Deployment and Upgrade for Investment Research Knowledge

What the data for this use case looks like

Data sources include quarterly/annual financial reports from internal subsidiaries, cross-industry research reports, macroeconomic regulatory documents, and operational data from each business line. Update cadences vary significantly: financial reports are updated on a fixed quarterly and annual basis, industry research reports are updated in real time alongside industry trends, and regulatory documents have no fixed release schedule. Document structures include structured financial tables (with fields such as revenue, net profit, mostly using units of ten thousand yuan or hundred million yuan), unstructured research report text, and semi-structured regulatory announcements (with fields such as document number, release date). Individual file sizes range widely, from tens of KB for regulatory announcements to tens of MB for integrated research reports.

What constraints these characteristics impose on deployment and upgrade

Multi-source, heterogeneous data structures require configuring multi-format parsing plugins during deployment to enable unified parsing of structured tables, unstructured text, and semi-structured announcements. Varying update cadences across data sources require presetting incremental sync scheduling rules during deployment, and avoiding conflicts between sync tasks and version upgrade processes during upgrades. Inconsistent field units require configuring unified field conversion logic during deployment, and compatibility with older conversion rules during upgrades to prevent data alignment errors. A high proportion of long documents requires adjusting text chunking parameters during deployment, and retaining original chunking indexes during upgrades to ensure consistency of existing retrieval results.

How to set configurations

Configuration Item	Recommended Setting	Rationale
`PARSE_FILE_TIMEOUT_SECONDS`	`600 seconds`	Long individual files from industry research reports and group financial reports require sufficient parsing time to complete text extraction and structured conversion
`UPLOAD_FILE_MAX_SIZE`	`1000 MB`	Large files including group-level integrated financial reports and cross-subsidiary operational data require support for large file uploads
`chunkSize`	`1000–1500 characters`	Balances semantic completeness of long research reports and retrieval accuracy, avoids truncating key financial fields and business metrics
`Recall count`	`Top 10–15 results`	Investment research analysis requires coverage of multi-business domain data, so enough relevant fragments must be retrieved to support cross-subsidiary comparative analysis
`rerank_top_n`	`Top 5 results`	Investment research decisions require precise screening of highly relevant content to reduce interference from redundant information in analysis
`SYNC_INCREMENTAL_INTERVAL`	`Calibrated based on actual testing`	Update cadences vary widely across subsidiary data sources, so incremental sync cycles must be adjusted based on actual business needs

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. Specific issues require targeted analysis, and it is recommended to test on your own samples before finalizing settings.

Three Common Mistakes

Phenomenon: Incremental sync tasks time out after an upgrade, with an ETIMEDOUT error shown in logs. Cause: The PARSE_FILE_TIMEOUT_SECONDS parameter was not adjusted. The default value is insufficient for parsing long documents, leading to sync task interruption.
Phenomenon: The rerank module returns no results, with a model version mismatch prompt in the console. Cause: A rerank model matching the FastGPT version was not specified, causing the rerank module to fail to load properly.
Phenomenon: Network connectivity functions cannot be called normally after an upgrade, with a 404 Not Found error returned. Cause: The API adaptation configuration of the network plugin was not updated. The older plugin is incompatible with the new FastGPT interface.

How to Confirm Configurations Are Properly Set

Upload a group-level financial report document. Check that the parsed text is complete, with no truncation or garbled characters. Verify that parsing time matches the preset PARSE_FILE_TIMEOUT_SECONDS value.
Initiate an incremental sync task. Check the sync status of each data source, and confirm there are no timeout or failure logs.
Initiate a retrieval test, input investment research-related keywords, and verify that the number of returned results matches the Recall count and rerank_top_n configurations.
Adjust the chunkSize parameter and reindex the document. Check that the semantic integrity of chunked text is maintained, with no key indicators truncated.

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.