Commit Graph

23 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 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 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 9f0e77a11e support load configurations by doc_source parameter 2025-01-16 11:17:48 -06:00