Form and Interaction for Securities Yield Rates

Securities yield-related data comes from real-time market interfaces of the Shanghai and Shenzhen Stock Exchanges, public datasets from China

What the data for this category looks like

Securities yield-related data comes from real-time market interfaces of the Shanghai and Shenzhen Stock Exchanges, public datasets from China Securities Depository and Clearing Corporation Limited, and index yield datasets from China Securities Index Co., Ltd. Intraday order book and real-time yield data are updated in real time during trading hours. Daily cumulative yield data is updated at a fixed time after market close on trading days.

Data documents use standardized JSON or CSV format, including fields such as unique security identifiers, trading session identifiers, yield indicators for the corresponding category, benchmark reference values, and more. Field units: closing price is in RMB yuan, yield indicators are dimensionless values, and benchmark reference values are point values of the corresponding index.

The characteristics of multi-source data require forms to support multi-data source priority configuration, to avoid broadcast interruptions caused by single-source failure. The real-time update rhythm requires the interaction module to bind trading session verification logic, automatically disabling active pull operations during non-trading hours to avoid obtaining invalid lagged data. The standardized document structure requires forms to preset field mapping rules, automatically matching standard field names of securities data to reduce the probability of manual configuration errors. Field differences across different security categories require interactive forms to support dynamically loading configuration items for corresponding fields, avoiding display of redundant or mismatched fields and improving interaction accuracy.

How to set the configurations

Configuration ItemRecommended SettingRationale
DATA_SOURCE_PRIORITYExchange market data > China Securities Index data > third-party synchronized dataThe exchange data source has the highest real-time performance and accuracy, meeting the timeliness requirements for securities yield broadcast
FETCH_TRIGGER_TIMESTrigger once every 15 minutes during trading hours 9:30-15:00 on trading days, trigger one full update 1 hour after market closeMatches the official update rhythm of securities market data, avoiding invalid pull requests that occupy system resources
FIELD_MAPPING_RULEPreset mappings by security type, e.g., stocks mapped to price change rate and closing price; bonds mapped to yield to maturity and clean priceAdapts to field differences across different security categories, reducing manual configuration workload
REQUEST_TIMEOUT10 secondsThe average response duration of securities market interfaces covers most normal scenarios; 10 seconds can handle mild network fluctuations
MAX_RETRY_TIMES3 timesAddresses temporary network jitter; triggers an exception alert after exceeding the retry count to ensure the stability of the broadcast process
DYNAMIC_FIELD_ENABLEEnabledSupports automatically loading corresponding fields based on the selected security category, adapting to interaction requirements for different scenarios

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

Three common mistakes

  • Phenomenon: When REQUEST_TIMEOUT is set to more than 30 seconds, a 504 Gateway Timeout error is returned after a scheduled pull task times out. Cause: The response duration of securities market interfaces is affected by exchange bandwidth fluctuations. An overly long timeout threshold will lead to task backlogs, affecting subsequent broadcast processes.
  • Phenomenon: When selecting knowledge base variable references in the form, no security code field is matched, resulting in empty broadcast content. Cause: No preset correspondence between FIELD_MAPPING_RULE and knowledge base fields has been configured, so the system cannot automatically map securities-related data fields.
  • Phenomenon: Triggering a pull task during non-trading hours returns yield data from the previous trading day. Cause: The interaction module is not bound with trading session verification logic, allowing pull operations during non-trading hours, resulting in the acquisition of lagged market information.

How to confirm the configuration is complete

  • Enter the scheduled task configuration page, verify that the trigger period of FETCH_TRIGGER_TIMES matches the securities trading hours. Adjustments must refer to official trading times published by the stock exchanges.
  • Manually trigger a pull task, check whether the returned data fields fully match the preset FIELD_MAPPING_RULE, with no missing or redundant fields.
  • Simulate a network fluctuation scenario, check whether the retry logic for MAX_RETRY_TIMES triggers normally, and whether corresponding alert information is generated when an exception occurs.
  • Switch configuration items for different security categories, confirm that when DYNAMIC_FIELD_ENABLE is enabled, form fields automatically update to optional fields for the corresponding category.

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.