What the data for this category looks like
Insurance investment research data sources include regulatory compliance documents, quarterly and annual operating reports of listed insurance companies, life and property insurance product terms, industry actuarial reference manuals, and claims case compilations. Data sources cover official websites of regulatory institutions, official disclosure platforms of insurance companies, and databases of industry self-regulatory organizations. Update cadences vary by data type: regulatory files update irregularly with policy releases, operating reports update on a quarterly and annual basis, product terms update when new insurance products launch, and actuarial manuals update irregularly with industry model iterations. Document structures include identifying fields such as publishing entity and effective date, plus business fields such as underwriting conditions, coverage scope, and claim rules. Field units include year, yuan, and others.
What constraints these characteristics impose on deployment and upgrade
Insurance investment research data sources are scattered, and update nodes are inconsistent. During deployment, configure synchronization scripts for multi-source heterogeneous data sources. During upgrade, adapt to interface changes across different data sources. Document structures vary widely and contain dense professional terminology. During deployment, adjust document segmentation and parsing rules to avoid breaking semantic integrity during splitting. Field types and units are diverse. During deployment, configure field mapping rules for the vector database to avoid type mismatches during indexing. Some data update frequencies are irregular. During upgrade, adjust the incremental synchronization trigger mechanism to adapt to irregular update scenarios. There are hundreds of thousands of document indexes. During deployment, configure concurrent processing parameters to avoid timeout interruptions during the indexing process.
Configuration Recommendations
| Configuration Item | Recommended Value | Basis for This Setting |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 1200 seconds | Insurance investment research documents include long-text actuarial reports and annual operating reports. Standard timeout periods cannot complete full parsing |
UPLOAD_FILE_MAX_SIZE | 1024 MB | Some annual operating reports of insurance companies and regulatory compilation files have large individual file sizes |
Segment Length | 1500–2000 characters | Insurance content has dense professional terminology. Segments that are too long damage semantic connections, while segments that are too short lose contextual information |
Number of Retrieved Results | Top 10–15 results | Investment research scenarios require coverage of multi-dimensional information including regulatory policies, product terms, actuarial data, and others |
Similarity Threshold | 0.72–0.80 | Balance the relevance of professional term retrieval and information coverage range |
SYNC_INTERVAL_HOURS | 6 | Adapt to the quarterly and irregular update cadence of insurance data, balancing resource consumption and real-time performance |
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 individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Phenomenon: Vector indexes of existing knowledge bases cannot be retrieved normally after cross-version upgrade. Cause: Upgrade scripts for all intermediate versions were not executed, resulting in incomplete migration of configuration mapping relationships.
- Phenomenon: Only one graphics card is called after deployment, and vector index construction takes longer than expected. Cause: Multi-graphics card scheduling parameters were not configured, and only the default graphics card 0 was enabled.
- Phenomenon: Search tests return empty results after building PostgreSQL vector indexes for hundreds of thousands of entries. Cause: Vector database field mapping configuration is incorrect, and core professional fields of insurance documents were not associated, resulting in a mismatch between index content and retrieval keywords.
How to Verify Proper Configuration
- Upload the largest single insurance investment research document. Confirm no errors occur during upload and parsing processes, and verify that the upload size configuration takes effect.
- Run batch indexing tests. Check that indexing progress for hundreds of thousands of entries has no abnormal interruptions, and verify that the synchronization interval configuration adapts to data update cadence.
- Initiate retrieval tests. Check that retrieved results cover multiple document types including regulatory policies and product terms, and verify that field mapping configurations are correct.
- View system resource monitoring. Confirm that video memory and computing power of multiple graphics cards are reasonably scheduled, and verify that multi-graphics card configurations take effect.
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.