Commit Graph

43 Commits

Author SHA1 Message Date
Blade He 765772e5a8 optimize performance_fee_costs by document 391080133 2025-03-12 14:45:48 -05:00
Blade He c7c36dbdd2 1. update performance_fee name to performance_fee_costs
2. support extract data for total_annual_dollar_based_charges
2025-03-11 17:15:39 -05:00
Blade He b7506c78f3 Add API code file 2025-03-10 16:00:17 -05:00
Blade He e9f6383258 apply configuration file to replace disorder table header contents 2025-03-10 11:09:00 -05:00
Blade He fa2dede454 optimize for management_fee_and_costs and management_fee 2025-03-07 18:38:36 -06:00
Blade He d00820c14d update AUS Prospectus data point configurations 2025-03-04 16:52:06 -06:00
Blade He f4b4d00f58 optimize instructions for management fee and costs.
support dynamic loading complex instructions by keywords
2025-03-04 08:32:55 -06:00
Blade He d4bc3aba4e optimize for management fees 2025-02-28 16:55:33 -06:00
Blade He 412692e1c4 update keywords for management fee and costs 2025-02-27 08:34:46 -06:00
Blade He 70079d176e Support remove duplicated values to keep the values to be the latest ones. 2025-02-26 17:05:58 -06:00
Blade He f467945cd4 support benchmark name data extraction 2025-02-26 10:05:46 -06:00
Blade He 357bb6d580 1. support dynamic show fund level data examples.
2. optimize for minimum_initial_investment data point
2025-02-25 10:35:53 -06:00
Blade He e60e1fd546 move configuration files for all datapoints to "all_datapoints" folder 2025-02-24 15:23:16 -06:00
Blade He 590f7e2249 1. backup data points configurations
2. simplify data points configurations for important 11 data points.
2025-02-24 15:21:32 -06:00
Blade He 705933bbdd optimized for phase 2 data 2025-02-18 18:52:26 -06:00
Blade He 01e2a0e38d add configuration for datapoints data types
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
Blade He a8810519f8 optimize instructions configuration
optimize drilldown part logic
2025-02-04 15:29:24 -06:00
Blade He 47c41e492f 1. only get name mapping data from document mapping
2. Compare name mapping metrics between Ravi's and mine.
2025-01-27 12:29:49 -06:00
Blade He b15d260a58 migrate name mapping algorithm from Ravi 2025-01-21 16:55:08 -06:00
Blade He d41fae3dba prepare for 100 multi-funds document samples 2025-01-17 16:26:31 -06:00
Blade He 2eace81f51 support more configurable parts 2025-01-16 13:54:45 -06:00
Blade He db0827435b supplement EMEA AR configuration files 2025-01-16 11:30:44 -06:00
Blade He 9f0e77a11e support load configurations by doc_source parameter 2025-01-16 11:17:48 -06:00
Blade He a89aa9c4de support fetch data from Prospectus 2025-01-14 16:21:48 -06:00
Blade He 91c86bb983 update AUS Prospectus relevant configuration 2025-01-08 17:40:57 -06:00
Blade He 0a867dcf07 complete configuration for AUS Prospectus 2025-01-07 16:25:13 -06:00
Blade He 9348e32caa support more performance fee keywords 2025-01-06 13:14:20 -06:00
Blade He 309bb714f6 fix issue for parsing data via Vision Function. 2024-12-11 16:49:04 -06:00
Blade He d79b05885d optimize prompts for TOR 2024-12-06 14:50:34 -06:00
Blade He a11a99fdc3 1. Optimize instructions: not to fetch the data with "up to" statement.
2. Add exception handler in function.
2024-12-03 11:27:28 -06:00
Blade He 352886ade2 update instructions for TER, OGC, Performance Fees 2024-12-02 11:45:19 -06:00
Blade He 843bbbd13f dynamic loading instructions for multilingual. 2024-11-20 17:00:22 -06:00
Blade He 067d89e0f9 Add datapoint_reportedname.json for dynamic loading reported names based on document language. 2024-11-19 16:49:15 -06:00
Blade He 53dadf61f4 optimize keywords/ instructions for special cases documents. 2024-10-23 16:56:43 -05:00
Blade He 171f3b6d1f optimize for OGC data extraction. 2024-10-23 16:07:54 -05:00
Blade He df66489c5f support this scenario: fund and share are with same name. 2024-10-11 13:14:04 -05:00
Blade He 92a26cd262 optimize configuration 2024-10-11 12:16:34 -05:00
Blade He aa2c2332ae optimize for more cases 2024-10-08 17:16:01 -05:00
Blade He 1caf552065 support extract data by ChatGPT4o.
The instructions is generated dynamically.
2024-09-05 17:22:26 -05:00
Blade He 7c83f9152a try to improve page filter precision 2024-09-04 17:01:12 -05:00
Blade He 7198450e53 support calculate page filter metrics. 2024-09-03 17:07:53 -05:00
Blade He 32676728f6 optimize prompts 2024-08-28 10:21:26 -05:00
Blade He 6519dc23d4 support filter pages by data point keywords 2024-08-23 16:38:11 -05:00