What the data for this category looks like
Data sources for IT service research reports include public industry research institutions, publicly disclosed documents of listed companies, and public data from industry associations. Update rhythms are irregular. Regular reports are released quarterly. Special reports are generated after sudden industry events. Single document character counts vary widely. It is recommended to calculate based on in-house samples or conduct tests to determine values. The structure of reports is divided into five parts: header summary, industry overview, data module, vendor analysis, and trend forecast. Fields include publishing institution, publish date, industry track name, revenue scale (unit: 100 million yuan), core vendor list, trend judgment points. There is no fixed unified format template.
What constraints these characteristics impose on deployment and upgrade
Multiple data sources require connecting multiple authentication methods. During deployment, configure a flexible data source access module to adapt to API interfaces of different institutions or batch import rules. Irregular update rhythms cannot be implemented with hard-coded scheduled tasks. During upgrade, support dynamic adjustment of pull frequency and trigger conditions to adapt to the generation needs of sudden reports. Long documents and non-standard structures require configuring reasonable segmentation rules during deployment to avoid context overflow or information loss. Multiple field metadata requires establishing dedicated indexes. During upgrade, synchronously update index configurations to ensure accurate filtering by dimensions such as publishing institution and publish date during retrieval.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Single research report documents have long content. Standard timeout durations cannot complete full parsing |
RECALL_TOP_K | 8-12 entries | Research reports have high information density. A sufficient number of retrieved segments are needed to cover core arguments |
MAX_CONTEXT_LENGTH | 8000-12000 characters | Adapt to the length of segmented single research reports. Match the context window of mainstream large models |
ENABLE_METADATA_FILTER | Enabled | Support filtering retrieval results by publishing institution and publish date. Match the metadata characteristics of research reports |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Adapt to the volume upper limit of complete research report PDFs or documents |
OPENAI_API_BASE | Enter gateway address and append /v1`` | Adapt to the interface calling specifications of the model gateway |
The parameter values provided on this page are conventional recommendations used to determine the starting point for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis. It is recommended to conduct tests on in-house samples before finalizing.
Three Common Mistakes
- Calling the model interface returns a 404 error, and normal replies cannot be obtained. The cause is failure to append the
/v1path to the model API address, which does not match the gateway's interface calling specifications. - After restarting the Docker deployment environment, the password-free login sharing link of the workspace disappears. The cause is failure to mount the sharing cache directory to a persistent storage volume, resulting in loss of local cached data after restart.
- Configured model parameters do not take effect, and retrieval results do not meet expectations. The cause is that in versions 4.8.20 and above, the model is still configured using the local config file, and page visual configuration items are not used.
How to Confirm Proper Configuration
- Upload a test research report, check that the parsing task status is successful, with no timeout or format error prompts.
- Initiate a retrieval request, verify that results can be filtered by dimensions such as publishing institution and publish date, and confirm that the metadata filtering function works normally.
- Call the model interface, check that the returned response status code is 200, with no 4xx or 5xx level errors.
- Restart the deployment environment, verify that the service starts normally, and configuration parameters and sharing links are not lost.
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.