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Changelog
See what's new in Perspectec - we're constantly improving our platform.
Improved PDF Document Processing
Enhanced the PDF document extraction system, supporting more file types and improving accuracy of key financial data extraction.
Business Value:
Users can now extract more comprehensive financial data from a wider range of PDF documents, improving the quality of their equity research.
Canadian AIF Extraction System
Complete extraction system for Canadian Annual Information Forms (AIFs) from SEDAR. Includes IFRS accounting standard detection, 21 text disclosure categories, and proper Data_Unique worksheet output. Supports Kinaxis and other TSX-listed companies.
Business Value:
Enables extraction from Canadian regulatory filings, expanding market coverage beyond US SEC filings
Template Population System
New semantic account matching system for populating Perspectec_Blank_Model.xlsx templates. Uses FastEmbed for local embeddings with Claude fallback for uncertain matches. Template analyzer detects formulas and section boundaries.
Business Value:
Automates financial model population with 95%+ accuracy on standard account matching
Mistral OCR 3 Integration
Added Mistral OCR 3 client for institutional-tier scanned PDF processing. Includes scanned PDF detection and OCR validation services.
Business Value:
Enables extraction from scanned/image-based PDFs for institutional customers
Multi-Filing Combiner
New utility for combining multiple SEC filings into single Excel workbooks. Supports batch processing of 10-K, 10-Q, and 8-K documents.
Business Value:
Streamlines analysis of multiple filings for comparative research
Revenue Display Fix for US Tickers
Fixed bug where known US tickers (AAPL, MSFT, etc.) showed "not available" for revenue. Updated field priority to prefer ASC 606 revenue fields.
Business Value:
Resolves revenue display issues affecting 95% of S&P 500 companies
SEDAR Bulk Downloader
Service for downloading Canadian SEDAR filings including AIFs, MICs, and financial statements. Supports TSX and TSXV listed companies.
Business Value:
Expands coverage to Canadian securities market
Base Extractor Enhancements
Improved base document extractor with better error handling and progress reporting. Enhanced extraction pipeline stability.
Business Value:
Reduces extraction failures and improves reliability
Segment Extraction Service
New service for extracting business segment information from filings. Identifies geographic regions, revenue drivers, and acquisitions for template population.
Business Value:
Automates segment data extraction for financial modeling
HTML Table Parser Improvements
Enhanced HTML table parsing with better boundary detection. Improved handling of complex nested tables in SEC filings.
Business Value:
Increases extraction accuracy for complex 10-K and 10-Q filings