What the data for this category looks like
Multi-financial investment research data mainly comes from regulatory filing documents, quarterly reports from industry associations, internal investment research meeting minutes of institutions, public financial reports of listed companies, and third-party industry research datasets. The update rhythm is not fixed: regulatory disclosure documents are released alongside events, industry reports are updated quarterly, and internal meeting minutes are synced as needed. Documents are mostly structured research reports and semi-structured compliance documents, containing fields such as product scale, compliance numbers, risk ratings, etc. Common units are 100 million yuan, quarter, and rating levels.
What Constraints These Characteristics Impose on Deployment and Upgrade
The non-fixed update rhythm of multi-financial investment research data requires configuring incremental synchronization mechanisms during deployment, to avoid full data pulling that consumes storage and computing resources. Diverse document structures require adapting to differentiated parsing rules: compliance documents must retain original field formats, while research reports need to be split into paragraphs by chapter. Therefore, custom parsing templates must be preset during deployment. The low-latency requirement for real-time market data requires adjusting interface call timeout parameters. During upgrades, it is necessary to retain compatibility with existing incremental synchronization configurations to prevent loss of historical investment research data, and also verify the compatibility of custom parsing templates in the new version.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 1000 MB | Multi-financial research reports are mostly long PDFs, with individual files often exceeding 500 MB. The upload limit must be raised to support importing complete documents |
PARSE_FILE_TIMEOUT_SECONDS | 1200 seconds | Long industry research reports take longer to parse, and the default timeout duration cannot cover the complete parsing process |
maxContext | 8000–12000 characters | Investment research documents have dense content, so the context window needs to be expanded to retain complete logical chains and data associations |
Recall count | Top 8–10 results | Investment research data requires covering multi-dimensional information. Too many results increase inference burden, while too few results miss key segmented content |
Similarity threshold | 0.75–0.85 | Investment research data has strong professional requirements. Low-correlation recalled results must be filtered, while weakly correlated information in niche fields must be retained |
Incremental sync interval | 15–30 minutes | Adapt to non-fixed update rhythms, and perform synchronization on demand to avoid resource waste |
The parameter values provided on this page are all common recommendations used as starting points for configuration. Actual values are affected by material formats, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- The symptom is an error when calling the knowledge base interface: "connection timed out" or "insufficient permissions", with status codes 403 or 504. The cause is that the public IP of the FastGPT deployment node was not added to the cloud database whitelist, resulting in blocked database access.
- The symptom is parsing failure of long research reports, with the interface displaying "parsing timed out" logs. The cause is that the
PARSE_FILE_TIMEOUT_SECONDSparameter was not adjusted, and the default short timeout duration cannot cover the parsing requirements of long documents. - The symptom is that after upgrading to version v4.8.20-fix, custom parsing templates fail to work, or an error "configuration file does not exist" is displayed at startup. The cause is that compatibility of the
config.jsonconfiguration with the new version was not confirmed, and some old version parameters need to be migrated to environment variables or interface configuration items.
How to Confirm Configurations Are Set Correctly
- Perform a local test to upload a single long research report, verify that the parsed text structure matches the original document, and confirm that upload and parsing configurations are effective.
- Connect to the database instance, execute a simple query statement, confirm that network connectivity and permission configurations are correct, and that corresponding database access parameters are accurate.
- Initiate a knowledge base recall test, verify that the number of returned results matches the
Recall countconfiguration, and that similarity falls within the preset range. - After upgrading to the target version, check that interface configuration items can be edited normally, and confirm that old version configuration parameters have been migrated.
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.