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optimize instructions for minimum_initial_investment

This commit is contained in:
Blade He 2025-03-14 04:02:15 -05:00
parent f539340d04
commit 0f65537478
2 changed files with 12 additions and 6 deletions
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16
instructions/aus_prospectus/data_extraction_prompts_config.json
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@ -452,21 +452,27 @@
"{\"data\": [{\"fund name\": \"Perpetual WealthFocus Pension Plan\", \"minimum_initial_investment\": 5000}]}",
"\n",
"---Example 2 Start---",
"Prime Super \n\n5 Initial investment amount \n\nThe minimum net total initial investment amount is $10,000. Please note before you open your pension account: If you \nhave made personal contributions into super and wish to claim a tax deduction, you will have to lodge a Notice of \nIntent to Claim form with the relevant super fund (including Prime Super) before you roll your super into the Income \nStreams account.",
"Current minimum amounts \nSummary information \nFurther information \nInvestment amount \n$20,000 per Pension Plan account \nOperating your account \nInvestment amount/balance per \ninvestment option \n$5,000 \nOperating your account \n",
"---Example 2 End---",
"The output should be:",
"{\"data\": [{\"fund name\": \"unknown\", \"minimum_initial_investment\": 5000}]}",
"\n",
"---Example 3 Start---",
"Prime Super \n\n5 Initial investment amount \n\nThe minimum net total initial investment amount is $10,000. Please note before you open your pension account: If you \nhave made personal contributions into super and wish to claim a tax deduction, you will have to lodge a Notice of \nIntent to Claim form with the relevant super fund (including Prime Super) before you roll your super into the Income \nStreams account.",
"---Example 3 End---",
"The output should be:",
"{\"data\": [{\"fund name\": \"Prime Super\", \"minimum_initial_investment\": 10000}]}",
"\n",
"---Example 3 Start---",
"---Example 4 Start---",
"Minimum \nPlatform operators \nIndirect investors \ninvestment \namounts and their platform operators \nInitial – $500,000 \nAdditional – $5,000 \nMinimum investment amounts are subject to the arrangements between indirect investors \n",
"---Example 3 End---",
"---Example 4 End---",
"The minimum initial investment is under the \"Initial\", the value is $500,000.",
"The output should be:",
"{\"data\": [{\"fund name\": \"unknown\", \"minimum_initial_investment\": 500000}]}",
"\n",
"---Example 4 Start---",
"---Example 5 Start---",
"Lifeplan Investment Bond Product Disclosure Statement \n\nThe Lifeplan Bond at a glance \n\nAt a glance Description Refer to page(s) \nContributions and access \nto your investment \n• \n• \nWe provide choice and flexibility for your investment with access to your money at anytime. \nStart your investment with as little as $1,000. \n• \nEstablish a regular savings plan. \n28 \n• \nYou can switch between the investment options and also rebalance within your selected \noptions at any time. \n• \nMinimum withdrawal – $500. \n",
"---Example 4 End---",
"---Example 5 End---",
"If can't find the specific fund name, please apply production name, e.g. Lifeplan Investment Bond",
"The output should be:",
"{\"data\": [{\"fund name\": \"Lifeplan Investment Bond\", \"minimum_initial_investment\": 1000}]}"

2
performance.ipynb
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@ -114,7 +114,7 @@
"\"\"\"\n",
"\n",
"path_ground_truth = r\"/data/aus_prospectus/ground_truth/phase2_file/46_documents/46_documents_ground_truth_with_mapping.xlsx\"\n",
"path_generated_results = r\"/data/aus_prospectus/output/mapping_data/total/mapping_data_info_46_documents_by_text_20250313224747.xlsx\"\n",
"path_generated_results = r\"/data/aus_prospectus/output/mapping_data/total/mapping_data_info_46_documents_by_text_20250314032024.xlsx\"\n",
"provider_mapping_file_path = r\"/data/aus_prospectus/ground_truth/phase2_file/46_documents/TopProvidersBiz.xlsx\"\n",
"\n",
"funds_matched = 0\n",