced", "densityScore": 49, "componentCount": 5, "textChars": 639, "nDataPoints": 24, "notes": "The slide uses a comparative bar chart approach to show market share shifts between 2005 and 2009 across base, optimistic, and worst-case scenarios.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:19.997+00", "seconds": 3.111, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/37", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-37", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.45, "x": 0.52, "y": 0.12 }, "kind": "chart", "text": "Market share comparison for Base, Optimistic, and Worst case scenarios between 2005 and 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": "2026-07-16 19:16:19.997+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12aa68ff-e49d-44b4-8bed-55f0e468c54f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.95, "x": 0.02, "y": 0.91 }, "kind": "disclaimer", "text": "* Assumes that 50% of beds are replacement beds; excludes the 2.4% of bed growth that has already been completed; Henry markets are 30% of current U.S. bed capacity", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.997+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86d8695e-f976-40f7-8dda-d44b11387905", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.45, "x": 0.03, "y": 0.12 }, "kind": "list", "text": "Henry investments: 1,107 new beds planned (2.7% increase). Competitor investments: Base case (8.5% increase), Optimistic (6.9% increase), Pessimistic (10.6% increase).", "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": "2026-07-16 19:16:19.997+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6132108a-4852-4867-9c3c-b1b1a35f62d3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.02, "y": 0.95 }, "kind": "source-note", "text": "Source: Banc of America Securities LLC estimates; Henry annual report; management projections; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.997+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64bb1f88-b89d-4577-b777-c7558331e7c9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "SLOWER THAN MARKET GROWTH OF IP BED CAPACITY IS LIKELY TO REDUCE HENRY'S MARKET SHARE BY 0.6 TO 1.2 PERCENT", "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": "2026-07-16 19:16:19.997+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "324951a5-a717-4113-93f2-61a0f2afe3c4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "57c8e758-cd57-4455-89f8-7383793324a3", "evidence": "Presents base, optimistic, and worst-case scenarios for market share outcomes.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:19.997+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "frameworkName": "scenario_analysis" } ], "arcBeats": [], "loops": [ { "to": 40, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8f3db8f5-0325-4d60-852b-35541f3cd4cb", "evidence": "The document identifies quick wins and big bets for HCA Healthcare, including opportunities for growth and improvement.", "position": 2, "objective": "Identify quick wins and big bets for HCA Healthcare", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:42.01494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 38, "type": "resolution", "title": "The slide uses a line chart to show historical outpatient growth and a table to demonstrate the weighted calculation of adjusted growth.", "function": "quantify_impact", "rawType": "impact_sizing", "block": null, "metadata": { "slideType": "impact_sizing", "slideTypeCanon": { "name": "Impact sizing", "slug": "impact_sizing", "status": "active", "canonId": "019de52d-0d26-773b-aeda-2d1930f5636d", "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": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 338, "nDataPoints": 10, "notes": "The slide uses a line chart to show historical outpatient growth and a table to demonstrate the weighted calculation of adjusted growth.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:19.73+00", "seconds": 2.653, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/38", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-38", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.35, "x": 0.6, "y": 0.7 }, "kind": "callout", "text": "Projected Henry outpatient growth will lift adjusted admissions by 0.6%", "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": "2026-07-16 19:16:19.73+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b594f0cb-c251-4b36-8635-b04c3870efc7", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Total U.S. historical outpatient growth", "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": "2026-07-16 19:16:19.73+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aeb426b1-90c3-4231-bcc2-81f4e9afa8a1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: AHA; Henry company data; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:19.73+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce241639-688b-4371-b43b-ba6ccf6c5ad5", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.35, "x": 0.6, "y": 0.3 }, "kind": "table", "text": "Calculating AA growth: Inpatient (68, 0.7), Outpatient (32, 2.5), Adjusted (1.3%)", "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": "2026-07-16 19:16:19.73+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f388672-c728-4258-a05b-6963487b5618", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "OUTPATIENT GROWTH IS LIKELY TO LIFT OVERALL AA GROWTH BY ~0.6 PERCENT ANNUALLY FOR NEXT SEVERAL YEARS", "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": "2026-07-16 19:16:19.73+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "282ed550-23b5-4276-a073-ab8790c18f21", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1fab01bf-ef5c-4d4f-a538-0511dd7f3b1f", "evidence": "chart/line: Total U.S. historical outpatient growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:33.011907+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "0938bc21-4a80-48d5-b150-bd0c1ae492fa", "evidence": "The slide links historical outpatient growth to a weighted calculation that results in a projected lift in adjusted admissions.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:16:19.73+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "frameworkName": "causal-chain" } ], "arcBeats": [], "loops": [ { "to": 40, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8f3db8f5-0325-4d60-852b-35541f3cd4cb", "evidence": "The document identifies quick wins and big bets for HCA Healthcare, including opportunities for growth and improvement.", "position": 2, "objective": "Identify quick wins and big bets for HCA Healthcare", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:42.01494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 39, "type": "resolution", "title": "The chart uses a fan-chart style to represent uncertainty in future projections.", "function": "quantify_impact", "rawType": "scenario_analysis", "block": null, "metadata": { "slideType": "scenario_analysis", "slideTypeCanon": { "name": "Scenario analysis", "slug": "scenario_analysis", "status": "active", "canonId": "019de52d-0d4d-7022-a603-242c1dd0d760", "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": "balanced", "densityScore": 45, "componentCount": 5, "textChars": 556, "nDataPoints": 12, "notes": "The chart uses a fan-chart style to represent uncertainty in future projections.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:20.237+00", "seconds": 2.908, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/39", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-39", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.38, "x": 0.18, "y": 0.15 }, "kind": "callout", "text": "Strong flu seasons, Few unexpected events, Better than expected market share, Greater than expected capital investment, Less competitor capacity, Success of market based strategies", "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": "2026-07-16 19:16:20.237+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5371abd4-c5e9-4fee-87a5-d2235f21b8df", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.38, "x": 0.18, "y": 0.6 }, "kind": "callout", "text": "Faster than expected outpatient erosion, Significant changes in physician relationships, New disruptions from higher than expected HDHP/HSA growth, Greater than expected competitor capital investment", "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": "2026-07-16 19:16:20.237+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a70531d-d1aa-4310-9fd5-8ab14985ca78", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.85, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Historical and projected volume growth chart", "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": "2026-07-16 19:16:20.237+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b67b30d5-ee62-4143-b54a-469b5ce4e94f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry company data; Merrill Lynch analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:20.237+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9dc4fee2-c2a8-427c-b8cc-9bf91a7ad51f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WE PROJECT VOLUME TO GROW AT ~1.3 PERCENT ANNUALLY, WITH A RANGE OF 0.7-1.6 PERCENT", "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": "2026-07-16 19:16:20.237+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1356504f-c11b-48bd-a127-2b05716b48c2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d92f3be4-f3b0-494a-80e7-45992ae4f87f", "evidence": "callout/primary: Faster than expected outpatient erosion, Significant changes in physician relationships, New disruptions from higher than expected HDHP/HSA growth, Greater than expected competitor capital investment", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:33.081119+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "c2b31776-212f-48b1-9a9b-a6a477c6b925", "evidence": "The chart explicitly defines optimistic and pessimistic scenarios for future growth.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:20.237+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "frameworkName": "scenario_analysis" } ], "arcBeats": [], "loops": [ { "to": 40, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8f3db8f5-0325-4d60-852b-35541f3cd4cb", "evidence": "The document identifies quick wins and big bets for HCA Healthcare, including opportunities for growth and improvement.", "position": 2, "objective": "Identify quick wins and big bets for HCA Healthcare", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:42.01494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 40, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 2, "textChars": 93, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:19.716+00", "seconds": 1.903, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/40", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-40", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.15, "x": 0.343, "y": 0.243 }, "kind": "list", "text": "NR per AA\nVolume\nProvision for Bad Debt\nLabor cost per AA\nSupply cost per AA", "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": "2026-07-16 19:16:19.716+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a96e001-94cd-428a-b30a-1b8bb04e8944", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.11, "y": 0.05 }, "kind": "title", "text": "TABLE OF CONTENTS", "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": "2026-07-16 19:16:19.716+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acaeba59-a1d2-490f-af42-dded92adf6a9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 40, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8f3db8f5-0325-4d60-852b-35541f3cd4cb", "evidence": "The document identifies quick wins and big bets for HCA Healthcare, including opportunities for growth and improvement.", "position": 2, "objective": "Identify quick wins and big bets for HCA Healthcare", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:42.01494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 41, "type": "analysis", "title": "The chart includes a shaded area representing a forecast range between 'Pessimistic' and 'Optimistic' scenarios.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 4, "textChars": 355, "nDataPoints": 12, "notes": "The chart includes a shaded area representing a forecast range between 'Pessimistic' and 'Optimistic' scenarios.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:20.592+00", "seconds": 2.494, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/41", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-41", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.8, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Henry year over year increase in PBD, 2001-07E", "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": "2026-07-16 19:16:20.592+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6c91b19-8c25-4dd4-98dd-a756339f69ce", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.75, "y": 0.05 }, "kind": "legend", "text": "Actual, Current forecast, 2004 estimates", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:20.592+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97be07f2-6bcb-442b-bda1-38936ecac988", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "other", "text": "* Adjusted to remove effects of uninsured discount in 2005; the income statement (not adjusted) number is -11.7%. Source: Henry company data; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:20.592+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e73843e9-fe42-45f6-9537-d400a5b58ca4", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ADJUSTING FOR THE UNINSURED DISCOUNT*, 2005 GROWTH IN PROVISION FOR BAD DEBT (PBD) WAS WITHIN THE FORECASTED RANGE", "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": "2026-07-16 19:16:20.592+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95bba290-93d9-498d-9a13-1be7ba73cd48", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 42, "type": "appendix", "title": "The slide uses a hierarchical tree structure to map financial drivers.", "function": "decompose_segments", "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": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 3, "textChars": 309, "nDataPoints": 11, "notes": "The slide uses a hierarchical tree structure to map financial drivers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:21.57+00", "seconds": 3.346, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/42", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-42", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "diagram", "text": "Hierarchical decomposition tree of bad debt expense drivers", "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": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:21.57+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8dd400b2-9c60-4875-a971-b14505790f1b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.05, "y": 0.9 }, "kind": "paragraph", "text": "* Collections percentage is off of collectibles, which is ~12% higher than net revenue due the to fact that certain collectibles are eventually categorized as charity care or as uninsured discount", "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": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:21.57+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8acf0f83-7579-4bb5-bdc9-1d8adbc052c7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "BAD DEBT GROWTH CAN BE ESTIMATED USING A SET OF INPUTS", "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": "2026-07-16 19:16:21.57+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0420cbe9-41ef-48cb-9c43-62d94b47e842", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Decomposition", "slug": "decomposition", "status": "active", "bestFor": null, "canonId": "019dd9e1-48a5-7034-a2c3-1852aba11915", "version": 1, "bodyDocId": null, "description": "Breaking a whole into parts (sum-of-parts, MECE, pyramid).