4cee95db9a
fix issue for post actions
2025-03-31 22:04:31 -05:00
9be6d1296d
update benchmark check logic
2025-03-19 00:52:25 -05:00
5ba39a394b
1. keep fund/ share db list before applying LLM
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2. add key words for interposed_vehicle_performance_fee_cost
2025-03-18 22:15:31 -05:00
c71936c5ff
1. optimize benchmark_name instructions
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2. consider possible with multiple same raw fund names in documents, not to remove unmatched_db_list when match relevant raw fund/ share name
Otherwise, it will occur some raw names couldn't match db name issue.
2025-03-18 17:22:21 -05:00
b3941ee4b3
update instructions for total_annual_dollar_based_charges
2025-03-17 15:07:02 -05:00
a090b5cc9e
1. metrics's key should be share class name: sec_name
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2. support output metrics data as Excel file
3. Optimize instructions for performance_fee_costs
2025-03-13 11:53:27 -05:00
fd2430082c
optimize instructions for management_fee_and_costs and buy_spread, sell_spread
2025-03-13 02:59:19 -05:00
fb5dda2170
1. optimize performance_fee_costs prompts
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2. support calculate metrics by zero equal with empty
2025-03-12 23:45:52 -05:00
c2c0b33015
align fund name based on production name
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optimize performance relevant prompts
2025-03-12 21:52:00 -05:00
6f17c2253c
optimize instructions for document 412778803
2025-03-12 17:24:39 -05:00
c7c36dbdd2
1. update performance_fee name to performance_fee_costs
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2. support extract data for total_annual_dollar_based_charges
2025-03-11 17:15:39 -05:00
b7506c78f3
Add API code file
2025-03-10 16:00:17 -05:00
e9f6383258
apply configuration file to replace disorder table header contents
2025-03-10 11:09:00 -05:00
2548606ccc
a little change
2025-03-10 08:20:01 -05:00
4ee762963e
optimized for management_fee_and_costs and administration_fees
2025-03-08 21:40:00 -06:00
2cd4f5f787
Supplement provider information to ground truth data
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Calculate metrics based on providers
Integrate "merge" data algorithm for AUS Prospectus final outputs
2025-03-07 15:02:12 -06:00
52515fc152
1. simplify management_fee_and_costs instructions
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2. optimize management_fee_and_costs instructions
3. resolve the issues for complex scenarios: need sum management_fee, recoverable_expenses, indirect_costs as management_fee_and_costs
2025-03-06 17:27:18 -06:00
c4ed65770d
Try to support more complex management_fee_and_costs scenarios
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Support calculate all of data points metrics
2025-03-05 17:21:13 -06:00
cd7e09757d
check in calc_metrics to repo.
2025-03-05 09:57:02 -06:00
Blade He