What data for this category looks like
Securities intelligent due diligence report data primarily comes from listed company announcements and periodic reports on Shanghai and Shenzhen Stock Exchange disclosure platforms, public regulatory documents from the China Securities Regulatory Commission and local securities regulatory bureaus, as well as third-party industrial and commercial credit data and industry research data. Update timing follows securities disclosure regulatory requirements: periodic reports are updated on a fixed schedule per fiscal year, half-year, and quarter. Temporary announcements are disclosed within two trading days after an event occurs. Research reports are updated in real time upon release. In terms of document structure, periodic reports have fixed chapter divisions per accounting standards, including financial statements, management discussion, equity changes, and other content. Temporary announcements mostly use a short text plus attachment format. Core fields include disclosure date, securities code, securities abbreviation, event type, and core financial data. Units are mostly RMB yuan, ten thousand yuan, or hundred million yuan.
What constraints these characteristics impose on workflow orchestration
Securities due diligence data sources are scattered and have significant format differences. Workflows must support pulling multi-source data, including exchange disclosure platforms, public regulatory channels, and third-party data sources. Single periodic report documents have long length. Workflows must configure segmented parsing and asynchronous processing nodes to avoid single-node timeouts. Temporary announcement trigger timing is unpredictable. Workflows must support event triggering or high-frequency polling configurations to ensure timely pulling of the latest data. Data from different sources has varying degrees of field standardization. Entity extraction and field verification nodes must be configured to ensure accurate matching of core fields such as securities codes and disclosure dates.
How to set configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Single securities periodic report documents have large length, parsing requires processing extensive text. Standard timeout durations are insufficient to complete full parsing |
File Parsing Chunk size | 800–1200 characters | Balances context splicing costs and model window limits. Avoids overly short segments leading to fragmented context, or overly long segments exceeding model context upper limits |
Data Pull Trigger Cycle | Temporary announcement nodes set to once every 15 minutes; periodic report nodes set to once per quarter | Adapts to securities disclosure rules. Temporary announcements require timely pulling, while periodic reports do not need high-frequency pulling to reduce interface call costs |
Entity Extraction Recall count | Top 8 entries | Core entities to be extracted for due diligence reports (securities codes, disclosure dates, core financial data) are limited in number. Excessive recall will introduce irrelevant information |
Workflow Failure Retry Count | 3 retries | Securities data pulling may experience temporary failures due to exchange interface rate limiting. Retries can improve workflow execution success rate |
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. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: After workflow execution, the output content of global variables includes the results of the previous node superimposed with the output of the current node. Cause: The context automatic splicing switch was not turned off in the node configuration, or the
Reset Contextnode was not used to clear previous variable cache. - Phenomenon: No corresponding operation entry can be found when exporting the workflow, or the exported file cannot be imported into other workflows. Cause: The correct export format was not selected in the top-right corner menu of the workflow editing page, or an incompatible export version was used.
- Phenomenon: When using an API access link to assign values to global variables, the variables are not updated or an error is returned. Cause: The correct
global_varsrequest body parameter was not included in the API request, or the global variable's scope configuration was not opened to API access channels.
How to confirm correct configuration
- Manually trigger the workflow, pull a known securities periodic report, and check if the length of the parsed segmented text matches the configured value range.
- View the workflow execution logs to confirm that the data pull node's trigger frequency matches the configured requirements, and there are no interface rate limiting related errors.
- Call the API to assign values to global variables, then view the workflow's global variable panel to confirm that the variable values have been correctly updated.
- Enable the workflow's interactive mode, add an MCP node and trigger it, confirm that user input content can be normally received and processed.
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.