This article details the creation of an AI-powered financial analytics system for SEC EDGAR filings. The system utilizes CocoIndex, an open-source data transformation framework, to process various document formats including text, JSON, and PDF. The processed data, which includes PII scrubbing, topic extraction, and embedding generation, is then exported to Apache Doris, a real-time data warehouse. Apache Doris enables hybrid search capabilities, combining vector similarity with full-text matching for efficient querying of financial data. AI
IMPACT Enhances financial data analysis by enabling hybrid search on SEC filings, combining semantic understanding with structured data querying.
RANK_REASON The article describes the implementation of an AI-powered analytics system using existing open-source tools, rather than a novel AI model release or foundational research.
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