bceff71fa4
Set re-run parameters to be True
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re_run_extract_data = True
re_run_mapping_data = True
force_save_total_data = True
2025-03-14 04:03:22 -05:00
0f65537478
optimize instructions for minimum_initial_investment
2025-03-14 04:02:15 -05:00
f539340d04
1. optimize instructions
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Only load relevant fund name for investment objective, instead of full page text with the most recent investment objective
2. Exclude the table which with only one numeric column: Cost Product
2025-03-14 01:04:51 -05:00
551f754379
Fix issue when saving data extraction data
2025-03-13 18:36:04 -05:00
a48af9ddf0
A. Metrics score
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Blade's updates
1. Set the secondary key to be the share class name, instead of the fund name
2. Remove the data point which support is 0 to calculate the metrics
3. Add the message list to store the error message
4. Support save metrics/ error message to excel file
5. Support statistics for different document list
6. Set F1-Score to the first column in the metrics table
B. Optimize instructions for benchmark_name
2025-03-13 17:52:06 -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
1f6b781b12
Merge branches 'aus_prospectus_ravi' and 'aus_prospectus_ravi' of https://msstash.morningstar.com/scm/dc/dc-ml-emea-ar into aus_prospectus_ravi
2025-03-13 17:34:35 +05:30
97da7e4961
Added code to identify anomaly cases and performance matrix and updated for pdf downloading code
2025-03-13 17:31:54 +05:30
fd2430082c
optimize instructions for management_fee_and_costs and buy_spread, sell_spread
2025-03-13 02:59:19 -05:00
336fd9a24f
Merge branch 'aus_prospectus_ravi' of https://msstash.morningstar.com/scm/dc/dc-ml-emea-ar into aus_prospectus_ravi
2025-03-13 11:39:30 +05:30
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
765772e5a8
optimize performance_fee_costs by document 391080133
2025-03-12 14:45:48 -05:00
76fbb7c071
Merge branches 'aus_prospectus_ravi' and 'aus_prospectus_ravi' of https://msstash.morningstar.com/scm/dc/dc-ml-emea-ar into aus_prospectus_ravi
2025-03-12 14:16:27 +05:30
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
604ab326a7
a little change
2025-03-08 21:50:44 -06:00
4ee762963e
optimized for management_fee_and_costs and administration_fees
2025-03-08 21:40:00 -06:00
fa2dede454
optimize for management_fee_and_costs and management_fee
2025-03-07 18:38:36 -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
fdcb4b2ec0
Merge branch 'main' of https://msstash.morningstar.com/scm/dc/dc-ml-emea-ar into aus_prospectus_ravi
2025-03-05 12:01:12 +05:30
d00820c14d
update AUS Prospectus data point configurations
2025-03-04 16:52:06 -06:00
f4b4d00f58
optimize instructions for management fee and costs.
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support dynamic loading complex instructions by keywords
2025-03-04 08:32:55 -06:00
d3be711859
optimize administration fees instructions
2025-02-28 22:12:18 -06:00
d4bc3aba4e
optimize for management fees
2025-02-28 16:55:33 -06:00
d0295995d8
support judge whether next page contents with same structure table as current page.
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If yes, handle next page data extraction pipeline.
2025-02-27 23:08:57 -06:00
d0128d6279
1. optimize for administration fees.
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2. optimize for management fees
2025-02-27 17:36:41 -06:00
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
412692e1c4
update keywords for management fee and costs
2025-02-27 08:34:46 -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
e60e1fd546
move configuration files for all datapoints to "all_datapoints" folder
2025-02-24 15:23:16 -06:00
590f7e2249
1. backup data points configurations
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2. simplify data points configurations for important 11 data points.
2025-02-24 15:21:32 -06:00
75ea383354
support identify aus prospectus document category: MIS or Super
2025-02-24 15:08:15 -06:00
f7d53acdde
support get sqlpass api by configuration
2025-02-19 14:37:21 -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
353bc28599
update a little
2025-02-11 11:49:53 -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
f9ef4cec96
update sql_query cache file store location
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At most cache 5 days, then clean from local disk.
2025-01-31 10:59:54 -06:00
7f37f3532f
switch example document
2025-01-27 14:59:26 -06:00
6f831e241c
Merge branch 'aus_prospectus_ravi'
2025-01-27 12:32:42 -06:00
Blade He
Ravi Maheshwari