Run3 Fuzzy Search COVERPAGE for Fund Identification
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.From its SKILL.md
npx -y skills add cxcscmu/SkillLearnBench --skill run3_Fuzzy-Search-COVERPAGE-for-Fund-IdentificationAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
SKILL.md
1.3 KB, 214 tokens by cl100k_base, as published. Nobody here has run it
Steps
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Load COVERPAGE data from the appropriate quarter folder (
/root/2025-q2or/root/2025-q3)- Read the COVERPAGE.txt file containing fund registration information
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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
- Use fuzzy string matching library (e.g.,
-
Validate the match
- Confirm the matched fund name aligns with expected fund characteristics
- If multiple high-confidence matches exist, manually verify which is correct
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Extract accession_number
- Retrieve the accession_number field from the matched record
- This accession_number is required for all subsequent fund detail lookups
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Document the match quality
- Record the similarity score and matched fund name for audit purposes
- Note if manual verification was required
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.