What Data Looks Like for This Category
Research report data for professional service scenarios comes primarily from licensed financial research institutions, public reports from industry associations, and internal investment research documents from leading asset management firms. Updates follow a business day-based cycle, with temporary releases for sudden industry policies or major corporate changes. Individual documents have a high degree of standardized structure, including fields such as title, publishing institution, publish time, core summary, industry benchmark data, and risk warnings. Most data fields include standard units, for example, revenue is measured in hundreds of millions of yuan, and growth rate is measured in percentage. Some long documents are split into chapters with page number annotations.
Constraints Imposed on Workflow Orchestration by These Characteristics
Dispersed research report sources require workflow configurations with multi-source data access nodes. These nodes adapt to document formats and permission rules across different institutions. High-frequency update rhythms require embedding scheduled synchronization components. These components ensure retrieval results cover newly published content. Differences in standardized document structures require configuring field mapping rules. These rules unify research reports from different sources into retrievable standard fields. Long individual document lengths require adding segment parsing and context truncation components to the workflow. These components avoid exceeding model context window limits.
How to Set Configurations
| Configuration Item | Recommended Values | Rationale |
|---|---|---|
multi_source_sync_interval | 1800–3600 seconds | Adapts to the business-day update rhythm of research reports, avoids excessive resource usage from overly frequent synchronization or data lag from too slow synchronization |
field_mapping_rule | Preset mapping templates based on publishing institutions | Field formats vary across research report sources; preset templates reduce manual configuration costs |
chunk_size | 800–1200 characters | Matches the average length of research report chapters, avoids overly fragmented segments that harm semantic coherence or overly long segments that exceed context limits |
recall_top_k | Top 6–10 results | Professional service scenarios require balancing retrieval breadth and accuracy; too many results increase model processing load |
workflow_file_input_enable | Enabled | Supports uploading local research report documents as retrieval data sources, covers offline unpublished internal investment research materials |
parse_timeout | 600 seconds | Adapts to time requirements for long document parsing, avoids timeout errors during parsing of large research reports |
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 targeted analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Phenomenon: When calling workflow tools in a simple application, uploaded files cannot be recognized as valid parameters, and the fields received by workflow nodes are empty. Cause: The
workflow_file_input_enableconfiguration is not enabled, causing the workflow to fail to receive externally passed file links or file objects. - Phenomenon: A timeout error pops up when running the workflow, and the log shows the
ETIMEDOUTstatus code. Cause: Theparse_timeoutparameter is not adjusted based on the length of research report documents, and the parsing time of long documents exceeds the default threshold. - Phenomenon: After modifying global variables in the same conversation, subsequent nodes cannot read the updated variable values. Cause: The scope of global variables is not configured for the current conversation session, and variables only take effect during a single component call.
How to Confirm the Configuration Is Complete
- Enter the multi-source configuration page of the workflow, verify that the added research report sources include the target institution, and confirm that the synchronization interval matches business requirements.
- Upload a test research report document, trigger workflow parsing, and check whether the segmented text length conforms to the preset segmentation rules.
- Call the simple application to upload a test file, check whether the workflow node can receive the file parameters, and confirm that the
workflow_file_input_enableconfiguration takes effect. - Simulate multiple conversations to modify global variables, verify that subsequent nodes can read the updated variable values, and confirm that the scope 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.