Upload DEPLOYMENT_PLAN.md with huggingface_hub
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DEPLOYMENT_PLAN.md
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| 1 |
+
# FinGPT Compliance Agents - Deployment Plan
|
| 2 |
+
|
| 3 |
+
## π― Overview
|
| 4 |
+
|
| 5 |
+
This document outlines the deployment strategy for FinGPT Compliance Agents, including cloud deployment, model hosting, and integration options.
|
| 6 |
+
|
| 7 |
+
## π¦ Model Package Contents
|
| 8 |
+
|
| 9 |
+
### Core Files
|
| 10 |
+
- `adapter_model.safetensors` - LoRA adapter weights
|
| 11 |
+
- `adapter_config.json` - LoRA configuration
|
| 12 |
+
- `tokenizer.json` - Tokenizer files
|
| 13 |
+
- `tokenizer_config.json` - Tokenizer configuration
|
| 14 |
+
- `special_tokens_map.json` - Special tokens mapping
|
| 15 |
+
- `training_args.bin` - Training arguments
|
| 16 |
+
- `README.md` - Model documentation
|
| 17 |
+
|
| 18 |
+
### Supporting Files
|
| 19 |
+
- `inference_example.py` - Usage examples
|
| 20 |
+
- `requirements.txt` - Python dependencies
|
| 21 |
+
- `config.yaml` - Model configuration
|
| 22 |
+
- `evaluation_results.json` - Performance metrics
|
| 23 |
+
|
| 24 |
+
## π Deployment Options
|
| 25 |
+
|
| 26 |
+
### 1. Hugging Face Hub (Primary)
|
| 27 |
+
|
| 28 |
+
**Status**: Ready for deployment
|
| 29 |
+
**Repository**: `QXPS/fingpt-compliance-agents`
|
| 30 |
+
|
| 31 |
+
#### Steps:
|
| 32 |
+
1. **Create Hugging Face Repository**
|
| 33 |
+
```bash
|
| 34 |
+
# Install huggingface_hub
|
| 35 |
+
pip install huggingface_hub
|
| 36 |
+
|
| 37 |
+
# Login to Hugging Face
|
| 38 |
+
huggingface-cli login
|
| 39 |
+
|
| 40 |
+
# Create repository
|
| 41 |
+
huggingface-cli repo create fingpt-compliance-agents --type model
|
| 42 |
+
```
|
| 43 |
+
|
| 44 |
+
2. **Upload Model Files**
|
| 45 |
+
```bash
|
| 46 |
+
# Upload all model files
|
| 47 |
+
huggingface-cli upload QXPS/fingpt-compliance-agents ./models/fingpt-compliance/
|
| 48 |
+
|
| 49 |
+
# Upload supporting files
|
| 50 |
+
huggingface-cli upload QXPS/fingpt-compliance-agents ./README.md
|
| 51 |
+
huggingface-cli upload QXPS/fingpt-compliance-agents ./requirements.txt
|
| 52 |
+
```
|
| 53 |
+
|
| 54 |
+
3. **Set Repository Settings**
|
| 55 |
+
- Make repository public
|
| 56 |
+
