What the data for this category looks like
Data sources for joint-stock bank investment research knowledge bases include internal research reports, regulatory policy documents, macroeconomic indicator reports, peer industry dynamic briefings, and internal credit review documents. Update frequency varies by data type. Regulatory documents are pushed in real time. Macro data is updated daily. Industry research reports are released weekly or on demand.
Documents fall into three categories: structured reports with fixed fields such as issuing institution, release date, and data dimensions; semi-structured research reports with summaries, core viewpoints, and data-supported paragraphs; and unstructured notifications. Most fields use financial professional units such as basis points, 100 million RMB, and percentages.
Constraints imposed on deployment and upgrade by these characteristics
Investment research documents are generally large in size and contain numerous chart attachments. This places higher requirements on memory and timeout parameters for file upload and parsing. Structured data accounts for a large proportion, so targeted configuration of structured parsing rules is needed to avoid field extraction deviations.
Data update frequencies are uneven and sensitivity is high. During deployment, incremental synchronization mechanisms for internal network environments must be adapted. During upgrade, excessive resource occupation caused by full indexing must be avoided. There are many professional terms and complex field dimensions, so dimension matching and recall rules for vector databases must be adjusted separately to meet the accuracy requirements of investment research scenarios.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 1000 MB | Joint-stock bank investment research reports often contain multi-page charts and data attachments, resulting in large single-file sizes |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Parsing long documents with multiple attachments takes a long time, so sufficient processing time must be reserved |
maxContext | 800–1200 characters | Investment research documents mostly use long paragraph structures, adapting to long-context parsing and recall logic |
Recall count | Top 8–12 results | Investment research decisions require multi-dimensional data support; too few recall results fail to cover requirements, while too many increase inference burden |
Similarity threshold | 0.72–0.85 | Investment research data has strong professionalism, so high matching accuracy is needed to filter irrelevant content |
Incremental synchronization cycle | Every 6 hours | Regulatory policies and market dynamics are updated frequently, so latest data must be synchronized in a timely manner |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common misconfigurations
- After deployment, an environment configuration missing prompt appears, with an error message containing
Missing environment variable: VECTOR_DB_URL. The cause is failure to configure the internal network access address of the vector database. Joint-stock bank data is sensitive and requires internal network deployment, so configuration of internal network environment variables is easily overlooked. - After upgrade, no image understanding model option appears when creating a knowledge base. The model selection list does not include the corresponding entry. The cause is failure to remount the model image during upgrade or failure to configure the model API key. Investment research documents often contain charts, so this function is a core configuration item.
- After uploading a file, the model does not respond, with a status code of
504 Gateway Timeout. The cause is that thePARSE_FILE_TIMEOUT_SECONDSparameter was reset to a low default value after upgrade. Long document parsing cannot be completed within the specified time.
How to confirm configurations are properly set
- Upload a single large investment research report, check that the parsing task completes within the preset time with no timeout errors.
- Create a new knowledge base, check that the image understanding model option is included in the model selection list.
- Run an incremental synchronization task, check that only newly added documents are indexed with no full duplicate indexing.
- Upload a structured data report, check that parsed fields are correctly extracted and stored in the vector database.
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.