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trademarkmatch's Introduction

step to step guide: steps

Time line

2021/06/01

  • Added fuzzy match process.

2021/04/27

  • Rebuild the work of H&M.

2021/03/14

  • Bug fixes.
  • Changed Post-clean totally, using TF-IDF for fuzzy matching, and using state data to make sure the matching is correct.
  • Todo: finish bing_seach, and cppmatch

2021/03/09

  • Added cmatch.c, try to do the match process using C instead of Python for performance improvement, still in progress.
  • Known issue: CIQ clean process has bug.
  • Todo: Finish cmatch.

2021/03/07

  • Separeted pre-clean, clean and post-clean, to make clean process clearer.
  • Known issue: CIQ clean process has bug.

2021/03/04

  • Added post match process to reduce sample.
  • Added Jaro–Winkler distance to find paired similiar company names, majorly caused by typo. Using city name data to make sure they are the same company.
  • Known Issues: City names in Case Files is nonstandard, and also have typos.

2021/02/28

  • Added TMC clean process, updated all other clean processes.
  • Updated dict json.
  • Added combine_all_names.py
  • Todo: Use string distance method reduce company name size.

2021/02/07

  • Added CIQ clean process, updated compustat and tma clean process.
  • Added matching process, using maximiumed weight function to define matched.
  • Todo: futher step on cleaning: combine name files, reduce duplicated ones.

2021/02/03

  • Added CRSP clean process.
  • Replaced json to pickle for saving data in overall code.
  • Added CRSP bing search process, it uses parallel computing to send multiple requests to Microsoft Azure, saves time significantly. (notice: this also means the money will run out significantly faster.)
  • Added preliminary matching code, it uses parallel computing to save time.
  • Todo: CIQ clean name process and matching process are still in progress.

2021/01/25

  • I refactored the Clean_name code, reduced redundant clean steps, changed dict to list for restoring cleaned data.
  • Known issues: some names are long because they contain an explanation of the company; some names contain strange characters like &2942, and the meaning is unknown; whether the mapping is optimized is still unknown

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