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e2cc808a-f4c1-4eef-a008-7a9a8c96d714", "evidence": "diagram/process: Hierarchical decomposition tree of bad debt expense drivers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:33.220742+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "a4f614cb-ff8f-483a-875b-49b8f4133924", "evidence": "The slide breaks down a high-level metric (bad debt expense) into its constituent drivers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:21.57+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "decomposition" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 43, "type": "analysis", "title": "The chart illustrates how specific operational factors (SP AA, SP net revenue, etc.) contributed to the variance between the forecasted and actual PBD increase.", "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": "balanced", "densityScore": 35, "componentCount": 4, "textChars": 457, "nDataPoints": 8, "notes": "The chart illustrates how specific operational factors (SP AA, SP net revenue, etc.) contributed to the variance between the forecasted and actual PBD increase.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:21.239+00", "seconds": 2.792, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/43", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-43", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.3 }, "kind": "chart", "text": null, "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": "2026-07-16 19:16:21.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17700df6-425e-448a-8c9f-9e2959064e8d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "Difference between 2004 management forecasted performance (midpoint of forecasted range) and estimated actual performance. Percent of difference attributable to each factor", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:21.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22ace006-f41e-421b-aca9-2aa6a473fec7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "* Includes impact of reduction in number of hospitals, hindsight and other adjustments. Source: Henry company data; estimates from Henry forecasting group; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:21.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23c8afd8-44ae-4491-9151-5ec2b3f96c8d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WHILE ACTUAL GROWTH CAME IN NEAR MIDPOINT OF ESTIMATED RANGE, THERE WAS SIGNIFICANT VARIATION IN COMPONENT FORECASTS", "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": "2026-07-16 19:16:21.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7416061-428c-44d0-945c-1650ea8e4de4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8b9ebec9-e93d-43a8-9d55-4ac013238b06", "evidence": "The slide uses a waterfall chart to bridge the gap between a starting forecast value and an ending actual value through additive components.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:21.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 44, "type": "analysis", "title": "The chart uses a range-based visualization with markers for actuals, effectively showing variance against forecasts.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 5, "textChars": 827, "nDataPoints": 18, "notes": "The chart uses a range-based visualization with markers for actuals, effectively showing variance against forecasts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:21.749+00", "seconds": 2.92, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/44", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-44", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.35, "x": 0.6, "y": 0.25 }, "kind": "callout", "text": "For self-pay, effect of greater-than-expected account growth largely offset by better performance in NR/AA and percent uncollected. Performance improved by one-time gains. Improved SP case management moderated growth of SP NR/AA. Henry collections initiatives reduced percent of SP and CP/D balance uncollected by ~$65 million. For CP/D, AA and average balance/AA reflects lower-than-expected growth in commercial volume and pricing.", "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": "2026-07-16 19:16:21.749+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4496b741-2421-4882-82ec-208b5aef657e", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.5, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "2004-05 forecasted ranges and actuals (%)", "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": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:21.749+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7336033-4c79-4a7e-a1e9-e9794ea648f4", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.2, "x": 0.75, "y": 0.1 }, "kind": "legend", "text": "2005 actual; 2004 management forecast range", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:21.749+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9cf0f1f-afd1-43dd-a9d2-c4142dd7a6d1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "other", "text": "* Assumes PBD will equal eventual bad debt write-offs; actual PBD may be different in any given year due to accounting adjustments and timing. Source: Henry company data; management interviews; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:21.749+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a2ca921-6afe-4267-bb3a-d12e2af2c55a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "EFFORTS ON CASE MANAGEMENT AND COLLECTIONS ACROSS ALL ACCOUNTS OFFSET HIGH GROWTH IN SELF-PAY ACCOUNTS*", "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": "2026-07-16 19:16:21.749+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae69eb6d-f076-4270-bbb6-52c876007162", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 45, "type": "analysis", "title": "The table uses a hierarchical structure to calculate effective CAGR for two main segments, culminating in a total PBD CAGR.", "function": "analyze_data", "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": "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": 621, "nDataPoints": 48, "notes": "The table uses a hierarchical structure to calculate effective CAGR for two main segments, culminating in a total PBD CAGR.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:21.526+00", "seconds": 2.547, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/45", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-45", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.96 }, "kind": "other", "text": "Source: Henry company data; management interviews; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:21.526+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ae251f3-f694-45b3-b6b6-113dcfcb6062", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "paragraph", "text": "* Estimated based on projections for other numbers (i.e., what it would need to be to reach 12.3% growth)\n** Assumes management projects no change in percent of accounts with CP/D and no increase in patient liability percent of total bill\n*** Growth rate is 18.2% based on the 6 factors; reduction in number of hospitals, hindsight and other adjustments lowered growth by 1%", "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": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:21.526+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b461327-1cff-455c-97d7-57406051b195", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.1 }, "kind": "table", "text": "Table showing CAGR projections for Self-pay and Copay/deductible segments across historical, group projection, and 3-year scenario columns.", "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": "2026-07-16 19:16:21.526+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e1da944-48b8-4ba5-9fb4-d06014dc65ac", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "FORECAST OF PROVISION OF BAD DEBT COMPONENTS", "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": "2026-07-16 19:16:21.526+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6161fd7-d20c-4693-a1ef-1346f2643bbd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 46, "type": "analysis", "title": "The slide uses a bar chart to compare national trends (2000-2004) with state-specific growth rates in Henry markets.", "function": "quantify_impact", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "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": "balanced", "densityScore": 31, "componentCount": 4, "textChars": 359, "nDataPoints": 11, "notes": "The slide uses a bar chart to compare national trends (2000-2004) with state-specific growth rates in Henry markets.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:21.581+00", "seconds": 2.531, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/46", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-46", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.45, "x": 0.5, "y": 0.185 }, "kind": "chart", "text": "Uninsured growth rate in Henry states, 2000-04", "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": "2026-07-16 19:16:21.581+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ebea50e-e63c-4b88-be06-81061200f9c4", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.45, "x": 0.05, "y": 0.185 }, "kind": "chart", "text": "U.S. uninsured, 2000-04", "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": "2026-07-16 19:16:21.581+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a45142d5-7d8c-4c9f-8c78-d5ad19ece2a8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.9 }, "kind": "other", "text": "* Henry bed-weighted average of state growth rates; calculation does not reflect Henry's location in urban and suburban areas. Source: Economy.com; Henry company data; Kaiser Family Foundation; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:21.581+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4dca66b-7d2f-4337-b3a0-c08ea32b662f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "THE UNINSURED ARE GROWING FASTER IN HENRY MARKETS THAN THE COUNTRY AS A WHOLE . . .", "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": "2026-07-16 19:16:21.581+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f49fd9bc-5a7f-4a88-9782-638b8cb2aa47", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 47, "type": "analysis", "title": "SP AA likely refers to Self-Pay Admissions/Accounts.", "function": "diagnose", "rawType": "diagnosis", "block": null, "metadata": { "slideType": "diagnosis", "slideTypeCanon": { "name": "Diagnosis", "slug": "diagnosis", "status": "active", "canonId": "019de52d-0cd7-7212-898f-0464041ff8d8", "version": 1, "description": null }, "function": "diagnose", "functionCanon": { "name": "Diagnose", "slug": "diagnose", "status": "active", "canonId": "019de52d-1657-7223-acc5-7437d878c850", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 4, "textChars": 650, "nDataPoints": 4, "notes": "SP AA likely refers to Self-Pay Admissions/Accounts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:22.392+00", "seconds": 2.927, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/47", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-47", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.4, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Growth in SP AA Percent", "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": "2026-07-16 19:16:22.392+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8b1ee94-4fa9-4fe7-8cf1-d7cafb9a3670", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.5, "y": 0.15 }, "kind": "list", "text": "Over last several years, Henry uninsured admissions have grown much faster than uninsured population growth in Henry states. Higher growth likely due to a combination of factors: External (Uninsured admissions growing faster than uninsured growth, Competitors cherry-picking), Internal (Urban location, ER capacity). Going forward, trend projected to moderate – hence base case set at 8.0%.", "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": "2026-07-16 19:16:22.392+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8aba3656-7ea3-4bad-8fc2-3416a4d8fd86", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "* 2001-03 figures are increase in total number of SP accounts (not AA). Source: Henry write-off database; Henry company data; Deutsche Bank analyst report", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:22.392+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bee5049a-2c75-486d-b409-612785c8a4e5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "... AND HISTORICALLY HENRY UNINSURED ADMISSIONS HAVE GROWN AT AN EVEN A HIGHER RATE", "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": "2026-07-16 19:16:22.392+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c86b1d41-d50c-46d9-97f0-01e166c60e07", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 48, "type": "analysis", "title": "NR/AA likely refers to Net Revenue / Account Adjustment or similar healthcare financial metric.