Commit Graph

89 Commits

Author SHA1 Message Date
Blade He 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
Blade He ace0ac2674 a little change 2025-01-15 18:22:08 -06:00
Blade He a89aa9c4de support fetch data from Prospectus 2025-01-14 16:21:48 -06:00
Blade He e230a5bf15 a little change 2025-01-09 12:19:24 -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 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
Blade He 309bb714f6 fix issue for parsing data via Vision Function. 2024-12-11 16:49:04 -06:00
Blade He 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
Blade He f71e2968cc simplify code 2024-12-09 22:24:40 -06:00
Blade He 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
Blade He d96f77fe00 Split share class names which with multiple share classes in same line 2024-12-06 16:31:42 -06:00
Blade He d79b05885d optimize prompts for TOR 2024-12-06 14:50:34 -06:00
Blade He a25991e2bb 1. Set TOR reported name priority
2. Optimize investment mapping logic
2024-12-06 09:54:43 -06:00
Blade He 95c386911c Clean fund name after getting response from ChatGPT 2024-12-04 22:08:09 -06:00
Blade He 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
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 bc32860f87 remove_abundant_data 2024-12-02 17:16:56 -06:00
Blade He c146497052 optimize share feature judgment logic:
accumulation with capitalisation and institutional
income with distribution

Document: 337293427
2024-12-02 13:11:49 -06:00
Blade He 352886ade2 update instructions for TER, OGC, Performance Fees 2024-12-02 11:45:19 -06:00
Blade He 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
Blade He a09778d9d1 Create EMEA AR API code file.
Optimize annotation list for drilldown.
2024-11-26 11:24:29 -06:00
Blade He fb356fce76 1. optimize drilldown algorithm
2. support calculate drilldown recall metrics
2024-11-25 15:11:03 -06:00
Blade He fc80093557 optimize investment mapping 2024-11-22 14:54:52 -06:00
Blade He 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
Blade He 5b9f9416de 1. Update for mapping multilingual share class names.
2. Optimize getting currency logic
2024-11-21 11:37:58 -06:00
Blade He 843bbbd13f dynamic loading instructions for multilingual. 2024-11-20 17:00:22 -06:00
Blade He 8223ca9a5c a little change 2024-11-18 16:13:24 -06:00
Blade He a42c0b5c2b optimize retrieve fund instructions 2024-11-13 10:25:08 -06:00
Blade He 7a41b03634 1. optimize instructions for fund name
2. optimize drilldown logic
2024-11-12 17:01:10 -06:00
Blade He c2d2e54670 "total match" logic for single word value, need consider the "\n" char scenario 2024-11-12 11:40:19 -06:00
Blade He 5b67bd332b optimize drilldown algorithm 2024-11-12 11:20:38 -06:00
Blade He c6c3e99d3e integrate pdf drilldown logic to pdf_util.py 2024-11-11 16:34:25 -06:00
Blade He c34e2e960e optimize drilldown algorithm 2024-11-08 15:00:34 -06:00
Blade He 81f855f725 support drilldown data to PDF 2024-11-08 11:22:35 -06:00
Blade He 0349033eaf update for more statistics methods 2024-11-06 16:39:42 -06:00
Blade He 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
Blade He 2645d528b1 support output data point reported name 2024-10-29 16:47:45 -05:00
Blade He 9d453c9fae a little updates 2024-10-28 15:15:55 -05:00
Blade He fa763f4f14 1. optimize instructions
2. optimize mapping algorithm
2024-10-24 16:24:21 -05:00
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 03365227b9 optimize instructions 2024-10-21 11:04:53 -05:00
Blade He 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
Blade He 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
Blade He 8b651f374c optimize instructions 2024-10-14 09:12:05 -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 17284c74f0 optimize for investment mapping: share feature logic 2024-10-09 14:07:07 -05:00