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Project Title : Financial Document Analysis with Graph-RAG & LLM

🚀 Key Features

Metadata Integrity: Sequential processing ensures every page is tagged with its source file. Relationship-Aware: Captures connections across different pages and documents. High Performance: Leverages Groq's LPUs for near-instant extraction and querying. Scalable: Built on Neo4j Aura for cloud-native graph storage.

🛠️ Tech Stack

LLM: Llama 3.3 (via Groq) Parser: LlamaParse Database: Neo4j Aura (Graph) Environment: Python / Jupyter Notebook

graph TD
    subgraph Ingestion
    A[PDF Documents] --> B[LlamaParse]
    B --> C[Markdown Text]
    C --> D[Groq Entity Extraction]
    D --> E[(Neo4j Knowledge Graph)]
    end

    subgraph Retrieval
    F[User Query] --> G[Groq Cypher Generator]
    G --> H[Neo4j Traversal]
    H --> I[Graph Context]
    I --> J[Groq Final Synthesis]
    J --> K[Expert Answer]
    end
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🧪 Research & Benchmarking

This repository includes a research_traditional_rag under Test_RAG folder (based on foundational tutorials by Krish Naik). I maintained this as a baseline to compare performance against the current GraphRAG implementation.

Key Findings:

  • Traditional RAG: Excellent for simple fact retrieval but struggled with "global" queries across multiple document sections.
  • GraphRAG (Current): Significantly improved entity relationship mapping and cross-document synthesis. Refer Folder - /notebook/Graph_RAG/graphRAG.ipynb

📂 Data Source

Graph_RAG project uses the Apple 2024-2025 10-Q filing as the primary test case. The document is located in the /data/financial_pdf folder. It was selected for its complex financial tables and nested entity relationships, which perfectly demonstrate the power of GraphRAG over traditional RAG.

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This repo is the collection of FSI based AI projects.

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