What the Source Data Looks Like
The source data for research reports includes internal operational analysis documents from various business units, industry tracking materials, and external industry research materials from cooperating institutions. Internal documents are updated according to operational cycles. External documents are synchronized based on publication time, with daily incremental updates. Documents are organized by business segment, including modules such as segment affiliation, subject information, operational data, and risk warnings. Fields include segment classification tags, full subsidiary names, operational metric values, project investment amounts, and similar entries. Units include ten thousand yuan, hundred million yuan, and other standard financial units.
Constraints for Retrieval and Recall Workflows
Dispersed data sources across multiple business units require the retrieval component to support precise filtering using metadata such as segments and subsidiaries, to avoid retrieving irrelevant content. Documents contain both structured operational data and unstructured analysis content, requiring support for both vector retrieval and structured field retrieval to balance semantic matching and exact matching. Inconsistent update rhythms with daily incremental updates require the retrieval system to support incremental synchronization mechanisms, reducing resource consumption from full synchronization operations. Large document volumes resulting from multi-segment integration require the retrieval component to adapt to long document parsing and index construction.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 500 MB | Research reports often integrate content from multiple business segments, resulting in large individual document sizes, requiring support for long document uploads |
PARSE_FILE_TIMEOUT_SECONDS | 1200 seconds | Parsing long research reports takes significant time, preventing parsing failures due to timeout |
Recall count | Top 10 | Research reports contain detailed content, requiring results that sufficiently cover cross-segment related information |
Similarity threshold | 0.72–0.78 | Balances precision and recall coverage, preventing missed cross-segment relevant research report content |
Metadata Filter Field | Segment affiliation, full subsidiary name | Supports filtering by business segment and subject, aligning with multi-segment business structures |
Incremental Sync Trigger Mode | Triggered by file modification time | Aligns with the update rhythm of internal research reports tied to operational milestones, reducing resource overhead from full synchronization |
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 issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: Retrieval API response time exceeds 30 seconds, with logs showing a high proportion of time spent in the parsing phase. Cause: No reasonable value for
PARSE_FILE_TIMEOUT_SECONDSis configured, and document pre-parsing caching is not enabled, resulting in repeated parsing of long documents for every retrieval. - Symptom: API document insertion returns a
413 Request Entity Too Largeerror. Cause: TheUPLOAD_FILE_MAX_SIZEconfiguration is not adjusted, and the default value is insufficient for multi-segment integrated research report documents. - Symptom: Retrieval results include research reports from non-target segments. Cause: No
Metadata Filter Fieldare configured, and filtering logic based on segment affiliation is not enabled, resulting in retrieval of irrelevant business segment research reports.
How to Verify Proper Configuration
- Upload a standard research report integrating two business segments, confirm successful upload with no parsing errors, verifying that the
UPLOAD_FILE_MAX_SIZEconfiguration adapts to the document size. - Initiate a retrieval request without filter conditions, check the API response time, and adjust
PARSE_FILE_TIMEOUT_SECONDSuntil no timeout prompts appear in the parsing phase. - Set specific segment affiliation filter conditions, initiate a retrieval, and check that returned results only include research reports from the target segment, verifying that the
Metadata Filter Fieldconfiguration is active. - Initiate a cross-knowledge base retrieval request, check that returned results cover research report content from all associated knowledge bases, verifying that joint retrieval configuration is correct.
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.