From a3df2f3e15c884543d59303fd3a53b77581732bc Mon Sep 17 00:00:00 2001
From: Katon Minhas <kminhas@aarete.com>
Date: Wed, 6 Aug 2025 17:18:12 +0000
Subject: [PATCH] Merged in feature/remove-nte (pull request #653)

Feature/remove nte

* Revert prompts

* Remove qa_qc tests

* Remove valid lines

* Update crosswalk path

* remove extra argument from split compound reimbursement

* model aliasing

* Haiku alias

* remove erroneous import

* Merge branch 'refactor/update-claude-models' into bugfix/aug-5-issue-fixes

* Convert all matching codes to strings

* Exit if service is empty

* Merged main into bugfix/aug-5-issue-fixes

* global lesser of fix

* Merge branch 'main' into feature/remove-nte

* Remove NTE


Approved-by: Alex Galarce
---
 fieldExtraction/constants/investment_columns.py     | 1 -
 fieldExtraction/src/prompts/investment_prompts.json | 6 ------
 2 files changed, 7 deletions(-)

diff --git a/fieldExtraction/constants/investment_columns.py b/fieldExtraction/constants/investment_columns.py
index 0da8cfc..a693ae2 100644
--- a/fieldExtraction/constants/investment_columns.py
+++ b/fieldExtraction/constants/investment_columns.py
@@ -69,7 +69,6 @@ COLUMN_ORDER = [
     "REIMB_PCT_RATE",
     "REIMB_FEE_RATE",
     "REIMB_CONVERSION_FACTOR",
-    "NOT_TO_EXCEED_IND",
     "TRIGGER_CAP_THRESHOLD_AMT",
     "TRIGGER_BASE_THRESHOLD",
     "DEFAULT_IND",
diff --git a/fieldExtraction/src/prompts/investment_prompts.json b/fieldExtraction/src/prompts/investment_prompts.json
index 3b3897f..e10300f 100644
--- a/fieldExtraction/src/prompts/investment_prompts.json
+++ b/fieldExtraction/src/prompts/investment_prompts.json
@@ -88,12 +88,6 @@
         "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). Do NOT include dates written in the footer of the page.",
         "format": "date"
     },
-    {
-        "field_name": "NOT_TO_EXCEED_IND",
-        "relationship": "one_to_n",
-        "field_type": "methodology_breakout",
-        "prompt": "Determine if this reimbursement component contains or is subject to a monetary payment limitation:\n\n**EXPLICIT LIMITATION PHRASES:**\n• 'not to exceed', 'NTE', 'shall not exceed', 'cannot exceed'\n• 'maximum of', 'max of', 'up to', 'capped at', 'ceiling of'\n• 'limited to', 'subject to a limit of'\n\n**IMPLICIT LIMITATIONS:**\n• Percentage calculations with explicit caps (e.g. '80% up to $500')\n• Payment formulas combined with ceiling amounts\n• Any reimbursement rate with a defined upper monetary boundary\n\n**COMPONENT ANALYSIS RULES:**\n• If ANY component in the methodology has a limitation, ALL components get 'Y'\n• If this component IS a cap/ceiling/maximum amount: Return 'Y'\n• If this component is SUBJECT TO a limitation: Return 'Y'\n• Consider only monetary payment limitations\n\n**EXCLUSIONS:**\n• Do not include administrative restrictions, eligibility limits, or service quantity limitations\n• Do not include payment timing constraints\n\n**EXAMPLES:**\n• '30% of charges, not to exceed $75' → Both components get 'Y'\n• '$75 maximum payment' → Gets 'Y' (is itself a limitation)\n• '80% of Medicare rates' → Gets 'N' (exact payment, not a limitation)\n\nReturn 'Y' if any monetary payment limitation exists in the methodology or if this component represents a monetary limitation itself, otherwise 'N'."
-    },
     {
         "field_name": "FEE_SCHEDULE",
         "relationship": "one_to_n",