What the data for this category looks like
This category's data primarily comes from compliant financial research report data sources. Updates follow the research report release cycle: regular incremental daily syncs for existing reports, and immediate pushes for major industry research reports. Single documents have a fixed structure, including title, publishing institution, publish time, core arguments, industry data module, chart descriptions, and risk warnings. Fields include publish_time (ISO 8601 format timestamp), institution (publishing institution string), industry_tag (industry classification tag), word_count (total document character count, unit: characters), plus metadata fields for embedded tables and images.
What constraints these characteristics impose on model access and configuration
The long single-text nature of research reports requires configuring window parameters adapted for long contexts when connecting models, to avoid truncating core content. Structured metadata fields require configuring metadata filtering rules to enable precise recall by institution and industry. The real-time update rhythm requires configuring scheduled sync and incremental pull trigger logic to ensure the timeliness of retrieved data. Embedded chart and table metadata requires enabling an additional multi-modal model adaptation switch to ensure mixed text-image content is fully parsed and retrieved. Compliance requirements also require configuring sensitive content filtering parameters to prevent prohibited information from appearing in search results.
How to set configurations
| Configuration Item | Suggested Value | Rationale |
|---|---|---|
maxContext | 8000–16000 characters | Matches the average character length of single research reports to avoid truncating core arguments and data modules |
recallTopK | Top 5–10 results | Financial research report retrieval requires precise matching of business needs; too many recall results will dilute context effectiveness |
similarityThreshold | 0.75–0.85 | Professional term matching requires high precision; a value too low will introduce irrelevant industry research reports, while a value too high will reduce valid recall |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Parsing long documents and embedded multi-modal content takes longer; prevents parsing failure due to timeout |
enableMultiModal | Enabled | Embedded charts and tables in research reports require multi-modal models to complete content extraction and parsing |
metadataFilter | Configure rules based on industry_tag and institution | Enables precise filtering of research report data sources by industry and publishing institution to match segmented business needs |
The parameter values provided on this page are general recommendations to serve as a starting point for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Scenario: After configuring
enableMultiModal, uploading a research report PDF with embedded images results in the model failing to output content related to the images. Cause: The image recognition switch for the multi-modal model was not enabled, or API key permissions for the multi-modal model were not configured. - Scenario: After restarting the system or service, all keys and parameters configured for third-party model channels are lost. Cause: Channel configurations were not saved to persistent storage, or the configuration path does not point to the system's global configuration directory.
- Scenario: Output content from custom processing modules in the workflow cannot be synced to the chat window. Cause: The workflow's output node was not bound to the chat return module, and only the AI chat node was used to directly output content.
How to confirm configurations are correctly implemented
- Upload a single long-text research report, check that the parsed character count matches the original document, to confirm the
maxContextconfiguration is adapted to the current document length. - Submit a retrieval request filtered by industry tag, check that recall results only include research reports from the target industry, to confirm the
metadataFilterconfiguration is effective. - Upload a research report PDF with embedded charts, check that the model output includes text descriptions corresponding to the charts, to confirm the
enableMultiModalconfiguration is correct. - Restart the service and check that model channel configurations are not lost, to confirm the persistent storage configuration is correct.
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.