📅 2024-12-31 — Session: Debt Tracking and OCR Data Extraction

🕒 01:00–03:45
🏷️ Labels: Debt Tracking, OCR, Financial Management, Data Extraction, Pandas, Google Sheets
📂 Project: Business
⭐ Priority: MEDIUM

Session Goal

The session aimed to develop and refine systems for debt tracking and financial data extraction using OCR technology.

Key Activities

  • Debt Tracking and Forecasting System Overview: Reviewed principles and frameworks for implementing a debt tracking and forecasting system, emphasizing its importance in cash flow management.
  • Debt Tracking System with Pandas and Google Sheets: Planned the design and implementation of a debt tracking system using Google Sheets and Pandas for data manipulation.
  • Reverse Engineering Penalty Rules: Outlined methods for reverse engineering penalty rules using observed data.
  • Analysis of Rate Changes Using Scatter Plot: Discussed potential models for analyzing rate changes.
  • Municipal Debt Statement OCR Processing: Executed OCR processes to extract data from municipal debt statements.
  • OCR Data Extraction Summaries: Compiled summaries of OCR data extraction for Tigre Municipality and TASA reports.

Achievements

  • Developed a comprehensive plan for a debt tracking system integrating Google Sheets and Pandas.
  • Successfully extracted and summarized financial data from municipal statements using OCR.

Pending Tasks

  • Further investigation and modeling of rate changes and penalty rules.
  • Implementation of the debt tracking system in a live environment.