What is the SageMaker JumpStart Industry Python SDK

The SageMaker JumpStart Industry Python SDK is an open-source client library for processing text datasets, training machine learning (ML) language models such as BERT and its variants, and deploying industry-focused machine learning models on Amazon SageMaker JumpStart.

In particular, for the financial services industry, you can use a new set of multimodal (long-form text, tabular) financial analysis tools within Amazon SageMaker JumpStart. With these new tools, you can enhance your tabular ML workflows with new insights from financial text documents and help save weeks of development time. By using the SDK, you can directly retrieve financial documents such as SEC filings, and further process financial text documents with features such as summarization and scoring for sentiment, litigiousness, risk, and readability.

In addition, you can access language models pretrained on financial texts for transfer learning, and use example notebooks for data retrieval, feature engineering of text data, enhancing the data into multimodal datasets, and improve model performance.

SageMaker JumpStart Industry also provides prebuilt solutions for specific use cases (for example, credit scoring), which are fully customizable and showcase the use of AWS CloudFormation templates and reference architectures to accelerate your machine learning journey.

How it works

The following architecture diagram shows what the smjsindustry library covers in the ML lifecycle.

1. Use SageMaker JumpStart Industry solutions, models, and example notebooks. The notebooks walk through how to use the smjsindustry library to process industry text data and fine-tune pretrained models. To preview the example notebooks in finance, see Tutorials in Finance.

   Note

   The SageMaker JumpStart Industry notebooks are hosted and runnable only through SageMaker Studio. Log in to the SageMaker console, and launch SageMaker Studio. To find instructions on how to access the notebooks, see SageMaker JumpStart in the Amazon SageMaker Developer Guide.

2. The SageMaker JumpStart Industry Python SDK helps run SageMaker processing jobs to process input text data into a multimodal dataset. You can encrypt the Amazon S3 bucket and processing containers using Amazon VPC.

3. After the processing job is complete, SageMaker copies the result from the processing containers to the Amazon S3 bucket. SageMaker terminates the processing job and its resources.

4. You can download the result from the Amazon S3 bucket to the Studio notebook kernel and you can start training pretrained language models, such as BERT and its variants.

5. You evaluate the model performance and start using the model for making predictions.

What it does

The library provides API operations to process financial multimodal (tabular and long-form text) datasets for machine learning. It provides a set of finance text analysis capabilities as follows:

• It retrieves SEC filings from the SEC EDGAR database.

• It calculates NLP scores for the SEC filings text data.

• It summarizes text data using the Summarizer class, choosing between the Jaccard and k-medoids algorithms.

• It combines text data, tabular data, and categorical data into a multimodal dataset.

• It provides pretrained RoBERTa-SEC language models with S&P 500 10-K/Q filings over the last decades and the English Wikipedia corpus.

What it offers

The SageMaker JumpStart Industry Python SDK is a client library of SageMaker JumpStart. The SageMaker JumpStart Industry materials consist of the following:

• The SageMaker JumpStart Industry Python SDK

• 3 JumpStart finance example notebooks on SageMaker Studio

  • SEC filing retrieval, NLP scoring, and summarization

  • Paycheck protection program loan return classification

  • SEC standard industry code (SIC) multi-class classification

  To preview the notebooks, see Tutorials in Finance.

• 4 RoBERTa-SEC text embedding model cards in the JumpStart model zoo

• 1 JumpStart solution for corporate credit rating solution

Note

The SageMaker JumpStart Industry notebooks are hosted and runnable only through SageMaker Studio. Log in to the SageMaker console, and launch SageMaker Studio. To find instructions on how to access the notebooks, see SageMaker JumpStart in the Amazon SageMaker Developer Guide.