Deployment and Upgrade for Intelligent Due Diligence Reports

Data sources include internal credit management systems, official corporate credit information query APIs, regulatory reporting databases, and

What this use case’s data looks like

Data sources include internal credit management systems, official corporate credit information query APIs, regulatory reporting databases, and publicly disclosed annual and semi-annual reports of enterprises. Update rhythms vary by data type. Structured credit data syncs daily. Publicly disclosed information updates quarterly. Document structures include core corporate qualification fields, financial indicator fields, credit history records, and guarantee association information. Some attachments are PDF-format audit reports or credit approval documents. Field units include ten thousand yuan, days, times, and others. Structured data items per report cover full dimensions of enterprise operations, credit, and compliance. Single unstructured attachments reach tens of MB in size.

Constraints for deployment and upgrade

The multi-source nature, differing update frequencies, and attachment size requirements of due diligence data impose clear constraints on deployment and upgrade workflows. Differences in multi-source data formats require pre-configuring unified preprocessing rules during deployment to avoid parsing errors. Daily synced structured credit data requires configuring stable scheduled sync tasks during deployment. During upgrades, the running state of sync services must be retained to prevent data sync interruptions. Single unstructured attachments reach tens of MB in size. Adjust timeout and size limit parameters for file upload and parsing. During upgrades, verify that parameter configurations are not overwritten by default values. Regulatory-related data compliance requirements require configuring data encryption storage rules during deployment. During upgrades, do not modify active encryption configurations.

Configuration settings

Configuration ItemRecommended ValueRationale
UPLOAD_FILE_MAX_SIZE2000 MBSupports the size requirement for single PDF attachments of due diligence reports, which can reach tens of MB, and reserves sufficient upload space
PARSE_FILE_TIMEOUT_SECONDS600 secondsAddresses the long parsing time required for large unstructured attachments such as audit reports and credit approval documents, to avoid parsing timeout interruptions
RECALL_TOP_NTop 10 entriesCovers multi-dimensional fields including corporate qualifications, finance, and credit for due diligence reports, and retrieves sufficient relevant text fragments
RERANK_TOP_NTop 5 entriesFocuses on highly relevant content, filters redundant information, and meets the precise retrieval needs of due diligence reports
SYNC_INTERVAL24 hoursMatches the daily sync update frequency of structured credit data, ensuring timeliness of due diligence data
SIMILARITY_THRESHOLD0.75–0.85Balances field matching accuracy and recall rate, adapting to the multi-field mixed retrieval scenario of due diligence reports

The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, 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 configuration errors

  • Symptom: A 413 Request Entity Too Large error appears when uploading due diligence report PDF attachments. Cause: The UPLOAD_FILE_MAX_SIZE configuration was not adjusted, and the default value is insufficient to accommodate large attachments.
  • Symptom: Scheduled sync tasks fail after upgrading to version 4.94, with a 500 Internal Server Error reported. Cause: Custom sync cycle configurations were not retained during upgrade, and were overwritten by default values.
  • Symptom: A 401 Unauthorized error occurs after connecting the bge-rerank-base reranking model. Cause: Access keys for the reranking model were not reconfigured after upgrade, or key permissions do not match the access rules of internal models.

Verify successful configuration

  • Upload a standard-format due diligence report PDF attachment, check upload progress and parsing status, confirm no upload or parsing timeout errors are triggered.
  • Manually trigger a scheduled sync task, check if structured credit data is successfully synced to the knowledge base, confirm the sync task configuration is effective.
  • Submit a retrieval request targeting due diligence report fields, check the number of returned recall and reranking results, confirm configuration items match expected values.
  • View system logs, confirm no permission-related errors appear when calling the reranking model, verify the key configuration is correct.

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.