What this type of data looks like
State-owned large bank research report data mainly comes from the institution’s own macroeconomic research team, industry credit department, and policy research office. Updates primarily follow quarterly regular reports and monthly special analyses. Temporary interpretation documents are added after major regulatory policy releases. Each document includes an abstract, core charts, policy interpretations, risk warnings, and customer group guidance. Core fields include report ID, release date, risk rating, applicable industry, and associated regulatory document ID. Risk ratings use domestic standard credit level expressions. Document file sizes vary widely.
Constraints on HTTP Interfaces and External Systems
The unique characteristics of state-owned large bank research reports create multiple constraints for HTTP interface and external system configuration. First, data comes from the institution’s internal exclusive research and document management systems. Interfaces must connect to internal permission systems, and support fine-grained access verification. Second, document file sizes vary widely and update rhythms are flexible. Interfaces must support large file uploads and incremental pull capabilities, to avoid excessive resource usage from full pulls. Third, core metadata fields follow fixed business formats. Interfaces must support precise filtering of specified fields. Fourth, research report content involves internal compliance information. Interfaces must support audit logging and encrypted transmission configurations, to meet regulatory compliance requirements.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
MAX_BATCH_UPLOAD_SIZE | 2000 MB | State-owned large bank research report single documents typically have large file sizes. Single batch upload limits must match internal document storage specifications |
PARSE_FILE_TIMEOUT_SECONDS | 900 seconds | Long document parsing takes extended time. This avoids timeout interruptions of the parsing process |
metadata_filter_fields | ["report_publish_date", "report_risk_level", "applicable_industry"] | Core metadata fields for state-owned large bank research reports are release time, risk rating, and applicable industry. Precise filtering support is required |
RECALL_TOP_N | Top 10 entries | Research report content is professional and lengthy. Too many recall results increase user screening costs |
API_AUTH_TYPE | signature_auth | State-owned large bank systems have high interface security requirements. Signature authentication meets compliance audit needs |
UPLOAD_FILE_ALLOW_EXT | ["pdf", "docx", "xlsx"] | Common export formats for state-owned large bank research reports are PDF, Word, and Excel files with statistical attachments |
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 individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Phenomenon: When calling the
/api/core/dataset/collection/create/localFileinterface, custom metadata filtering does not take effect. Returned results do not filter by specified fields. Cause: The fields to be filtered are not declared in themetadata_filter_fieldsconfiguration, so the interface ignores custom metadata verification. - Phenomenon: The interface returns status code
413 Request Entity Too Large. Cause: TheMAX_BATCH_UPLOAD_SIZEconfiguration is not adjusted. The default limit cannot accommodate the file size of single large bank research reports. - Phenomenon: Long delays occur after interface calls, eventually triggering a timeout error. Cause: The
PARSE_FILE_TIMEOUT_SECONDSconfiguration is not set to a sufficiently long duration. The parsing process for long research reports cannot be completed.
How to Verify Successful Configuration
- Upload a single test document that conforms to large bank research report formats. Check the parsing completion status. Confirm that timeout and upload limit configurations match document sizes.
- Initiate a retrieval request with specified risk rating and release time. Verify that returned results only match the corresponding metadata. Confirm that filtering configurations take effect.
- View interface call logs. Confirm that requests pass verification via the configured authentication method, with no permission-related errors.
- Initiate a batch upload test. Check for abnormal status codes. Confirm that batch upload limit configurations meet business requirements.
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.