What the data for this category looks like
The data for joint-stock bank research reports primarily comes from internal macroeconomic, financial market, interbank business, and retail financial research reports produced by the bank’s own research department, plus a small number of third-party industry segment research reports purchased through compliant procurement. Data updates follow a daily weekday schedule: internal research reports are released in real time alongside research progress, while third-party reports sync with the fixed update cycles of partner institutions. Each document includes standard modules such as title, publishing institution, release date, core viewpoints, industry rating, quantitative data section, risk warnings, and more. Fields include publish_date (YYYY-MM-DD date format), rating (text-based ratings such as "buy", "neutral"), asset_category (business classification such as fixed income, credit, wealth management), report_body (main body content), and more. Quantitative data fields mostly use standard financial industry units such as BP, 100 million yuan, percentage. Some internal research reports include exclusive business indicator fields for the bank, with some flexibility in naming.
Constraints imposed by these characteristics on HTTP interfaces and external systems
Research reports have wide length variation, with long documents exceeding 100,000 characters. This creates clear requirements for request body size limits and parsing timeout settings for interfaces. Internal research reports must connect to the bank’s unified internal permission system. Interfaces must support authentication methods compliant with financial security specifications to prevent unauthorized access. Custom fields for research reports vary significantly across different joint-stock banks. Interfaces must support custom field mapping configurations to adapt to the exclusive data formats of each institution. Frequently updated research report data requires interfaces to support incremental synchronization mode, pulling new content via the last_modified timestamp parameter to avoid resource waste and performance loss caused by full pulls.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
max_report_parse_length | 80000–120000 characters | Adapts to the average length range of joint-stock bank research reports, avoiding truncation during long document parsing |
auth_type | internal_oauth2 | Connects to the bank’s unified internal permission system, complying with security and compliance requirements for financial institutions |
incremental_sync_interval | 1 hour | Matches the daily weekday update schedule of research reports, ensuring data timeliness |
custom_field_mapping | Set based on actual testing | Adapts to the custom business field formats of different joint-stock bank research reports |
request_timeout | 600 seconds | Accommodates time requirements for processing long document parsing and large-scale data pulls |
returned_field_list | title,publish_date,rating,core_view | Covers the core business field requirements for internal bank research report retrieval |
The parameter values provided on this page are common recommended 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 with your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: The interface returns multiple identical research report entries. Cause: The
unique_keyparameter is not configured correctly, and a non-unique field is used as the deduplication basis, leading to repeated pulls. - Symptom: Calling the
incremental_syncinterface returns a 403 status code. Cause: The automatic refresh logic for internal OAuth2 tokens is not configured, and authentication is not re-obtained after the token expires. - Symptom: Embedded chart data is missing from parsed research report main content. Cause: Rich text parsing mode is not enabled, and only plain text content is extracted, resulting in loss of quantitative chart information from the report.
How to Verify Proper Configuration
- Initiate a single research report parsing request, check that returned fields such as
titleandpublish_datematch the source document content. - Call the incremental synchronization interface, check that only research reports updated within the last hour are returned, with no historical duplicate data.
- Initiate a request with an invalid authentication token, confirm that the interface returns a 401 status code to verify that the permission verification logic is active.
- Adjust the
returned_field_listparameter, check that the fields returned by the interface exactly match the configured items.
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.