What the Data for This Category Looks Like
Research report data for investment platforms mainly comes from licensed securities firm research institutes, compliant industry databases, and public announcements of listed companies. Data updates trigger synchronously when research reports are officially published, with no fixed schedule but covering real-time delivery during trading sessions. The structure of a single research report includes header metadata, core investment logic, financial calculation tables, and risk warning modules. Fields include: unique research report identifier, full name of publishing institution, release timestamp, investment rating, target price, corresponding underlying securities code, and industry classification. The unit of target price is Renminbi yuan per share. Financial calculation data units are mostly hundreds of millions of yuan or ten thousands of yuan.
Constraints on HTTP Interfaces and External Systems
Decentralized research report data sources require integration with multiple external interfaces, and compatibility with different authentication protocols and response formats. No fixed update schedule requires interfaces to support real-time pulling or event callback triggers; fixed scheduled synchronization tasks cannot be relied upon. Documents include structured financial tables, requiring interfaces to support segmented extraction of table content and mapping to standard fields. Fields include specific unit information; interfaces must retain original unit fields and support unit conversion verification based on business requirements. The unique research report identifier must be used as a core query parameter; interfaces must support precise matching and batch queries by identifier.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
external_api_auth | api_key + signature verification | Adapts to security authentication requirements for multiple data sources, avoids risks of plaintext transmission |
update_sync_mode | real-time pulling | Matches the feature of no fixed update schedule for research reports, ensures data timeliness |
structured_extract_enable | true | Supports extraction of financial tables and rating fields within research reports, retains original data structure |
field_unit_validate | enabled | Verifies unit consistency for fields such as target price and market capitalization, prevents business misuse |
api_request_timeout | 240 seconds | Adapts to time consumption requirements for long document parsing and joint queries across multiple data sources |
max_batch_retrieve | 15 items per request | Balances interface call efficiency and load limits for single requests |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material formats, data volume and business rules. Specific issues require individual analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: Interface returns
504 Gateway Timeouterror. Cause: Theapi_request_timeoutconfiguration was not adjusted, and long document parsing or joint queries across multiple data sources exceeded the default timeout limit. - Symptom: Target price fields in returned research report data are empty. Cause:
field_mapping_ruleswas not configured, and the target price field returned by the data source was not mapped to the fields required by the business system. - Symptom: Number of returned research reports is far lower than expected. Cause: The
max_batch_retrieveconfiguration was not adjusted, the single request item limit is too low, and the full set of research reports to be queried are not covered.
How to Verify Successful Configuration
- The test interface is invoked with a known research report ID, and returned fields are checked for target price, rating and other information required by the business.
- A research report release event is simulated to trigger data synchronization, and the external system is checked for receipt of updated research report data.
- A batch query request is initiated, and the number of returned items is confirmed to meet business expectations, with no truncation or omissions.
- Interface logs are reviewed to confirm that authentication verification passes, with no abnormal error messages.
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.