What This Category’s Data Looks Like
Insurance investment research data primarily comes from industry research reports, actuarial reports, banking and insurance regulatory authority announcements, insurance product terms, and monthly statistical data from industry associations. Update frequency varies widely by data source: regulatory announcements are updated immediately upon release, product terms only change when new insurance products launch, and industry research reports follow weekly or monthly update cycles. Documents include structured fields such as product code, coverage period, and payout ratio, as well as unstructured research report body text. Units mostly use ten thousand yuan (sum insured) and percentage (payout rate). Some reports include quarterly operating data tables.
What Constraints These Characteristics Impose on Context and Token Processing
Insurance investment research data involves long document scenarios. A single annual actuarial report or industry research report may exceed the context window of mainstream large models, leading to truncation errors when uploaded directly. The data mixes structured fields and unstructured body text. If recall does not distinguish between field types, redundant metadata will be included in token consumption. Real-time updates to regulatory announcements require the context to incorporate the latest policy text; otherwise, investment research conclusions based on outdated rules will have deviations. For multi-source data association scenarios, the context needs to connect information across multiple reports. If the number of recalled entries is not reasonably limited, token quotas will be quickly exhausted, reducing the space available for valid investment research content.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–16000 | Adapts to the context windows of mainstream large models, covering the multi-report and policy text content required for insurance investment research |
chunkSize | 800–1200 characters | Balances long text parsing accuracy and token consumption, and adapts to the professional terminology and long sentence structure of insurance research reports |
similarityTopK | Top 6–8 entries | Meets multi-dimensional investment research association requirements, avoiding excessive recall that occupies too much token quota |
UPLOAD_FILE_MAX_SIZE | 500 MB | Supports batch upload of collections of annual insurance reports, adapting to batch processing scenarios for industry data |
workflow_context_enable | Enabled | Compatible with FastGPT 4.9.7 and later versions, enabling multi-round context association within workflows |
tokenQuotaPerRequest | 2000–3000 | Reserves sufficient tokens for generating investment research analysis and citation sources, matching the content length of professional responses |
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 targeted analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- After uploading a single annual insurance research report with more than 100 pages, the interface returns a "context length exceeded" error. The cause is failure to configure
chunkSizefor document chunking, so direct upload of long documents triggers model context limits. - After two consecutive investment research questions, the reply to the second question does not reference the insurance product information mentioned in the first question, resulting in off-topic responses. The cause is failure to enable the conversation context switch, or the
maxContextconfiguration is too small to cover the token consumption of the previous conversation. - When calling the workflow API, a 403 return code is received, and the reply does not reference regulatory policy content from historical requests. The cause is failure to enable the context storage node in the workflow, so context from each request is not retained.
- After calling the API, an abnormal point consumption return code is received, and the system prompt point consumption does not match the actual token usage of the investment research content. The cause is failure to configure
tokenQuotaPerRequest, so the system bills according to default rules.
How to Confirm Proper Configuration
- Upload an insurance research report with a single page exceeding 5000 characters, view the parsed segment list, and confirm that segment lengths fall within the configured
chunkSizerange. - Initiate two consecutive investment research questions, such as first asking about the payout ratio of a certain critical illness insurance product, then asking about the renewal rules for that product, and check if the reply references the product information from the first question.
- Call the workflow API to send two consecutive requests, and check if the reply to the second request includes regulatory policy content mentioned in the first request.
- View the system returned token consumption log, and confirm that the actual token consumption matches the configured
tokenQuotaPerRequestrange.
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.