543cab74e1
1. get production name
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2. if some data point with production name, set each fund/ share with relevant data point value(s)
2025-02-27 12:07:49 -06:00
70079d176e
Support remove duplicated values to keep the values to be the latest ones.
2025-02-26 17:05:58 -06:00
f467945cd4
support benchmark name data extraction
2025-02-26 10:05:46 -06:00
357bb6d580
1. support dynamic show fund level data examples.
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2. optimize for minimum_initial_investment data point
2025-02-25 10:35:53 -06:00
75ea383354
support identify aus prospectus document category: MIS or Super
2025-02-24 15:08:15 -06:00
bb6862b179
update a little
2025-02-19 14:32:08 -06:00
705933bbdd
optimized for phase 2 data
2025-02-18 18:52:26 -06:00
01e2a0e38d
add configuration for datapoints data types
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update configuration for minimum initial investment
support apply value to all of funds for minimum initial investment
2025-02-05 12:08:12 -06:00
a8810519f8
optimize instructions configuration
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optimize drilldown part logic
2025-02-04 15:29:24 -06:00
b15d260a58
migrate name mapping algorithm from Ravi
2025-01-21 16:55:08 -06:00
f10ff8ee33
update for deployment
2025-01-16 20:34:43 -06:00
9f0e77a11e
support load configurations by doc_source parameter
2025-01-16 11:17:48 -06:00
a89aa9c4de
support fetch data from Prospectus
2025-01-14 16:21:48 -06:00
201a809ffa
comment remove_abundant_data function
2025-01-06 15:27:43 -06:00
309bb714f6
fix issue for parsing data via Vision Function.
2024-12-11 16:49:04 -06:00
d673a99e21
switch back to extract data from image stream directly, instead of getting text from image stream as the first step, then extract data from extracted text.
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The reason is: the quality of getting text from image steam is not good enough.
2024-12-10 16:17:47 -06:00
f71e2968cc
simplify code
2024-12-09 22:24:40 -06:00
75ea5e70de
1. support fetch data from messy-code page by ChatGPT4o Vision function.
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2. multilingual share features configuration
2024-12-09 17:47:42 -06:00
d96f77fe00
Split share class names which with multiple share classes in same line
2024-12-06 16:31:42 -06:00
a25991e2bb
1. Set TOR reported name priority
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2. Optimize investment mapping logic
2024-12-06 09:54:43 -06:00
95c386911c
Clean fund name after getting response from ChatGPT
2024-12-04 22:08:09 -06:00
70362b554f
Fix issue for "The last fund name of previous PDF page" logic:
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If current page fund name starts with "The last fund name of previous PDF page" and with more contents below, then remove "The last fund name of previous PDF page".
2024-12-04 16:57:52 -06:00
36fbaa946e
Add the statement when transferring the last fund name of previous PDF page:
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The last fund name of previous PDF page:
page_text = f"\nThe last fund name of previous PDF page: {previous_page_fund_name}\n{page_text}"
2024-12-03 11:50:31 -06:00
a11a99fdc3
1. Optimize instructions: not to fetch the data with "up to" statement.
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2. Add exception handler in function.
2024-12-03 11:27:28 -06:00
bc32860f87
remove_abundant_data
2024-12-02 17:16:56 -06:00
843bbbd13f
dynamic loading instructions for multilingual.
2024-11-20 17:00:22 -06:00
2645d528b1
support output data point reported name
2024-10-29 16:47:45 -05:00
3f2bb38208
Resolve issue first records only with share class name but without fund name (in previous page text).
2024-10-16 16:55:32 -05:00
f166e73362
optimize data extraction algorithm: if can't find cost numeric value from PDF page text, then extract data by Vision ChatGPT
2024-10-15 15:57:54 -05:00
df66489c5f
support this scenario: fund and share are with same name.
2024-10-11 13:14:04 -05:00
17284c74f0
optimize for investment mapping: share feature logic
2024-10-09 14:07:07 -05:00
3aa596ea33
optimize mapping logic
2024-09-27 16:39:56 -05:00
0f14bf4a7a
1. get document/ provider mapping data
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2. optimize metrics algorithm
3. Expand max token length since switch ChatGPT4o to 2024-08-06 version.
2024-09-23 17:21:02 -05:00
8496c7b5ed
optimize instructions
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optimize metrics algorithm
2024-09-20 16:46:44 -05:00
91530d6089
add more description for Performance Fees calculation rules
2024-09-20 11:58:48 -05:00
c4985ac75f
optimize data extract, metrics calculation algorithm
2024-09-19 22:45:08 -05:00
48dc8690c3
support extract data by pdf page image
2024-09-19 16:29:26 -05:00
27b3540c63
optimize metrics calculation algorithm
2024-09-19 11:44:17 -05:00
50e6c3c19d
a little change
2024-09-16 16:43:03 -05:00
932870f406
support split text for this case: outputs over 4K tokens.
2024-09-16 12:03:13 -05:00
e17414173a
update to get more precise results
2024-09-12 16:00:49 -05:00
0887608719
support auto-mapping fund/ share by raw names.
2024-09-09 17:34:53 -05:00
878383a72c
support extract the continuous page(s) for not missing next page data which without table header.
2024-09-06 16:29:35 -05:00
1caf552065
support extract data by ChatGPT4o.
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The instructions is generated dynamically.
2024-09-05 17:22:26 -05:00
Blade He