Workflow Orchestration for Research Report Retrieval and Q&A

Data sources for research reports include internal research documents from each business segment and public industry analysis reports. Update cycles

What this dataset looks like

Data sources for research reports include internal research documents from each business segment and public industry analysis reports. Update cycles are synchronized irregularly in line with each segment’s business milestones; some public research reports are updated on a fixed schedule. Document structures include the group’s overall business framework, operating data modules for each subsidiary, segmented industry track analysis snippets, and risk warning modules. Fields include consolidated operating data items, subsidiary business association identifiers, and segmented industry track analysis tags. Units include currency units, business scale markers, and time cycles.

Constraints Imposed on Workflow Orchestration

The research report data sources are scattered, covering internal segment documents and external public reports. This requires adding data source classification nodes to workflow orchestration to adapt parsing rules for documents from different sources. Data update cycles change irregularly in line with business milestones, while some public content is synchronized on a fixed schedule. This necessitates configuring scheduling nodes that support both scheduled triggering and manual triggering. Documents have multi-module structures, so independent snippets such as segmented industry track analysis and operating data must be split as retrieval units to avoid mixing content across modules. Fields include business association identifiers, so a field mapping node must be configured to unify field formats across different sources and ensure accurate retrieval matching.

Configuration Settings

Configuration ItemRecommended ValueRationale
chunkSize800–1200 charactersAdapts to the multi-module structure of research reports, preventing single segments from mixing content across modules
maxContext6000–8000 charactersAccommodates multiple retrieved research report segments, covering contextual information linking group-wide business and segmented industry tracks
PARSE_FILE_TIMEOUT_SECONDS120 secondsAddresses long document parsing, avoiding timeout failures caused by the large length of research reports
recallTopKTop 8–10 resultsMatches multi-source research report data, balancing retrieval scope and efficiency
similarityThreshold0.75–0.85Filters low-match irrelevant research report snippets, ensuring business relevance of retrieval results
workflowScheduleTriggered by business milestones + manual triggeringAdapts to irregularly updated research report data, meeting both automatic synchronization and ad-hoc retrieval needs

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

Three Common Misconfigurations

  • Phenomenon: External interface calls via code nodes return AxiosError, with status codes mostly 400 or 500. Cause: Interface authentication parameters for research report data sources are not configured correctly, or the request body does not carry the correct appId and payload format.
  • Phenomenon: Local deployed workflow configuration interface experiences text input lag when there are many nodes. Cause: Interface rendering optimization is not enabled, or uncompressed long text content is embedded in node configurations, leading to excessive browser rendering load.
  • Phenomenon: No return results or empty return fields after calling a specified workflow. Cause: Correct workflow trigger secret is not included in the request, or the appId parameter is not filled correctly in the payload.

How to Verify Successful Configuration

  • Upload an internal research report, check that parsed segments are split by module with no cross-module mixed content.
  • Trigger workflow retrieval for a specified business keyword, verify that the number of retrieved results falls within the configured recallTopK range.
  • Call the workflow API interface, check that the returned payload includes the correct appId and workflow execution status fields.
  • Simulate a scheduled triggering scenario, confirm that the workflow executes automatically in line with preset scheduling rules.

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.