What Data for This Category Looks Like
Multi-financial research report sources include compliance reports released by industry self-regulatory organizations, business white papers publicly disclosed by licensed institutions, and segmented track research documents from third-party financial information service providers. Update cycles follow quarterly industry dynamic updates and monthly institutional operating data updates. Single document length varies widely. Document structures include business segment breakdowns, regulatory policy interpretations, core operating indicators, market size calculations and other fields. Common units are financial statistical units such as 100 million yuan and number of institutions. Documents often include structured business process descriptions and detailed regulatory compliance requirements. Some documents include fragments of internal business calculation models from institutions.
How These Characteristics Create Constraints for Deployment and Upgrade
Large variation in document length and presence of long text fragments require adjusting file parsing timeout thresholds and segment length parameters during deployment. This avoids parsing failures or truncation of critical business content for long documents. Structured financial data with multiple fields requires configuring retrieval and reranking rules adapted to structured fields. This improves precise matching rates. Quarterly and monthly layered update cycles require configuring incremental synchronization tasks during upgrades. This reduces resource consumption from full updates. Differences in data formats across multiple sources require configuring targeted document parsing templates during deployment. This supports document layouts and structures released by different institutions.
How to Set Configuration
| Config Item | Recommended Value | Basis for This Value |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Multi-financial research reports often contain long text and complex tables. A longer timeout prevents parsing interruptions |
maxContext | 8000–12000 characters | Research report length varies widely. Sufficient context preserves complete business logic and indicator correlations |
Recall count | Top 8–10 results | Structured fields account for a high proportion. Too many retrievals introduce irrelevant unstructured content |
Similarity threshold | 0.72–0.78 | Financial data has high semantic consistency requirements. A threshold that is too low introduces irrelevant documents. A threshold that is too high misses relevant content |
UPLOAD_FILE_MAX_SIZE | 500 MB | Single research reports may contain multi-page charts and long text. A larger upload limit enables complete document import |
Rerank result count | Top 3–5 results | Focus on retrieval results related to core business. This improves answer accuracy |
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 Misconfigurations
- Phenomenon: A 504 Gateway Timeout error returns when calling the retrieval interface after deployment. Cause: The
PARSE_FILE_TIMEOUT_SECONDSparameter was not adjusted. The parsing process for long-text research reports exceeds the default timeout threshold, causing the proxy link to interrupt. - Phenomenon: Model channel tests show connection failures, but the server-side large model interface accesses normally. Cause: AIproxy forwarding rules were not configured correctly. The local large model access address and port were not mapped to the FastGPT specified call path.
- Phenomenon: Reference document detail fields returned by API calls are empty. Cause: Retrieval result source record configuration was not enabled, or the number of retrieved entries was set too low. No associated research report documents were matched.
How to Confirm Proper Configuration
- Upload a typical multi-financial research report document. Check that the parsed text fully retains business segments and indicator fields, with no obvious truncation or garbled characters.
- Run a test retrieval. Verify that the number and similarity of retrieval results match the preset configuration. Adjust relevant parameters to the range that meets business requirements.
- Call the published API interface. Confirm that returned results include model responses and associated document source details. Verify that interface parameter configuration is correct.
- Configure an incremental synchronization task. Check data synchronization logs to confirm only newly added or modified research report documents are updated. No full synchronization is triggered.
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.