- Add model tags: `financial`, `compliance`, `xbrl`, `sentiment-analysis`
|
| 57 |
+
- Enable model cards and discussions
|
| 58 |
+
|
| 59 |
+
### 2. Cloud Deployment
|
| 60 |
+
|
| 61 |
+
#### Option A: Hugging Face Inference API
|
| 62 |
+
```python
|
| 63 |
+
from huggingface_hub import InferenceClient
|
| 64 |
+
|
| 65 |
+
client = InferenceClient("QXPS/fingpt-compliance-agents")
|
| 66 |
+
response = client.text_generation(
|
| 67 |
+
"Analyze this financial statement: ...",
|
| 68 |
+
max_new_tokens=512,
|
| 69 |
+
temperature=0.7
|
| 70 |
+
)
|
| 71 |
+
```
|
| 72 |
+
|
| 73 |
+
#### Option B: AWS SageMaker
|
| 74 |
+
```python
|
| 75 |
+
# Deploy to SageMaker endpoint
|
| 76 |
+
import sagemaker
|
| 77 |
+
from sagemaker.huggingface import HuggingFaceModel
|
| 78 |
+
|
| 79 |
+
# Create model
|
| 80 |
+
huggingface_model = HuggingFaceModel(
|
| 81 |
+
model_data="s3://your-bucket/fingpt-compliance-agents",
|
| 82 |
+
role=sagemaker.get_execution_role(),
|
| 83 |
+
transformers_version="4.44.0",
|
| 84 |
+
pytorch_version="2.0.0",
|
| 85 |
+
py_version="py310"
|
| 86 |
+
)
|
| 87 |
+
|
| 88 |
+
# Deploy endpoint
|
| 89 |
+
predictor = huggingface_model.deploy(
|
| 90 |
+
initial_instance_count=1,
|
| 91 |
+
instance_type="ml.g4dn.xlarge"
|
| 92 |
+
)
|
| 93 |
+
```
|
| 94 |
+
|
| 95 |
+
#### Option C: Google Cloud AI Platform
|
| 96 |
+
```python
|
| 97 |
+
# Deploy to Google Cloud
|
| 98 |
+
from google.cloud import aiplatform
|
| 99 |
+
|
| 100 |
+
# Create model
|
| 101 |
+
model = aiplatform.Model.upload(
|
| 102 |
+
display_name="fingpt-compliance-agents",
|
| 103 |
+
artifact_uri="gs://your-bucket/fingpt-compliance-agents",
|
| 104 |
+
serving_container_image_uri="us-docker.pkg.dev/vertex-ai/prediction/pytorch-gpu.1-12:latest"
|
| 105 |
+
)
|
| 106 |
+
|
| 107 |
+
# Deploy endpoint
|
| 108 |
+
endpoint = model.deploy(
|
| 109 |
+
machine_type="n1-standard-4",
|
| 110 |
+
accelerator_type="NVIDIA_TESLA_T4",
|
| 111 |
+
accelerator_count=1
|
| 112 |
+
)
|
| 113 |
+
```
|
| 114 |
+
|
| 115 |
+
### 3. Local Deployment
|
| 116 |
+
|
| 117 |
+
#### Docker Container
|
| 118 |
+
```dockerfile
|
| 119 |
+
FROM pytorch/pytorch:2.0.0-cuda11.7-cudnn8-runtime
|
| 120 |
+
|
| 121 |
+
WORKDIR /app
|
| 122 |
+
COPY requirements.txt .
|
| 123 |
+
RUN pip install -r requirements.txt
|
| 124 |
+
|
| 125 |
+
COPY . .
