What Data for This Category Looks Like
Publishing research report data primarily comes from research report product lines of formal media and publishing institutions, and legally licensed content from industry research databases.
Update frequencies vary by research topic:
- Regular industry reports are updated monthly or quarterly
- Individual stock tracking reports are released on trading days
- Special topic reports are produced irregularly
Document structure includes modules such as cover page, core viewpoints, industry data, company analysis, risk warnings, and more. Fields include report number, issuing institution, release date, investment rating, target price, industry classification, and more. Document length is measured in thousands of characters, and target prices are labeled with currency units.
Constraints on Workflow Orchestration Posed by These Characteristics
Varied update frequencies require workflows to support both scheduled and manual triggers. Incremental synchronization rules must be configured to accommodate irregularly produced special topic reports.
Complex document structures require workflows to separate structured field extraction and unstructured text parsing steps. This avoids damaging logical connections within research reports.
Multiple field attributes require workflows to support multi-dimensional retrieval. Field filtering rules must be configured to screen valid information.
Legally licensed data sources require strict data source authentication in workflows. This prevents unauthorized data calls. Workflows must also adapt to data source interface formats of different publishing institutions.
Configuration Recommendations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Publishing research report documents generally have long lengths. Default parsing duration is insufficient to complete full parsing |
maxContext | 8000–12000 characters | Core viewpoints of research reports are concentrated. Excessively long context increases model inference overhead. Excessively short context loses key information |
Number of retrieved entries | Top 8–12 entries | Content of reports on the same topic has high concentration. Too many retrieved entries introduce redundant information and reduce retrieval accuracy |
Similarity threshold | 0.75–0.85 | Research report topics are clearly defined. Low-correlation retrieval results must be filtered to avoid interfering with core content |
Global Variable_Knowledge Base Binding | Dynamically assign values based on issuing institution | Research report data from different publishing institutions is stored separately. Variables must be used to match the corresponding knowledge base |
WORKFLOW_LOOP_ENABLED | Enabled | A single research report contains multiple chapter sections. Loop processing is required to extract structured information from each chapter |
The parameter values provided on this page are general recommendations to serve as a starting point for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Configuration Errors
- Symptom: The AI model selection dropdown list in the workflow is empty, and the target model cannot be selected. Cause: The platform's model authentication key has not been configured, or the usage permission for the corresponding model has not been enabled in the platform backend.
- Symptom: A 404 error is returned when calling the workflow API, or the corresponding API interface documentation cannot be found. Cause: The usage permission for the workflow API has not been activated, or the API function has not been enabled in the corresponding module.
- Symptom: The "Select Knowledge Base" field of the global variable does not take effect after assignment, and the wrong knowledge base is called during retrieval. Cause: The trigger update rule for the variable has not been configured, or the variable has not been bound and mapped to the ID of the corresponding knowledge base.
How to Verify Successful Configuration
- Upload a single typical research report. Check if the parsed text segments conform to preset rules, and verify the configuration of parsing duration and segment length.
- Initiate a retrieval request. Check if the number of returned results matches the expected range, and verify the configuration of retrieved entry count and similarity threshold.
- View the workflow running logs. Confirm that the global variable automatically matches the corresponding knowledge base based on the research report's issuing institution, and verify the variable binding rules.
- Trigger the loop processing node. Confirm that multiple chapter sections of a single research report can be parsed in sequence, and verify the enabled status of the loop 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.