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Upload DEPLOYMENT_PLAN.md with huggingface_hub

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+ # FinGPT Compliance Agents - Deployment Plan
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+
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+ ## 🎯 Overview
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+
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+ This document outlines the deployment strategy for FinGPT Compliance Agents, including cloud deployment, model hosting, and integration options.
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+
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+ ## πŸ“¦ Model Package Contents
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+
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+ ### Core Files
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+ - `adapter_model.safetensors` - LoRA adapter weights
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+ - `adapter_config.json` - LoRA configuration
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+ - `tokenizer.json` - Tokenizer files
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+ - `tokenizer_config.json` - Tokenizer configuration
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+ - `special_tokens_map.json` - Special tokens mapping
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+ - `training_args.bin` - Training arguments
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+ - `README.md` - Model documentation
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+
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+ ### Supporting Files
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+ - `inference_example.py` - Usage examples
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+ - `requirements.txt` - Python dependencies
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+ - `config.yaml` - Model configuration
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+ - `evaluation_results.json` - Performance metrics
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+
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+ ## πŸš€ Deployment Options
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+
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+ ### 1. Hugging Face Hub (Primary)
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+
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+ **Status**: Ready for deployment
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+ **Repository**: `QXPS/fingpt-compliance-agents`
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+
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+ #### Steps:
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+ 1. **Create Hugging Face Repository**
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+ ```bash
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+ # Install huggingface_hub
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+ pip install huggingface_hub
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+
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+ # Login to Hugging Face
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+ huggingface-cli login
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+
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+ # Create repository
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+ huggingface-cli repo create fingpt-compliance-agents --type model
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+ ```
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+
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+ 2. **Upload Model Files**
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+ ```bash
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+ # Upload all model files
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+ huggingface-cli upload QXPS/fingpt-compliance-agents ./models/fingpt-compliance/
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+
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+ # Upload supporting files
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+ huggingface-cli upload QXPS/fingpt-compliance-agents ./README.md
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+ huggingface-cli upload QXPS/fingpt-compliance-agents ./requirements.txt
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+ ```
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+
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+ 3. **Set Repository Settings**
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+ - Make repository public
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+ - Add model tags: `financial`, `compliance`, `xbrl`, `sentiment-analysis`
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+ - Enable model cards and discussions
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+
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+ ### 2. Cloud Deployment
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+
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+ #### Option A: Hugging Face Inference API
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+ ```python
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+ from huggingface_hub import InferenceClient
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+
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+ client = InferenceClient("QXPS/fingpt-compliance-agents")
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+ response = client.text_generation(
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+ "Analyze this financial statement: ...",
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+ max_new_tokens=512,
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+ temperature=0.7
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+ )
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+ ```
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+
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+ #### Option B: AWS SageMaker
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+ ```python
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+ # Deploy to SageMaker endpoint
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+ import sagemaker
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+ from sagemaker.huggingface import HuggingFaceModel
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+
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+ # Create model
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+ huggingface_model = HuggingFaceModel(
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+ model_data="s3://your-bucket/fingpt-compliance-agents",
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+ role=sagemaker.get_execution_role(),
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+ transformers_version="4.44.0",
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+ pytorch_version="2.0.0",
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+ py_version="py310"
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+ )
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+
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+ # Deploy endpoint
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+ predictor = huggingface_model.deploy(
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+ initial_instance_count=1,
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+ instance_type="ml.g4dn.xlarge"
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+ )
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+ ```
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+
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+ #### Option C: Google Cloud AI Platform
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+ ```python
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+ # Deploy to Google Cloud
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+ from google.cloud import aiplatform
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+
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+ # Create model
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+ model = aiplatform.Model.upload(
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+ display_name="fingpt-compliance-agents",
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+ artifact_uri="gs://your-bucket/fingpt-compliance-agents",
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+ serving_container_image_uri="us-docker.pkg.dev/vertex-ai/prediction/pytorch-gpu.1-12:latest"
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+ )
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+
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+ # Deploy endpoint
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+ endpoint = model.deploy(
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+ machine_type="n1-standard-4",
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+ accelerator_type="NVIDIA_TESLA_T4",
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+ accelerator_count=1
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+ )
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+ ```
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+
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+ ### 3. Local Deployment
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+
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+ #### Docker Container
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+ ```dockerfile
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+ FROM pytorch/pytorch:2.0.0-cuda11.7-cudnn8-runtime
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+
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+ WORKDIR /app
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+ COPY requirements.txt .
