A LlamaAgents application for extracting structured information from SEC filings using LlamaClassify and LlamaExtract. This application automatically classifies SEC documents (10-K, 10-Q, 8-K, or other) and extracts relevant financial and business information tailored to each filing type.

• Intelligent Classification: Uses LlamaClassify to automatically identify SEC filing types (10-K, 10-Q, 8-K, other)
• Dynamic Schema Selection: Applies specialized extraction schemas based on document type
• Comprehensive Data Extraction: Extracts filing-specific information:
  • 10-K: Annual reports with financial metrics, risk factors, business descriptions, executive information
  • 10-Q: Quarterly reports with period-over-period comparisons and updates
  • 8-K: Current reports with material event information and impact analysis
  • Other: Catch-all for S-1, DEF 14A, 13F, and other filing types
• Agent Data Storage: Stores extracted data in LlamaCloud Agent Data for easy querying and analysis
• UI Integration: Web interface for reviewing and managing extracted data

All main configuration is in src/extraction_review/config.py:

The application uses a multi-step workflow powered by LlamaIndex:

1. File Upload: User uploads an SEC filing document through the UI
2. Download: File is downloaded from LlamaCloud storage
3. Classification: LlamaClassify analyzes the first 5 pages to determine filing type (10-K, 10-Q, 8-K, or other)
4. Schema Selection: Appropriate extraction schema is selected based on classification
5. Extraction: LlamaExtract processes the document using the selected schema
6. Storage: Extracted data is stored in Agent Data with deduplication by file hash
7. Review: UI displays extracted data for review and editing

The application includes two main workflows:

• process-file (src/extraction_review/process_file.py): Main workflow for processing SEC filings

  • Steps: download → classify → extract → store
  • Uses typed context to pass state between steps
  • Streams progress updates to UI via UIToast events

• metadata (src/extraction_review/metadata_workflow.py): Exposes configuration metadata to UI

  • Returns JSON schema and collection name for dynamic UI generation

Python and javascript packages contain helpful scripts to lint, format, and type check the code.

To check and fix python code:

uv run hatch run lint
uv run hatch run typecheck
uv run hatch run test
# run all at once
uv run hatch run all-fix

To check and fix javascript code, within the ui directory:

pnpm run lint
pnpm run typecheck
pnpm run test
# run all at once
pnpm run all-fix