Database and Operations for Investment Research Knowledge

What Data Looks Like for This Category

Data sources include in-house credit ledgers, operating data of local agricultural-related entities, publicly available industrial statistical materials from local governments, and regional financial operation briefs.

Update frequency follows three schedules:

Real-time updates for in-house transaction data
Monthly updates for local industrial monitoring data
Quarterly updates for local economic operation reports

Document structure falls into two categories:

Structured ledger documents, with fields including entity identification, credit limit, transaction date, etc. Units are ten thousand yuan, transaction count, and year-month-day.
Unstructured analysis documents, containing paragraph content such as industry overviews and risk prompts, with no unified fixed field length.

What Constraints These Characteristics Impose on Database and Operations

Real-time transaction data requires high-frequency writes. The database must support high-concurrency write operations to avoid table locking or write blocking.

Multi-field associated queries for structured ledgers need joint indexes on commonly used query fields. Without these indexes, single-table query latency will increase significantly.

Unstructured document storage volume grows linearly over time. Plan expansion paths and archiving strategies in advance to prevent capacity exhaustion on a single storage node.

Publicly imported external data carries a risk of inconsistent formats. Add a pre-import verification link to ensure field formats comply with preset specifications, preventing dirty data from entering the knowledge base.

Configuration Settings

Configuration Item	Recommended Value	Rationale
`MONGO_MAX_POOL_SIZE`	`20–30 connections`	Adapts to daily concurrent query volume for rural commercial bank investment research knowledge bases, balances connection resource usage and response speed
`PARSE_CHUNK_SIZE`	`800–1200 characters`	Adapts to semantic splitting requirements for rural commercial bank investment research documents, ensures complete business logic is retained after segmentation
`RECALL_TOP_K`	`Top 8–10 results`	Meets recall accuracy requirements for regional industry and credit policy queries, reduces invalid results
`DB_BACKUP_CRON`	`0 2 * * *`	Runs full backups during daily 2 AM business low peaks, avoids impacting daily operations
`QUERY_TIMEOUT`	`600 seconds`	Adapts to execution duration of complex cross-table investment research queries, prevents legitimate queries from being forcibly terminated
`MONGO_REPLICA_SET_ENABLED`	`true`	Ensures high availability of rural commercial bank investment research data, enables fast switching without data loss during single-node failures

The parameter values provided on this page are all common recommended starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing.

Three Common Misconfigurations

A MongoServerError: ReplicaSetNoPrimary error occurs when starting the service. The cause is that replica set verification was forcibly enabled, but replica set initialization configuration was not completed.
The chat_history collection in the database has no corresponding records. The cause is that CHAT_HISTORY_ENABLED was not configured to the enabled state, or the storage path permissions were not opened to the service process.
Unstructured document upload fails with the prompt Storage volume not found. The cause is that the storage volume mount path was not configured correctly, or the path permissions were not opened to the service process.

How to Confirm Proper Configuration

Run the MongoDB connection test command to verify whether the connection pool configuration matches the preset connection number requirements.
Upload a standard rural commercial bank investment research document, and check whether the parsed segmentation results comply with the preset splitting rules.
Initiate a typical cross-table investment research query, confirm that the query execution was not terminated prematurely, and matches the preset timeout configuration.
Trigger a storage occupancy alarm test, confirm that the alarm rules have been correctly configured and can be triggered normally.

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.