What the data for this category looks like
Research report data for investment platforms primarily comes from public research reports published by securities firms, public offering funds, and industry associations. Update frequency varies by report type: short-term commentary reports are updated in real time during trading days, industry deep reports are updated weekly, and quarterly strategy reports are updated monthly. Document structure includes fields such as title, publishing institution, release time, investment rating, core financial indicators, industry classification, and body analysis. Some long research reports have lengthy transcribed text, and structured fields have clear units: for example, earnings per share uses yuan as the unit, and price-to-earnings ratio uses times as the unit.
What constraints do these characteristics impose on model integration and configuration
The structured and non-mixed data characteristics of research reports require that model integration support both structured field extraction and unstructured text question answering. High-frequency updated data sources require configuring near-real-time recall logic to avoid returning old data due to cache expiration. Long text content requires configuring a context window adapted to the length of a single research report to prevent core analysis content from being truncated. Structured fields with specific units require the model to strictly match the unit format when outputting, to avoid data distortion that affects investment decisions.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000-12000 characters | Adapts to the average text length of a single long research report to avoid truncating core analysis content |
streamOutput | false | Prevents Markdown table truncation caused by streaming output, ensuring complete display of structured research report data |
recallTopK | Top 10-15 entries | Covers research report viewpoints from different institutions while avoiding returning excessive redundant content |
rerankThreshold | 0.75 | Filters low-correlation research reports and retains content with high matching degree to queries |
parseTimeout | 600 seconds | Adapts to the parsing time of long research reports, preventing parsing failure due to timeout |
outputFormat | markdown | Supports displaying structured data in table form to improve the readability of research report content |
The parameter values provided on this page are all conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing.
Three common mistakes
- Phenomenon: When the model outputs structured research report data in Markdown table format, the content is truncated, and
...[hide 38432 char]appears at the end of the conversation. Cause: Streaming output mode is enabled, and content returned in chunks cannot fully assemble long tables, triggering the platform's truncation cache mechanism. - Phenomenon: Core financial indicator units are missing or incorrect in research report data returned after calling the model. Cause: No unit mapping rule for structured fields is configured, and the model fails to recognize unit fields in the research report, resulting in distorted output data.
- Phenomenon: The number of research reports returned by retrieval is far lower than expected, and updates are lagging. Cause: The number of recalled entries is configured too low, and no parameter for filtering by release date is set, causing old data to be recalled first.
How to confirm that the configuration is complete
- Upload a research report with more than 5000 characters, and check whether the model's returned results fully display the body and structured tables without truncation prompts.
- Submit a query that includes clear units, such as "What is the target price of a certain new energy stock mentioned in a 2024 Q3 research report on the new energy industry released by a certain securities firm", and check whether the returned results include correct values and units.
- View the platform's recall logs to confirm that the returned research report release dates are within the last seven trading days, meeting the update frequency requirements.
- Check the background model call logs to confirm that all configuration parameters have been correctly loaded, with no prompts for missing or incorrect parameters.
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.