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 56, "componentCount": 7, "textChars": 423, "nDataPoints": 9, "notes": "NR/AA likely refers to Net Revenue / Account Adjustment or similar healthcare financial metric.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:39.592+00", "seconds": 19.993, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/48", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-48", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.4, "x": 0.5, "y": 0.2 }, "kind": "chart", "text": "Estimated CAGR in charge-master pricing", "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": "2026-07-16 19:16:39.592+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e34ac05-3054-482e-8289-1465730048e3", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.35, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Self-pay account balance growth rate", "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": "2026-07-16 19:16:39.592+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5679a378-cfac-41c2-8b39-e990cc15bc63", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.5, "y": 0.6 }, "kind": "chart", "text": "Estimated change in $/unit due to acuity/utilization change", "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": "2026-07-16 19:16:39.592+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e427e2a3-bee2-49b7-af8c-fadb2d0bb985", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.8, "y": 0.08 }, "kind": "legend", "text": "Historical; Projected", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:39.592+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be3c4c35-0747-4db2-a40f-344a57a29f09", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "list", "text": "Key assumptions in base case projection: Hospitals will continue to use chargemaster to offset pricing/bad debt pressure; Acuity for self-pay patients will return to zero over time", "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": "2026-07-16 19:16:39.592+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e86741e-7a4b-4b6e-aa66-b3fad49fa133", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.97 }, "kind": "other", "text": "Source: Henry Company data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:39.592+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af26e9ae-af2a-4fab-9552-806758d06cd2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "SELF-PAY NR/AA IS PROJECTED TO INCREASE AT A DOUBLE-DIGIT RATE", "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": "2026-07-16 19:16:39.592+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68365374-327e-4345-8b44-608f575c4d38", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 49, "type": "analysis", "title": "The chart uses a waterfall structure to bridge the gap between 2004 and 2005 collection percentages.", "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": "balanced", "densityScore": 48, "componentCount": 5, "textChars": 654, "nDataPoints": 8, "notes": "The chart uses a waterfall structure to bridge the gap between 2004 and 2005 collection percentages.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:22.705+00", "seconds": 3.029, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/49", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-49", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.25, "x": 0.72, "y": 0.25 }, "kind": "callout", "text": "Improving \"up-front\" collections rate added $60 million to Henry bottom-line. Uninsured discount artificially decreased uncollections percentage by 5.3%. These improvements will \"rebase\" collections rate; but will be difficult to sustain year-over-year improvements at this rate. Moreover, shift in collectible mix towards SP will drive blended collections rate down over time.", "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": "2026-07-16 19:16:22.705+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab0f4861-4e84-4b73-b2d3-b530a813083a", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.65, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Waterfall chart showing 2004 to 2005 collection percentage bridge", "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": "2026-07-16 19:16:22.705+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cc3e82f-a730-4967-b699-dd85d079106b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.75, "y": 0.05 }, "kind": "legend", "text": "Portion due to \"one-time\" POS collection improvements", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:22.705+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5eb6c18-b418-473f-bbcb-a9dbaa5db88f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry company data; estimates from Henry forecasting group; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:22.705+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31000fb7-3354-494f-8c0f-017b01ee9a76", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "2004-05 COLLECTIONS PERCENTAGE IMPROVED DUE TO SUCCESS OF INTERNAL INITIATIVES", "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": "2026-07-16 19:16:22.705+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e1f4a7a-ddc1-451f-a533-e8c8ebb49e15", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a65bfff4-b4d1-4a57-a1d5-2bec035fa947", "evidence": "chart/waterfall: Waterfall chart showing 2004 to 2005 collection percentage bridge", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:33.496236+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "b9aa8c3b-8d5c-4e5e-9a86-c628e3d49f83", "evidence": "The chart is a classic waterfall bridge showing the components of change between two values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:22.705+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 50, "type": "analysis", "title": "The table highlights 'Base' projections with a blue background column. Includes a footnote regarding 2003-05 CAGR.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 28, "componentCount": 3, "textChars": 366, "nDataPoints": 30, "notes": "The table highlights 'Base' projections with a blue background column. Includes a footnote regarding 2003-05 CAGR.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:22.173+00", "seconds": 2.346, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/50", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-50", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "* 2003-05 CAGR; 2004-05 GR was -.5% due to decrease in Medicare/Medicaid accounts with CP/D. Source: Henry financial information; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:22.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be41156c-f3d0-491a-b990-c7dddb89b8a6", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Historical 2004-05 GR vs 3 year CAGR Projection (Pessimistic, Base, Optimistic) for CP/D number of accounts and CP/D Account balance.", "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": "2026-07-16 19:16:22.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d37aeac7-b3e9-48bd-80b2-9ee30b6cb92c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "HENRY'S PATIENT COLLECTIBLES ASSOCIATED WITH CP/D VOLUME IS PROJECTED TO INCREASE SLIGHTLY", "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": "2026-07-16 19:16:22.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46829996-71b4-46f1-b589-2c68a9e14938", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 51, "type": "analysis", "title": "The chart uses a break in the y-axis to represent the values 1,261 and 1,358.", "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": "balanced", "densityScore": 33, "componentCount": 4, "textChars": 457, "nDataPoints": 4, "notes": "The chart uses a break in the y-axis to represent the values 1,261 and 1,358.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:22.77+00", "seconds": 2.786, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/51", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-51", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.5, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Waterfall chart showing 2004 to 2005 patient liability increase", "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": "2026-07-16 19:16:22.77+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "878fb749-fead-4b88-ac29-1f50f8003973", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.65, "y": 0.25 }, "kind": "list", "text": "Overall patient portion of hospital bill increasing ~$100; ~80% of increase due to higher hospital prices and ~20% due to increase in cost sharing; Going forward, expect increase in cost sharing to continue at a slightly lower rate", "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": "2026-07-16 19:16:22.77+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "810112e9-d31d-46f7-9e48-474544ac1a57", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry company data; estimates from Henry forecasting group; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:22.77+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36ed59cb-d63b-4228-a1e2-fa4492f41510", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "PATIENT LIABILITY PER COPAY/DEDUCTIBLE ADJUSTED ADMISSION INCREASED ~8% IN 2004-05", "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": "2026-07-16 19:16:22.77+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48a69d5e-c00f-454e-ab6d-ddfe713298b4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "abd4e244-e7fb-4fa6-b2d0-26c1b27ace36", "evidence": "chart/waterfall: Waterfall chart showing 2004 to 2005 patient liability increase", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:32.553659+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "b6bac1fa-8353-4fba-bb92-c9b60972fce9", "evidence": "The chart visualizes the components of change between two values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:22.77+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 52, "type": "analysis", "title": "The chart uses a line graph to illustrate historical data (2001-2005) and three projected scenarios (2006-2009). Callouts explain the assumptions behind the opt", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 5, "textChars": 460, "nDataPoints": 15, "notes": "The chart uses a line graph to illustrate historical data (2001-2005) and three projected scenarios (2006-2009). Callouts explain the assumptions behind the optimistic and pessimistic scenarios.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:23.483+00", "seconds": 3.303, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/52", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-52", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.3, "x": 0.15, "y": 0.6 }, "kind": "callout", "text": "What you have to believe: SP AA grows at Henry uninsured population growth rate and NR/AA grows at chargemaster; Uncollections % grows .5% less than 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": "2026-07-16 19:16:23.483+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f1c6b0e-3984-452f-b558-1715f3c91b22", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.2, "x": 0.75, "y": 0.15 }, "kind": "callout", "text": "What you have to believe: SP AA and NR/AA grows slightly less than historical; Uncollections % grows .5% higher than 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": "2026-07-16 19:16:23.483+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92d965f5-37cd-4454-a492-2e6315c93cb0", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.8, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Historical and projected PBD growth 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": "2026-07-16 19:16:23.483+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0e235fc-53e2-48bd-b431-6bf69ff51e29", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry company data; estimates from Henry forecasting group; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:23.483+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "045b2897-4963-418c-8c98-95de358b9821", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WE PROJECT PROVISION FOR BAD DEBT (PBD) TO GROW AT ~16.5 PERCENT", "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": "2026-07-16 19:16:23.483+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b9df95d-8b03-4e36-8746-9064d16598d7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 53, "type": "analysis", "title": "The slide uses a waterfall chart to decompose the variance from a base case projection.", "function": "analyze_data", "rawType": "scenario_analysis", "block": null, "metadata": { "slideType": "scenario_analysis", "slideTypeCanon": { "name": "Scenario analysis", "slug": "scenario_analysis", "status": "active", "canonId": "019de52d-0d4d-7022-a603-242c1dd0d760", "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": 42, "componentCount": 6, "textChars": 284, "nDataPoints": 12, "notes": "The slide uses a waterfall chart to decompose the variance from a base case projection.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:23.164+00", "seconds": 2.911, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/53", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-53", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.55, "x": 0.4, "y": 0.2 }, "kind": "chart", "text": "Optimistic projection waterfall chart", "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": "2026-07-16 19:16:23.164+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adcac7c6-b6a6-4230-b1f3-fa17beb56cb8", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.55, "x": 0.4, "y": 0.6 }, "kind": "chart", "text": "Pessimistic projection waterfall chart", "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": "2026-07-16 19:16:23.164+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b95b2f90-0a66-423b-980c-08de0133853f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Optimistic projection assumptions", "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": "2026-07-16 19:16:23.164+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cfe453e-af88-4e25-956f-65a3913da9fe", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.05, "y": 0.65 }, "kind": "list", "text": "Pessimistic projection assumptions", "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": "2026-07-16 19:16:23.164+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3128d8c-4da8-4318-8285-8b56f5adebe7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.13 }, "kind": "subtitle", "text": "2006-09 Provision for Bad Debt CAGR", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:23.164+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41674689-f754-4796-a211-b0b6caeb18e1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WHILE PBD IS PROJECTED TO GROW AT 16.5 PERCENT, UNCERTAINTY OF DRIVERS YIELD A RANGE OF 12.2 - 21.1 PERCENT", "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": "2026-07-16 19:16:23.164+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9709303-bef6-43bf-8d4c-22d031842bcc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3ff83738-1372-4b89-89e7-e238bcf67e28", "evidence": "type: scenario_analysis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:32.699446+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "45fd4091-3f12-487f-931b-5aa3de6c1080", "evidence": "chart/waterfall: Pessimistic projection waterfall chart\nchart/waterfall: Optimistic projection waterfall chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:32.662937+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "3dd0ede7-d2af-4b36-87bd-50fe4c14d339", "evidence": "The charts decompose the variance from a base case to a final scenario using floating bars.