What the data for this category looks like
Data sources for integrated services investment research include official securities firm research report platforms, public industry databases, listed company announcement systems, and public documents from industry associations. Update frequencies vary by data source type. Listed company announcements are synced in real time. Securities firm research reports are synced on a daily release schedule. Industry weekly reports are updated weekly. Documents include structured and unstructured content. Structured sections contain fields such as publishing institution, release time, and associated industry code. Unstructured sections include research report body text and core viewpoints. Numeric fields record industry-related quantitative indicators. The longest single document body can reach tens of thousands of characters.
What constraints these characteristics impose on deployment and upgrade
The multi-source and decentralized nature of investment research data requires multi-data source connection rules to be configured during deployment. It also requires support for both incremental sync and full sync modes. Mixed structured and unstructured documents require mixed vector index configuration during deployment. This balances retrieval capabilities for structured fields and unstructured body text. For internal network deployment scenarios, the public data source pull switch must be turned off. Local or internal network available mirror sources must be configured to avoid reliance on public network resources. The upgrade phase must be compatible with existing structured data import templates. This prevents existing documents from failing to parse or retrieve correctly after upgrade.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
SYNC_DATASOURCE_INTERVAL | 300–1800 seconds | Covers the update cadence of investment research data from real-time to daily, balances sync timeliness and server load |
PARSE_MIXED_DOC_ENABLE | Enabled | Investment research documents contain both structured fields and unstructured body text, mixed parsing capability must be enabled |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Adapts to the conventional maximum size of single research report collections or industry database export files |
VECTOR_SEARCH_TOP_K | 10–20 entries | Ensures investment research retrieval results cover multi-dimensional viewpoints, meets the information comprehensiveness requirements of integrated services |
REDIS_IMAGE | Alibaba Cloud Container Registry redis:7.0-alpine | When the internal network environment cannot access public networks, this mirror source can be used to quickly pull dependencies and resolve pull failures |
MODEL_API_INTRANET_ENABLE | Enabled | Adapts to internal network deployment requirements for third-party model API calls, prohibits public network access links |
The parameter values provided on this page are common recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing values.
Three common mistakes
- Symptom: Redis image pull fails when running docker-compose up -d, returns connection timeout error. Cause: Alibaba Cloud container mirror source is not configured as the pull address, and the internal network environment cannot access public mirror repositories.
- Symptom: Vector retrieval function reports an error after upgrading the PgVector plugin, prompting version incompatibility. Cause: Existing vector data was not backed up beforehand, directly upgrading the plugin causes index structure to mismatch the new version.
- Symptom: Created language models do not appear in the optional list of application settings. Cause: The internal network model API switch is not enabled, or the internal network address and verification key of the model interface are not correctly configured.
How to confirm configuration is complete
- Run docker pull [configured Redis mirror address] to confirm no network errors occur during the pull process.
- Manually trigger a sync task for a specified data source, check that the system backend log contains no records of data source connection failures or parsing exceptions.
- Enter the knowledge base management page, upload a test investment research document, confirm the parsing process completes normally and corresponding vector data is generated.
- Enter the application's model configuration interface, confirm that added internal network model channels appear in the available model list.
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.