- ticker -> CIK scoped FTS (ciks filter) over the fund's own registrant,
word queries shed Yahoo abbreviations shortest-first
- fuzzy cover gate (SequenceMatcher, sliding window for wrapped names)
+ abbreviation table (Mgd/Glbl/Macr/Abs/Ret/Advtg/...) applied to both
sides of the match
- family-section matching inside multi-fund filings; similarity tiers:
gate (0.85) returns immediately, floor (0.70) is a CIK-scoped fallback
ranked against sibling funds' documents (best sim, then newest)
- objective phrasings: 'seeks to ...', 'seeks investment results ...',
'The Fund's investment objective is ...', '(the Fund) investment
objective is ...' (boilerplate 'is not fundamental' rejected); TOC
headings skipped by trying all heads
- sec_get retries on mid-stream connection drops
Greg Pomerantz
5c6d95a8b4