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:23.164+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 54, "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": "sparse", "densityScore": 5, "componentCount": 2, "textChars": 93, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:22.133+00", "seconds": 1.599, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/54", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-54", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.32, "w": 0.16, "x": 0.342, "y": 0.244 }, "kind": "list", "text": "NR per AA\nVolume\nProvision for Bad Debt\nLabor cost per AA\nSupply cost per AA", "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": "2026-07-16 19:16:22.133+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7545e18d-ac14-440e-9db6-120d8412df1d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.11, "y": 0.05 }, "kind": "title", "text": "TABLE OF CONTENTS", "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": "2026-07-16 19:16:22.133+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c99f7fd-91a9-417a-a89c-2f7a5ba564e5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 55, "type": "analysis", "title": "The chart uses a shaded area to represent the 2004 management view range, with a solid line for actuals and a dashed line for the group model forecast.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 4, "textChars": 229, "nDataPoints": 8, "notes": "The chart uses a shaded area to represent the 2004 management view range, with a solid line for actuals and a dashed line for the group model forecast.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:23.063+00", "seconds": 2.285, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/55", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-55", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Line chart showing labor expense growth from 02-03 to 08-09E", "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": "2026-07-16 19:16:23.063+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97d7890d-76ea-4801-b140-9f21601267fd", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.75, "y": 0.05 }, "kind": "legend", "text": "Annual actual; Group model forecast; 2004 management view", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:23.063+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd6aaa4f-c9c2-4122-8f6a-44ea38265f0f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry company data; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:23.063+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50378c77-fde7-47d4-9845-fb2a9e9889e6", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "HENRY'S LABOR EXPENSE GROWTH HAS BEEN CLOSE TO EXPECTATIONS UNTIL 1Q 06", "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": "2026-07-16 19:16:23.063+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95c58373-5d07-4806-be7e-feeef6fd9e64", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 56, "type": "analysis", "title": "The slide uses a waterfall-style logic to explain the delta between projected and actual labor costs.", "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": "balanced", "densityScore": 37, "componentCount": 3, "textChars": 662, "nDataPoints": 8, "notes": "The slide uses a waterfall-style logic to explain the delta between projected and actual labor costs.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:24.418+00", "seconds": 2.921, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/56", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-56", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "* Difference from base projection. Source: Henry company data; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.418+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c317f38-bff1-45d0-97ff-6a8421d54234", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "table", "text": "Reason for change; Estimated impact on difference between base projection and actual Basis points; 2004-05: projected 2005 growth rate 4.0%, actual 2005 rate 4.4%; Wage growth exceeded expectations... 120; Improvement in productivity... (85); Benefits costs... 25; Aggressive management... (20); Total* 40; 1Q 05-1Q 06: projected 2006 growth rate 4.2%, actual 1Q 06 rate 6.6%; Continuing wage growth... 110; Productivity declined... 75; Benefits costs... 25; Contract labor spending increased... 30; Total* 240", "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": "2026-07-16 19:16:24.418+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adbbd4d7-1143-4262-a3f4-6c12eacbe8b0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "HIGHER THAN EXPECTED WAGE INCREASE WAS THE MAIN DRIVER OF HIGHER LABOR COSTS", "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": "2026-07-16 19:16:24.418+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ecd9326-dd1a-46db-afd4-24dc87551ea5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "f6d9a8b0-d85a-45e5-8abf-9c043ca58f59", "evidence": "The table structure quantifies the components of a variance between two financial states.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:16:24.418+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 57, "type": "setup", "title": "Uses a tree-like decomposition structure to show cost drivers.", "function": "decompose_segments", "rawType": "cost_structure", "block": null, "metadata": { "slideType": "cost_structure", "slideTypeCanon": { "name": "Cost structure", "slug": "cost_structure", "status": "active", "canonId": "019de52d-0d9d-7641-a1dc-ccd6fa1bda3c", "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": "balanced", "densityScore": 31, "componentCount": 4, "textChars": 395, "nDataPoints": 6, "notes": "Uses a tree-like decomposition structure to show cost drivers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:24.375+00", "seconds": 2.668, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/57", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-57", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.15 }, "kind": "callout", "text": "Clinical salaried labor accounts for 56% of labor costs", "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": "2026-07-16 19:16:24.375+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "176ec23d-9d73-4c91-9a4d-a38b98448dc9", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "diagram", "text": "Decomposition tree of labor costs into Salaried Labor (Wage x Productivity, Benefits) and Contract Labor.", "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": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.375+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65a3b682-bb79-45a7-a618-77b39e36ca2e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "* Calculated using 2005 total labor cost ($)\n** 2005 breakdown in salaried hours: 33% RN, 21% nurse aide, 15% technicians, 31% non-clinical staff\nSource: Team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.375+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df187205-5716-44ac-aab5-5bd968a3be49", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "LABOR COSTS ARE DRIVEN PRIMARILY BY CLINICAL SALARIED LABOR EXPENSES", "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": "2026-07-16 19:16:24.375+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "219b5b82-6772-4e42-949e-13d8c3290fd0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Decomposition", "slug": "decomposition", "status": "active", "bestFor": null, "canonId": "019dd9e1-48a5-7034-a2c3-1852aba11915", "version": 1, "bodyDocId": null, "description": "Breaking a whole into parts (sum-of-parts, MECE, pyramid).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a6c8f932-1386-437f-ae4e-4db1f6845a48", "evidence": "diagram/process: Decomposition tree of labor costs into Salaried Labor (Wage x Productivity, Benefits) and Contract Labor.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:32.890711+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "76729b9f-63de-4044-9135-6e834628023a", "evidence": "The slide breaks down total labor costs into constituent parts (salaried vs contract, wage/productivity/benefits).", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:24.375+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "frameworkName": "decomposition" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 58, "type": "analysis", "title": "The table uses a mix of CAGR percentages and specific metrics for contract labor; includes footnotes explaining productivity and contract labor definitions.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 5, "textChars": 649, "nDataPoints": 25, "notes": "The table uses a mix of CAGR percentages and specific metrics for contract labor; includes footnotes explaining productivity and contract labor definitions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:24.463+00", "seconds": 2.704, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/58", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-58", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.95, "x": 0.02, "y": 0.85 }, "kind": "paragraph", "text": "* Measured as man hours/AA. Negative growth desirable as it reflects increase in productivity\n** Not expressed as a growth rate but as a percent of salaried labor. Historic value is 2003-05 average. Contract labor expected to grow to 5.0% of salary in 2006 and remain stable through 2009 (base case)\n*** Revised group model (June 29, 2006) projects labor cost excluding contract labor to grow at 5.0% CAGR (2006-2009)", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fbd6d88-fc65-4821-9c3a-8ecbe8ed44ec", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.02, "y": 0.96 }, "kind": "source-note", "text": "Source: Team analysis; Henry Company data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cb8f54e-0bf9-4b62-aa29-c9684294e9a3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.02, "y": 0.08 }, "kind": "subtitle", "text": "Percent CAGR", "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": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9196d31e-d512-40af-a137-bd5a3d89b850", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Table showing Wage, Productivity, Benefits, Contract labor, and Total cost/AA across Historical, Group model, and Projection scenarios.", "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": "2026-07-16 19:16:24.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e217ff0c-54b4-41a6-a615-784603c093e5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "FORECAST OF KEY LABOR COST PER AA COMPONENTS", "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": "2026-07-16 19:16:24.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2578d7ca-a094-44e7-b1f8-e4043f3e6a78", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 59, "type": "analysis", "title": "The slide uses a dual-axis chart to show the inverse relationship between enrollment and labor costs, followed by a forecast chart.", "function": "analyze_data", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "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": 5, "textChars": 287, "nDataPoints": 22, "notes": "The slide uses a dual-axis chart to show the inverse relationship between enrollment and labor costs, followed by a forecast chart.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:24.604+00", "seconds": 2.804, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/59", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-59", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.25, "x": 0.15, "y": 0.35 }, "kind": "callout", "text": "Hospital labor cost growth declining 3-4 years after '92-'93 rise in enrollment", "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": "2026-07-16 19:16:24.604+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a112837-b963-4e69-986f-70d400fd85f0", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Nursing school enrollment vs Hospital labor cost index", "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": "2026-07-16 19:16:24.604+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cacabb6d-7501-4acd-a3b1-b38a5f1ebfc4", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.52, "y": 0.2 }, "kind": "chart", "text": "Hospital employee annual salary forecast", "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": "2026-07-16 19:16:24.604+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66a9af49-f3ea-4b8a-b376-cdd40bc638d6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Economy.com; Bear Stearns, BLS", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.604+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cdff1c37-d530-41e8-bfbb-8f9e5f98112a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "INCREASE IN NURSING SCHOOL ENROLLMENT WILL HELP DRIVE DECLINE IN WAGE 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": "2026-07-16 19:16:24.604+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce81fcfe-61e2-4a21-8858-a4bc822773a3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "61ecba37-30c1-458c-91ac-d6ba1faba707", "evidence": "The slide explicitly links nursing enrollment increases to subsequent declines in wage growth.