What the Target Data Looks Like
Investment research data sources cover research reports across business segments, subsidiary financial reports, cross-industry regulatory documents, consolidated financial statements, and industry linkage analysis documents. Update frequencies vary by source type: subsidiary financial reports are updated quarterly or annually, industry research reports are updated weekly or in real time, and regulatory documents are released irregularly. Document structures are mostly cross-segment integrated, including subsidiary identifiers, business segment classifications, related party transaction fields, and standard units such as RMB amounts, share counts, and industry classification codes.
Constraints for Context and Token Workflows
Cross-segment integrated document structures require context to retain business segment association information. Otherwise, split chunks will lose cross-subsidiary analysis logic. Differences in update frequencies across data sources require context caches to distinguish update rates. This prevents outdated data from occupying excessive token resources. Multi-field document content requires that associated fields are retained during retrieval. Otherwise, the basis for investment research conclusions will break. Long documents require token allocation to balance retrieval scope and single-block content integrity. This avoids information loss from over-splitting.
Recommended Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 15000–25000 characters | Covers core context of cross-segment integrated research reports, avoids losing business segment associations after splitting |
chunkSize | 800–1200 characters | Balances per-block token usage and the integrity of cross-subsidiary associated content, prevents splitting cross-business segment analysis paragraphs |
searchRecallCount | Top 8–12 results | Matches retrieval needs across multiple data sources, avoids excessive low-relevance content occupying token resources |
rerankTopN | Top 4–6 results | Filters redundant cross-segment irrelevant retrieval results, controls token usage per response |
maxTokenPerResponse | 3000–4000 tokens | Matches per-response token limits, avoids triggering platform limit errors |
preserveChunkRelation | Enabled | Retains context associations within the same document, prevents splitting cross-subsidiary related party transaction analysis content |
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 case-by-case analysis. It is recommended to test on your own samples before finalizing.
Three Common Misconfigurations
- Per-response
413 Request Entity Too Largeerrors occur whensearchRecallCountis set to 2000. This retrieves an excessive number of low-relevance cross-segment documents, causing context token usage to exceed configured limits. - Context is lost after multi-turn conversations, preventing continuation of cross-subsidiary investment research analysis. This happens when the
maxContextparameter is not configured, or its value is too small to store context information from multi-turn interactions. - Recorded related party transaction paragraphs are incorrectly split, leading to broken context. This occurs when the
preserveChunkRelationconfiguration is not enabled, as the system splits cross-business segment analysis content using fixed sizing.
How to Verify Correct Configuration
- Upload a test document containing cross-subsidiary associated analysis, view the parsed chunk list, and confirm that associated paragraphs are not split.
- Initiate a test conversation with cross-segment investment research questions, view the token usage logs of returned results, and confirm that limit errors are not triggered.
- Adjust the
searchRecallCountparameter, view the number of documents returned by knowledge base search, and confirm it matches the configured value range. - View system operation logs, confirm that the
maxContextandpreserveChunkRelationparameters are active, and confirm there are no context loss error messages.
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.