What the data for this category looks like
Data sources for the comprehensive service investment research knowledge base include public financial news terminals, periodic and interim announcements of listed companies, industry research report libraries, wealth product prospectuses, macroeconomic statistics, and more. Update cycles cover three categories: real-time (emergency announcements, industry news), daily (industry research report updates), and change-triggered (wealth product clause adjustments). Document structures include structured tables (such as product return parameters, position details) and unstructured analytical text (such as industry trend analysis, individual stock rating reports). Fields include research report release date, product code, annualized rate of return, credit rating, industry classification, and others. Some fields have clear business units.
What constraints do these characteristics impose on the "model integration and configuration" link
Multi-source and heterogeneous document structures require configuring multi-format parsing adaptation rules during model integration to avoid incorrect splitting or omission of structured fields. Real-time and high-frequency updated data requires configuring trigger parameters for scheduled incremental synchronization to ensure the timeliness of knowledge base content matches source data. The high proportion of long texts requires adjusting context window and segmentation parameters to prevent core investment research conclusions from being truncated. Fields with clear units require configuring field verification rules to prevent model confusion of business units leading to reasoning errors. Meanwhile, the professionalism of investment research content requires integrating embedded and reasoning models adapted to the financial vertical domain to improve recognition accuracy of professional terms.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
chunkSize | 800–1200 characters | Investment research documents are mostly long texts. Segmentation preserves complete logical units and prevents truncation of core research report conclusions |
syncInterval | 15 minutes | Investment research information has high timeliness requirements. Scheduled synchronization ensures the timeliness of knowledge base data |
embeddingModel | Financial vertical embedding model | General embedding models have insufficient recognition accuracy for financial terms such as beta coefficient, duration. Vertical models have better adaptability |
errorRetryCount | 2 retries | Occasional network fluctuations occur during investment research data synchronization. Retries prevent synchronization interruptions caused by single request failure |
similarityThreshold | 0.75–0.85 | Investment research content has strong professionalism. Low-related retrieval results need to be filtered to ensure the matching degree of recalled content |
The parameter values provided on this page are all conventional recommendations used as starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis. It is recommended to conduct actual tests on your own samples before finalizing the values.
Three common mistakes
- Phenomenon: Model interface call returns 405 status code. Cause: Request method for model integration is not configured correctly, or cross-domain requests for investment research services are not allowed.
- Phenomenon: Cannot query the accessed model ID in the workflow. Cause: The corresponding model has not been registered in the model management module, or the filled model ID does not match the identifier assigned by the platform.
- Phenomenon: Model reasoning time exceeds expectations. Cause: The length of incoming context fragments is not limited, or the lightweight reasoning configuration of the model is not enabled, resulting in excessive processing load for long investment research documents.
How to confirm the configuration is complete
- Initiate a small-batch investment research document synchronization task, check whether there are no errors in the synchronization log, and whether the field parsing results of the documents match the source data.
- Call the model test interface, pass standard investment research questions, check whether the returned results match the content in the knowledge base, and whether the response time meets preset requirements.
- Check the configuration parameters on the model management page, confirm that the values of
embeddingModel,syncIntervaland other items match the preset plan. - Trigger a simulated abnormal request, check whether the retry logic is executed according to the configured
errorRetryCount.
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.