基于 SOC 职业分类
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Handles reading, populating, and saving .docx files using the python-docx library. Use this skill for any tasks involving template filling or modifying Word documents.
Perform various data analysis on SEC 13-F and obtain some insights of fund activities such as number of holdings, AUM, and change of holdings between two quarters.
This skill includes search capability in 13F, such as fuzzy search a fund information using possibly inaccurate name, or fuzzy search a stock cusip info using its name.
| name | enterprise-data-retrieval |
| description | Retrieve and aggregate information across multiple enterprise data sources |
Techniques for finding specific information across multiple enterprise data files (employee records, product files, team information) and aggregating results.
/root/DATA/
├── metadata/
│ ├── employee.json # Employee records with IDs and names
│ ├── customers_data.json # Customer information
│ └── salesforce_team.json # Sales team information
└── products/
├── ContentForce.json # Product-specific data (Slack, docs, etc.)
├── SecurityForce.json # Other products...
└── ...
import json
import os
def load_metadata():
"""Load all metadata files"""
metadata_path = '/root/DATA/metadata'
metadata = {}
for file in os.listdir(metadata_path):
if file.endswith('.json') and not file.endswith(':Zone.Identifier'):
with open(os.path.join(metadata_path, file), 'r') as f:
metadata[file.replace('.json', '')] = json.load(f)
return metadata
# Usage
metadata = load_metadata()
employees = metadata['employee']
import json
def load_product_data(product_name):
"""Load product JSON data"""
path = f'/root/DATA/products/{product_name}.json'
with open(path, 'r') as f:
return json.load(f)
# Usage
contentforce_data = load_product_data('ContentForce')
import json
import re
def find_competitor_mentions(product_data):
"""Find all mentions of competitor products"""
competitors = {}
messages = product_data.get('slack', [])
for msg in messages:
text = msg.get('Message', {}).get('text', '')
# Look for competitor product mentions (heuristic: Force/Genie products)
if 'demo' in text.lower() or 'url' in text.lower():
# Extract URLs
urls = re.findall(r'https?://[^\s\)]+', text)
if urls:
user_id = msg.get('Message', {}).get('User', {}).get('userId')
competitors[user_id] = urls
return competitors
def get_employee_info(employee_id, employee_data):
"""Get employee info by ID"""
return employee_data.get(employee_id, {})
def get_employee_name(employee_id, employee_data):
"""Get employee name by ID"""
info = get_employee_info(employee_id, employee_data)
return info.get('name', 'Unknown')
import json
# Load product data
with open('/root/DATA/products/ContentForce.json', 'r') as f:
product = json.load(f)
# Load employee reference
with open('/root/DATA/metadata/employee.json', 'r') as f:
employees = json.load(f)
# For reports: find who authored/reviewed
# For competitors: find who mentioned them
# For URLs: extract all shared links
# Convert to lists, deduplicate with sets
results = list(set(collected_ids))
# Verify IDs exist in employee database
valid_ids = [eid for eid in results if eid in employees]
# Safe nested access
def safe_get(obj, *keys, default=None):
"""Safely navigate nested dicts"""
for key in keys:
obj = obj.get(key) if isinstance(obj, dict) else None
if obj is None:
return default
return obj
# Usage
user_id = safe_get(msg, 'Message', 'User', 'userId')
Results should be formatted as lists for consistency:
["eid_xxx"]["eid_xxx", "eid_yyy", "eid_zzz"][]