What data for this category looks like
Data for professional services intelligent due diligence reports comes primarily from industrial and commercial archives, credit bureau public disclosures, regulatory public information, self-evaluation materials submitted by enterprises, and other sources. Data update rhythm adjusts with project progress. The update frequency of report data for a single due diligence project changes with the project cycle.
Document structure includes two parts: structured fields and unstructured instructions. Structured fields include unified social credit code, establishment date, registered capital, and similar items. The unstructured part includes risk investigation details, compliance explanations, and similar items. Most fields have fixed units, such as ten thousand yuan, date format.
What constraints these characteristics impose on model access and configuration
The mixed structured and unstructured document structure requires the model access link to adapt to both vector embedding of structured fields and segmented processing of unstructured text.
Data sources are scattered, and update cycles adjust with project progress. This requires configuring parameters for multi-data source synchronization and incremental updates.
Single report length is high, which increases computational load during embedding and recall stages. This requires adjusting related configurations for timeout and batch processing.
Fields have fixed units. Unit information must be retained before embedding to avoid losing key features during format conversion.
How to set configurations
| Configuration Item | Recommended Range | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Adapts to the long text segmentation needs of due diligence reports, avoids truncating critical risk explanations |
embeddingBatchSize | 32–64 | Balances batch embedding efficiency and memory usage, adapts to multi-field mixed text content |
PARSE_FILE_TIMEOUT_SECONDS | 1200 seconds | Due diligence report parsing includes multi-data source integration, requires extended timeout duration |
RECALL_TOP_N | 10–15 | Covers multi-dimensional risk points required for due diligence, increases the number of valid recalled content |
similarityThreshold | 0.72–0.85 | Differentiates between professional terminology and irrelevant text, reduces false recall probability |
WORKFLOW_TIMEOUT | 1800 seconds | Due diligence report generation workflows include multi-step calls, requires relaxed overall timeout limits |
The parameter values provided on this page are all common recommended starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Three common configuration errors
- After upgrading to version V4.14.7.1, single-round knowledge base retrieval takes more than 10 seconds. The cause is failure to adjust the
maxContextparameter for long due diligence reports, which causes the system to load excessive redundant segmented content. - Testing fails when accessing multimodal embedding models, with responses returning the
Invaliderror code. The cause is failure to correctly configure the input format of the multimodal model, and structured tables in the due diligence report are not converted to a compatible text format for submission. - After publishing the workflow, multiple users cannot access it via QR code. The cause is failure to enable shared access permissions for the workflow, and only the creator's access permissions are bound by default.
How to confirm successful configuration
- Upload a single complete due diligence report, confirm that the parsed text segment length matches the
maxContextconfiguration range. - Initiate a retrieval request for the due diligence report, confirm that the number of returned knowledge base recall entries matches the
RECALL_TOP_Nconfiguration value. - Run the complete due diligence report generation workflow, confirm that the total runtime does not exceed the
WORKFLOW_TIMEOUTset threshold. - Test multimodal embedding access, verify that the returned embedding vector dimensions match the model requirements.
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.