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:16:24.604+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "frameworkName": "causal-chain" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 60, "type": "analysis", "title": "The chart uses a waterfall structure to bridge the national salary growth rate to the specific projected growth rate for Henry.", "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": "balanced", "densityScore": 42, "componentCount": 5, "textChars": 499, "nDataPoints": 6, "notes": "The chart uses a waterfall structure to bridge the national salary growth rate to the specific projected growth rate for Henry.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:24.815+00", "seconds": 2.845, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/60", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-60", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.55, "x": 0.02, "y": 0.2 }, "kind": "chart", "text": "Projected growth rates, 2006-09", "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": "2026-07-16 19:16:24.815+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b62c2430-c898-40e2-bca3-a117fc9c6288", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.35, "x": 0.62, "y": 0.0015 }, "kind": "list", "text": "Drivers of wage projection: 1) Adjustment to reflect salary growth in Henry's markets; 2) One-time additional wage increase; 3) Adjustment for changes in productivity.", "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": "2026-07-16 19:16:24.815+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a667592d-3597-40fa-9bcb-e51e4ac1fa15", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.02, "y": 0.97 }, "kind": "other", "text": "Source: Internal Henry data; Economy.com; BEA", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.815+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a2e441f-abf6-4ab3-a492-ab831b7cdf3b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.02, "y": 0.9 }, "kind": "paragraph", "text": "* Reflects difference of projected salary per employee between national and weighted average of Henry markets ** Reflects adjustments to salaries that Henry has planned to maintain competitive position", "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": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.815+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1643953d-7a74-4c1c-bb27-02adafb750a9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "SALARIED LABOR COST IS PROJECTED TO GROW AT 4.3 PERCENT", "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": "2026-07-16 19:16:24.815+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "777a5844-68dd-4923-a34a-3d94b2fdb587", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "123b74dd-22ef-4b3f-b9fa-38e5981ff8de", "evidence": "chart/waterfall: Projected growth rates, 2006-09", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:33.039604+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "d0a43a5f-6983-4fcc-802e-6e6b926e6c72", "evidence": "The chart visually bridges the national salary growth rate to the projected growth rate through additive and subtractive components.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:24.815+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 61, "type": "analysis", "title": "The chart shows quarterly percent change in man-hours/AA from prior year. The callout box synthesizes the volatility into a flat forward-looking projection.", "function": "diagnose", "rawType": "diagnosis", "block": null, "metadata": { "slideType": "diagnosis", "slideTypeCanon": { "name": "Diagnosis", "slug": "diagnosis", "status": "active", "canonId": "019de52d-0cd7-7212-898f-0464041ff8d8", "version": 1, "description": null }, "function": "diagnose", "functionCanon": { "name": "Diagnose", "slug": "diagnose", "status": "active", "canonId": "019de52d-1657-7223-acc5-7437d878c850", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 5, "textChars": 427, "nDataPoints": 22, "notes": "The chart shows quarterly percent change in man-hours/AA from prior year. The callout box synthesizes the volatility into a flat forward-looking projection.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:24.875+00", "seconds": 2.629, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/61", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-61", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.28, "x": 0.68, "y": 0.25 }, "kind": "callout", "text": "No clear historical trend. 40% of costs are fixed; productivity logically should grow with volume. However, in the last 4 years productivity has declined an average of 0.9% annually despite volume growth of 1.8%.", "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": "2026-07-16 19:16:24.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9ce5c73-3edb-4ff6-a202-f83b1e84de58", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.6, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Man-hours/AA, percent change from PY", "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": "2026-07-16 19:16:24.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1843f6f2-62ae-497e-8485-9cc208454f0e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry internal data, team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a218eba-4e45-4cb0-b175-276652fcdc0b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.05, "y": 0.8 }, "kind": "table", "text": "Average change during period: 0.9 and -0.4", "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": "2026-07-16 19:16:24.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04bf1aa5-c505-4dbd-aab8-acc7efbb2c5a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "HISTORICAL PERFORMANCE AND CONTINUED REGULATORY BURDEN POINT TO FLAT PRODUCTIVITY GOING FORWARD", "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": "2026-07-16 19:16:24.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8532bb4c-4ca7-4cbb-a1e6-9626b4ed5981", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 62, "type": "setup", "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": "balanced", "densityScore": 46, "componentCount": 6, "textChars": 352, "nDataPoints": 18, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:24.949+00", "seconds": 2.603, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/62", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-62", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "2004 benefit costs and relative to salary", "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": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.949+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2561a64-d50e-4abf-b28c-af104a7604a7", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "chart", "text": "Total benefit costs growth projection", "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": "2026-07-16 19:16:24.949+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a219836e-bac7-4fad-bfe2-358a4fe77ff8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.92 }, "kind": "disclaimer", "text": "* Financial Compass database; includes both for profit and nonprofit hospitals", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.949+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a04276b-2819-414a-955d-ae259bb1290b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.75, "y": 0.2 }, "kind": "legend", "text": "Henry historical, Base projection, Economy.com forecast", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.949+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "babfbc54-f4f2-43d3-9a33-7f1ac3afe95a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.96 }, "kind": "other", "text": "Source: Economy.com; Financial Compass, Henry company data", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:24.949+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b7c2d66-1e0b-4d92-a975-c524b7e2226b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "HENRY BENEFIT COSTS ARE PROJECTED TO DECLINE SLIGHTLY, IN LINE WITH NATIONAL TRENDS", "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": "2026-07-16 19:16:24.949+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb651a91-4a6b-4c88-a770-ba20b93c73d2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "2cf3d7dd-2f2d-49bc-a852-3431c3c5f4f2", "evidence": "peer_benchmark type and chart/bar-horizontal component", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:35.122237+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 63, "type": "setup", "title": "The chart highlights that Henry's spending has trended down into the 'industry best practice' range.", "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": "balanced", "densityScore": 35, "componentCount": 5, "textChars": 334, "nDataPoints": 5, "notes": "The chart highlights that Henry's spending has trended down into the 'industry best practice' range.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:25.486+00", "seconds": 2.876, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/63", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-63", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.75, "y": 0.55 }, "kind": "callout", "text": "Industry best practice*", "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": "2026-07-16 19:16:25.486+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "901d0fa1-5e90-4c82-8801-7c6ff895e34c", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.7, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Contract labor spending as percent of SWB", "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": "2026-07-16 19:16:25.486+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "619afff1-d00e-482e-ac81-7264c66a7913", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.75, "y": 0.12 }, "kind": "legend", "text": "Henry historical results", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:25.486+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5baa4df8-40bb-45a9-aee7-516aed3e65f0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.92 }, "kind": "paragraph", "text": "* Upper bound of best practice range shown to be sustainable in the long-term. Source: Henry company data; Financial Compass database; team analysis,", "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": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:25.486+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ffb8dbf-bbb4-4ba3-ae24-62be903419ad", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.7, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "HENRY'S CONTRACT LABOR SPENDING IS AT INDUSTRY BEST PRACTICE, LEAVING LITTLE ROOM FOR IMPROVEMENT", "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": "2026-07-16 19:16:25.486+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "714d0665-8b65-4712-bacd-88e6aa2116f9", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "3fe3956e-6e76-4444-8a5b-81cc9f91212e", "evidence": "peer_benchmark type and chart/line component", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:35.188857+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "06588d2e-d466-42e5-8ca1-9a2bd67bb9b0", "evidence": "Comparison of company performance against industry best practice range.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:16:25.486+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "frameworkName": "peer_benchmark" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 64, "type": "resolution", "title": "The chart uses a 'What you have to believe' callout structure to explain the drivers behind the optimistic and pessimistic scenarios.", "function": "quantify_impact", "rawType": "scenario_analysis", "block": null, "metadata": { "slideType": "scenario_analysis", "slideTypeCanon": { "name": "Scenario analysis", "slug": "scenario_analysis", "status": "active", "canonId": "019de52d-0d4d-7022-a603-242c1dd0d760", "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": "balanced", "densityScore": 45, "componentCount": 5, "textChars": 534, "nDataPoints": 14, "notes": "The chart uses a 'What you have to believe' callout structure to explain the drivers behind the optimistic and pessimistic scenarios.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:26.034+00", "seconds": 3.007, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/64", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-64", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.5, "x": 0.1, "y": 0.7 }, "kind": "callout", "text": "What you have to believe: Henry wage growth in line with projected national growth; Productivity gains from volume increase; Henry benefit cost growth no faster than national average", "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": "2026-07-16 19:16:26.034+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7518cd01-b3a4-4925-ab73-084fc7f16a1f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.55, "x": 0.4, "y": 0.2 }, "kind": "callout", "text": "What you have to believe: Henry required to raise wages to market levels to maintain labor pool; Productivity declines due to increased regulatory burden; National average benefit costs grow faster than currently predicted", "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": "2026-07-16 19:16:26.034+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa0fecfa-aa1d-4d4a-acea-a87703eea0c2", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.85, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Henry $/adjusted admission increase over prior year", "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": "2026-07-16 19:16:26.034+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3f2abed-1b51-4e38-a2f5-01e291423e24", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry company data; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:26.034+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1894b873-7f36-4a22-a9fd-f5c6ad180b53", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WE PROJECT LABOR COSTS TO GROW AT 4.9%", "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": "2026-07-16 19:16:26.034+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac9a2268-a3bb-4cbe-8f91-fcfb2ba086f6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "593bf343-ba88-4955-9898-f06d473f1360", "evidence": "scenario_analysis type and callout/primary components", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:35.257857+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "7e894efb-f084-4dd7-b441-bb2730da8ce9", "evidence": "The slide presents a base projection with optimistic and pessimistic bounds based on specific assumptions.