What this type of data looks like
Research report data for investment platforms mainly comes from securities firm research institutes, industry associations, periodic announcements of listed companies, and public financial databases. Update rhythm varies by data source type. Securities firm research reports update frequently on trading days. Annual industry reports are released in the two months following the end of each quarter. Listed company announcements are pushed in real time.
Single documents include structures such as core summaries, financial data tables, valuation models, investment ratings, and risk warnings. Fields cover revenue, net profit, price-to-earnings ratio, price-to-book ratio, with corresponding units like 100 million yuan, times. Single document lengths range from thousands to tens of thousands of words. Some documents contain complex embedded charts and formulas.
What constraints do these characteristics impose during deployment and upgrade
Long documents and complex formats require parsing to handle large files and embedded charts and formulas. Reserve sufficient memory and CPU resources during deployment. This avoids parsing timeouts or crashes.
High-frequency updated data sources require incremental sync tasks. Maintain compatibility with old sync logic during upgrades. This prevents data gaps.
Structured data with multiple fields requires enabling metadata indexing. Retrieval accuracy will be affected otherwise.
ARM architecture servers must use matching adapted images. The service cannot start normally otherwise.
During version upgrades, verify compatibility of knowledge base parsing configurations. Parameter changes may make existing research reports unsearchable if this step is skipped.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600-900 seconds | Research report document lengths vary widely. Sufficient parsing time must be reserved to handle long documents and embedded formulas |
UPLOAD_FILE_MAX_SIZE | 500 MB | Matches the average size of single research report PDFs. Prevents large files from being blocked during upload |
maxContext | 8000-12000 characters | Covers the context length of core research report logic. Ensures complete recall of relevant content |
number of retrieved results | Top 10-15 results | Research reports have high information density. Too many recalled results will exceed the context window and reduce response speed |
similarity threshold | 0.75-0.85 | Research report topics are clearly defined. Filters low-relevance results to improve retrieval accuracy |
incremental sync interval | Every hour | Matches the high-frequency update rhythm of securities firm research reports on trading days. Ensures timely data synchronization |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, 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 mistakes
- Phenomenon: An error
worker terminated due to reaching memory limitoccurs when creating a knowledge base. Cause: Memory allocation parameters orPARSE_FILE_TIMEOUT_SECONDShave not been adjusted for long research report documents. This leads to memory overflow during parsing. - Phenomenon: After upgrading to version 4.14.0, an error
Failed to create post presigned urloccurs when uploading files via workflow. Cause: Object storage access keys and bucket permissions are not configured correctly. Or correct storage configuration parameters are not passed via environment variables. - Phenomenon: Some documents are not parsed normally after batch uploading research reports. Cause: Reasonable sharding parameters have not been set. This leads to incorrect splitting of long documents and loss of core semantic connections.
How to confirm correct configuration
- Upload a single research report PDF under 500 MB. Check that the parsing task completes within the preset time without timeout errors.
- Submit a query containing core keywords from research reports. Verify that the similarity of recalled results falls within the preset threshold range.
- Check that incremental sync tasks trigger at the preset interval. Confirm that newly uploaded research reports become searchable within the corresponding time frame.
- Pull the matching adapted Docker image on an ARM architecture server to start the service. Confirm that the service port is listening normally and no startup errors occur.
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.