What Data for This Category Looks Like
Data sources for integrated services investment research cover public brokerage research reports, macroeconomic statistical databases, public reports from industry associations, listed company disclosure documents, and third-party professional financial data interfaces. Update frequencies vary widely by data source type. Macro indicators are updated daily or weekly. Brokerage research reports are synced in real time as they are published. Listed company announcements are collected immediately after being disclosed by exchanges. Each individual document includes metadata fields (publishing organization, publication time, classification tags), main body content, and embedded data tables. Core fields include target prices, revenue forecasts, rating conclusions, and some fields require matching corresponding business units.
Constraints Imposed on Database and Operations Workflows
Multi-source heterogeneous data sources require databases to support storage solutions that combine structured data access and unstructured document parsing, and adapt to multiple formats such as SQL Server, CSV files, and parsed PDF text. Differentiated update frequencies require layered scheduling rules to distinguish real-time synced announcement data from periodically updated macro indicators, preventing resource waste. Embedded data tables and multi-type fields (including unit-bearing numerical values and text ratings) require unified metadata mapping rules to ensure accurate field matching during retrieval. Large-scale historical data accumulation requires reasonable index planning to avoid retrieval delays, and supporting data compliance verification processes to ensure storage and retrieval of financial sensitive information meet regulatory requirements.
Configuration Settings
| Config Item | Recommended Value | Rationale |
|---|---|---|
SQL_DATASOURCE_WHITELIST | ["sqlserver://host:port;database=xxx;user=xxx;password=xxx"] | Integrated services need to access third-party SQL Server-type financial databases. Whitelists restrict access to legitimate data sources and prevent unauthorized connections |
PARSE_TABLE_STRATEGY | extract_all_with_metadata | Investment research documents contain a large number of business tables with units. Extract table content and associate metadata fields to ensure availability for structured retrieval |
DATA_REFRESH_SCHEDULE | {"real_time": ["announcement"], "daily": ["macro_data"], "weekly": ["industry_report"]} | Update frequencies vary widely across data sources. Layered scheduling configured by data source type balances real-time performance and resource usage |
VECTOR_DB_INDEX_TYPE | HNSW | Investment research data includes a large volume of long text and structured data. HNSW indexing balances retrieval speed and recall accuracy, adapting to high-concurrency retrieval scenarios |
QUERY_TIMEOUT | 30 seconds | Integrated services need to handle multi-source data associated retrieval. 30 seconds covers most complex query scenarios and avoids business process disruption from timeouts |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Investment research reports may contain large numbers of charts and appendices, with large individual file sizes. Raising the upload limit supports complete document imports |
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. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: Database connection configured but SQL Server data cannot be read normally, and the interface returns
500 Internal Server Error. Cause: The target SQL Server instance is not added to theSQL_DATASOURCE_WHITELISTconfiguration item, or the connection string does not correctly specify the database name and authentication parameters. - Symptom: Investment research document retrieval takes more than 15 seconds, exceeding business expectations. Cause:
VECTOR_DB_INDEX_TYPEis not configured as HNSW, or refresh scheduling is not layered by data source type, leading to index overload and inability to respond quickly to retrieval requests. - Symptom: Fields such as target prices and revenue forecasts in parsed research reports lack unit information. Cause: The full metadata extraction mode of
PARSE_TABLE_STRATEGYis not enabled, only plain text content is extracted, and unit fields from embedded tables are not retained.
How to Verify Proper Configuration
- Run a database connectivity test, use the configured connection string to attempt connection to the target data source, and confirm no connection errors occur.
- Submit an investment research document containing embedded data tables for parsing, and check if the parsed metadata fields include unit information from the original document.
- Initiate a multi-source data associated retrieval, confirm that retrieval latency meets the expected threshold for the business scenario, with no obvious timeouts.
- Review the running logs of scheduled refresh tasks, confirm that update scheduling for different data sources follows configured rules, with no task backlogs or omissions.
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.