41f8c307ff
a little change
2025-01-27 12:32:36 -06:00
d9b0bed39a
a little change
2025-01-22 09:57:42 -06:00
e2b9bcbdbc
initial abbreviation configurations
2025-01-21 17:09:45 -06:00
b15d260a58
migrate name mapping algorithm from Ravi
2025-01-21 16:55:08 -06:00
d41fae3dba
prepare for 100 multi-funds document samples
2025-01-17 16:26:31 -06:00
b93a8d55e8
update for output data as template
2025-01-17 11:41:58 -06:00
fb4a6402f0
support output merged data format
2025-01-16 16:31:04 -06:00
2eace81f51
support more configurable parts
2025-01-16 13:54:45 -06:00
db0827435b
supplement EMEA AR configuration files
2025-01-16 11:30:44 -06:00
9f0e77a11e
support load configurations by doc_source parameter
2025-01-16 11:17:48 -06:00
acc30d4b72
if fail to get text by pdf to html API, then try to get text by pymupdf.
2025-01-15 18:36:02 -06:00
ace0ac2674
a little change
2025-01-15 18:22:08 -06:00
a89aa9c4de
support fetch data from Prospectus
2025-01-14 16:21:48 -06:00
e230a5bf15
a little change
2025-01-09 12:19:24 -06:00
91c86bb983
update AUS Prospectus relevant configuration
2025-01-08 17:40:57 -06:00
0a867dcf07
complete configuration for AUS Prospectus
2025-01-07 16:25:13 -06:00
9348e32caa
support more performance fee keywords
2025-01-06 13:14:20 -06:00
65e752e25a
realize merge_output_data function, whether to output as this format, depends on confirmation with data/ developer teams
2024-12-18 09:19:55 -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.
...
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.
...
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
d79b05885d
optimize prompts for TOR
2024-12-06 14:50:34 -06:00
a25991e2bb
1. Set TOR reported name priority
...
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:
...
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
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
bc32860f87
remove_abundant_data
2024-12-02 17:16:56 -06:00
c146497052
optimize share feature judgment logic:
...
accumulation with capitalisation and institutional
income with distribution
Document: 337293427
2024-12-02 13:11:49 -06:00
352886ade2
update instructions for TER, OGC, Performance Fees
2024-12-02 11:45:19 -06:00
276ff93a1d
Optimize drilldown algorithm
...
Share class names with currency
Reason
The currency in document not next to share name
Solution
If can't get relevant text from PDF page contents, and the last word of share class name belongs to currency, remove currency from share class name, then try again.
After implementing this solution, recall is from 95% to 96%
Can't find relevant text from current PDF page text
Reason
Hence apply try to merge previous page text into current page, perhaps the text is from previous page text.
Solution
Try to get previous page and search relevant value.
After implementing this solution, recall is from 96% to 98%.
2024-11-26 16:35:07 -06:00
a09778d9d1
Create EMEA AR API code file.
...
Optimize annotation list for drilldown.
2024-11-26 11:24:29 -06:00
fb356fce76
1. optimize drilldown algorithm
...
2. support calculate drilldown recall metrics
2024-11-25 15:11:03 -06:00
fc80093557
optimize investment mapping
2024-11-22 14:54:52 -06:00
f1c0290588
Optimize investment mapping algorithm.
...
1. Get proper currency if exist multiple currencies in share name, e.g. CHF EUR
2. Default currency should be based on scenario: USD or EUR.
3. Remove special chars should be based on \W, instead of [^a-zA-Z0-9\s]
2024-11-21 16:36:58 -06:00
5b9f9416de
1. Update for mapping multilingual share class names.
...
2. Optimize getting currency logic
2024-11-21 11:37:58 -06:00
843bbbd13f
dynamic loading instructions for multilingual.
2024-11-20 17:00:22 -06:00
8223ca9a5c
a little change
2024-11-18 16:13:24 -06:00
a42c0b5c2b
optimize retrieve fund instructions
2024-11-13 10:25:08 -06:00
7a41b03634
1. optimize instructions for fund name
...
2. optimize drilldown logic
2024-11-12 17:01:10 -06:00
c2d2e54670
"total match" logic for single word value, need consider the "\n" char scenario
2024-11-12 11:40:19 -06:00
5b67bd332b
optimize drilldown algorithm
2024-11-12 11:20:38 -06:00
c6c3e99d3e
integrate pdf drilldown logic to pdf_util.py
2024-11-11 16:34:25 -06:00
c34e2e960e
optimize drilldown algorithm
2024-11-08 15:00:34 -06:00
81f855f725
support drilldown data to PDF
2024-11-08 11:22:35 -06:00
0349033eaf
update for more statistics methods
2024-11-06 16:39:42 -06:00
81a424b00d
Support replaces share class name in database to be more readable.
...
