What Data for This Category Looks Like
Product consultation data primarily originates from official financial product manuals, regulatory compliance disclosure documents, and FAQ libraries accumulated from historical user inquiries. Data is split into two categories: structured parameters and unstructured descriptions. The structured section includes fields such as product ID, product type, annualized yield, insured age range, coverage limit range, and payment term, with units corresponding to percent, ten thousand yuan, and year. The unstructured section includes content such as insurance notices, claims processes, and product update notes.
Data updates are triggered by the iteration rhythm of corresponding financial products. Full synchronization is triggered when core terms or fee rates are adjusted, while incremental synchronization is used for daily small updates.
Constraints Imposed by These Characteristics on Deployment and Upgrade
The mixed characteristics of structured and unstructured data require layered parsing rules to be configured during the deployment phase, to adapt to product documents in different formats. Product update rhythms are irregular and linked to compliance requirements, so the upgrade phase must support incremental synchronization mechanisms to avoid excessive system resource occupation from full pull requests.
Fields include standardized financial parameters, so field verification rules must be configured during deployment to ensure imported data complies with regulatory format requirements. During the upgrade process, legacy field mapping compatibility logic must be retained to prevent existing configurations from failing and ensure service continuity.
How to Configure Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_STRUCTURED | Enabled | Product consultation data contains a large number of standardized financial parameters. Enabling structured parsing improves recall accuracy |
SYNC_MODE | Incremental synchronization | Product update rhythm is irregular. Incremental synchronization reduces resource occupation during deployment and upgrade phases |
VALIDATE_FIELDS | Validate product ID, annualized yield, coverage limit | Financial product data must comply with regulatory formats. Field validation prevents erroneous data from entering the knowledge base |
BATCH_SYNC_SIZE | 50–100 entries per batch | Controls the volume of data synchronized per operation to prevent interface timeouts |
MAX_DOC_PARSE_TIMEOUT | 300 seconds | Adapts to parsing duration for long documents, preventing failure to fully import detailed financial product terms |
COMPATIBLE_OLD_CONFIG | Enabled | Retains legacy parsing and synchronization configurations when upgrading versions to avoid existing service interruptions |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Phenomenon: No front-end embedded page entry is displayed in the release channel options of the deployment backend, only the API call address is shown. Cause: The front-end module packaging option was not checked during the upgrade process, and only the API deployment mode is enabled by default.
- Phenomenon: A
PORT_CONFLICTerror code is returned when starting the Docker Compose service, and the container status is exited. Cause: The local port conflicts with theSERVER_PORTparameter specified in the configuration file, and the corresponding configuration item was not modified. - Phenomenon: Existing conversation records cannot be cleared in batches via the backend interface when executing conversation queries. Cause: No automatic conversation data cleanup rule was configured, and the database cleanup script inside the container was not manually executed.
How to Confirm Proper Configuration
- Execute an incremental synchronization task, check whether the
SYNC_SUCCESSidentifier is included in the synchronization log, and verify that the number of synchronized data entries matches the expected range. - Initiate a simulated product consultation request, check whether the returned results include preset product parameter fields and that the format complies with regulatory requirements.
- Verify that the front-end embedded module (if enabled) loads normally and can correctly retrieve product information from the knowledge base.
- Trigger a version upgrade process, check that the old configuration still runs normally and there are no compatibility errors.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.