Model Access and Configuration for Investment Research

What this category’s data looks like

Investment research data sources include consolidated group financial statements, individual operating data from each subsidiary, industry-specific research reports, regulatory policy documents, and macroeconomic indicators. Update frequency varies widely by data type: Consolidated financial statements are updated quarterly or annually. Subsidiary operating data is updated weekly or daily. Industry research reports and policy documents are updated in real time upon release. Documents fall into three categories: structured financial tables, semi-structured research report text, and unstructured policy text. Core fields include consolidated revenue, individual subsidiary net profit, related party transaction amount, and others. Units include Chinese yuan, ten thousand yuan, hundred million yuan, and percentage-based financial metrics.

Constraints on model access and configuration

The multi-field nature of structured financial data requires configuring field-level recall rules during model access. This distinguishes indicator definitions for consolidated group and individual subsidiary data, preventing indicator confusion. Format differences across multiple data sources require configuring parsing templates for different document types. These templates handle structured tables, semi-structured text, and unstructured policy files separately. Frequently updated operating data requires enabling incremental sync configuration. This avoids resource usage from full data pulls. Research reports with a high share of long documents require configuring reasonable segment length parameters. This ensures models can fully read core information. The need for accurate identification of specific fields such as related party transactions requires adjusting similarity matching threshold parameters.

Configuration Settings

Configuration Item	Recommended Value	Rationale
`UPLOAD_FILE_MAX_SIZE`	`2000 MB`	Single consolidated financial statement or long research report files typically do not exceed 1500 MB. This value reserves reasonable buffer space
`PARSE_FILE_TIMEOUT_SECONDS`	`900 seconds`	Parsing structured financial tables requires handling multi-field relationships. Long document segmentation takes significant time. 900 seconds covers most scenarios
`maxContext`	`8000–12000 characters`	Core information for investment research documents is concentrated in the first section. This range fully covers core indicators of consolidated financial statements and core viewpoints of research reports
`Recall count`	`Top 8–12 results`	Matching both consolidated group data and individual subsidiary data is required. 8-12 results cover valid recall results from multiple sources
`Similarity threshold`	`0.75–0.85`	Similar fields for consolidated and individual subsidiary data must be distinguished. A higher threshold avoids indicator confusion while ensuring recall coverage
`Rerank result count`	`Top 5 results`	Focus on the most relevant core data, avoiding redundant information interfering with model judgment

The parameter values provided on this page are common starting points for configuration setup. Actual values are affected by material format, data volume, and business rules. Each scenario requires specific analysis. It is recommended to test on your own samples before finalizing settings.

Three Common Configuration Errors

Symptom: exec format error appears after deployment, container fails to start. Cause: An AMD architecture model image was used, and it was not adapted to the ARM architecture server environment.
Symptom: Tool call return results have significant deviations. Recalled subsidiary data is confused with consolidated group data. Cause: Field-level recall rules were not configured, and the similarity threshold was set too low, leading to incorrect matching of similar fields.
Symptom: Multimodal model cannot recognize chart data normally after access. Cause: A dedicated parsing template for the multimodal model was not configured, and relevant switches for image recognition were not enabled.

How to Confirm Proper Configuration

Upload a mixed file of consolidated financial statements and individual subsidiary financial statements. Verify that parsed data fields correctly distinguish consolidated group and individual subsidiary data definitions.
Trigger an incremental sync task. Check backend logs to confirm only updated files are synced, and no full data pulls are repeated.
Call the model for investment research queries. Verify that returned results include specified core fields and have no formatting issues.
Test container startup on an ARM architecture server. Confirm the exec format error no longer appears.

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.