Deployment and Upgrade of Iron Ore Investment Research Knowledge Base

Iron ore investment research data comes primarily from public industry index platforms, port customs clearance data, steel mill purchase ledgers

What the data for this category looks like

Iron ore investment research data comes primarily from public industry index platforms, port customs clearance data, steel mill purchase ledgers, futures delivery warehouse announcements, and professional research reports. Structured data includes daily updated spot quotes, weekly port inventory, and monthly supply and demand balance sheets. Fields cover grade, origin, loading/unloading port, and transaction price. Units are mostly yuan per wet ton and percentage. Unstructured data is mostly PDF-format industry research reports, including policy interpretations and supply and demand trend analysis. Update frequency varies by data source: spot quotes are updated daily, and research reports are released as needed.

What constraints do these characteristics impose on deployment and upgrade

The multi-type and strong timeliness of iron ore investment research data creates multiple constraints for deployment and upgrade. The daily update feature of structured data requires configuring incremental sync tasks during deployment, to avoid excessive resource usage from full syncs. Unstructured research reports have large differences in length. When upgrading the document parsing module, long text segmentation logic must be supported, to avoid truncating critical information. Differences in update rhythms across data sources require retaining compatible configurations for multiple scheduled tasks during upgrades. Adding new data sources does not require rebuilding the entire sync link. Additionally, the strong timeliness of price data requires reserving interface bandwidth for real-time data access during deployment. Core data links must not be interrupted during upgrades.

How to set the configurations

Configuration ItemRecommended ValueRationale
PARSE_FILE_TIMEOUT_SECONDS600 secondsIron ore industry research reports are typically lengthy, prevents parsing processes from timing out
Segment Length800–1200 charactersBalances semantic completeness of long texts and vector recall accuracy, avoids semantic fragmentation from overly short segments
Number of Retrieved Results10–15Meets multi-dimensional information coverage needs for investment research scenarios, avoids missing key supply and demand and price data from too few retrieved results
Number of Reranked Returned Results5–8Focuses on core investment research conclusions, reduces invalid information interference, and aligns with analysts' information screening habits
Incremental Sync Interval3600 secondsAdapts to the daily update feature of spot quotes, ensures data freshness while reducing sync resource consumption
UPLOAD_FILE_MAX_SIZE200 MBCovers upload needs for most industry research reports and port inventory reports, prevents large file upload failures

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

Three common mistakes

  • Phenomenon: After importing a JSON-format knowledge base configuration, the knowledge base selection dropdown is empty, and the target library cannot be selected directly. Cause: The KNOWLEDGE_BASE_DEFAULT_SOURCE parameter is not configured correctly, or the source_id field in the JSON file does not match the existing knowledge base ID in the platform.
  • Phenomenon: The Reranker container fails to call normally after startup, and the log prompts an invalid access token error. Cause: The RERANKER_ACCESS_TOKEN parameter is not correctly obtained and configured, or the token has expired.
  • Phenomenon: A connection timeout error is returned when calling a locally deployed large model, and the log shows a Connection refused status code. Cause: The LOCAL_LLM_API_BASE parameter is not filled in correctly, or the local large model service has not opened access permissions for the corresponding port.

How to confirm the configuration is correct

  • Upload a CSV file of iron ore spot quotes, check if the parsed text fully retains core fields such as grade, origin, and price, to confirm that the segment length configuration meets expectations.
  • Trigger an incremental sync task, check if the sync log contains the latest spot quote data of the day, to confirm that the incremental sync interval configuration takes effect.
  • Initiate an investment research-related query, check if the number of returned results matches the Number of Reranked Returned Results configuration, to confirm that the Reranker service is called normally.
  • Check the system language settings, confirm that the interface is displayed in Chinese, to verify that the DEFAULT_LANGUAGE parameter is configured correctly.

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.