What the data for this category looks like
This category’s data primarily comes from officially published industry research report collections, licensed publicly available research report databases, and internal research report archiving systems of publishing institutions. The update schedule follows the official release cycle of research reports: regular reports are updated quarterly or monthly, while special reports are released alongside major industry events with no fixed ad-hoc update timelines. Individual documents have a unified structure, including cover pages, abstracts, core analysis content, appendices, and other modules, with metadata fields such as research report identification numbers, publishing entities, release times, covered industries, rating tags, and core valuation data. Numeric fields include corresponding currency or quantity units, and the length of individual documents varies widely.
What constraints do these characteristics impose on retrieval and recall?
The data characteristics of this category impose multiple constraints on retrieval and recall. Diverse sources include structured metadata, so support for multi-format document parsing and structured field extraction is required to ensure that metadata such as research report identifiers and ratings can be accurately indexed. The update schedule has no fixed ad-hoc timelines and includes batch updates, so a synchronization strategy combining incremental updates and scheduled full updates is needed, while retaining research report version records to avoid interference from old version data with current retrieval results. Wide variation in individual document lengths requires appropriate segmentation rules for long documents to prevent context overflow, while ensuring complete recall for short documents. Most numeric fields have different units, so unit unification processing must be supported to ensure accurate numeric comparison logic during retrieval.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Published research reports are usually lengthy, requiring longer parsing time. 600 seconds covers the parsing needs of most long documents |
chunk_size | 800–1200 characters | Research reports contain both long sections of professional analysis and short core arguments. This range balances context completeness and recall accuracy |
recall_top_k | Top 8–12 results | Research report retrieval needs to cover multiple reports in the same industry. This quantity ensures result comprehensiveness while avoiding redundancy |
similarity_threshold | 0.75–0.85 | Research report content is highly professional, so a relatively high similarity threshold is needed to filter irrelevant results while retaining highly relevant segmented reports |
ENABLE_FIELD_RETRIEVAL | Enabled | Research reports contain a large amount of structured metadata. Enabling field retrieval supports precise filtering by publishing institution, industry classification, and other criteria |
UPLOAD_BATCH_SIZE | 20–30 documents | When batch uploading research reports, this quantity balances upload efficiency and service load, avoiding overload from a single upload |
The parameter values provided on this page are all common recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing settings.
Three common errors
- Symptom: The default index generated after manually uploading a research report automatically disappears after several hours. Cause: Incremental synchronization configuration is not enabled, or research report metadata fields are not correctly bound. The system incorrectly judges the temporarily generated index as invalid and cleans it up.
- Symptom: For questions related to the same research report, the target document cannot be recalled on the first query, but can be recalled normally on the second query. Cause: The vector database has not completed a full refresh during the first retrieval, or the similarity threshold is set too high, so the results recalled for the first time do not meet the matching criteria.
- Symptom: Parsing status shows failure after some research reports are uploaded, or core structured fields such as ratings and target prices are missing from the parsed text. Cause: Structured field extraction configuration is not enabled, or OCR functionality is not enabled for scanned PDFs, resulting in metadata that cannot be correctly indexed.
How to confirm configurations are properly set
- Upload a test research report, check if the parsed metadata fields include preset research report identifiers, publishing institutions, and other content, to confirm that the structured extraction configuration is effective.
- Initiate a retrieval targeting the core arguments of the research report, verify the number and matching degree of recalled results, to confirm that retrieval and similarity configurations meet expectations.
- Batch upload multiple research reports, check the upload progress and index generation status, to confirm that the batch upload configuration does not trigger abnormal error reports.
- Wait 12 hours before retrieving the same question again, confirm that the index is not cleaned up without reason, to verify that incremental synchronization and version control configurations are effective.
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.