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+ RUN pip install -r requirements.txt
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+
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+ COPY . .
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+ EXPOSE 8000
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+
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+ CMD ["python", "app.py"]
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+ ```
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+
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+ #### FastAPI Application
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+ ```python
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+ from fastapi import FastAPI
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+ from transformers import AutoTokenizer, AutoModelForCausalLM
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+ from peft import PeftModel
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+ import torch
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+
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+ app = FastAPI()
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+
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+ # Load model
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+ base_model = AutoModelForCausalLM.from_pretrained("meta-llama/Llama-3.2-1B-Instruct")
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+ model = PeftModel.from_pretrained(base_model, "./models/fingpt-compliance")
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+ tokenizer = AutoTokenizer.from_pretrained("./models/fingpt-compliance")
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+
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+ @app.post("/analyze")
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+ async def analyze_financial_text(text: str):
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+ inputs = tokenizer(text, return_tensors="pt")
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+ with torch.no_grad():
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+ outputs = model.generate(**inputs, max_new_tokens=512)
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+ response = tokenizer.decode(outputs[0], skip_special_tokens=True)
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+ return {"analysis": response}
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+ ```
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+
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+ ## πŸ”§ Integration Guide
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+
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+ ### 1. Python Integration
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+
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+ ```python
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+ # Install dependencies
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+ pip install transformers peft torch
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+
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+ # Load model
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+ from transformers import AutoTokenizer, AutoModelForCausalLM
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+ from peft import PeftModel
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+
166
+ base_model = AutoModelForCausalLM.from_pretrained("meta-llama/Llama-3.2-1B-Instruct")
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+ model = PeftModel.from_pretrained(base_model, "QXPS/fingpt-compliance-agents")
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+ tokenizer = AutoTokenizer.from_pretrained("QXPS/fingpt-compliance-agents")
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+
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+ # Use model
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+ def analyze_financial_text(text):
172
+ inputs = tokenizer(text, return_tensors="pt")
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+ with torch.no_grad():
174
+ outputs = model.generate(**inputs, max_new_tokens=512)
175
+ return tokenizer.decode(outputs[0], skip_special_tokens=True)
176
+ ```
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+
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+ ### 2. REST API Integration
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+
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+ ```python
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+ import requests
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+
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+ # API endpoint
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+ url = "https://api-inference.huggingface.co/models/QXPS/fingpt-compliance-agents"
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+ headers = {"Authorization": f"Bearer {hf_token}"}
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+
187
+ def query_model(payload):
188
+ response = requests.post(url, headers=headers, json=payload)
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+ return response.json()
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+
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+ # Usage
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+ output = query_model({
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+ "inputs": "Analyze this financial statement: Revenue increased 15%",
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+ "parameters": {"max_new_tokens": 512, "temperature": 0.7}
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+ })
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+ ```
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+
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+ ### 3. Streamlit Web App
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+
200
+ ```python
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+ import streamlit as st
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+ from transformers import AutoTokenizer, AutoModelForCausalLM
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+ from peft import PeftModel
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+
205
+ st.title("FinGPT Compliance Agents")
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+
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+ # Load model
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+ @st.cache_resource
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+ def load_model():
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+ base_model = AutoModelForCausalLM.from_pretrained("meta-llama/Llama-3.2-1B-Instruct")
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+ model = PeftModel.from_pretrained(base_model, "QXPS/fingpt-compliance-agents")
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+ tokenizer = AutoTokenizer.from_pretrained("QXPS/fingpt-compliance-agents")
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+ return model, tokenizer
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+
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+ model, tokenizer = load_model()
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+
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+ # UI
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+ text_input = st.text_area("Enter financial text to analyze:")
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+ if st.button("Analyze"):
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+ inputs = tokenizer(text_input, return_tensors="pt")
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+ with torch.no_grad():
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+ outputs = model.generate(**inputs, max_new_tokens=512)
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+ response = tokenizer.decode(outputs[0], skip_special_tokens=True)
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+ st.write(response)
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+ ```
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+
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+ ## πŸ“Š Performance Monitoring
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+
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+ ### 1. Model Metrics
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+ - **Inference Speed**: ~50 tokens/second
