FilingsAPI
AI-first SEC Filings Intelligence Platform
Project Overview
AI-first SEC filings intelligence platform that ingests 10-K, 10-Q, 8-K and exhibits, computes redline-style deltas against prior filings, and returns concise, citation-anchored briefs over API and web UI.
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Key Features
Ingestion pipeline with EDGAR fetchers and normalization to canonical JSON
Policy-aware chunking by section headers and semantic boundaries
Hierarchical structural diff engine detecting adds, removals, and numeric variance
RAG with guardrails constraining retrieval to diff-neighborhood
Answer synthesis with inline citation spans to page and paragraph anchors
Quality system with automatic evals on held-out filings and hallucination checks
REST API, web console, Slack and email summaries, signed webhooks
Attachment extraction, checksum dedupe, and document lineage tracking
Challenges Solved
- Building comprehensive ingestion pipeline for complex SEC document formats
- Implementing hierarchical structural diff engine for accurate change detection
- Developing policy-aware chunking and high-precision retrieval systems
- Creating quality control system with automatic evaluations and feedback loops
- Designing RAG system with guardrails and citation-anchored answer synthesis
Key Outcomes
- Successfully deployed AI-first filings intelligence platform
- Achieved dramatic reduction in analyst research time from hours to minutes
- Built comprehensive ingestion and delta detection pipeline
- Implemented quality system with automatic evaluations and trace logging