Workflow Orchestration for General Comprehensive Research Report Retrieval

Data sources for this category include public regulatory disclosure documents, third-party consulting firm industry reports, industry association

What the data for this category looks like

Data sources for this category include public regulatory disclosure documents, third-party consulting firm industry reports, industry association statistical yearbooks, and enterprise self-conducted research summaries. Update cycles are not fixed. Regulatory documents are updated in real time as policies are released. Industry reports are mostly released quarterly or semi-annually. Enterprise self-conducted research summaries are produced as needed. Document structures typically include summary pages, core data tables, original policy clauses, and fragmented interview transcripts. Fields include: unique report identifier, full name of publishing institution, release date, covered sub-sectors, and core argument summary. Data fields include standard units of measurement such as ten thousand yuan, percentage points, and person-times.

What constraints do these characteristics impose on workflow orchestration

Dispersed data sources and irregular update cycles require workflows to support multi-source access configuration, and adapt to synchronization trigger rules for different format data sources. Document structures include tables, long text, and fragmented interview content, requiring workflows to support built-in segment parsing rules, and distinguish extraction logic for plain text paragraphs and structured tables. Fields include non-standard industry terminology and units of measurement, requiring workflows to support custom field extraction templates to adapt to field mapping requirements from different sources. Duplicate content exists across multi-source data, requiring workflows to include built-in deduplication logic that uses the combination of publishing institution and release date for deduplication.

How to set configurations

Config ItemRecommended ValueRationale
PARSE_FILE_MAX_SIZE500–2000 MBSingle document sizes for general comprehensive research reports vary widely. Some industry reports exceed 1000 MB. Too small a limit will omit large-scale research summaries.
chunk_size800–1200 charactersResearch reports contain a large number of professional terms and long sentences. This range ensures semantic integrity and avoids splitting that disrupts professional logic.
recall_top_kTop 10–15 resultsGeneral comprehensive research reports cover a wide range of fields. Too many recall results introduce irrelevant content, while too few fail to cover core arguments.
workflow_trigger_modeScheduled trigger + manual triggerData updates have no fixed cycle. Scheduled synchronization covers regular updates, while manual trigger adapts to emergency synchronization of policy documents.
field_extract_templateCalibrated based on actual testingResearch report fields vary greatly across different sources. Custom template mapping of fields is required for accessed data sources.

The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.

Three common mistakes

  • Phenomenon: Research report content fragments returned after workflow execution lack structured table data. Cause: Structured table parsing configuration is not enabled. Only plain text paragraphs are extracted by default, and core data tables in research reports cannot be retained.
  • Phenomenon: Execution logic of different branches in the workflow does not match the preset project structure. Cause: Workflow branches are not divided by data source type, and exclusive parsing and recall rules for corresponding data sources are not configured.
  • Phenomenon: Latest released regulatory documents are not synchronized after manually triggering workflow synchronization. Cause: Only fixed-period trigger mode is configured, and no manual trigger entry is added to adapt to non-periodically updated regulatory documents.

How to confirm correct configuration

  • Upload a typical general comprehensive research report document, run the workflow, and verify that the parsed text contains complete tables and paragraph content.
  • Manually trigger a workflow synchronization, and verify that the latest released data sources are successfully accessed and retrieved.
  • Run a test case containing multiple research reports on the same topic, and verify whether duplicate content exists in the results.
  • View the workflow node logs, and verify that the execution logic of each branch matches the preset configuration.

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.