What Data Looks Like for This Category
Insurance investment research data sources include China Banking and Insurance Regulatory Commission regulatory announcements, insurance company quarterly solvency reports, product actuarial specifications, reinsurance contract terms, industry association statistical data, and market pricing reports. Update rhythms vary: regulatory announcements and new product terms are updated irregularly alongside business adjustments. Solvency reports are released quarterly. Industry statistical data is updated monthly. Document types cover long-text reports, structured product terms, tabular rate schedules, and short-text announcements. Core fields include insured age, coverage period, premium rate, payout ratio, actuarial assumptions, and risk rating. Units include ten thousand yuan, percentage, year, and others.
What Constraints Do These Characteristics Impose on Model Access and Configuration?
The multi-type, uneven update frequency, and professional nature of insurance investment research data create clear constraints for model access configuration. Long-text reports and complex contracts require support for longer context processing to avoid truncation of core content. Differentiated update rhythms require flexible synchronization rule configuration, separating regular full refreshes and irregular incremental updates. Documents dense with professional terminology need domain-adapted parameter settings to ensure the model accurately understands specialized content such as actuarial calculations and solvency. Structured terms and rate schedules require corresponding parsing modes to be enabled, ensuring accuracy of field extraction.
How to Set Configuration Values
| Configuration Item | Recommended Values | Rationale |
|---|---|---|
maxContext | 16000–32000 characters | Adapts to the text length of long insurance investment research reports, avoiding truncation of core actuarial content |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Long document parsing requires sufficient processing time to prevent task termination due to timeout |
RECALL_TOP_K | Top 8–12 entries | Insurance investment research data has dense fields, requiring sufficient recalled entries to cover all relevant information |
SIMILARITY_THRESHOLD | 0.75–0.85 | Filters low-match non-professional content, retaining highly relevant actuarial and term data |
UPLOAD_FILE_MAX_SIZE | 500 MB | Supports uploading large documents such as complete quarterly solvency reports |
CUSTOM_SYSTEM_PROMPT | Include insurance professional terminology explanations, such as "Solvency adequacy ratio includes two types of indicators: core and comprehensive" | Adapts to industry-specific terminology, improving model understanding accuracy |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, 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: A
504 Gateway Timeouterror is returned when calling the model. Cause:PARSE_FILE_TIMEOUT_SECONDSis not configured to a duration that meets document processing requirements, leading to termination of long document parsing due to timeout. - Phenomenon: The model cannot parse the content of uploaded insurance product images. Cause: Multimodal model access configuration is not enabled, or the image parsing switch is not enabled in the knowledge base settings.
- Phenomenon: Normal access is still displayed when an incorrect port is entered when configuring
OPENAI_BASE_URL. Cause: The actual connectivity of the proxy service is not verified. Requests using the incorrect port are routed by default or intercepted by caching, creating a false normal status.
How to Confirm Successful Configuration
- Upload a complete insurance quarterly solvency report, check whether the parsed text is complete, with no truncation or garbled characters.
- Initiate a query containing insurance professional terminology, verify whether the returned results accurately match relevant terms or actuarial data.
- Test the workflow via API calls, confirm that the user input form can be displayed normally and return corresponding interactive results.
- View the proxy service logs, confirm that the ports of model call requests match the configured parameters, with no invalid routes.
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.