Data Characteristics for This Category
Data sources for comprehensive service research report retrieval cover public research reports from securities firms, research documents released by industry associations, and internal research materials from leading institutions. Newly released reports are synced multiple times per day. Stock data undergoes regular format completion and field validation. Each single document includes fields such as title, publishing institution, release date, industry classification, core arguments, financial summary, and risk warnings. Financial-related fields use billion yuan as the unit. Most documents are in PDF or Word format, with individual documents up to tens of thousands of characters.
Constraints Imposed on Deployment and Upgrade
Multi-source data access requires configuring authentication and format adaptation rules for multiple data sources during deployment, to avoid field format conflicts across different report sources. The high-frequency update feature requires incremental sync mechanisms adapted to the multiple daily release rhythm; full data pulls will cause excessive server resource usage. Long document characteristics require parsing timeout and chunk parameters adapted to tens of thousands of characters, otherwise parsing failures will occur. The multi-field structure requires upgrades to be compatible with old version field mapping rules, to avoid retrieval errors for stock data.
How to Configure Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
INCREMENTAL_SYNC_INTERVAL | Every 4 hours | Adapts to the multiple daily release rhythm of research reports, balances sync timeliness and server resource usage |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Adapts to the parsing time of single reports with tens of thousands of characters, avoids long document parsing interruptions |
maxContext | 800–1200 characters | Matches the single-paragraph length of research report core arguments, improves relevance of retrieved content |
RECALL_TOP_K | Top 10 entries | Covers multi-dimensional professional content of research reports while avoiding result redundancy |
SIMILARITY_THRESHOLD | 0.75–0.85 | Adapts to the professional terminology characteristics of research reports, improves matching accuracy |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Supports upload and parsing of single large research report PDF files |
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 case-by-case analysis, and it is recommended to test on your own samples before finalizing.
Three Common Mistakes
- Phenomenon: The
docker pullcommand returns anETIMEDOUTor403 Forbiddenerror. Cause: The server network cannot connect to the official image repository, or no domestic mirror acceleration address is configured. - Phenomenon: Incremental sync tasks fail to trigger after upgrading from 4.9.0 to 4.12.3. Cause: The old version
INCREMENTAL_SYNC_CRONparameter is replaced bySYNC_CRONin the new version, and the configuration item was not updated synchronously. - Phenomenon: Single research report parsing fails after deployment, returning a
PARSE_FAILEDstatus code. Cause:PARSE_FILE_TIMEOUT_SECONDSis set too short, not adapted to the parsing time of long documents.
How to Confirm Configuration Is Correct
- Run the manual sync script, check if new research report data entries are generated in the system backend, confirm that the incremental sync configuration takes effect.
- Upload a long document research report, check the status code of the parsing task, confirm no timeout exceptions occur.
- Initiate a search request containing professional terminology, verify that the number of returned results matches the
RECALL_TOP_Ksetting. - View container runtime logs, confirm all configuration items have been correctly loaded, with no missing parameter warnings.
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.