What the data for this category looks like
Daily other composite yield rate report data is sourced from public market quotation APIs, licensed institutions’ regular disclosure documents, and industry statistical submission datasets. Updates follow a daily report cycle. Core asset data completes updates on a T+1 daily basis. Some non-standard composite assets have a delay of no more than 24 hours due to internal accounting processes. Documents use a structured table format. Each record includes an asset unique identifier, statistical period, accounting caliber, yield value, associated market quotation benchmark field, and abnormal verification mark. For field units: yield values use standard financial pricing units, and associated benchmark fields use the native pricing units of the corresponding assets.
What constraints do these characteristics impose on form and interaction workflows
Multi-source and delayed data characteristics require the form to support a manual entry portal for delayed data, and provide cross-source field format verification rules. The T+1 update cycle requires the form’s date picker to lock the previous natural day by default, while supporting manual selection of historical periods for retrospective queries. The structured document format requires the form to include a standardized import template, supporting batch upload of structured data and automatic matching of preset field mappings. The abnormal mark field requirement means the interactive interface automatically highlights entries with abnormal marks, and provides a one-click correction operation button. Additionally, multi-dimensional field characteristics require the form to support custom display item configuration to adapt to the viewing needs of different users.
How to configure the settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
form_field_mapping | Map fields in the order of asset_id, stat_period, yield_value, abnormal_flag | Matches the standard field order of structured documents, and adapts to the automatic matching logic for batch imports |
default_date_range | Lock to a single day range of T-1 to T-1 | Aligns with the daily report T+1 update rhythm, reducing manual selection effort for users |
batch_import_template | Include a structured CSV template with required field verification rules | Adapts to the import requirements of structured documents, reducing format error rates |
abnormal_highlight_enable | Enabled | Matches the abnormal mark field in the data, improving recognition of abnormal data |
manual_retry_entry | Enable delayed data manual entry portal | Adapts to the delayed update characteristics of some non-standard assets |
field_customize_enable | Enabled | Adapts to the multi-dimensional field requirements of other composite categories, supporting user custom display items |
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 case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common configuration mistakes
- Symptom: The voice input button in the form appears grayed out and unclickable, or has no response after being clicked. Cause: The
voice_input_enableconfiguration item is not enabled, or the corresponding speech recognition dependency package is not pre-installed in the current operating environment. - Symptom: After batch importing structured data, some core fields display as empty or have mismatched values. Cause: The field order configured in
form_field_mappingdoes not match the field order in the import template, and the required field verification rules are not enabled. - Symptom: When selecting reference variables associated with the knowledge base, no optional values appear in the drop-down list. Cause: No metadata fields matching the yield data are configured in the knowledge base, or the synchronization cycle set in the
variable_sync_intervalconfiguration is too long, so data updates have not completed.
How to confirm the configuration is complete
- Open the form configuration page, check the default setting of
default_date_range, and confirm that the default range of the date picker aligns with the daily report update rhythm. - Upload a test data file that meets the format requirements, and check whether the system automatically matches the field mappings with no format error prompts.
- Import test data containing abnormal marks, confirm that the interface automatically highlights abnormal entries and displays the supplementary data entry portal.
- Enter the knowledge base association configuration page, check the variable synchronization status, and confirm that the drop-down list can display the configured metadata fields.
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.