Developed and Validated Financial Document Schema

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📅 2025-02-25 — Session: Developed and Validated Financial Document Schema

🕒 00:00–01:00
🏷️ Labels: Schema, Financial_Documents, Openai, Data_Management, Validation
📂 Project: Accounting
⭐ Priority: MEDIUM

Session Goal

The aim of this session was to develop, refine, and validate a schema for financial documents to ensure efficient data management and compatibility with OpenAI function calls.

Key Activities

  • Created a safe file removal method in IPython for file management.
  • Designed a Python function for cleaning directories by managing chunk metadata and files.
  • Drafted a technical document outlining AI function call schemas.
  • Developed technical specifications and conventions for AI function schemas.
  • Defined a schema for standardizing financial documents.
  • Updated methods for handling date fields in OpenAI function calls using ISO 8601.
  • Conducted a final review and validation of the financial documents schema.
  • Adapted the bill_parser function to utilize the new schema for data extraction.

Achievements

  • Successfully developed a comprehensive schema for financial documents.
  • Ensured the schema’s compatibility with OpenAI function calls.
  • Improved the bill_parser function for better data extraction and error handling.

Pending Tasks

  • Further testing of the bill_parser function with diverse financial document samples to ensure robustness.

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