Examples document 532422720
M&G European Credit Investment Fund A CHFH Acc -> M&G European Credit Investment Fund A CHF H Accumulation
M&G European Credit Investment Fund A CHFHInc -> M&G European Credit Investment Fund A CHF H Income
M&G European High Yield Credit Investment Fund E GBPHedgedAcc -> M&G European High Yield Credit Investment Fund E GBP Hedged Accumulation
2024-11-05 11:14:56 -06:00
2645d528b1
support output data point reported name
2024-10-29 16:47:45 -05:00
9d453c9fae
a little updates
2024-10-28 15:15:55 -05:00
fa763f4f14
1. optimize instructions
...
2. optimize mapping algorithm
2024-10-24 16:24:21 -05:00
53dadf61f4
optimize keywords/ instructions for special cases documents.
2024-10-23 16:56:43 -05:00
171f3b6d1f
optimize for OGC data extraction.
2024-10-23 16:07:54 -05:00
03365227b9
optimize instructions
2024-10-21 11:04:53 -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
8b651f374c
optimize instructions
2024-10-14 09:12:05 -05:00
df66489c5f
support this scenario: fund and share are with same name.
2024-10-11 13:14:04 -05:00
92a26cd262
optimize configuration
2024-10-11 12:16:34 -05:00
17284c74f0
optimize for investment mapping: share feature logic
2024-10-09 14:07:07 -05:00
04a2409c58
optimize investment mapping algorithm
2024-10-08 23:53:55 -05:00
aa2c2332ae
optimize for more cases
2024-10-08 17:16:01 -05:00
8bd6008425
refactor code
2024-10-07 10:34:13 -05:00
b18c48efeb
A little change
2024-10-03 16:31:16 -05:00
f0dd7f9e89
Consider multiple share short names cases.
2024-10-02 17:25:25 -05:00
edb90c718e
Optimize mapping algorithm
...
Consider some share class names are with multiple short name, e.g.
CPR Invest Global Disruptive Opportunities Class I sw EUR - Acc
The short names are I and sw
The purpose is to support get all of short names from share class name.
2024-10-02 15:08:26 -05:00
3bb13947af
Optimize mapping algorithm:
...
For multiple currencies in fund/ share name, if exist USD, remove it
Fix the issue for split words without space
If there is no currency in share class name, try to get same currency from document mapping which with same fund name and same short share class name.
2024-10-02 13:25:08 -05:00
f06355e0c8
optimize mapping algorithm: check whether exist "-" to connect share names
2024-10-02 11:38:11 -05:00
035f028155
optimize mapping algorithm
2024-10-01 16:46:59 -05:00
3adbd7631a
optimize mapping algorithm
2024-10-01 15:31:15 -05:00
d92053a16e
optimize mapping metrics algorithm
2024-10-01 12:19:45 -05:00
18174bf1cf
optimize mapping: choose proper candidates mapping list.
2024-10-01 11:35:29 -05:00
60a26377e5
optimize investment mapping algorithm
2024-09-30 16:32:56 -05:00
3aa596ea33
optimize mapping logic
2024-09-27 16:39:56 -05:00
39cd53dc33
support calculate mapping metrics based on document investment mapping in database
2024-09-27 13:20:50 -05:00
0c4c541319
optimize mapping algorithm, this is the fixed version to confirm mapping metrics
2024-09-27 09:25:11 -05:00
7eba9a52ae
recover algorithm to the better version
2024-09-26 19:25:17 -05:00
d25bae936c
Optimize investment mapping algorithm.
2024-09-26 12:18:37 -05:00
598e2ab820
investment mapping: optimize for currency logic
2024-09-25 17:28:22 -05:00
dd6701f18c
1. optimize investment mapping algorithm
...
2. realize investment mapping metrics
2024-09-25 15:15:38 -05:00
0f14bf4a7a
1. get document/ provider mapping data
...
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
...
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
40bcce4404
instructions: explicitly announce, not to collect data which value with -, *, **, N/A, N/A%, N/A %, NONE
2024-09-20 10:26:18 -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
67371e534e
only calculate metrics for intersection document list
2024-09-19 11:54:51 -05:00
27b3540c63
optimize metrics calculation algorithm
2024-09-19 11:44:17 -05:00
98e86a6cfd
realize to calculate data extraction metrics.
2024-09-18 17:10:54 -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
0f6dbd27eb
optimize instructions for performance fees.
2024-09-13 16:10:44 -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.
...
The instructions is generated dynamically.
2024-09-05 17:22:26 -05:00
7198450e53
support calculate page filter metrics.
2024-09-03 17:07:53 -05:00
6519dc23d4
support filter pages by data point keywords
2024-08-23 16:38:11 -05:00
fa46b45ad5
support output tables as markdown format from pdf documents
2024-08-19 15:49:45 -05:00
Blade He