HTTP Interfaces and External Systems for Multi-Financial

What the data for this category looks like

Multi-financial research report data comes from compliant licensed financial information service providers. It is pushed on a fixed schedule each trading day, with temporary releases added during major industry events. The document structure includes report title, issuing institution, release time, investment rating, underlying asset pool (covering entities in trust, leasing, asset management and other segmented fields), core viewpoints, supporting data content, and risk warnings.

For fields: publish_time uses ISO 8601 time format. rating is a fixed enumeration. underlying_assets is a string array. word_count uses characters as the unit. page_count uses pages as the unit.

Constraints for HTTP Interfaces and External Systems

The high-frequency update nature of research reports requires interfaces to support high-frequency calls. Cache expiration times must align with the update schedule to avoid returning outdated data. Fields include enumerations, arrays and specialized long-form text. This requires interfaces to support filtering by rating, underlying assets, release time and other dimensions. It also allows configuring returned fields to reduce transmission overhead. The detailed underlying asset pool requires external systems to support custom filtering rules during integration. This adapts to underlying asset screening needs for different business scenarios. Long-form text content requires interfaces to support chunked retrieval and streaming returns. This prevents overload from single large transmissions.

Configuration Settings

Configuration Item	Recommended Setting	Rationale
`api_rate_limit`	`100 times per minute`	Matches the daily update batches of research reports. It meets external system query needs while avoiding triggering rate limits from data service providers
`return_field_whitelist`	`["title", "publish_time", "rating", "underlying_assets", "summary"]`	Covers core needs for multi-financial research report retrieval, reduces transmission overhead from non-essential fields
`query_timeout`	`30 seconds`	Adapts to vector retrieval and ranking processes for research report long-form text, avoids timeout interruptions to retrieval tasks
`filter_rating`	`Hold, Neutral`	Focuses on content in multi-financial research reports directly related to investment decisions, filters documents with non-core ratings
`chunk_size`	`800–1200 characters`	Balances contextual completeness of specialized terminology and retrieval accuracy, avoids losing logical connections from overly large chunks
`ssl_verify`	Selected based on deployment scenario, set to `false` when no valid certificate is available internally	Adapts to SSL configurations for internal data interfaces, avoids connection interruptions from certificate verification failures

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

Three Common Mistakes

When calling the interface returns a 403 Forbidden status code, the cause is that exclusive industry data access permissions are not configured. Using only the api_key from a general conversation interface cannot retrieve research report data.
When the underlying_assets field returned by the interface is empty, the cause is that this field was not added to return_field_whitelist. This causes the interface to not return detailed underlying asset information.
After running an upgrade script, the interface fails to start normally. The cause is that the upgrade script did not load the exclusive configuration file for multi-financial research reports. The default configuration does not match the parameter requirements of the data interface.

How to Confirm Correct Configuration

Send an HTTP GET request to the interface address, carry a valid api_key and rating filter parameter. Check that the returned results include the expected publish_time and underlying_assets fields.
Send 10 consecutive high-frequency requests. Check that all returned status codes are 200 OK, and no 429 Too Many Requests errors occur.
Submit a retrieval request containing long-form text. Check that the interface does not trigger a 504 Gateway Timeout error, and the chunk length of the returned results matches the preset range.
View the interface logs. Confirm that the rating parameters configured in filter_rating are correctly applied, and the returned results do not include filtered rating content.

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.