Data Characteristics for This Category
Investment research data for this category primarily comes from official technical whitepapers of equipment manufacturers, compliance inspection reports from industry regulatory bodies, public data from third-party performance testing organizations, and standard documents from industry associations.
Data update frequency varies by specific subcategory. Manufacturer technical documents are updated quarterly to semi-annually alongside product iterations. Regulatory compliance files are mostly updated annually or quarterly. Third-party test data is updated irregularly alongside new product launches.
Most documents are multi-chapter structured PDFs or technical manuals with charts. Core fields include rated power, maximum load, and operating temperature range, with corresponding units of kW, t, and ℃ respectively. Metadata fields such as certification numbers and release dates are also included.
Constraints on Context and Token Handling
The characteristics of this category—large volumes of structured parameters, complex document chapters, and included charts—result in a high number of parsed text segments. Per-document token usage is higher than that of general industry documents.
Investment research scenarios require comparison of technical parameters and compliance information across multiple devices. This increases the number of context fragments retrieved in a single search, further raising token consumption.
Differing update cycles across data sources require the knowledge base to regularly refresh files from corresponding sources. Delayed updates will cause outdated data to be included in the context, interfering with investment research conclusions.
Parameter fields with units require retention of unit association information during context matching, which adds extra token usage to the context.
Configuration Settings
| Configuration Item | Recommended Range | Rationale |
|---|---|---|
chunkSize | 800–1200 characters | This category of documents mostly contains structured parameters and charts. Segment length is adjusted to preserve the integrity of parameter fields, avoiding splitting critical parameters and their units |
chunkOverlap | 100–200 characters | Technical parameters with units need to retain contextual association. Overlapping segments prevent parameter and unit pairs from being split into different fragments |
retrievalTopK | Top 8–12 results | Investment research scenarios require comparing technical parameters across multiple devices. The number of retrieved results covers comparison needs without exceeding context token limits |
maxContextToken | 8000–16000 tokens | Per-device documents have relatively high token usage. Sufficient context space is needed to accommodate multiple retrieved document fragments |
PARSE_FILE_TIMEOUT_SECONDS | 300–600 seconds | Some PDF documents with large numbers of charts take longer to parse. Timeouts will cause file parsing failures and disrupt knowledge base updates |
token_statistics_switch | Enabled | Accurately count token consumption across different data sources to facilitate targeted adjustment of configuration parameters |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Configuration Mistakes
- Issue: An error
IPROXY_API_ENDPOINT or AIPROXY_API_TOKEN is not setis returned when starting knowledge base parsing or retrieval. Cause: Proxy-related environment variables are not configured. Some encrypted manufacturer technical documents cannot be pulled, leading to parsing failures or missing context fragments. - Issue: Technical parameters in search results do not include corresponding units, making investment research comparisons impossible. Cause: The
chunkOverlapconfiguration value is too small. Parameter fields with units are split into different fragments, and contextual association information is lost during matching. - Issue: Only the original content of uploaded knowledge base files can be viewed, and complete download links cannot be obtained. Cause: File storage access path parameters are not configured correctly. The download interface returns abnormal links, making normal file downloads impossible.
How to Verify Correct Configuration
- Upload a single typical equipment technical whitepaper, view the parsed segment details, check that parameters and units are fully retained, and adjust the
chunkSizeandchunkOverlapconfigurations. - Submit a search request that includes parameters for multiple devices, count the total token count of the returned context, and adjust the
retrievalTopKandmaxContextTokenconfigurations to a reasonable range. - Enable the token statistics function, run multiple search tests, record token consumption across different data sources, and verify that the configuration adapts to the document characteristics of each data source.
- Check the proxy-related environment variable configuration, run a parsing test for encrypted manufacturer documents, and confirm that the
IPROXY_API_ENDPOINT or AIPROXY_API_TOKEN is not seterror no longer occurs.
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.