What this type of data looks like
Professional services research report data is sourced from public research and compiled content created by securities firm research institutes, third-party industry consulting agencies, and industry associations. Updates align with official research report release schedules, and cover all business days. Each document includes core insights, industry supply and demand data, target analysis, and risk warnings. Fields include unique research report identifiers, publishing entities, covered industries, core profit forecast values, and rating labels. Supported units include yuan, 100 million yuan, basis points, and others. Text lengths vary significantly across individual documents. In-depth research reports contain more content than standard general documents.
Constraints Imposed on HTTP Interfaces and External Systems
Research report data sources are scattered, so multiple third-party data source interfaces must be integrated. HTTP interfaces must support multi-source authentication configuration and dynamic switching. Individual research reports have long text lengths, so interfaces must support long text processing and set reasonable timeout thresholds. Fields include fixed-format unique identifiers and values with specific units. Interface requests must validate field formats and unit validity. Research report update frequencies fluctuate with release schedules. External systems must support incremental synchronization and scheduled pull configurations to avoid excessive system resource usage from full pulls.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_DOC_TIMEOUT_SECONDS | 600-900 seconds | Individual professional research reports have long text lengths, so parsing takes longer than standard documents. This range covers most parsing scenarios |
RETRIEVE_TOP_K | Top 8-12 results | Professional services research reports require coverage of multi-dimensional analysis. Too many retrieved results increase context pressure, while too few results miss critical information |
SYNC_INCREMENTAL_ENABLE | Enabled | Research report updates do not follow a fixed schedule. Incremental synchronization reduces interface call costs and resource usage |
DOC_CONTENT_TYPE_WHITELIST | ["docx", "pdf", "md"] | The three formats are the standard release formats for professional services research reports, covering most business scenarios |
API_REQUEST_SIGNATURE_SECRET | Configure per connected data source requirements | Different third-party data sources use varying authentication methods. Match the corresponding signature key and validation rules |
UPLOAD_FILE_MAX_SIZE | 500 MB | The file size of individual long research reports typically does not exceed this threshold, preventing interface blocks triggered by oversized files |
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 individual analysis. It is recommended to test against your own samples before finalizing settings.
Three Common Mistakes
- Calling the research report retrieval API returns an "unsupported file upload" error. Local chat allows document uploads, but API calls fail. The cause is that the external system has not enabled API upload permissions for the knowledge base, or the interface has not been configured with the multimodal file processing switch.
- The number of research report results returned by the retrieval interface is less than the configured value. The response array length is shorter than the set number of retrieved results. The cause is that the data source interface returns an insufficient number of valid research reports, or incremental synchronization is not enabled, resulting in only partial historical data being pulled.
- Calling the content interface returns a format not supported error. The research report file can be downloaded normally in a browser, but API parsing fails. The cause is that the correct file type parameter was not specified in the request header, or the interface has not been configured with parsing rules for the corresponding file format.
How to Confirm Proper Configuration
- Send a test request with a verified research report file link. Confirm the response status code is 200 and the returned content includes core research report fields.
- After configuring a scheduled synchronization task, check the external system logs. Confirm that the call frequency of incremental synchronization requests matches the research report release schedule.
- Call the interface to test research report files in different formats. Confirm all formats included in the whitelist can be parsed normally.
- Adjust the number of retrieved results configuration. Verify that the number of results returned by the interface matches the configured value.
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.