|
| 126 |
+
EXPOSE 8000
|
| 127 |
+
|
| 128 |
+
CMD ["python", "app.py"]
|
| 129 |
+
```
|
| 130 |
+
|
| 131 |
+
#### FastAPI Application
|
| 132 |
+
```python
|
| 133 |
+
from fastapi import FastAPI
|
| 134 |
+
from transformers import AutoTokenizer, AutoModelForCausalLM
|
| 135 |
+
from peft import PeftModel
|
| 136 |
+
import torch
|
| 137 |
+
|
| 138 |
+
app = FastAPI()
|
| 139 |
+
|
| 140 |
+
# Load model
|
| 141 |
+
base_model = AutoModelForCausalLM.from_pretrained("meta-llama/Llama-3.2-1B-Instruct")
|
| 142 |
+
model = PeftModel.from_pretrained(base_model, "./models/fingpt-compliance")
|
| 143 |
+
tokenizer = AutoTokenizer.from_pretrained("./models/fingpt-compliance")
|
| 144 |
+
|
| 145 |
+
@app.post("/analyze")
|
| 146 |
+
async def analyze_financial_text(text: str):
|
| 147 |
+
inputs = tokenizer(text, return_tensors="pt")
|
| 148 |
+
with torch.no_grad():
|
| 149 |
+
outputs = model.generate(**inputs, max_new_tokens=512)
|
| 150 |
+
response = tokenizer.decode(outputs[0], skip_special_tokens=True)
|
| 151 |
+
return {"analysis": response}
|
| 152 |
+
```
|
| 153 |
+
|
| 154 |
+
## π§ Integration Guide
|
| 155 |
+
|
| 156 |
+
### 1. Python Integration
|
| 157 |
+
|
| 158 |
+
```python
|
| 159 |
+
# Install dependencies
|
| 160 |
+
pip install transformers peft torch
|
| 161 |
+
|
| 162 |
+
# Load model
|
| 163 |
+
from transformers import AutoTokenizer, AutoModelForCausalLM
|
| 164 |
+
from peft import PeftModel
|
| 165 |
+
|
| 166 |
+
base_model = AutoModelForCausalLM.from_pretrained("meta-llama/Llama-3.2-1B-Instruct")
|
| 167 |
+
model = PeftModel.from_pretrained(base_model, "QXPS/fingpt-compliance-agents")
|
| 168 |
+
tokenizer = AutoTokenizer.from_pretrained("QXPS/fingpt-compliance-agents")
|
| 169 |
+
|
| 170 |
+
# Use model
|
| 171 |
+
def analyze_financial_text(text):
|
| 172 |
+
inputs = tokenizer(text, return_tensors="pt")
|
| 173 |
+
with torch.no_grad():
|
| 174 |
+
outputs = model.generate(**inputs, max_new_tokens=512)
|
| 175 |
+
return tokenizer.decode(outputs[0], skip_special_tokens=True)
|
| 176 |
+
```
|
| 177 |
+
|
| 178 |
+
### 2. REST API Integration
|
| 179 |
+
|
| 180 |
+
```python
|
| 181 |
+
import requests
|
| 182 |
+
|
| 183 |
+
# API endpoint
|
| 184 |
+
url = "https://api-inference.huggingface.co/models/QXPS/fingpt-compliance-agents"
|
| 185 |
+
headers = {"Authorization": f"Bearer {hf_token}"}
|
| 186 |
+
|
| 187 |
+
def query_model(payload):
|
| 188 |
+
response = requests.post(url, headers=headers, json=payload)
|
| 189 |
+
return response.json()
|
| 190 |
+
|
| 191 |
+
# Usage
|
| 192 |
+
output = query_model({
|
| 193 |
+
"inputs": "Analyze this financial statement: Revenue increased 15%",
|
| 194 |
+
"parameters": {"max_new_tokens": 512, "temperature": 0.7}
|
| 195 |
+
})
|
| 196 |
+
```
|
| 197 |
+
|
| 198 |
+
### 3. Streamlit Web App
|
| 199 |
+
|
| 200 |
+
```python
|
| 201 |
+
import streamlit as st
|
| 202 |
+
from transformers import AutoTokenizer, AutoModelForCausalLM
|
| 203 |
+
from peft import PeftModel
|
| 204 |
+
|
| 205 |
+
st.title("FinGPT Compliance Agents")
|
| 206 |
+
|
| 207 |
+
# Load model
|
| 208 |
+
@st.cache_resource
|
| 209 |
+
def load_model():
|
| 210 |
+
base_model = AutoModelForCausalLM.from_pretrained("meta-llama/Llama-3.2-1B-Instruct")
|
| 211 |
+
model = PeftModel.from_pretrained(base_model, "QXPS/fingpt-compliance-agents")
