What the Data for This Category Looks Like
Data sources are primarily public research reports published by securities firm research institutes, public fund investment research departments, and industry self-regulatory organizations. Updates follow a regular schedule on workdays, with increased density during quarterly and annual earnings report release cycles. Document structure includes sections such as title, core viewpoints, industry macro data, individual stock ratings, target prices, and risk warnings. Fields include research report unique ID, publishing institution, covered industry, listed company code, target price (unit: RMB or foreign currency), investment rating, and more. The word count of individual documents varies widely; some in-depth research reports can reach tens of thousands of characters.
How These Characteristics Impact Knowledge Base Retrieval and Recall
Wide variation in individual document word count requires reasonable segmentation of long documents to preserve semantic integrity and avoid loss of cross-segment information. Frequently updated content requires the knowledge base to support near-real-time incremental synchronization to prevent lagging retrieval results. The large number of structured fields requires support for structured queries to accurately match specific conditions such as ratings and target prices. Dense professional terminology requires the recall logic to adapt to domain-specific semantic features to avoid incorrect matches.
How to Set Configuration Parameters
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
chunk_size | 800–1200 characters | Research reports have high professional information density. This segmentation range preserves core semantic content per segment while adapting to general context window limits |
recall_top_k | Top 10–15 results | Research reports have substantial content volume. Excessive recall results will exceed single-round context capacity, while insufficient recall may omit key information for specific industries |
similarity_threshold | 0.72–0.85 | Research reports contain many domain-specific terms. This threshold balances semantic matching accuracy and recall coverage, avoiding excessive filtering of valid content |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Individual in-depth research reports have long lengths, with higher parsing time than ordinary text files. This duration covers the parsing needs of most research reports |
enable_structured_query | Enabled | Research reports include structured fields such as investment ratings and target prices. Supporting structured retrieval improves accurate matching efficiency |
sync_interval | 15 minutes | Research reports are updated at a relatively high frequency. This synchronization interval ensures the timeliness of knowledge base content and aligns with industry release rhythms |
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 case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: Retrieval requests return status code 504 or take more than 40 seconds, making it impossible to quickly obtain research report results. Cause: The
chunk_sizeandrecall_top_kparameters were not adjusted for long research report documents, resulting in excessive context data loaded in a single round of retrieval, increasing the load on vector retrieval and model inference. - Symptom: When importing CSV-formatted research report question-answer pairs, Q field content exceeding 8000 characters triggers truncation or storage failure. Cause: The default limit of the
UPLOAD_QUESTION_MAX_LENGTHparameter was not modified, failing to adapt to the long text requirements of research report question-answer pairs. - Symptom: Expired research reports are included in retrieval results, and old documents with updated ratings are not filtered out. Cause: The
expire_filterparameter was not configured, and the research report release time field was not associated for automatic filtering, resulting in old content being mixed into retrieval results.
How to Verify Successful Configuration
- Upload a research report with more than 10000 characters per single document, check the actual effective value of the
chunk_sizeparameter in the parsing log to confirm that segmentation conforms to the preset range. - Initiate a retrieval request that includes structured fields, such as "research reports in the new energy industry with target prices higher than 50 yuan", check whether the returned results correctly match the field conditions.
- Wait 15 minutes, then retrieve keywords from the latest released research reports of the day, confirm that the results include the latest released content.
- Import a single CSV question-answer pair with a 9000-character Q field, confirm that storage is completed without errors and the content is complete without truncation.
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.