Update financial templates and adjust dataset configurations for improved performance

Author: peremartra

.DS_Store

@@ -5,6 +5,7 @@
 import sys
 import json
 from dotenv import load_dotenv
+TEMPLATE_NAME= "templates/financial01/"
 TEMPLATE_NAME= "templates/financial_retail_banking/"
 # Add parent directory to path to import the library
 sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
@@ -28,8 +29,8 @@ def main():
         API_KEY=api_key,  # Use API key from environment variable
         template_client_prompt=TEMPLATE_NAME + "prompts/financial_client_01.j2",
         template_advisor_prompt=TEMPLATE_NAME + "prompts/financial_advisor_01.j2",
-        file_profiles=TEMPLATE_NAME + "profiles/retail_banking_5.json",
-        file_output=TEMPLATE_NAME + "outputs/test_dataset01_5b.json",
+        file_profiles=TEMPLATE_NAME + "profiles/retail_banking_1.json",
+        file_output=TEMPLATE_NAME + "outputs/test_dataset01_1b.json",
         model_client="gpt-4o",
         model_advisor="gpt-4o",
         # Optional parameters with custom values

Usage_Examples/basic_usage.py

@@ -23,9 +23,11 @@
 # Define the template directory
 TEMPLATE_NAME = "templates/financial_retail_banking/"
 
-# Add parent directory to path to import the library
-sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+# Explicitly point to the project root for importing wizardsdata
+PROJECT_ROOT = os.path.abspath(os.path.join(os.path.dirname(__file__), '../..'))
+sys.path.insert(0, PROJECT_ROOT)
 
+# Now import the library - this will use the latest version
 import wizardsdata as wsd
 
 def main():
@@ -68,16 +70,17 @@ def main():
         template_advisor_prompt=TEMPLATE_NAME + "prompts/financial_advisor_01.j2",
 
         # Input/Output file paths
-        file_profiles=TEMPLATE_NAME + "profiles/retail_banking_1.json",
-        file_output=TEMPLATE_NAME + "outputs/retail_banking_dataset_11.json",
+        file_profiles=TEMPLATE_NAME + "profiles/retail_banking_160.json",
+        file_output=TEMPLATE_NAME + "outputs/retail_banking_dataset_b.json",
 
         # Model configuration
         model_client="gpt-4o",
         model_advisor="gpt-4o",
 
         # Conversation parameters
-        temperature_client=0.8,
-        max_recommended_questions=4
+        temperature_client=0.6,
+        temperature_advisor=0.2,
+        max_recommended_questions=10
     )
 
     # Check for missing parameters