Commit Graph

11 Commits

Author SHA1 Message Date
Blade He c2c0b33015 align fund name based on production name
optimize performance relevant prompts
2025-03-12 21:52:00 -05:00
Blade He 6f17c2253c optimize instructions for document 412778803 2025-03-12 17:24:39 -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 2548606ccc a little change 2025-03-10 08:20:01 -05:00
Blade He 4ee762963e optimized for management_fee_and_costs and administration_fees 2025-03-08 21:40:00 -06:00
Blade He 2cd4f5f787 Supplement provider information to ground truth data
Calculate metrics based on providers
Integrate "merge" data algorithm for AUS Prospectus final outputs
2025-03-07 15:02:12 -06:00
Blade He 52515fc152 1. simplify management_fee_and_costs instructions
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
Blade He c4ed65770d Try to support more complex management_fee_and_costs scenarios
Support calculate all of data points metrics
2025-03-05 17:21:13 -06:00
Blade He cd7e09757d check in calc_metrics to repo. 2025-03-05 09:57:02 -06:00