What the data for this category looks like
Data for professional services intelligent due diligence reports comes primarily from public or authorized sources including industrial and commercial public disclosure systems, industry regulatory databases, due diligence materials submitted by clients, and public credit reports. Data update frequencies vary: industrial and commercial entity information is updated quarterly, credit reports are updated monthly, and client-submitted due diligence materials are updated on demand. Each individual report has a fixed document structure, with four core modules: basic entity information, related party investigation list, compliance risk alert, and financial overview. Standardized fields include unified social credit code, establishment date, registered capital (unit: ten thousand yuan), revenue scale (unit: hundred million yuan), and other standardized identifiers.
What constraints these characteristics impose on deployment and upgrade
Multi-source data access requirements mean adaptation parameters for multi-data-source synchronization must be configured during deployment, to prevent parsing failures caused by differences in data source formats. Inconsistent update frequencies require upgrade phases to support independent scheduled synchronization cycles configured per data source, to ensure data freshness aligns with business needs. Long document characteristics require adjustment of file parsing timeout and size limit parameters during deployment, to avoid truncation of large-volume due diligence reports. Multi-team collaboration scenarios require supplementary project-level permission isolation configurations during upgrades, to prevent cross-access of due diligence data across different clients. Additionally, reports in professional services scenarios contain sensitive client information, so data encryption and access audit parameters must be configured during deployment to meet compliance requirements.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 2000 MB | Single professional due diligence report typically includes multiple pages of attachments, resulting in large individual file sizes |
PARSE_FILE_TIMEOUT_SECONDS | 900 seconds | Long document parsing requires extended processing time to prevent mid-task interruptions |
maxContext | 8000–12000 characters | Due diligence report content density is high, sufficient context must be retained to cover core risk information |
recall_count | Top 8 entries | Due diligence analysis requires coverage of multi-dimensional risk points; excessive recall increases inference load |
SYNC_CRON_EXPRESSION | 0 0 2 * * * | Configure for 2 AM daily to avoid business peak hours when synchronizing public data such as industrial and commercial and credit information |
HTTPS_CERT_PATH | ./certs/fullchain.pem | Specify a valid SSL certificate file path for local deployment or custom domain use |
HTTPS_KEY_PATH | ./certs/privkey.pem | Path to the private key file corresponding to the SSL certificate |
The parameter values provided on this page are all common recommended starting points for configuration. Actual values are affected by material format, 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 mistakes
- Symptom: After deployment, the knowledge base cannot synchronize due diligence report data, and returns status code 413 Request Entity Too Large. Cause: The
UPLOAD_FILE_MAX_SIZEparameter was not adjusted. The default value is too small to accommodate large-volume due diligence report attachments. - Symptom: Team members cannot access the deployed due diligence analysis program, and cannot view shared applications. Cause: Team group permissions were not configured. By default, only the creator can access the application, and access permissions for the corresponding project group were not granted.
- Symptom: After local deployment, the service cannot be accessed via HTTPS, and the browser prompts that the certificate is not trusted. Cause: The
HTTPS_CERT_PATHandHTTPS_KEY_PATHparameters were not correctly specified in the configuration file, and the certificate file path was configured incorrectly.
How to confirm successful configuration
- Upload a standard professional due diligence report, check that the parsing task log has no timeout errors, and the corresponding parsed document is displayed in the knowledge base.
- Invite test members to join the corresponding project group, verify that the deployed due diligence analysis application can be accessed normally, and no permission errors occur.
- After configuring the SSL certificate, access the service address via a browser, check that the address bar displays a secure lock icon, and no certificate warnings appear.
- Manually trigger a data synchronization task, check that vector data from the corresponding data source is added to the knowledge base, and no synchronization failure logs are present.
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.