What the data for this category looks like
Data sources include official market data APIs from domestic and overseas stock exchanges, and standardized data interfaces from licensed financial data service providers. Full daily reports are generated in batches after market close each trading day. No updates are made on non-trading days. Each daily report is sorted by security code in ascending order. Each entry includes the unique asset identifier, asset name, trading date, settlement price, and daily profit and loss change value. Field units correspond to standardized codes, Chinese names, ISO date format, CNY, and profit and loss benchmark units. The number of entries per daily report varies based on market coverage, with no fixed upper limit. The full-market version of the daily report can contain tens of thousands of entries.
Constraints imposed by these characteristics on deployment and upgrade
Data sources must be accessed via compliant APIs. Pre-configure valid API access permissions during deployment. Re-verify interface permissions during upgrades to avoid compliance risks. Updates are triggered in batches after market close on trading days. Configure scheduled task trigger windows during deployment to avoid peak API access times. Retain the original scheduled configuration during upgrades to avoid interrupting data reporting. Single reports have a large number of entries. Adapt batch parsing shard thresholds during deployment. Confirm that the parsing component’s concurrent processing capacity matches the current data volume during upgrades. Financial data has strict permission requirements. Configure fine-grained key permissions during deployment. Synchronize permission rules during upgrades to prevent unauthorized access.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
SCHEDULER_CRON_EXPR | 0 30 18 * * 1-5 | Matches the post-market data generation window at 18:30 on A-share trading days, avoiding peak API access times |
PARSE_BATCH_SIZE | 500-1000 entries per batch | Adapts to the number of entries in a full-market daily report, preventing single-parsing timeouts |
API_KEY_TYPE | Application-specific key | Implements permission isolation for market data, restricting access to only designated applications |
VECTOR_INSERT_TIMEOUT | 1200 seconds | Adapts to processing time for batch parsing of large daily reports, preventing premature termination of database imports |
UPLOAD_FILE_MAX_SIZE | 200 MB | Covers the typical size of full-market daily reports, enabling complete import |
IMAGE_PARSE_ENABLE | Set based on actual testing | Only enable if the daily report includes compliant images, aligning with content review requirements for financial scenarios |
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. Each case requires individual analysis. It is recommended to test on your own samples before finalizing settings.
Three common misconfigurations
- Issue: Scheduled task does not trigger, daily report data is not updated. Cause: The trigger time configured in
SCHEDULER_CRON_EXPRis earlier than the market data generation time, or the working day range is not restricted, leading to attempts to pull ungenerated data on non-trading days. - Issue: No image understanding model option appears when creating a knowledge base during local deployment. Cause: The deployment package does not load the dedicated financial scenario parsing model, or the
IMAGE_PARSE_ENABLEconfiguration item is not enabled. - Issue:
429 Too Many Requestserror occurs during batch parsing. Cause: ThePARSE_BATCH_SIZEconfiguration is too large, and no interface current limiting policy is configured, triggering request restrictions from third-party data service providers.
How to confirm successful configuration
- Manually trigger a scheduled parsing task, check system logs to confirm no field errors, and ensure parsed result entries match source data.
- Access the API key management interface, verify that application-specific keys can only access designated knowledge bases, and that universal keys cannot read corresponding data.
- Check the vector database import records to confirm that the daily generated vector data volume aligns with the configured batch threshold.
- Trigger a parsing task for a large-volume daily report, confirm that the task is not terminated due to timeout, and that a complete knowledge base index is generated after completion.
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.