What the data for this use case looks like
Data primarily comes from internal research team outputs, externally and compliantly procured securities firm industry research reports, and industry analysis documents publicly disclosed by regulatory authorities. The update rhythm is daily synchronization of new reports, and weekly full refresh of existing report indexes. The structure of a single document includes title, publishing entity, publishing date, core viewpoints, industry rating, financial forecast tables, and appendix data. Fields include research report ID, rating level, target price (unit: Renminbi yuan), covered industry. Single document length varies widely; it is recommended to calculate or test based on the deploying organization’s own samples before finalizing values.
Constraints imposed on deployment and upgrade by these characteristics
The long-text nature of individual research reports requires adapting deployments to support long-context processing capabilities to avoid core information loss from segment truncation. The daily incremental update and weekly full refresh rhythm requires configuring layered synchronization tasks, distinguishing resource usage thresholds for incremental indexing and full index rebuilding, to prevent scheduled tasks from occupying excessive database resources. The presence of structured financial fields such as target price and rating level requires enabling structured data extraction configuration to ensure precise field-based filtering during retrieval. Additionally, compliance requirements in banking scenarios require retaining access permissions for existing data during upgrades, to avoid interrupting business retrieval links.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–16000 characters | Adapts to the typical length of individual research reports, avoids truncation of core content |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Long-text research reports take longer to parse, prevents parsing failure from premature timeout |
RECALL_TOP_K | 10–15 entries | Research report content is specialized and covers multiple dimensions, sufficient relevant segments must be retrieved for subsequent reranking |
RERANK_TOP_N | 5–8 entries | Controls the volume of final displayed information while retaining sufficient valid reference content |
SYNC_INCREMENTAL_INTERVAL | 86400 seconds | Matches the daily update rhythm of research reports, ensures newly published reports are indexed in a timely manner |
UPLOAD_FILE_MAX_SIZE | 50 MB | Adapts to the typical size of individual research report PDFs or documents, avoids upload failures |
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 targeted analysis; it is recommended to test on the deploying organization’s own samples before finalizing settings.
Three Common Configuration Errors
- Symptom: The Redis process reports continuous errors after deployment, and the application cannot start or the retrieval link is interrupted. Cause: Redis persistence parameters are not configured, or the memory allocation threshold is insufficient, which cannot support the high-frequency read and write requests of research report indexing.
- Symptom: In FastGPT 4.9.6, after disabling the reference and view original text functions for login-free share links, the relevant buttons still appear when accessed and cannot be used normally. Cause: The
SHARE_LINK_SHOW_ORIGINparameter was not synchronized to all deployment nodes, or the configuration was not applied by restarting the service. - Symptom: After starting the application, a prompt indicates MCP server connection failure, and some tool call functions cannot be used. Cause: MCP server environment variables were not configured per the deployment documentation, or the port is blocked by a firewall, preventing the application from establishing a connection with the MCP service.
How to Confirm Correct Configuration
- Upload a standard-length research report document, and confirm that the parsing log displays the
parse successfield and contains no timeout-related errors. - Submit a retrieval request using research report keywords, verify that the number of returned results matches the configured recall and reranking parameter values.
- Manually trigger an incremental synchronization task, check if a unique identifier record for the corresponding research report has been added to the index database.
- Access the configured login-free share link, confirm that the switch states of the reference and view original text functions match the preset configuration.
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.