10K multi-year Risk Summarizer

This is a quick-and-dirty all-JavaScriptweb app that summarizes how the risks identified by a corporation in its annual 10K filings have changed over time. It use LlamaExtract, part of LlamaCloud, and of the course the LlamaIndex framework. It expects to work on 10K filings; you can find Apple's 10K filings for many years on their investor relations site.

We hope this gives you a useful jumping-off point for your own projects using LlamaExtract!

Setup

You'll need a few values in your .env.local file to get this working:

• NEXTAUTH_URL which can be set to http://localhost:3000 for testing
• NEXTAUTH_SECRET which can be any random string
• GOOGLE_CLIENT_ID and GOOGLE_CLIENT_SECRET which you can get from the Google Cloud Console by creating a new OAuth client.
• LLAMA_CLOUD_API_KEY which you can get from the LlamaCloud Console for free.
• LLAMA_EXTRACT_AGENT_ID which you can get from the "Extraction" screen of your LlamaCloud project. You should use the UI to create your schema.
• ANTHROPIC_API_KEY which you can get from the Anthropic Console.

Running

npm install
npm run dev

Under the hood

The web app has only a handful of API routes:

• /api/auth for authentication (handled by NextAuth)
• /api/process accepts the uploaded file and kicks off the extraction job
• /api/status is a polling endpoint for the client to check on the status of the job
• /api/result fetches the results of the extraction once ready
• /api/summarize takes multiple years of risks and summarizes them, then returns the summary as HTML

Resources

• LlamaExtract docs
• More LlamaExtract code examples
• About LlamaCloud