What the data for this category looks like
Multi-financial research report data originates primarily from public reports issued by securities research institutes, statistical documents from industry associations, and sub-sector research reports from third-party financial information service providers. Update cycles cover daily updated industry dynamic reports, weekly updated broad asset allocation reports, and quarterly updated annual strategy reports. Document structures include fields such as title, publishing institution, publishing time, core viewpoints, structured data tables, and risk warnings. Involved units include 100 million yuan, percentage, and rating levels such as buy, overweight, and neutral.
Constraints for Multi-round Dialogue and Prompting
Research reports are generally long, with individual pieces reaching tens of thousands of characters. Multi-round dialogue must limit context length to avoid overflow, while retaining key information such as the publishing time and institution of research reports linked to prior questions. Sub-sectors have wide coverage, and research report content is highly professional. Prompts must explicitly specify extraction of specific fields to avoid system confusion between data from different sub-sectors. Update frequencies are relatively high. Prompts must require calling the latest recalled research report data to avoid returning outdated content. Some research reports include embedded charts and BLOB-format attachments. Multi-round dialogue must support users asking follow-up questions about structured data in attachments, and configure corresponding context association logic.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Multi-financial research reports have relatively long individual lengths. It is necessary to retain key context such as the publishing time and institution of research reports in multi-round dialogue to avoid context overflow and loss of core information |
recallTopK | Top 8–12 entries | Multi-financial research reports cover many sub-sectors. Too many recalled entries will cause context overload, while too few will fail to cover the sub-sector research report content required by users |
similarityThreshold | 0.75–0.85 | Research report content is highly professional. It is necessary to ensure the semantic matching degree between recalled results and user questions to avoid introducing irrelevant industry general articles |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Research reports may contain a large number of charts and structured data, which take a long time to parse. Sufficient parsing time must be reserved |
speechRecognitionModel | Built-in platform speech-to-text model adapted for the financial field | There are many professional terms in research reports. A speech recognition model adapted for the financial field must be used to improve transcription accuracy |
enablePublicBlobAccess | Enabled | Support users to download BLOB-format research report attachments obtained through HTTP nodes to meet user needs for obtaining original research report attachments |
The parameter values provided on this page are conventional 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. It is recommended to test on your own samples before finalizing settings.
Three Common Configuration Mistakes
- Phenomenon: After enabling the voice input function, questions initiated via voice have no text conversion result, and the dialog box only displays blank space or placeholders. Cause: The
speechRecognitionModelparameter is not configured correctly, or the voice recognition function switch is not enabled. - Phenomenon: Follow-up questions in multi-round dialogue cannot link to previously mentioned research report information. Cause: The
maxContextvalue is too small, causing key context of prior research reports to be truncated, so the system cannot identify the association relationship. - Phenomenon: BLOB-format research report attachments obtained through HTTP nodes cannot be clicked to download in the dialog box. Cause: The
enablePublicBlobAccessconfiguration is not enabled, or a valid access validity period is not configured for the BLOB object.
How to Confirm Successful Configuration
- Initiate a question containing keywords for multi-financial sub-sectors, then initiate a follow-up question linked to that research report, and confirm that the system correctly associates the research report information from the prior question.
- Enter the voice input configuration interface, confirm that the
speechRecognitionModelparameter has been configured and enabled, and test the voice input transcription effect. - Generate or upload a BLOB-format research report attachment, click the attachment link to confirm normal download, and verify that the
enablePublicBlobAccessconfiguration takes effect. - Adjust the
similarityThresholdparameter, test the matching degree between the question and recalled research reports, and confirm that the recalled results meet expectations.
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.