What This Category of Data Looks Like
Joint-stock bank research report data primarily originates from industry analyses and corporate business assessment reports produced by the internal research team, plus regional financial market research reports released by cooperating financial institutions. Data updates follow a fixed quarterly cycle, with ad-hoc updates added when regulatory policies adjust or regional economic fluctuations occur. Most documents are a mix of structured and semi-structured formats, containing fields such as research subject, core business indicators, risk ratings, and allocation recommendations. Indicator units are mostly billion yuan, basis points, and percentage. Some attachments include Excel-format quarterly operating data tables.
Constraints Imposed on Knowledge Base Retrieval and Recall
The mixed semi-structured analysis content and structured business indicators in research reports require the retrieval link to support both semantic matching and precise field matching. Fixed-cycle batch updated data needs to adapt to incremental update workflows, to avoid time pressure from full retraining. Ad-hoc updated temporary research reports require support for fast upload and parsing. Individual research reports are lengthy, with some content exceeding 5000 characters, which exceeds standard context windows. Content must be split before recall. Financial professional terms in reports, such as provision coverage ratio and credit growth rate, need precise matching to avoid retrieving irrelevant content.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 900 seconds | Single research reports with multiple Excel structured attachments have long parsing times. Reserve sufficient time to complete full parsing |
chunk_size | 1500–2000 characters | Research reports contain long paragraphs and structured tables. This segment length preserves complete semantic units and avoids splitting that breaks professional term combinations |
recall_top_k | Top 8 results | Joint-stock banks have a large number of research reports on the same topic. Too many recalled results increase context pressure, while too few miss key analysis content |
similarity_threshold | 0.72–0.80 | Semantic similarity of financial professional terms has high discrimination. This interval filters low-relevance recall results |
UPLOAD_FILE_MAX_SIZE | 2000 MB | Some research report attachments include multi-quarter operating data tables. Single files have large sizes, requiring support for large file uploads |
rerank_top_n | Top 3 results | Retain highly relevant research report content for context splicing, to avoid redundant information interfering with large model generation results |
The parameter values provided on this page are common starting points for configuration setup. Actual values are affected by material format, data volume, and business rules. Analyze specific issues individually, and test on your own samples before finalizing settings.
Three Common Misconfigurations
- Uploading a research report file results in empty data processing step returns with no error logs. The cause is one of two issues: parsing plugins for Excel structured attachments in research reports are not enabled, or the parsing timeout parameter is set too low. This causes failed attachment parsing to be skipped entirely.
- Research report recall results returned during conversations have low relevance to query terms. Some results do not match core business indicators in research reports. The cause is that field index configuration is not enabled, and only full-text semantic recall is performed. This prevents precise matching of structured indicator fields in research reports.
- Some requests return 504 timeout status codes when calling the knowledge base conversation interface. Returned results have significant delays. The cause is that the number of recalled results is set too high, and reranking is not enabled. This causes excessive time spent on large model context splicing, exceeding the interface timeout threshold.
How to Verify Proper Configuration
- Upload a typical joint-stock bank research report file, check if the data processing progress bar completes, and if the parsing logs include structured field extraction records.
- Call the knowledge base retrieval interface, pass professional terms from the research report as query terms, and verify that the number of returned recall results matches the configured parameters.
- Launch a query that includes structured business indicators, and confirm that returned results include matching content for the corresponding fields.
- Simulate batch uploads of multiple research reports, check if incremental update tasks trigger normally, and if there are no prompts for full retraining.
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.