Commit Graph

18 Commits

Author SHA1 Message Date
Blade He ff2325c72d 1. fix issue for assign values based on production name
2. optimize instructions for extract non-necessary data by Cost of Product message
2025-03-26 18:58:45 -05:00
Blade He 8ad472fb39 UPDATE metrics code file 2025-03-24 18:00:53 -05:00
Blade He dd1f8f76ae update for metrics 2025-03-24 17:12:13 -05:00
Blade He 4edc4b4768 clean code 2025-03-24 17:10:16 -05:00
Blade He 9be6d1296d update benchmark check logic 2025-03-19 00:52:25 -05:00
Blade He 5ba39a394b 1. keep fund/ share db list before applying LLM
2. add key words for interposed_vehicle_performance_fee_cost
2025-03-18 22:15:31 -05:00
Blade He c71936c5ff 1. optimize benchmark_name instructions
2. consider possible with multiple same raw fund names in documents, not to remove unmatched_db_list when match relevant raw fund/ share name
Otherwise, it will occur some raw names couldn't match db name issue.
2025-03-18 17:22:21 -05:00
Blade He 0cea2e501b For AUS Prospectus, cancel visiting Vision ChatGPT when page contents without any numeric text or perhaps with messy code.
(But should keep this logic for EMEA LUX AR, because of some special providers cases for this market documents.)
2025-03-18 14:15:43 -05:00
Ravi Maheshwari 0ad17e338e Code added to save anomilities 2025-03-18 17:56:50 +05:30
Ravi Maheshwari 2817490652 Code added to save anomilities 2025-03-18 17:54:33 +05:30
Ravi Maheshwari ad371f6584 Changed Performance matrix code to get all anomilities to analyze and Prompt to get better accuracy 2025-03-18 16:43:55 +05:30
Blade He b3941ee4b3 update instructions for total_annual_dollar_based_charges 2025-03-17 15:07:02 -05:00
Blade He dd15c1c48e Optimize for benchmark name 2025-03-14 11:51:10 -05:00
Blade He 0f65537478 optimize instructions for minimum_initial_investment 2025-03-14 04:02:15 -05:00
Blade He f539340d04 1. optimize instructions
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
Blade He a48af9ddf0 A. Metrics score
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
Blade He a090b5cc9e 1. metrics's key should be share class name: sec_name
2. support output metrics data as Excel file
3. Optimize instructions for performance_fee_costs
2025-03-13 11:53:27 -05:00
Ravi Maheshwari 97da7e4961 Added code to identify anomaly cases and performance matrix and updated for pdf downloading code 2025-03-13 17:31:54 +05:30