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+ - **Memory Usage**: ~4GB VRAM
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+ - **Accuracy**: 55.6% overall, 88.3% XBRL tasks
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+ - **Latency**: <2 seconds for 512 tokens
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+
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+ ### 2. Monitoring Setup
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+ ```python
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+ import time
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+ import psutil
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+ import torch
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+
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+ class ModelMonitor:
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+ def __init__(self, model, tokenizer):
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+ self.model = model
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+ self.tokenizer = tokenizer
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+ self.metrics = []
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+
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+ def log_inference(self, input_text, output_text, inference_time):
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+ self.metrics.append({
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+ "timestamp": time.time(),
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+ "input_length": len(input_text),
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+ "output_length": len(output_text),
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+ "inference_time": inference_time,
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+ "memory_usage": psutil.virtual_memory().percent,
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+ "gpu_memory": torch.cuda.memory_allocated() if torch.cuda.is_available() else 0
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+ })
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+ ```
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+
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+ ## πŸ”’ Security Considerations
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+
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+ ### 1. API Security
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+ - **Authentication**: Use Hugging Face tokens or API keys
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+ - **Rate Limiting**: Implement request throttling
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+ - **Input Validation**: Sanitize user inputs
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+ - **Output Filtering**: Remove sensitive information
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+
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+ ### 2. Model Security
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+ - **Model Integrity**: Verify model weights and configuration
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+ - **Data Privacy**: Ensure no sensitive data in training
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+ - **Access Control**: Limit model access to authorized users
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+
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+ ## πŸ“ˆ Scaling Strategy
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+
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+ ### 1. Horizontal Scaling
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+ - **Load Balancing**: Distribute requests across multiple instances
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+ - **Auto-scaling**: Scale based on demand
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+ - **Caching**: Cache frequent requests
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+
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+ ### 2. Vertical Scaling
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+ - **GPU Optimization**: Use larger GPUs for better performance
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+ - **Memory Optimization**: Implement model quantization
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+ - **Batch Processing**: Process multiple requests together
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+
283
+ ## πŸ§ͺ Testing Strategy
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+
285
+ ### 1. Unit Tests
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+ ```python
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+ import unittest
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+ from your_model import FinGPTCompliance
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+
290
+ class TestFinGPTCompliance(unittest.TestCase):
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+ def setUp(self):
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+ self.model = FinGPTCompliance()
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+
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+ def test_financial_qa(self):
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+ result = self.model.answer_question("What is revenue?")
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+ self.assertIsInstance(result, str)
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+ self.assertGreater(len(result), 0)
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+
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+ def test_sentiment_analysis(self):
300
+ result = self.model.analyze_sentiment("Stock price increased")
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+ self.assertIn(result, ["positive", "negative", "neutral"])
302
+ ```
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+
304
+ ### 2. Integration Tests
305
+ ```python
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+ def test_api_integration():
307
+ response = requests.post("/api/analyze", json={"text": "Test"})
308
+ assert response.status_code == 200
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+ assert "analysis" in response.json()
310
+ ```
311
+
312
+ ### 3. Performance Tests
313
+ ```python
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+ def test_performance():
315
+ start_time = time.time()
316
+ result = model.analyze("Test text")
317
+ inference_time = time.time() - start_time
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+ assert inference_time < 2.0 # Should complete within 2 seconds
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+ ```
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+
321
+ ## πŸ“‹ Deployment Checklist
322
+
323
+ ### Pre-deployment
324
+ - [ ] Model weights verified and tested
325
+ - [ ] Documentation updated
326
+ - [ ] Performance benchmarks completed
327
+ - [ ] Security review passed
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+ - [ ] Integration tests passed
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+
330
+ ### Deployment
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+ - [ ] Repository created on Hugging Face
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+ - [ ] Model files uploaded
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+ - [ ] Model card published
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+ - [ ] API endpoints configured
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+ - [ ] Monitoring setup
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+
337
+ ### Post-deployment
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+ - [ ] Smoke tests passed
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+ - [ ] Performance monitoring active
340
+ - [ ] User feedback collected
341
+ - [ ] Documentation updated
342
+ - [ ] Support channels established
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+
344
+ ## πŸš€ 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
+ ## πŸ“ž 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
+ ---
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+
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+ **Last Updated**: January 2025
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+ **Version**: 1.0.0
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+ **Status**: Ready for Deployment