What This Type of Data Looks Like
Research report data for professional service scenarios comes primarily from securities research institutes, industry associations, and professional consulting institutions. Updates follow a set cadence: daily industry dynamic reports, and weekly in-depth analysis reports. Individual document word counts vary widely. Documents include structured fields such as report number, release date, rating, and target price. Unstructured content covers core logic, data appendices, and industry trend interpretations. Documents typically include attribution and exclusive marks from the publishing institution. Some reports include cross-industry correlation analysis.
What Constraints Do These Characteristics Impose on Deployment and Upgrade
Research report data characteristics create multiple constraints for deployment and upgrade workflows. Inconsistent multi-source report formats require adjusting document parsing rules during deployment. Parsing templates must be updated during upgrades to avoid parsing failures. Long documents carry context overflow risks. Reasonable chunking and recall parameters must be configured during deployment. Chunking logic compatibility with existing indexes must be verified during upgrades. High-frequency updated reports require a stable incremental synchronization mechanism. Incremental update logic must be compatible with legacy index structures during upgrades. Structured field extraction relies on precise configuration rules. Accuracy is adjusted for each field type during deployment. Existing field mapping configurations must be protected during upgrades.
Configuration Recommendations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300-600 seconds | Research reports are lengthy and include extensive appendices. Sufficient time must be allocated for structured extraction and text chunking to avoid mid-parsing timeouts |
maxContext | 8000-12000 characters | The core content of individual research reports is lengthy. Sufficient context must be retained to support accurate question answering and prevent key logic from being truncated |
recall count | Top 8-12 results | Research report subfields are highly specialized. Enough relevant segments must be recalled to cover the complete logic chain and meet retrieval needs for professional scenarios |
similarity threshold | 0.75-0.85 | Low-relevance recall results must be filtered to avoid irrelevant content interfering with the accuracy of professional question answering, aligning with the high-correlation requirements of the research report domain |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Individual in-depth research reports may include high-resolution charts and appendices. Large file upload support is required to fully capture all report content |
reranked return count | Top 3-5 results | The most relevant research report segments must be prioritized for display to improve user efficiency in accessing core information, aligning with reading habits in professional service scenarios |
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, and it is recommended to test on your own samples before finalizing settings.
Three Common Errors
- Phenomenon: After upgrading to version 4.9.10, only a small number of options are displayed in the global variable and custom prompt configuration interface. Cause: The new version optimized the configuration entry and did not support legacy configuration import logic, resulting in some custom configurations failing to load properly.
- Phenomenon: Frequent research report parsing timeout errors occur after deployment in a production environment. Cause: The
PARSE_FILE_TIMEOUT_SECONDSparameter was not adjusted to a value suitable for report length. The default timeout duration is insufficient to complete structured extraction and chunking of long documents. - Phenomenon: Structured fields of research reports in existing knowledge bases are missing or abnormal after cross-version upgrade. Cause: The old version's field parsing rules were not retained during the upgrade. The new version's parsing template is incompatible with the field structure of existing indexes, resulting in structured data being unreadable normally.
How to Verify Proper Configuration Setup
- Upload a standard in-depth research report. Check if parsed structured fields are fully extracted, and confirm that the parsing timeout configuration matches the current document's parsing time.
- Enter a professional domain query. Verify the relevance and quantity of recall results, and adjust recall and similarity configurations to meet business scenario standards.
- Run an incremental sync task. Confirm that newly published research reports can be properly indexed and retrieved, and verify the operational status of the incremental update logic.
- Check system runtime logs. Confirm there are no abnormal errors such as parsing failures or missing fields, and confirm that configuration items match actual runtime parameters.
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.