What the data for this use case looks like
Data sources for diversified holdings intelligent due diligence reports include internal financial ledgers, equity penetration documents, related party transaction records from each group subsidiary, plus external industrial and commercial public records and regulatory disclosure announcements. Update cadence follows quarterly reporting cycles, with ad-hoc updates triggered by equity changes, major transactions, and similar events. Document structure includes structured tables such as equity proportion tables and financial detail tables, plus unstructured announcement PDFs and related party explanation documents. Core fields include shareholding entity name, shareholding ratio, subsidiary revenue scale, related party transaction amount, and equity change date. Units include percentage, ten thousand yuan, and date format.
What constraints these characteristics impose on deployment and upgrade
The multi-source heterogeneous data structure and large data volume of diversified holdings impose higher requirements on file parsing adaptability during deployment. Document formats vary across subsidiaries, so multiple parsing rules must be pre-configured to match reporting formats of different subsidiaries. Data update frequency includes fixed cycles and ad-hoc triggers; incremental synchronization mechanisms must be configured during deployment to avoid excessive resource usage from full re-runs. Upgrade processes must be compatible with parsing logic for historical due diligence datasets, to prevent parsing failures for old data after version updates. Additionally, complex related logic such as related party transactions and equity penetration involved in holding company due diligence requires verification of the plugin system's query capability after upgrade, to ensure correct data association relationships.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Diversified holding due diligence reports typically include multiple subsidiary files, with long per-file parsing times; default timeout values are insufficient for complete parsing |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Holding company due diligence reports may include bulk file packages of multiple financial reports and announcements; single-batch upload volume far exceeds that of standard single-company due diligence scenarios |
maxContext | 8000–12000 characters | The related logic of due diligence reports requires longer context to prevent critical cross-subsidiary related information from being truncated |
| Recall Count | Top 15 entries | Holding company due diligence involves multi-dimensional related data; sufficient related fragments must be retrieved to support cross-entity reasoning and analysis |
| Similarity Threshold | 0.75–0.85 | Balances the precision and recall completeness of related data, to avoid missing potential cross-subsidiary related information |
PLUGIN_RUN_TIMEOUT | 120 seconds | Plugin logic such as equity penetration and related party transaction queries requires traversing multiple subsidiary datasets; default timeout values cannot cover the complete process |
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 scenario requires individual analysis; it is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Phenomenon: After upgrading to version 4.9.13 or later,
[reference rules]-style symbols appear at the end of model conversation response results. Cause: The new version enables the rule traceability display switch by default, and theSHOW_REFERENCE_RULEitem in the global configuration is not disabled. - Phenomenon: After locally deploying version 4.10.0 of the plugin system, a prompt indicates minio storage is inaccessible. Cause: Version 4.10.0 uses minio as the default dependency for plugin storage, requiring the service to be publicly accessible for plugin distribution; intranet environments have not configured intranet penetration or alternative storage solutions.
- Phenomenon: A locally deployed AIproxy returns a 403 error when calling the Gemini API. Cause: The permission scope of the API key is not configured correctly, or the Gemini interface version parameter is not adapted, resulting in request interception.
How to Confirm Proper Configuration
- Upload a bulk file package containing multiple subsidiary financial reports, check that the parsing task status is
Success, and structured fields such as shareholding ratio and revenue scale are correctly extracted. - Trigger an incremental synchronization task, confirm that only temporary announcement data from the past 7 days is updated, and no full re-run of historical datasets is performed.
- Call the plugin system to execute an equity penetration query, check that the returned results include complete information of related subsidiaries, with no missing fields or incorrect associations.
- Review model response results, confirm that no additional rule display symbols appear at the end, and uploaded multimodal files are correctly identified and referenced.
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.