What the Data for This Category Looks Like
Research report data for investment platforms mainly comes from brokerage research institutes, industry associations, public announcements of listed companies, and third-party financial databases. Publishing entities set different update frequencies. Brokerage research reports update on workdays alongside market trends. Annual industry reports release concentratedly at quarter-end or year-end. Listed company announcements update in real time. The document structure of a single research report includes fields such as title, issuing institution, release time, core viewpoints, industry rating, target price, and supporting data charts. Target price uses RMB yuan as its unit. Indicators such as revenue and growth rate follow standard financial statistical formats. Some research reports run tens of thousands of words long. Formatting standards differ across institutions.
Constraints Imposed on Tool Calling and Plugins
Research reports come from dispersed sources with inconsistent formats. Tool calling must support parsing and adapting to multi-source data, and cannot rely on a single fixed field mapping rule. Update cycles are non-standard. Tool calling trigger mechanisms must support a combination of on-demand pulling and scheduled synchronization to fit the update cycles of different data sources. Research reports contain both structured text and unstructured chart content. Tool calling must support both text field extraction and visual content parsing. A dedicated visual model calling chain must be configured. Report length varies widely. Tool calling context processing must support long text segmentation and merging to avoid exceeding model context limits. It must also handle standardized conversion of different chart formats to ensure parsed results can be used for subsequent investment analysis.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_DOCUMENT_TIMEOUT | 300 seconds | Research reports have long lengths, so sufficient parsing time must be reserved to avoid task interruption due to timeout |
RECALL_TOP_K | Top 10-15 entries | Investment scenarios require coverage of multi-dimensional research report viewpoints. Too few recalled entries will miss key analysis content |
VISION_MODEL_ENABLED | Enabled | Research reports contain a large number of data charts, so visual large models must be called to parse and extract chart content |
UPLOAD_FILE_MAX_SIZE | 500 MB | Some research reports include high-definition data charts, so large file upload and parsing must be supported |
FIELD_EXTRACT_RULE | Extract by issuing institution, release time, core rating, target price | Core fields of concern in investment scenarios are fixed, which reduces invalid parsing content and improves processing efficiency |
API_REQUEST_RETRY_TIMES | 3 times | Research report data source interfaces may fail due to network fluctuations or traffic peaks. Configuring retries improves call stability |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Phenomenon:
Failed to fetcherror is returned when calling external research report data source interfaces. Cause: Access permissions for the data source are not configured, or the request timeout threshold is set too short and does not cover the normal response duration of the research report interface. - Phenomenon: Qwen2.5-VL fails to parse research report images and cannot extract chart data. Cause: The
VISION_MODEL_ENABLEDconfiguration is not enabled, or the image download timeout is not set, causing FastGPT to fail to pull image resources within the research report. - Phenomenon: Core fields (such as target price) are empty in retrieved research report results. Cause: The
FIELD_EXTRACT_RULEis not configured to specify investment-related fields to extract, causing the parsing process to miss key information.
How to Verify Successful Configuration
- Manually upload a local research report file, check if the parsed results include the pre-configured core fields to confirm that the field extraction rule is effective.
- Trigger a visual parsing test, upload a research report screenshot containing data charts, and confirm that the visual model successfully returns chart parsing content.
- Call the configured research report data source interface, check if the returned response status code is 200 and contains valid research report data.
- Adjust the
RECALL_TOP_Kparameter, compare the number of retrieved results to confirm that the recall rule configuration is effective.
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.