Database and Operations for Investment Research Knowledge Base Construction on Investment Platforms

Data for this category mainly comes from public industry research reports, listed companies' periodic reports, real-time trading quotes, and

What this category of data looks like

Data for this category mainly comes from public industry research reports, listed companies' periodic reports, real-time trading quotes, and macroeconomic indicators. Update rhythms vary significantly: quote data is pushed in real time, financial reports are updated on a fixed quarterly or annual schedule, and industry research reports are updated in sync with institutional release timelines. Single-document lengths vary widely, ranging from thousands of words of industry briefings to over 100,000-word in-depth investment research reports. Fields include ticker codes, trading prices, valuation metrics, industry classifications, and more. Units include percentages, currency units, multiples, and other types.

What constraints do these characteristics place on the database and operations workflow?

Large single-document sizes including ultra-large files require database and operations workflows to support large file chunked storage and parallel parsing. Significant differences in data update rhythms require differentiated synchronization strategies for real-time stream data, scheduled batch data, and event-triggered data to avoid synchronization conflicts. Diverse field types and units require unified metadata mapping rules to ensure field consistency across data sources. High-frequency writes of real-time quote data require database clusters to support high concurrent processing, while reserving sufficient storage expansion space for long-term data accumulation.

How to set the configurations

Configuration ItemRecommended ValueRationale
PARSE_FILE_TIMEOUT_SECONDS600-1200 secondsIn-depth investment research reports typically have long lengths, and sufficient parsing time must be reserved to avoid timeout interruptions
UPLOAD_FILE_MAX_SIZE2000 MBSingle in-depth research reports may exceed 100 MB, so large file uploads must be allowed to cover all investment research documents
DB_CONNECTION_POOL_SIZE32-64High-frequency writes of real-time quote data and concurrent queries from multiple users require a sufficient connection pool to prevent request blocking
RECALL_CHUNK_SIZE800-1200 charactersCore information in investment research documents is mostly concentrated at the paragraph level, and this length can fully cover a single segment of core logic
SQL_PARSE_STRICT_MODEfalseSQL generated for investment research scenarios may include custom field mappings, and relaxed mode can support query requests with non-standard syntax
MONGO_REPLICA_SET_COUNT3Investment research data requires high availability. A 3-node replica set enables automatic failover when a single node fails, avoiding data interruptions

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

Three common mistakes

  • Symptom: Large file parsing times out, and the log shows an ETIMEDOUT error. Cause: The PARSE_FILE_TIMEOUT_SECONDS parameter is not adjusted, and the default timeout period is insufficient for processing ultra-large in-depth investment research reports.
  • Symptom: Chinese characters in MySQL query results display garbled text, and the issue persists after modifying all character set configurations. Cause: charset=utf8mb4 is not explicitly specified in the database connection string, leading to encoding mismatches during transmission.
  • Symptom: Generated SQL statements include punctuation marks, and execution returns a 1064 You have an error in your SQL syntax error. Cause: The relaxed mode for SQL parsing is not enabled. Strict mode blocks non-standard query statements with extra punctuation.

How to confirm the configuration is correct

  • Upload a single investment research report larger than 1000 MB, wait for parsing to complete, and confirm no timeout errors occur.
  • Connect to the configured MySQL database, insert test data containing Chinese characters, and confirm Chinese characters display correctly after querying.
  • Generate an SQL statement that includes custom fields, execute the query, and confirm normal result returns.
  • Check the database cluster monitoring dashboard, confirm that connection pool usage does not exceed the preset threshold, and there are no frequent connection errors.

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.