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Merged in feature/new-prompts-for-methodology (pull request #395)

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Feature/new prompts for methodology

* Added reimb. effective date and termination date

* Added prompt for identifying 'not to exceed' limitations in investment prompts

* Refactor field names for reimbursement effective and termination dates in investment prompts

* Clarified documentation for handling multiple reimbursement methods in investment prompts


Approved-by: Katon Minhas
This commit is contained in:
Alex Galarce
2025-02-14 14:48:57 +00:00
parent fdd002c37e
commit 4f363156e7
2 changed files with 19 additions and 1 deletions
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fieldExtraction/src/prompts/investment_prompts.json
+18
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@@ -42,6 +42,24 @@
"field_type": "methodology_breakout",
"prompt": "If the reimbursement rate is a percentage of something, what is that percentage? Note that 100% may be implied."
},
{
"field_name": "REIMBURSEMENT_EFFECTIVE_DATE",
"relationship": "one_to_n",
"field_type": "dynamic",
"prompt": "Identify the effective date for reimbursement rates:\n- Look for dates associated with:\n • 'Effective' or 'effective date'\n • 'In effect' or 'in effect on'\n • Date ranges with 'from/through' or 'start/end'\n- Dates may appear as:\n • Full dates (12/1/17, December 1, 2017)\n • Month and year (December 2017)\n • Year only (2017)"
},
{
"field_name": "REIMBURSEMENT_TERMINATION_DATE",
"relationship": "one_to_n",
"field_type": "dynamic",
"prompt": "Identify the termination date for reimbursement rates:\n- Look for dates associated with:\n • 'Termination' or 'termination date'\n • 'Expires' or 'expiration date'\n • 'Through' or 'until'\n- Dates may appear as:\n • Full dates (12/1/17, December 1, 2017)\n • Month and year (December 2017)\n • Year only (2017)"
},
{
"field_name": "NOT_TO_EXCEED_IND",
"relationship": "one_to_n",
"field_type": "methodology_breakout",
"prompt": "Identify if there is a 'not to exceed' limitation:\n- Look for phrases like:\n • 'not to exceed' or 'NTE'\n • 'shall not exceed'\n • 'maximum of' or 'max'\n- These may apply to:\n • Dollar amounts\n • Percentages\n • Per-service limits\nReturn 'Y' if any such limitation is found, 'N' if not."
},
{
"field_name": "CONTRACT_FEE_SCHEDULE_DESC",
"relationship": "one_to_n",
fieldExtraction/src/prompts/investment_prompts.py
+1 -1
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@@ -320,7 +320,7 @@ Populate a list of JSON dictionaries with the following fields:
{questions}
In some cases, there will only be one reimbursement method listed. In these cases, the list should only contain a single JSON dictionary with all fields present.
In other cases, there will be multiple reimbursement methods listed. This is particularly common in the presence of 'lesser of' language. In these cases, the list should contain a list of JSON dictionaries with all fields present for each individual methodology seen.
In other cases, there will be multiple reimbursement methods listed. This is particularly common in the presence of 'lesser of' language. In these cases, the list should contain a list of JSON dictionaries with all fields present for each individual methodology seen. This may be two or more dictionaries in a single list, especially when there is both 'lesser of' as well as 'not to exceed' language present.
Here is the text to analyze and respond to:
{methodology}