What the data for this category looks like
Data sources for comprehensive service research report retrieval include broker public research reports, industry association monthly and quarterly reports, listed company regular announcements, and regulatory documents. Update cadence varies by source: broker reports are updated on workdays, industry reports are released quarterly, and announcements are synced in real time. Single document structure includes fields such as report title, issuing institution, release date, core industry data, company financial metrics, investment ratings, and operational recommendations. Units include hundreds of millions of yuan, multiples, percentages, and others. Some research reports contain multi-chapter segmented content.
What Constraints These Characteristics Impose on Tool Calling and Plugins
Multi-source heterogeneous data sources require tool calling to support targeted data pulling and format unification across multiple data sources, to avoid cross-source data conflicts. Data sources with different update cycles require tools to support incremental sync trigger configuration, to ensure the timeliness of retrieved data. The long text and multi-chapter structure of single research reports requires tool calling to support chapter-by-chapter segmented recall, to avoid context overflow. The diversity of fields and units requires tools to carry field mapping rules during calls, to unify indicator units and naming formats across different sources. Batch retrieval scenarios for large numbers of research reports amplify the impact of API call frequency limits, requiring reasonable concurrency and current-limiting parameter configuration.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
max_concurrent_calls | 5–8 | Avoid triggering current limiting when calling multiple research report data sources simultaneously |
rate_limit_per_minute | 30–50 | Match the call frequency limits of most public research report APIs |
enable_field_mapping | Enabled | Unify field naming and unit formats across different research report sources |
incremental_sync_interval | 1 hour | Balance research report data timeliness and API call resource consumption |
text_chunk_size | 800–1200 characters | Adapt to large model context windows and average chapter length of research reports |
recall_top_k | Top 6–10 results | Cover core research report content while avoiding context overflow |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Phenomenon: 429 status code is returned when calling research report data source APIs, or APIs return "call frequency exceeded" errors. Cause: Reasonable
max_concurrent_callsandrate_limit_per_minuteparameters are not configured, and concurrent requests exceed the data source API limits. - Phenomenon: Research report data returned by tool calling is not used by subsequent conversation modules, and no retrieval results appear in the conversation context. Cause: The return results of tool calling are not bound to the current conversation context, or the serialization format of the results is not configured to be parsable by subsequent modules.
- Phenomenon: Research report retrieval parameters stored in global variables do not take effect, and default configurations are used for tool calling. Cause: Global variables are not updated correctly before tool calling is triggered, or the variable scope does not cover the tool calling process.
How to Confirm Correct Configuration
- Navigate to the tool configuration page, check the configured values of
max_concurrent_callsandrate_limit_per_minute, confirm they meet the call limit requirements of the connected data sources. - Initiate a test call, check if the conversation log carries the correct
chatIdparameter, and that the research report data returned by the tool is correctly bound to the conversation context. - Check the global variable update log, confirm that research report retrieval related parameters have been updated before tool calling is triggered, and that the variable scope covers the tool calling process.
- Trigger a manual incremental sync task, check the data source update log, confirm that the sync cycle matches the configured
incremental_sync_interval.
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.