|
| 212 |
+
tokenizer = AutoTokenizer.from_pretrained("QXPS/fingpt-compliance-agents")
|
| 213 |
+
return model, tokenizer
|
| 214 |
+
|
| 215 |
+
model, tokenizer = load_model()
|
| 216 |
+
|
| 217 |
+
# UI
|
| 218 |
+
text_input = st.text_area("Enter financial text to analyze:")
|
| 219 |
+
if st.button("Analyze"):
|
| 220 |
+
inputs = tokenizer(text_input, return_tensors="pt")
|
| 221 |
+
with torch.no_grad():
|
| 222 |
+
outputs = model.generate(**inputs, max_new_tokens=512)
|
| 223 |
+
response = tokenizer.decode(outputs[0], skip_special_tokens=True)
|
| 224 |
+
st.write(response)
|
| 225 |
+
```
|
| 226 |
+
|
| 227 |
+
## π Performance Monitoring
|
| 228 |
+
|
| 229 |
+
### 1. Model Metrics
|
| 230 |
+
- **Inference Speed**: ~50 tokens/second
|
| 231 |
+
- **Memory Usage**: ~4GB VRAM
|
| 232 |
+
- **Accuracy**: 55.6% overall, 88.3% XBRL tasks
|
| 233 |
+
- **Latency**: <2 seconds for 512 tokens
|
| 234 |
+
|
| 235 |
+
### 2. Monitoring Setup
|
| 236 |
+
```python
|
| 237 |
+
import time
|
| 238 |
+
import psutil
|
| 239 |
+
import torch
|
| 240 |
+
|
| 241 |
+
class ModelMonitor:
|
| 242 |
+
def __init__(self, model, tokenizer):
|
| 243 |
+
self.model = model
|
| 244 |
+
self.tokenizer = tokenizer
|
| 245 |
+
self.metrics = []
|
| 246 |
+
|
| 247 |
+
def log_inference(self, input_text, output_text, inference_time):
|
| 248 |
+
self.metrics.append({
|
| 249 |
+
"timestamp": time.time(),
|
| 250 |
+
"input_length": len(input_text),
|
| 251 |
+
"output_length": len(output_text),
|
| 252 |
+
"inference_time": inference_time,
|
| 253 |
+
"memory_usage": psutil.virtual_memory().percent,
|
| 254 |
+
"gpu_memory": torch.cuda.memory_allocated() if torch.cuda.is_available() else 0
|
| 255 |
+
})
|
| 256 |
+
```
|
| 257 |
+
|
| 258 |
+
## π Security Considerations
|
| 259 |
+
|
| 260 |
+
### 1. API Security
|
| 261 |
+
- **Authentication**: Use Hugging Face tokens or API keys
|
| 262 |
+
- **Rate Limiting**: Implement request throttling
|
| 263 |
+
- **Input Validation**: Sanitize user inputs
|
| 264 |
+
- **Output Filtering**: Remove sensitive information
|
| 265 |
+
|
| 266 |
+
### 2. Model Security
|
| 267 |
+
- **Model Integrity**: Verify model weights and configuration
|
| 268 |
+
- **Data Privacy**: Ensure no sensitive data in training
|
| 269 |
+
- **Access Control**: Limit model access to authorized users
|
| 270 |
+
|
| 271 |
+
## π Scaling Strategy
|
| 272 |
+
|
| 273 |
+
### 1. Horizontal Scaling
|
| 274 |
+
- **Load Balancing**: Distribute requests across multiple instances
|
| 275 |
+
- **Auto-scaling**: Scale based on demand
|
| 276 |
+
- **Caching**: Cache frequent requests
|
| 277 |
+
|
| 278 |
+
### 2. Vertical Scaling
|
| 279 |
+
- **GPU Optimization**: Use larger GPUs for better performance
|
| 280 |
+
- **Memory Optimization**: Implement model quantization
|
| 281 |
+
- **Batch Processing**: Process multiple requests together
|
| 282 |
+
|
| 283 |
+
## π§ͺ Testing Strategy
|
| 284 |
+
|
| 285 |
+
### 1. Unit Tests
|
| 286 |
+
```python
|
| 287 |
+
import unittest
|
| 288 |
+
from your_model import FinGPTCompliance
|
| 289 |
+
|
| 290 |
+
class TestFinGPTCompliance(unittest.TestCase):
|
| 291 |
+
def setUp(self):
|
| 292 |
+
self.model = FinGPTCompliance()
|
| 293 |
+
|
| 294 |
+
def test_financial_qa(self):
|
| 295 |
+
result = self.model.answer_question("What is revenue?")
