f333cc30f5
1. fit the scenario when document type is not 1 or 4, 5
...
2. support the scenario:
"investment fees and costs including performance" statement in performance fee data page, instead of in management fee and costs data page.
2025-04-03 17:06:43 -05:00
984c686bf3
support separate tables and pages data which with specific biz rules
2025-03-31 17:08:49 -05:00
5ba39a394b
1. keep fund/ share db list before applying LLM
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2. add key words for interposed_vehicle_performance_fee_cost
2025-03-18 22:15:31 -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
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
fa2dede454
optimize for management_fee_and_costs and management_fee
2025-03-07 18:38:36 -06:00
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
d4bc3aba4e
optimize for management fees
2025-02-28 16:55:33 -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
705933bbdd
optimized for phase 2 data
2025-02-18 18:52:26 -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
47c41e492f
1. only get name mapping data from document mapping
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2. Compare name mapping metrics between Ravi's and mine.
2025-01-27 12:29:49 -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
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
a89aa9c4de
support fetch data from Prospectus
2025-01-14 16:21:48 -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
309bb714f6
fix issue for parsing data via Vision Function.
2024-12-11 16:49:04 -06:00
d79b05885d
optimize prompts for TOR
2024-12-06 14:50:34 -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
352886ade2
update instructions for TER, OGC, Performance Fees
2024-12-02 11:45:19 -06:00
843bbbd13f
dynamic loading instructions for multilingual.
2024-11-20 17:00:22 -06:00
067d89e0f9
Add datapoint_reportedname.json for dynamic loading reported names based on document language.
2024-11-19 16:49:15 -06:00
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
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
aa2c2332ae
optimize for more cases
2024-10-08 17:16:01 -05:00
1caf552065
support extract data by ChatGPT4o.
...
The instructions is generated dynamically.
2024-09-05 17:22:26 -05:00
7c83f9152a
try to improve page filter precision
2024-09-04 17:01:12 -05:00
7198450e53
support calculate page filter metrics.
2024-09-03 17:07:53 -05:00
32676728f6
optimize prompts
2024-08-28 10:21:26 -05:00
6519dc23d4
support filter pages by data point keywords
2024-08-23 16:38:11 -05:00
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