fuzzy-search-coverpage-for-fund-identification

name	Fuzzy-Search-COVERPAGE-for-Fund-Identification
description	Search the COVERPAGE dataset using fuzzy matching to locate a specific fund by name and extract its accession_number for subsequent analysis. Use this when you need to identify a fund's filing by partial or approximate name matching.

Steps

1. Load COVERPAGE data from the appropriate quarter folder (/root/2025-q2 or /root/2025-q3)

   • Read the COVERPAGE.txt file containing fund registration information

2. Perform fuzzy matching on the fund name field

   • Use fuzzy string matching library (e.g., fuzzywuzzy) to find best match against search term
   • Set a reasonable similarity threshold (e.g., 80+) to filter candidates
   • Return top match with highest similarity score

3. Validate the match

   • Confirm the matched fund name aligns with expected fund characteristics
   • If multiple high-confidence matches exist, manually verify which is correct

4. Extract accession_number

   • Retrieve the accession_number field from the matched record
   • This accession_number is required for all subsequent fund detail lookups

5. Document the match quality

   • Record the similarity score and matched fund name for audit purposes
   • Note if manual verification was required