What this category of data looks like
The data for urban commercial bank yield daily reports comes from internal wealth management operation systems and regional interbank data sharing platforms. The update schedule is to complete full daily product data updates after 18:00 each day, and release externally in the early morning of the next day. The document structure is a fixed-format structured two-dimensional table. A single table covers all on-sale and existing wealth management products, interbank certificates of deposit and other products under the bank. Fields include product unique code, product classification tag, revenue reference value, statistical cycle, data update timestamp. There is no additional nested format content.
Constraints imposed by these characteristics on the model access and configuration link
The requirement for structured fixed fields means that exclusive parsing rules must be configured when integrating the model, to avoid field misalignment caused by general parsing. Data updated at a fixed daily time means that the trigger time of the scheduled synchronization task must align with the data release time of the urban commercial bank, to ensure that the latest complete data is obtained. The single-table full product document structure means that the primary key deduplication rule must be enabled when configuring batch imports, to avoid repeated recall of historical data for the same product. The standardized field for revenue reference values means that a field mapping rule must be configured when calling the model, to align internal field names with the field requirements of the large model prompt, to ensure that the output content complies with business specifications.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_STRUCTURED_MODE | Enabled, bound to the "Urban Commercial Bank Yield Daily Report" template | This category of data uses a fixed structured format. Binding an exclusive template allows accurate extraction of all preset fields, avoiding field matching errors from general parsing |
DATA_SYNC_CRON | 0 19 * * * | Urban commercial bank data updates after 18:00 daily. Triggering synchronization 1 hour in advance ensures that the latest full daily data is obtained |
RECALL_PRIMARY_KEY | Product Unique Code | This field is the unique identifier for products. Configuring this automatically filters duplicate historical product data, avoiding redundant recall results |
maxContext | 8000–12000 characters | The daily report data volume is moderate. This range covers all preset fields and context information, avoiding truncation of key content |
Rerank result count | Top 8 entries | The number of urban commercial bank wealth management products usually ranges from dozens to hundreds. This value balances the amount of broadcast information and model processing efficiency |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | The daily report file size is usually within 10MB. This duration covers the complete process of parsing, uploading and verification |
The parameter values provided on this page are all common recommended starting points for configuration. The actual values are affected by material form, data volume and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing the configuration.
Three common mistakes
- Phenomenon: After enabling the question optimization function of the knowledge base plugin, the knowledge base "Result Rearrangement" switch displays as unavailable (marked with X). Reason: No large model supporting rearrangement is bound in the model access configuration, causing the rearrangement function to be automatically disabled.
- Phenomenon: After integrating a text-image generation model, only text content is returned, and corresponding visual broadcast materials cannot be generated. Reason: No multi-modal input and output parameters of the model are configured, and the text-image generation mode is not enabled.
- Phenomenon: After batch importing multiple days of daily report data, a large number of duplicate product entries appear in the knowledge base. Reason: The
RECALL_PRIMARY_KEYparameter is not configured, and deduplication processing is not performed according to the product unique code.
How to confirm the configuration is complete
- View the execution log of the scheduled synchronization task, confirm that the daily trigger time matches the preset
DATA_SYNC_CRONexpression, and that the synchronization result shows that the latest daily data has been obtained. - Enter a test query, check that the recalled result fields fully match the preset urban commercial bank yield daily report template fields, with no misalignment or missing content.
- Check the knowledge base "Result Rearrangement" switch status, confirm that it has become selectable, with no lock mark.
- Import a single test daily report file, check that the parsed structured data fully extracts all preset 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.