Posts on Finance.
3 posts tagged "Finance".
The dedup layer had three hash schemes. CDImportSource replaced them — and four banks validated with zero per-bank code.
The an iOS budget app import layer had three coexisting hash schemes with no shared contract between them. Collapsing them into CDImportSource — a unified source-attribution model — was the structural prerequisite for universal CSV and PDF parsers that validated across Monzo, Halifax, Revolut, and HSBC.
GOOGLE plus CLOUD matched SoundCloud. Why the fuzzy categoriser had to go.
Phase Q's fuzzy categoriser propagated category matches silently. Device QA on Phase R's part-based builder immediately surfaced an ANY-match failure: GOOGLE plus CLOUD matched SoundCloud. Version two adds exclusions and per-row overrides; the difference is that the user can now see what the matcher is doing.
One parser for Monzo, Halifax, Revolut and HSBC: how heuristic matching beat four bespoke importers
The on-device LLM for PDF extraction hallucinated on a real Halifax statement. That failure produced a band-based parser that hits 54/54 transactions. The same heuristic approach on the CSV side means one importer, four banks, zero per-bank code paths.