What Data Looks Like for This Category
Data sources for general comprehensive investment research include third-party industry non-standard indicator libraries, local regulatory policy documents, niche segmented industry research notes, and cross-category linkage data reports. There is no unified update cycle. Some data sources push content quarterly or monthly, while temporary event data has no fixed update frequency. Document structures are mostly mixed formats, including structured table fragments, unformatted text descriptions, and scattered annotated content. Fields include event time, source entity, data dimension, and remarks. Units vary widely across data sources, and some data sources have no unified unit.
Constraints Imposed on Context and Token Processing
Mixed document structures make it difficult to unify segmentation boundaries, leading to key information being truncated or redundant fragments appearing. Irregularly updated data sources require the knowledge base to support incremental synchronization. If context recall does not use the latest version, information lag will occur. Multi-source heterogeneous fields and units require normalization during recall. Otherwise, invalid unit descriptions will mix into tokens and crowd out valid context space. Scattered annotated fields may be incorrectly recalled as irrelevant content, increasing unnecessary token consumption.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 token | General comprehensive investment research documents mostly use mixed structures, requiring sufficient context to accommodate valid segments after splitting and avoid truncating key logic |
chunkSize | 1000–1500 characters | Balance segmentation completeness and token utilization, avoiding overly short segments that cause context fragmentation and overly long segments that exceed single-segment token limits |
maxRecallChunks | Top 6–8 entries | Filter low-relevance fragments while covering associated information required for investment research analysis, avoiding token overload |
similarityThreshold | 0.72–0.80 | Screen high-relevance knowledge base fragments, reduce invalid token consumption, and improve the accuracy of context understanding |
PARSE_CHUNK_OVERLAP | 100–200 characters | Retain overlapping segmentation areas to avoid key information in mixed structure documents being split between two segments |
maxResponseTokens | 2000–3000 token | Meet the complete output length required for investment research analysis, avoiding responses being truncated midway |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Three Common Misconfigurations
- Phenomenon: The sum of
maxContextandmaxResponseTokensexceeds the token limit of the selected model, resulting in a400 Bad Requesterror returned by the API. Cause: No joint configuration based on the model's token limit was performed, and the two parameters were set independently. - Phenomenon: Recalled knowledge base fragments have inconsistent field units, leading to model misunderstanding of data meaning. Cause: Data source field normalization configuration was not enabled, and original multi-source heterogeneous field content was recalled directly.
- Phenomenon: After incremental synchronization of the knowledge base, redundant old-version fragments are still recalled, leading to excessive context token consumption. Cause: No incremental update version verification logic was configured, and all historical fragments were recalled directly in full.
How to Confirm Configuration is Complete
- View the knowledge base parsing log, verify the token count of each segment after splitting, and confirm it meets the single-segment processing requirements of the selected model.
- Initiate a test query, use the context preview module in the interface to confirm that the recalled fragments contain valid investment research information and no redundant heterogeneous field content.
- Perform an incremental synchronization operation, check the knowledge base fragment list to confirm that only updated data source fragments are loaded.
- View the model call log to confirm that the actual used context and response token parameters match the configured values.
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.