Data Overview for This Category
This category of data includes publicly available research documents such as securities firm research reports, industry research white papers, and public fund quarterly portfolio reports. Update frequency varies by publisher. Standard securities firm reports update on trading days, while industry white papers are released on an as-needed basis. Each document includes a title, publishing institution, release date, core summary, industry data tables, and risk disclosure modules. Fields cover business metrics including revenue, growth rate, and market share, with corresponding units of 100 million yuan, percentage, percentage, and others. Individual document character counts range from several thousand to tens of thousands.
Constraints for Workflow Orchestration
Dispersed data sources and inconsistent document formats require workflow configurations with multi-source format adaptation nodes. These nodes automatically recognize document structures from different publishing institutions. Frequently updated reports need scheduled incremental pull tasks. This avoids excessive system resource usage from full synchronization. Wide variation in individual document length requires configuring segment length adjustment parameters. These parameters meet information density requirements for different retrieval scenarios. Multiple types of business metrics in fields require adding field mapping nodes in the workflow. These nodes convert non-standard fields from original documents into unified business formats.
Configuration Recommendations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_DOC_SPLIT_LENGTH | 800–1200 characters | Moderate information density per segment for research reports, balances retrieval accuracy and context window usage |
INCREMENTAL_SYNC_INTERVAL | 4 hours | Standard securities firm reports update on trading days; a 4-hour interval covers incremental releases while avoiding resource waste |
SOURCE_FORMAT_AUTO_DETECT | Enabled | Research report sources include multiple publishing institutions; automatic adaptation reduces the volume of format conversion configurations |
FIELD_MAPPING_RULES | Preset mappings by publishing institution | Field naming varies across reports from different institutions; preset rules improve field extraction accuracy |
RECALL_TOP_K | Top 8–12 results | Research reports contain large volumes of information; an appropriate number of retrievals covers core viewpoints while avoiding redundancy |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Long document parsing requires extended time; 300 seconds covers parsing requirements for most individual research reports |
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 Misconfigurations
- Symptom: The
global_var_history_invaliderror code appears in workflow run logs, or research report Q&A results include irrelevant historical conversations. Cause: No filtering and update rules for global variable history records are configured, causing historical data to interfere with current retrieval. - Symptom: Industry data tables in uploaded research reports cannot be correctly extracted, and core numeric fields are missing from returned results. Cause: The
SOURCE_FORMAT_AUTO_DETECTconfiguration is not enabled, and embedded table formats from different publishing institutions' reports are not adapted. - Symptom: The workflow triggers a
request_timeoutstatus code during multi-step user interaction, and the process terminates. Cause: No reasonable timeout parameters are set, causing long processes or multi-turn interactions to exceed system time limits.
How to Verify Proper Configuration
- Upload individual research reports from different publishing institutions, and verify that parsed fields match preset mapping rules.
- Trigger an incremental sync task, and confirm that only newly released research reports from the past 4 hours are synced, with no full duplicate synchronization.
- Initiate a research report retrieval test with multi-step follow-up questions, and verify that global variable history does not carry irrelevant conversation content.
- Adjust the segment length parameter, and test whether retrieval results under different lengths cover core information without redundancy.
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.