Merged in bugfix/DAIP2-2287-payer-state-fix (pull request #946)

Bugfix/DAIP2-2287 payer state fix

* updated payer name prompt

* Merged dev into bugfix/DAIP2-2287-payer-state-fix

* Merged dev into bugfix/DAIP2-2287-payer-state-fix

* added client state field


Approved-by: Katon Minhas

src/constants/investment_columns.py

@@ -30,6 +30,7 @@ FIELD_FORMAT_MAPPING = {
     "FILENAME_AMENDMENT_NUM": "str",  # Default: not in original mapping
     "AARETE_DERIVED_AMENDMENT_NUM": "str",
     "CLIENT_NAME": "str",
+    "CLIENT_STATE": "list[str]",
     "PAYER_NAME": "str",
     "AARETE_DERIVED_PAYER_NAME": "str",
     "PAYER_STATE": "list[str]",

src/pipelines/shared/postprocessing/postprocess.py

@@ -46,6 +46,10 @@ def standard_postprocess(df, constants: Constants):
         return df
 
     df["CLIENT_NAME"] = config.CLIENT_NAME
+    client_state_values = [s for s in config.STATE if s and s.upper() != "NONE"]
+    if not client_state_values:
+        client_state_values = ["N/A"]
+    df["CLIENT_STATE"] = json.dumps(client_state_values)
 
     # Rename columns
     df = postprocessing_funcs.rename_columns(df)

src/prompts/investment_prompts.json

@@ -203,7 +203,7 @@
         "field_name": "PAYER_STATE",
         "relationship": "one_to_one",
         "field_type": "smart_chunked",
-        "prompt": "What US state is the payer based in or incorporated in? Look for:\n\n1. Payer address information in the contract header, preamble, or signature sections\n2. State names or abbreviations in payer contact information\n3. State of incorporation or principal place of business\n4. Payer headquarters location\n5. Payer licensing information that mentions a specific state\n\nReturn the full state name (e.g., 'California', 'Texas', 'New York') or standard 2-letter abbreviation (e.g., 'CA', 'TX', 'NY') as it appears in the document.\n\nIf multiple states are mentioned, prioritize:\n1. The state in the payer's primary/headquarters address\n2. The state of incorporation\n3. The state most frequently referenced for the payer organization\n\nIf no state can be determined, return 'N/A'.",
+        "prompt": "What US state is the Payer based in or incorporated in? Look for Payer State in the following order :\n\n1. Payer address information in the contract header, preamble, or signature sections\n2. State names or abbreviations in payer contact information\n3. Payer's State of incorporation or Payer's principal place of business\n4. Payer headquarters location\n5. Payer licensing information that mentions a specific state\n\nReturn the full state name (e.g., 'California', 'Texas', 'New York') or standard 2-letter abbreviation (e.g., 'CA', 'TX', 'NY') as it appears in the document.\n\nIf multiple states are mentioned, prioritize:\n1. Payer's primary or headquarters address state\n2. The Payer's state of incorporation\n3. The state most frequently referenced for the payer organization\n\nIf no state can be determined, return 'N/A'.",
         "retrieval_question": "What US state is the payer based in, incorporated in, or headquartered in? What state is mentioned in the payer's address or principal place of business? Mailing address, headquarters location, state of incorporation for the payer organization? Legal jurisdiction or governing law state for the payer organization?"
     },
     {