|
| 296 |
+
self.assertIsInstance(result, str)
|
| 297 |
+
self.assertGreater(len(result), 0)
|
| 298 |
+
|
| 299 |
+
def test_sentiment_analysis(self):
|
| 300 |
+
result = self.model.analyze_sentiment("Stock price increased")
|
| 301 |
+
self.assertIn(result, ["positive", "negative", "neutral"])
|
| 302 |
+
```
|
| 303 |
+
|
| 304 |
+
### 2. Integration Tests
|
| 305 |
+
```python
|
| 306 |
+
def test_api_integration():
|
| 307 |
+
response = requests.post("/api/analyze", json={"text": "Test"})
|
| 308 |
+
assert response.status_code == 200
|
| 309 |
+
assert "analysis" in response.json()
|
| 310 |
+
```
|
| 311 |
+
|
| 312 |
+
### 3. Performance Tests
|
| 313 |
+
```python
|
| 314 |
+
def test_performance():
|
| 315 |
+
start_time = time.time()
|
| 316 |
+
result = model.analyze("Test text")
|
| 317 |
+
inference_time = time.time() - start_time
|
| 318 |
+
assert inference_time < 2.0 # Should complete within 2 seconds
|
| 319 |
+
```
|
| 320 |
+
|
| 321 |
+
## π Deployment Checklist
|
| 322 |
+
|
| 323 |
+
### Pre-deployment
|
| 324 |
+
- [ ] Model weights verified and tested
|
| 325 |
+
- [ ] Documentation updated
|
| 326 |
+
- [ ] Performance benchmarks completed
|
| 327 |
+
- [ ] Security review passed
|
| 328 |
+
- [ ] Integration tests passed
|
| 329 |
+
|
| 330 |
+
### Deployment
|
| 331 |
+
- [ ] Repository created on Hugging Face
|
| 332 |
+
- [ ] Model files uploaded
|
| 333 |
+
- [ ] Model card published
|
| 334 |
+
- [ ] API endpoints configured
|
| 335 |
+
- [ ] Monitoring setup
|
| 336 |
+
|
| 337 |
+
### Post-deployment
|
| 338 |
+
- [ ] Smoke tests passed
|
| 339 |
+
- [ ] Performance monitoring active
|
| 340 |
+
- [ ] User feedback collected
|
| 341 |
+
- [ ] Documentation updated
|
| 342 |
+
- [ ] Support channels established
|
| 343 |
+
|
| 344 |
+
## π Next Steps
|
| 345 |
+
|
| 346 |
+
1. **Immediate**: Upload model to Hugging Face Hub
|
| 347 |
+
2. **Short-term**: Set up monitoring and basic API
|
| 348 |
+
3. **Medium-term**: Implement advanced features and scaling
|
| 349 |
+
4. **Long-term**: Continuous improvement and expansion
|
| 350 |
+
|
| 351 |
+
## π Support
|
| 352 |
+
|
| 353 |
+
- **GitHub Issues**: [Repository Issues](https://github.com/your-repo/fingpt-compliance-agents/issues)
|
| 354 |
+
- **Hugging Face**: [Model Discussion](https://huggingface.co/QXPS/fingpt-compliance-agents/discussions)
|
| 355 |
+
- **Email**: support@your-domain.com
|
| 356 |
+
|
| 357 |
+
---
|
| 358 |
+
|
| 359 |
+
**Last Updated**: January 2025
|
| 360 |
+
**Version**: 1.0.0
|
| 361 |
+
**Status**: Ready for Deployment
|