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cim_summary/backend
admin f62ef72a8a docs: Add comprehensive financial extraction improvement plan
This plan addresses all 10 pending todos with detailed implementation steps:

Priority 1 (Weeks 1-2): Research & Analysis
- Review older commits for historical patterns
- Research best practices for financial data extraction

Priority 2 (Weeks 3-4): Performance Optimization
- Reduce processing time from 178s to <120s
- Implement tiered model approach, parallel processing, prompt optimization

Priority 3 (Weeks 5-6): Testing & Validation
- Add comprehensive unit tests (>80% coverage)
- Test invalid value rejection, cross-period validation, period identification

Priority 4 (Weeks 7-8): Monitoring & Observability
- Track extraction success rates, error patterns
- Implement user feedback collection

Priority 5 (Weeks 9-11): Code Quality & Documentation
- Optimize prompt size (20-30% reduction)
- Add financial data visualization UI
- Document extraction strategies

Priority 6 (Weeks 12-14): Advanced Features
- Compare RAG vs Simple extraction approaches
- Add confidence scores for extractions

Includes detailed tasks, deliverables, success criteria, timeline, and risk mitigation strategies.
2025-11-10 06:33:41 -05:00
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2025-07-30 22:02:17 -04:00
2025-07-30 22:02:17 -04:00