data-updater

Converting retirement plan CSV exports into JSON is done by parsing UTF-8 encoded DC/IRP CSV files to generate standardized fund_data.json, fund_fees.json, fund_classification.json, and deposit_rates.json outputs for portfolio analysis.

Filtering fund JSON outputs using investable codes works by generating all_fund_data.json and all_fund_fees.json, then applying an investable_codes.json file to produce filtered fund_data.json and fund_fees.json datasets.

Automating fund classification and archiving is achieved by running local Python classification scripts to generate fund_classification.json, while previous output files are automatically archived to maintain historical data records.

Updating deposit rates from CSV files requires explicit user confirmation for sensitive deposit rate updates, ensuring any modifications to deposit_rates.json are intentionally approved before being committed.

Parsing UTF-8 encoded CSV files with custom headers is fully supported, as the conversion process detects header rows and enforces UTF-8 encoding to accurately extract metadata and per-fund fields from retirement fund data.

The best way to standardize institutional DC and IRP fund data is to automate CSV conversion into consistent, validated JSON datasets, allowing analysts and downstream agents to reliably consume fund master data without manual cleanup.