What the data for this category looks like
Multi-financial research report data is primarily sourced from public disclosures by securities research institutes, third-party financial data service providers, and industry self-regulatory organizations. Updates primarily consist of daily new reports. Stockpiled reports are completed and validated quarterly. Document structures typically include modules such as title, publishing institution, release date, core logic, industry data, individual stock ratings, and appendix charts. Fields include standardized rating tags, target prices denominated in yuan, revenue forecast data denominated in hundreds of millions of yuan. Some reports also include specialized indicators for segmented tracks and policy interpretation content.
Constraints Imposed on Tool Calling and Plugins
The multi-source and dispersed nature of multi-financial research reports requires tool calling plugins to support API interfaces for multiple data sources. This avoids incomplete information coverage from a single data source. The demand for high-frequency updates means plugins must include a scheduled synchronization mechanism. This ensures the knowledge base obtains the latest report content in a timely manner. Individual reports have long lengths and contain professional charts and formulas. Tool calling segmented parsing parameters must adapt to long-text processing logic. Specialized fields and units require plugins to validate field formats during data extraction. This prevents unit mismatch issues.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
Segment Length | 800–1200 characters | Multi-financial research reports have relatively long individual lengths, and contain professional logic and chart descriptions. Too short a segment will break the argument chain, while too long a segment will exceed the context window limit |
Number of Recalled Entries | Top 8–12 entries | Research report content is vertical and professional. Too many recalled entries will introduce irrelevant information, while too few will fail to cover core viewpoints and data supporting content |
Similarity Threshold | 0.75–0.85 | Professional term matching has high requirements. A threshold that is too low will introduce low-relevance content, while a threshold that is too high will miss accurate reports in segmented fields |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Individual research reports contain multiple pages of charts and tables, resulting in long parsing time. The default timeout duration cannot complete full parsing |
Scheduled Sync Interval | 24 hours | New research reports are released daily. Scheduled synchronization ensures the timeliness of knowledge base content |
API Request Retry Count | 3 times | Third-party financial data source interfaces occasionally experience fluctuations. Retries reduce call failure rates |
The parameter values provided on this page are common recommendations used as a starting point for configuration. Actual values are affected by material format, data volume, and business rules. Each situation requires specific analysis. It is recommended to test on your own samples before finalizing values.
Three Common Mistakes
- Symptom: Plugin calls return a
403 Forbiddenerror. Cause: Internal port access control policies are not configured. Exposed public ports lack whitelist additions, resulting in interface interception due to unauthorized access. - Symptom: Knowledge base recall results lack the
发布机构field. Cause: Research report metadata extraction configuration is not enabled. Tool calling does not specify rules for extracting specialized fields. - Symptom: Bulk curl command executions return no response. Cause: The
Content-Type: application/jsonrequest header is not set, or the request body format does not comply with API specifications.
How to Confirm Proper Configuration
- A single multi-financial research report file is uploaded. Parsed segmented content is reviewed to confirm the segment length matches the configured value.
- A tool calling request is sent. Fields in the returned results are reviewed to confirm that specialized fields such as
目标价and发布机构are included. - Knowledge base historical call logs are reviewed to confirm that scheduled synchronization tasks execute according to the configured
Scheduled Sync Interval. - A curl command is used to send a test call. The returned status code is confirmed to be
200 OKand the 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.