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:26.034+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "frameworkName": "scenario_analysis" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 65, "type": "resolution", "title": "2006-09 labor cost/AA CAGR", "function": "quantify_impact", "rawType": "scenario_analysis", "block": null, "metadata": { "slideType": "scenario_analysis", "slideTypeCanon": { "name": "Scenario analysis", "slug": "scenario_analysis", "status": "active", "canonId": "019de52d-0d4d-7022-a603-242c1dd0d760", "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": "balanced", "densityScore": 41, "componentCount": 5, "textChars": 427, "nDataPoints": 14, "notes": "2006-09 labor cost/AA CAGR", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:25.992+00", "seconds": 2.942, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/65", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-65", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.55, "x": 0.42, "y": 0.19 }, "kind": "chart", "text": "Optimistic projection waterfall chart", "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": "2026-07-16 19:16:25.992+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c654518f-fecf-4e43-8040-31e1d5e147ce", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.55, "x": 0.42, "y": 0.58 }, "kind": "chart", "text": "Pessimistic projection waterfall chart", "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": "2026-07-16 19:16:25.992+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca1c10f1-f435-4917-a237-a6c1ceba122e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.38, "x": 0.02, "y": 0.58 }, "kind": "list", "text": "Pessimistic projection drivers: Wage growth, market increases, productivity decline, benefit cost growth, contract labor spend.", "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": "2026-07-16 19:16:25.992+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d9c04e0-70f1-4a4d-8f36-e34db91a6580", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.38, "x": 0.02, "y": 0.19 }, "kind": "list", "text": "Optimistic projection drivers: Henry wage growth, productivity gains, benefit cost declines, contract labor spend.", "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": "2026-07-16 19:16:25.992+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c58174e0-216f-4a0f-9402-bbbe162db23e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WHILE LABOR COSTS ARE PROJECTED TO GROW AT 4.9 PERCENT, UNCERTAINTY OF DRIVERS YIELD A RANGE OF 4.0-5.8 PERCENT", "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": "2026-07-16 19:16:25.992+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c4a2edb-cc6c-4269-ab04-01d981fc9580", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ff51c6ff-1bfd-4bac-a8ea-d84634557005", "evidence": "scenario_analysis type and list/bullet components", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:35.325072+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "23ef8a4e-15c4-4134-9d9f-94a2d9291a11", "evidence": "chart/waterfall component", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:35.358786+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "a9fa1f1e-1a5f-493c-812e-c8dfef4363a1", "evidence": "The charts use a waterfall structure to bridge the base case to the scenario projections.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:25.992+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 66, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 2, "textChars": 93, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:25.076+00", "seconds": 1.79, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/66", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-66", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.16, "w": 0.16, "x": 0.342, "y": 0.245 }, "kind": "list", "text": "NR per AA\nVolume\nProvision for Bad Debt\nLabor cost per AA\nSupply cost per AA", "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": "2026-07-16 19:16:25.076+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0de4ce79-f0ca-4408-b217-b889b82727d3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.11, "y": 0.05 }, "kind": "title", "text": "TABLE OF CONTENTS", "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": "2026-07-16 19:16:25.076+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89ae0746-e7b5-49bc-8822-ccc532572c00", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 67, "type": "analysis", "title": "The shaded area represents the 2004 estimates range.", "function": "analyze_data", "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": "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": 5, "textChars": 318, "nDataPoints": 10, "notes": "The shaded area represents the 2004 estimates range.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:26.201+00", "seconds": 2.689, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/67", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-67", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Line chart showing actual vs forecast growth 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": "2026-07-16 19:16:26.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad818277-17fe-479f-9fdf-1e0c8bc40954", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.8, "y": 0.05 }, "kind": "legend", "text": "Actual, Group Model forecast, 2004 estimates", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:26.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c933d6de-8307-4e67-8c3e-8d3dfbbbfb9b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Henry company data – supply expense of total hospital operations; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:26.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ff08c16-9126-4248-9faf-e4bdb3a90d49", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.12 }, "kind": "subtitle", "text": "Henry supply expense growth rate per AA over prior year, percent", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:26.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5a4b5a1-06f8-47e4-bcf9-f31a3311c321", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.65, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "HENRY'S SUPPLY EXPENSE PERFORMANCE WAS SIGNIFICANTLY BETTER THAN EXPECTED", "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": "2026-07-16 19:16:26.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38b5e61e-409e-4860-a13c-172688046d28", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 68, "type": "analysis", "title": "The chart uses a waterfall structure to bridge the 2004 and 2005 expense growth rates.", "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": "balanced", "densityScore": 27, "componentCount": 4, "textChars": 272, "nDataPoints": 12, "notes": "The chart uses a waterfall structure to bridge the 2004 and 2005 expense growth rates.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:26.116+00", "seconds": 2.369, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/68", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-68", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.55, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Waterfall chart showing 2004 to 2005 expense growth rate bridge", "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": "2026-07-16 19:16:26.116+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fea5ce9-59cf-4d7a-94fd-60629fe09190", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.35, "x": 0.62, "y": 0.1 }, "kind": "list", "text": "Key drivers for Medical device, Pharmaceutical, Commodity, and Blood categories", "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": "2026-07-16 19:16:26.116+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab7abf93-ad22-48ea-8e76-18d59991d0b4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry data, team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:26.116+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "785cca8f-2655-44cf-a915-6d78900c0969", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "DECREASE IN SUPPLY COST GROWTH RATE FROM 2004 TO 2005 DUE TO ONE-TIME DROP IN MEDICAL DEVICE COST", "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": "2026-07-16 19:16:26.116+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38389cae-dc80-4235-8e2c-b5b5b1c0ac2b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "eb5442b5-4e1c-4827-a6a1-0df8101d94cd", "evidence": "chart/waterfall component", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:35.492718+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "4a3129a1-0989-4e49-8d7e-c8d90cd91d26", "evidence": "The chart is a classic waterfall bridge showing the components of change between two values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:26.116+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 69, "type": "analysis", "title": "The slide uses a waterfall-like logic to show how supply expense components aggregate and how specific programs reduce costs.", "function": "analyze_data", "rawType": "cost_structure", "block": null, "metadata": { "slideType": "cost_structure", "slideTypeCanon": { "name": "Cost structure", "slug": "cost_structure", "status": "active", "canonId": "019de52d-0d9d-7641-a1dc-ccd6fa1bda3c", "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": 33, "componentCount": 4, "textChars": 420, "nDataPoints": 9, "notes": "The slide uses a waterfall-like logic to show how supply expense components aggregate and how specific programs reduce costs.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:27.277+00", "seconds": 2.634, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/69", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-69", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.9 }, "kind": "other", "text": "* Percent of total 2005 supply expenses\n** Savings achieved from decreasing expense growth rate of major supply categories already accounted for in category trends", "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": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:27.277+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12120820-e2b3-4447-9d20-01dc67d4270b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry company data – GL supply expense of total hospital operations; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:27.277+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b1938d5-ae8f-4445-abcb-40a6b5cfd5a5", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "table", "text": "Medical devices (34.1%), Pharmacy (22.6%), Blood (4.8%), Commodity (43.0%), Rebates (-4.6%), Henry Supply Chain Programs (-2.8%)", "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": "2026-07-16 19:16:27.277+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "369d1197-328c-4e99-aea9-9b102d171774", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "SUPPLY EXPENSE HAS FIVE MAIN COMPONENTS", "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": "2026-07-16 19:16:27.277+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7698b918-ecba-4e25-8871-c02bba2eba5e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8977a3c1-2ce4-4bae-bb11-6cbc2c59a52f", "evidence": "The slide uses a plus/minus structure to show how individual components sum to a total supply expense.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:16:27.277+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 70, "type": "analysis", "title": "The table includes a mix of percentage CAGR values and absolute dollar figures for the 'Henry supply chain programs' row.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 420, "nDataPoints": 36, "notes": "The table includes a mix of percentage CAGR values and absolute dollar figures for the 'Henry supply chain programs' row.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:27.128+00", "seconds": 2.472, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/70", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-70", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.6, "x": 0.02, "y": 0.92 }, "kind": "annotation", "text": "* Implies no significant volume mix changes\n** One-time accrual release led to significant increase\n*** Savings achieved from decreasing the expense growth rate of major supply categories\nSource: Team analysis; Henry Company data", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "019de52d-0552-777e-ab29-4c9a3e577794", "version": 1, "description": null }, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:27.128+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e03aa744-e1ca-45e3-bd76-6cf23bdca771", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.02, "y": 0.08 }, "kind": "subtitle", "text": "Percent CAGR", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:27.128+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9114072a-433f-4c9c-b02f-d15d71867321", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.95, "x": 0.02, "y": 0.15 }, "kind": "table", "text": "Table showing historical and projected CAGR for Medical devices, Pharmacy, Blood, Commodity, Rebates, and Henry supply chain programs.", "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": "2026-07-16 19:16:27.128+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03445192-b12c-46d8-8b4c-6682c620737d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.75, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "FORECAST OF KEY SUPPLY COST PER AA COMPONENTS", "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": "2026-07-16 19:16:27.128+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f03594b-7a4b-4458-a99a-4d907ca2df5f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 71, "type": "analysis", "title": "The chart uses a solid line for actual data and a dashed line for projections. A callout box explains the 04-05 decline.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": 58, "componentCount": 6, "textChars": 701, "nDataPoints": 10, "notes": "The chart uses a solid line for actual data and a dashed line for projections. A callout box explains the 04-05 decline.