What the data for this category looks like
Multi-financial research report data primarily comes from public reports published by licensed securities firm research institutes and third-party financial information institutions. Updates are synchronized in real time as reports are released. Macro reports are updated on a fixed schedule, while individual stock and industry reports are released when triggered by events. The document structure includes sections such as report title, publishing entity, release date, core investment logic, target valuation data, and risk warnings. Fields include target code, target price (unit: yuan), holding rating, institutional seat information, and some reports include structured data tables and chart attachments.
What constraints these characteristics impose on the citation source and traceability process
The dispersed, multi-source nature of multi-financial research reports means the traceability link must connect multiple knowledge bases and verify the qualification of publishing entities, to avoid citing invalid content from unlicensed institutions. Reports with different update schedules must be distinguished between incremental and full synchronization, to ensure the content returned during traceability is the latest released version. The presence of structured fields and attachments means the traceability link must match both the main report and associated structured data, and handle differences in rating terminology across institutions to unify display standards. Research reports vary widely in length; traceability for long, in-depth reports requires precise positioning of corresponding paragraphs to avoid generalized recall of irrelevant content, while also reserving sufficient context to accommodate complete citation information.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
Recall count | top 8–12 entries | Single multi-financial research report has relatively long content. Too many recalled entries will exceed the context window, while too few will fail to cover core logic |
maxContextToken | 8000–12000 | The token count of a single in-depth research report is usually high, so sufficient context must be reserved to accommodate the main report and associated fields |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Some research reports include large structured tables, which take longer to parse |
Knowledge Base Association Validation Switch | Enabled | Filter research reports published by unlicensed institutions to ensure compliance of traceability content |
Similarity threshold | 0.75–0.85 | Research report content is highly professional, so a high threshold is required to filter low-relevance recall results |
Rerank result count | top 4–6 entries | Retain highly relevant research report sources to avoid redundant display |
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. Analyze specific cases individually, and test against your own samples before finalizing values.
Three common mistakes
- Symptom: No citation source fields appear in results after calling the knowledge base tool. Cause: The
知识库引用展示开关is not enabled, or the citation output node is not configured in the workflow. - Symptom: The token count returned by a single retrieval exceeds the preset limit, causing context truncation. Cause: The
maxContextTokenparameter is not set, or its value is lower than the token count of a single research report, and the number of recalled entries is not limited. - Symptom: Calling the knowledge base tool in the workflow fails to return citation content. Cause: The tool node is not associated with the corresponding research report knowledge base, or the knowledge base has not completed structured parsing, making traceability fields impossible to extract.
How to confirm the configuration is complete
- Initiate a research report retrieval conversation, check whether the returned results include fields such as source title, publishing institution, and release date, to confirm that the citation display logic works normally.
- View the knowledge base parsing logs, confirm that the structured fields and attachments of the research report have been correctly extracted, and there are no parsing failure records.
- Adjust the corresponding parameters and initiate multiple retrievals, check that the number of returned citation sources and context length meet business expectations.
- Upload a simulated research report published by an unlicensed institution, confirm that the system automatically filters this type of content, and no non-compliant sources are cited.
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.