What the Data for This Category Looks Like
The data for this category primarily comes from industry analysis reports produced by internal investment research departments, and publicly available financial research report resources obtained through compliant channels. Updates occur daily on workdays. Individual documents have a wide range of lengths, with standard sections including abstract, industry overview, core analysis modules, business recommendations, risk warnings, and more. Included fields are report number, release date, releasing institution, report topic, core data modules, and others. The release date uses standard Gregorian calendar format, and the report number consists of a combination of letters and numbers, with no additional custom unit fields.
What Constraints These Characteristics Impose on the Tool Calling and Plugins Workflow
The mixed internal and external data source structure requires a permission verification plugin to be configured for the tool calling process, to distinguish the call scope between internal confidential research reports and public research reports. The wide range of document lengths requires the plugin to support long text segment parsing and context-adaptive splicing, to avoid exceeding model context limits. The multi-field document structure requires the plugin to support targeted field recall, only extracting target fields such as report topics and core analysis modules, to reduce invalid data transmission. The high-frequency update feature requires the plugin’s data source synchronization cycle to be set to daily, to ensure retrieval results cover the latest released research report content.
How to Configure the Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Adapts to the long-text structure of joint-stock bank research reports with multiple chapters, avoiding truncation of core analysis content |
rag_top_k | Top 10 entries | Covers the multi-dimensional analysis dimensions of research reports, while controlling the token consumption of a single call |
plugin_sync_interval | 86400 seconds | Matches the daily update rhythm of research reports on workdays, ensuring real-time performance of retrieval results |
file_parse_chunk_size | 1500–2000 characters | Adapts to the paragraph length of multi-chapter research reports, balancing the accuracy of segment parsing and call efficiency |
plugin_auth_scope | Public research reports + internal authorized directories | Distinguishes the call permissions between internal confidential and public research reports, complying with financial data compliance requirements |
rag_similarity_threshold | 0.75 | Filters low-correlation non-target research reports, focusing on content with high matching degree to retrieval queries |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test on your own samples before finalizing the settings.
Three Common Misconfigurations
- A
400 Bad Requesterror is returned when calling the tool to generate an SQL query. The cause is that the database table structure mapping for the research report data source is not specified in the plugin configuration, resulting in the generated SQL statement being unable to match the actual data fields. - Occasional timeout errors occur when calling the model for multi-turn question answering. The cause is that the
maxContextparameter is not adjusted to adapt to long research report texts, leading to the token consumption of a single call exceeding the model limit and triggering the timeout mechanism. - Unauthorized internal confidential research report content is included in retrieval results. The cause is that the permission filtering rules for the
plugin_auth_scopeparameter are not configured, resulting in the plugin failing to distinguish between public and internal data sources during calls.
How to Confirm the Configuration Is Complete
- Perform a parsing test on a single research report, and verify that the parsed segment length matches the
file_parse_chunk_sizesetting. - Initiate multi-turn question answering related to research reports, and verify that the number of recalled results matches the
rag_top_ksetting. - After configuring the permission filtering rules, attempt to call the internal confidential research report data source, and confirm that the no permission access prompt is returned normally.
- View the plugin synchronization logs, and confirm that the daily automatic synchronization task runs as scheduled without abnormal errors.
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.