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:28.438+00", "seconds": 3.756, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/71", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-71", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.4, "x": 0.12, "y": 0.22 }, "kind": "callout", "text": "04-05 decline due to significant decreases in both price per unit and device units purchased on top five device expense categories.", "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": "2026-07-16 19:16:28.438+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3580d2b7-3d52-4fda-9dc9-9561a58e8a96", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.55, "x": 0.05, "y": 0.18 }, "kind": "chart", "text": "Line chart showing growth rate from 03-04 to 08-09", "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": "2026-07-16 19:16:28.438+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a112f05b-8615-40dc-b7e5-78c9939d9117", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.3, "x": 0.65, "y": 0.18 }, "kind": "list", "text": "Key drivers of projected growth", "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": "2026-07-16 19:16:28.438+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09ace1c6-755a-4612-aa21-3949ab6c2093", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.05, "y": 0.9 }, "kind": "other", "text": "* Top five device categories by annual Henry spend are spinal implants, orthopedic implants, AICD and leads, coronary stents (including drug eluting stents) and pacemakers. ** Refer to 2002, 2003, and 2004 price and unit analysis of five high dollar device categories. Source: Henry company data – GL supply expense of total hospital operations", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:28.438+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "647d4383-494c-4bb6-8997-44712cd4178a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.12 }, "kind": "subtitle", "text": "Medical device expense growth rate per adjusted admission, percent", "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": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:28.438+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff930121-2827-4e99-90f0-60caa4fb550d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "SLOWER GROWTH RATE IN HIGH DOLLAR DEVICES LEADS TO SLOWER MEDICAL DEVICE 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": "2026-07-16 19:16:28.438+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d946dbf-cba2-4c09-b6df-95ce65dac755", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 72, "type": "analysis", "title": "The chart illustrates how specific medical device categories contribute to the overall growth rate increase.", "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": "balanced", "densityScore": 39, "componentCount": 5, "textChars": 408, "nDataPoints": 11, "notes": "The chart illustrates how specific medical device categories contribute to the overall growth rate increase.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:27.541+00", "seconds": 2.675, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/72", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-72", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.4, "x": 0.3, "y": 0.4 }, "kind": "callout", "text": "~60% of total medical device spend incorporated in top 4 expense categories: spinal, ortho, AICD, and stent", "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": "2026-07-16 19:16:27.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6436c47-4fbc-4e81-ae85-bf5bd177b307", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Waterfall chart showing growth from 10.9% in 2006 to 11.4% in 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": "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": "2026-07-16 19:16:27.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3feb9111-614c-4fe5-bce5-6ed1d235f7cc", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Henry supply expense category growth projections, team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:27.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e27accf-21d9-4d81-9ccb-3f87d75ebf34", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.13 }, "kind": "subtitle", "text": "Medical device expense growth rate per adjusted admission, percent", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:27.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09a2a572-14f8-4c02-8692-c70f96a572c5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "INCREASE IN MEDICAL DEVICE GROWTH RATE OVER PLANNING HORIZON DUE TO EXPECTED AICD AND STENT 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": "2026-07-16 19:16:27.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd10a275-be02-4e7f-b3ac-860ecb52be56", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "09d86f0d-d5f1-4939-8c79-eef2c56f7a98", "evidence": "chart/waterfall component", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:35.662243+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "eb230f1d-ff55-43ce-99d8-7debca66c30a", "evidence": "Visual representation of cumulative growth components", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:27.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "frameworkName": "waterfall-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 73, "type": "analysis", "title": "The chart uses a solid line for actual data and a dashed line for projections. A callout box explains the 05-06 decline.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 6, "textChars": 695, "nDataPoints": 12, "notes": "The chart uses a solid line for actual data and a dashed line for projections. A callout box explains the 05-06 decline.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:28.39+00", "seconds": 3.319, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/73", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-73", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.3, "x": 0.12, "y": 0.25 }, "kind": "callout", "text": "05-06 decline due to 11% decrease in general pharmacy spend (40% of total). Decline caused by slow growth in medical submissions and one-time success in formulary standardization programs.", "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": "2026-07-16 19:16:28.39+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ed0751e-77ea-4b5b-ad5b-67e2c4d74f40", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.55, "x": 0.05, "y": 0.18 }, "kind": "chart", "text": null, "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": "2026-07-16 19:16:28.39+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d849ac17-81aa-46a9-8cb0-4e8350a0f27f", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.35, "x": 0.62, "y": 0.18 }, "kind": "list", "text": "Key drivers of projected growth: Overall pharmacy growth results from individual growth assessment of 13 pharmaceutical categories; Expense growth pressure; Expense relief from stable low growth; Additional expense control factors.", "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": "2026-07-16 19:16:28.39+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95e4d777-e318-4671-a6f4-d5ee8bed5a1e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "* IMS data suggests pharmaceutical industry total US. hospital channel drug sales grew at 4.2% in 2005. Source: Henry company data, team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:28.39+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8c5ce74-57b2-4921-8321-f7cc36990875", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "PHARMACEUTICAL PROJECTION REFLECTS FUNDAMENTAL GROWTH OF CATEGORY", "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": "2026-07-16 19:16:28.39+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81b2d7af-74b8-4c79-98be-da0c8148ebbe", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Pharmaceutical expense growth rate per adjusted admission, percent", "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": "2026-07-16 19:16:28.39+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "546428e1-4633-4c12-8bd3-cc965e63829a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 74, "type": "analysis", "function": "summarize", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "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": 36, "componentCount": 5, "textChars": 381, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:27.772+00", "seconds": 2.608, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/74", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-74", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.6, "x": 0.35, "y": 0.2 }, "kind": "list", "text": "Blood: Local market supply constraints, pricing pressure from additive components", "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": "2026-07-16 19:16:27.772+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4893cd94-f96a-462d-9982-41ef1a1f9fce", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.6, "x": 0.35, "y": 0.45 }, "kind": "list", "text": "Commodity: Group purchasing contracts, standardization, mix changes, inflation", "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": "2026-07-16 19:16:27.772+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c52d893-8080-47e0-91ba-252432c67334", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.6, "x": 0.35, "y": 0.75 }, "kind": "list", "text": "Rebates: Growth in nonequity membership, CoreTrust business model, regulatory oversight", "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": "2026-07-16 19:16:27.772+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7f38d2c-d393-4cce-98f4-cfc0298dcdc7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: HPG and Henry interviews, team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:27.772+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7be6bed8-5e0b-4c6b-87d6-ddee26012bb6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "BLOOD, COMMODITY AND REBATE GROWTH RATES INCREASE SLIGHTLY COMPARED TO HISTORICAL TRENDS", "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": "2026-07-16 19:16:27.772+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a8b5dc8-9736-4e6c-9fc0-5cb25610a752", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 75, "type": "analysis", "title": "Includes an additional callout for 2005 savings from national and regional contracts.", "function": "quantify_impact", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "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": "balanced", "densityScore": 41, "componentCount": 4, "textChars": 590, "nDataPoints": 14, "notes": "Includes an additional callout for 2005 savings from national and regional contracts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:27.878+00", "seconds": 2.7, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/75", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-75", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.25, "x": 0.7, "y": 0.75 }, "kind": "callout", "text": "Additional 2005 savings include $25 million from national contracts and $47 million from regional contracts", "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": "2026-07-16 19:16:27.878+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "747e9a8d-c713-4d3b-9340-202ca3dacbb6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Henry Supply Chain MOR (2005/2006)", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:27.878+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c63ea399-c355-48dd-b9d1-4c548f03ebd2", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "table", "text": "Year, Major initiatives, Impact on supply cost, Total savings. 2005, Product standardization, 9.6, 23.0. Reprocessing, 3.1. Contrast Media, 4.2. Agfa. Pharmacy programs, 26.7. Diflucan, 7.4. Carboplantin, 3.0. 2006, Product standardization, 13.3 (E). Ethicon, 2.3. Compression, 1.3. Pharmacy programs, 23.7 (E). Rocephin, 10.0. Suprane, 10.0.", "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": "2026-07-16 19:16:27.878+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd38902f-caed-4ce5-a774-db52a6c08eb3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "HENRY SUPPLY CHAIN EFFORTS SUCCESSFUL IN REDUCING SUPPLY COST BY APPROXIMATELY $40 MILLION PER YEAR", "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": "2026-07-16 19:16:27.878+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f524e95-bc7f-48ab-99e2-8ef7b7b3b4d5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "1adee99a-a902-48d2-a2ba-ae0813cee581", "evidence": "The table/data component presents a clear and concise breakdown of the data, with minimal non-data ink.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:42.2879+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 75, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 76, "type": "analysis", "title": "The chart uses a line graph for historical data and a shaded area for projected scenarios (optimistic vs pessimistic).", "function": "analyze_data", "rawType": "scenario_analysis", "block": null, "metadata": { "slideType": "scenario_analysis", "slideTypeCanon": { "name": "Scenario analysis", "slug": "scenario_analysis", "status": "active", "canonId": "019de52d-0d4d-7022-a603-242c1dd0d760", "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": 7, "textChars": 309, "nDataPoints": 16, "notes": "The chart uses a line graph for historical data and a shaded area for projected scenarios (optimistic vs pessimistic).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:28.12+00", "seconds": 2.942, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/76", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-76", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.55, "x": 0.12, "y": 0.125 }, "kind": "callout", "text": "What you have to believe (Pessimistic drivers)", "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": "2026-07-16 19:16:28.12+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e71d446-9106-43c4-bf32-103572c396e9", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.65, "x": 0.25, "y": 0.65 }, "kind": "callout", "text": "What you have to believe (Optimistic drivers)", "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": "2026-07-16 19:16:28.12+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69efa195-25ed-47d9-95e6-3b839adca1ad", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Historical and projected supply cost growth 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": "2026-07-16 19:16:28.12+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46ca830d-d949-471c-a238-f71a6fff0b67", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.85, "y": 0.03 }, "kind": "legend", "text": "Base case", "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": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:28.12+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb79e618-7c6f-4278-93ef-5399ff5e057a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.02, "y": 0.97 }, "kind": "other", "text": "Source: Henry company data; team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:28.12+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7897cee1-9d2a-46e5-bc32-557af6705811", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.05, "y": 0.08 }, "kind": "subtitle", "text": "Henry expense growth rate per adjusted admission over prior year, percent", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:28.12+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c83110a6-94ea-455d-a019-c151ac7af621", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "WE PROJECT SUPPLY COSTS TO GROW AT 7.8 PERCENT", "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": "2026-07-16 19:16:28.12+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c2dbc6a-e5e6-4849-b462-45a31ef40473", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "15484d29-6629-4c9f-9db1-008754f22542", "evidence": "The slide explicitly mentions 'scenario analysis' in its title and includes a chart/line showing historical and projected supply cost growth rates.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:42.356968+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "657ae151-c08e-4dfa-8616-97fb3b2369e5", "evidence": "The slide presents a base case with optimistic and pessimistic bounds based on specific drivers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:28.12+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "frameworkName": "scenario_analysis" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 77, "type": "analysis", "title": "The chart illustrates the impact of various cost-reduction initiatives on the overall supply cost CAGR.", "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": "balanced", "densityScore": 28, "componentCount": 4, "textChars": 288, "nDataPoints": 14, "notes": "The chart illustrates the impact of various cost-reduction initiatives on the overall supply cost CAGR.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:28.394+00", "seconds": 2.65, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/77", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-77", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.85, "x": 0.1, "y": 0.15 }, "kind": "chart", "text": "2006-2009 supply cost/AA CAGR waterfall chart", "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": "2026-07-16 19:16:28.394+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2030af61-6a8d-461c-b146-0564101c82c7", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.85, "x": 0.1, "y": 0.5 }, "kind": "list", "text": "Assumptions driving variability for Medical device, Pharmacy, Blood, Commodity, and Rebate categories.", "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": "2026-07-16 19:16:28.394+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed0b3170-a849-4d5b-a246-4dddc5aa1d2a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "* Total expense change\nSource: Team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:28.394+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e0cd663-3ba8-426d-aa44-ac2e5508178a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.65, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WHILE SUPPLY COSTS ARE PROJECTED TO GROW AT 7.8 PERCENT, THERE IS POTENTIAL UPSIDE OF 6.2 PERCENT", "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": "2026-07-16 19:16:28.394+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7854feb-ff15-40d7-a632-36b22955108b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b27c29c5-bd71-42aa-ae09-f585b48834f6", "evidence": "The chart/waterfall component shows a 2006-2009 supply cost/AA CAGR waterfall chart, which is a clear instantiation of a waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:42.429298+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "5767c4ab-f304-45cf-bb27-9e888caaee3b", "evidence": "The chart uses a waterfall structure to bridge the gap between two financial projections.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:28.394+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 78, "type": "resolution", "title": "The slide uses a waterfall chart to decompose the variance between a base case and a pessimistic scenario.", "function": "quantify_impact", "rawType": "scenario_analysis", "block": null, "metadata": { "slideType": "scenario_analysis", "slideTypeCanon": { "name": "Scenario analysis", "slug": "scenario_analysis", "status": "active", "canonId": "019de52d-0d4d-7022-a603-242c1dd0d760", "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": "balanced", "densityScore": 41, "componentCount": 6, "textChars": 280, "nDataPoints": 12, "notes": "The slide uses a waterfall chart to decompose the variance between a base case and a pessimistic scenario.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:29.108+00", "seconds": 2.85, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/78", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-78", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "2006-2009 supply cost/AA CAGR", "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": "2026-07-16 19:16:29.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec8aee09-bed9-4a48-8d53-d88134631530", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.05, "y": 0.5 }, "kind": "list", "text": "Assumptions driving variability", "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": "2026-07-16 19:16:29.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f058ca7-cea1-4c2b-bdf7-27be12e7b9de", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "* Total expense change\nSource: Team analysis", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:29.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "954a2cd2-fac0-4d81-9afc-d29f60ddf2b0", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.75, "x": 0.2, "y": 0.5 }, "kind": "table", "text": "Detailed breakdown of cost drivers for Medical device, Pharmacy, Blood, Commodity, and Rebate categories.", "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": "2026-07-16 19:16:29.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88262059-2b22-4f53-8fc6-d0356a4ebcab", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "...BUT THERE IS POTENTIAL DOWNSIDE OF 9.6 PERCENT", "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": "2026-07-16 19:16:29.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07cf36c2-1dc4-44bc-9e3c-49264a2317f5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.12, "x": 0.85, "y": 0.04 }, "kind": "title", "text": "PESSIMISTIC PROJECTION", "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": "2026-07-16 19:16:29.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e074a1e2-0c6a-4c39-bf4d-fa9a7dc034a1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Scenario Analysis", "slug": "scenario-analysis", "status": "active", "bestFor": null, "canonId": "ca76b81a-ec1d-403f-b1e6-8d6eec3bf93e", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5d2a53e3-135c-4cd7-825a-a2a7e98410b4", "evidence": "The slide explicitly mentions 'scenario analysis' in its title and includes a table/data and chart/waterfall components that support this type of analysis.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:42.497099+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 78, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "59e2f805-bf70-41b2-8f1b-52e3630cb87b", "evidence": "The chart visually bridges the gap between a base case and a pessimistic projection using additive segments.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:16:29.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 78, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 79, "type": "analysis", "title": "Includes a footnote regarding adjusted admissions and a source citation.", "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": "balanced", "densityScore": 40, "componentCount": 5, "textChars": 393, "nDataPoints": 30, "notes": "Includes a footnote regarding adjusted admissions and a source citation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:28.828+00", "seconds": 2.522, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/79", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-79", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.45 }, "kind": "chart", "text": "Revenue and growth rates for commodity categorized medical devices", "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": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:28.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f2e598d-9714-4a4d-bf62-fed166481bc5", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Revenue and growth rates for comparative medical devices", "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": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:28.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d640173-9b82-4b79-81c2-9853c200b2f0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Frost and Sullivan; U.S. Medicare Device Outlook, 2005", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:28.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebbbd4d6-ea9c-4239-81b3-93b4f86344ca", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.0091 }, "kind": "paragraph", "text": "* Considering 1% growth in adjusted admissions, overall device growth rate decreases to 14.1%", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:28.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "879eb343-fd37-46e1-962e-36eb0a984b46", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "THE U.S. MEDICAL DEVICE INDUSTRY REVENUE FOR COMPARABLE PRODUCTS IS PROJECTED TO GROW AT 15.1 PERCENT FROM 2006-2010", "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": "2026-07-16 19:16:28.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a6d8acb-7952-488c-ace1-458ede889806", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 80, "type": "analysis", "title": "The slide uses a pie chart to segment 'High value categories' (59%) from 'Others' (41%), then details price and usage growth for five specific device types.", "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": 57, "componentCount": 6, "textChars": 608, "nDataPoints": 32, "notes": "The slide uses a pie chart to segment 'High value categories' (59%) from 'Others' (41%), then details price and usage growth for five specific device types.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:16:29.309+00", "seconds": 2.885, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-3688-75f9-b14b-82f50c3e0c34/80", "deck": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34", "deckAnchor": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34#slide-80", "deckJson": "/decks/019f6b8f-3688-75f9-b14b-82f50c3e0c34.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.28, "x": 0.42, "y": 0.72 }, "kind": "callout", "text": "Price growth: Decrease in cost per stat achieved in all high value categories; Additional savings not realized under improved contracts due to movement to higher cost devices", "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": "2026-07-16 19:16:29.309+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cef0613-e27f-47be-818b-03868220dd1d", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.72, "y": 0.72 }, "kind": "callout", "text": "Usage growth: Most high value categories show slowed volume growth rates; 2006 total device growth projection is 10.9% driven by spinal implants, cathlab, and ortho", "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": "2026-07-16 19:16:29.309+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9935285b-a131-4380-b41a-1077bc6b5475", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.05, "y": 0.3 }, "kind": "chart", "text": "Percent of total medical device cost", "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": "2026-07-16 19:16:29.309+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16986187-e3cb-4c55-9d49-0cf13fc504ad", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Henry company data – actual supply expenses compiled from high dollar surgery rate – volume analysis report", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:16:29.309+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54551492-ab6c-4aa5-b3c7-b8081983a31a", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.6, "x": 0.35, "y": 0.2 }, "kind": "table", "text": "Price growth rate and Device count growth rate by category (2003-2005)", "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": "2026-07-16 19:16:29.309+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99217f64-01e6-4f5c-a31a-d3abe7b5e9e0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "MEDICAL DEVICE PRICE AND USAGE GROWTH HAVE SLOWED", "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": "2026-07-16 19:16:29.309+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e865c9c-42d9-4eee-a842-7de784796559", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 4, "label": "Situation & Context", "description": "The document provides an overview of the situation and context, including a summary of key EBITDA drivers." }, { "from": 5, "to": 10, "label": "Problem & Complication", "description": "The document analyzes the complications and challenges facing HCA Healthcare, including changes in payor class mix and service line mix." }, { "from": 11, "to": 20, "label": "Evidence & Proof", "description": "The document provides evidence and proof to support the forecast, including data tables and financial analysis." }, { "from": 21, "to": 30, "label": "Impact & Next Steps", "description": "The document outlines the impact of the forecast and next steps, including projected growth rates and uncertainty ranges." } ], "loops": [ { "from": 5, "to": 20, "label": "Pattern Hunter", "description": "Identify patterns in HCA Healthcare's financials and industry trends" }, { "from": 21, "to": 30, "label": "Mece Breakdown", "description": "Break down HCA Healthcare's financials and industry trends into key components" }, { "from": 31, "to": 40, "label": "Quick Win Big Bet", "description": "Identify quick wins and big bets for HCA Healthcare" } ] }