Deployment and Upgrade for Financial Leasing Research Report Retrieval

Data sources include quarterly operational reports published by the China Financial Leasing Industry Association, special research reports publicly

What the Data for This Category Looks Like

Data sources include quarterly operational reports published by the China Financial Leasing Industry Association, special research reports publicly released by licensed leasing companies, and project filing information disclosed by regulatory authorities. Updates follow a fixed quarterly cycle. Special project research reports update alongside the launch of corresponding projects. Most documents are multi-chapter PDFs, containing lease asset classification details, project approval process descriptions, risk control indicator entries, and contract clause summaries. Fields include lease asset type, single investment scale, lease term, margin ratio, repayment cycle, and more. Common units are ten thousand yuan and month.

Constraints on Deployment and Upgrade from These Characteristics

The multi-source, scattered nature of leasing industry research reports requires support for multi-source data access during deployment, including local bulk upload and scheduled API pulling. The fixed quarterly update cadence requires configuring scheduled synchronization tasks to maintain data timeliness. The multi-chapter nested table document structure requires adjusting parsing timeout and segment length parameters to avoid long text parsing interruptions. The requirement for specific fields and units requires configuring vector database field indexing rules to ensure field matching and unit unification during retrieval. The upgrade phase must be compatible with old version field mapping rules to prevent historical data from bulk imports from becoming invalid.

Configuration Settings

Configuration ItemRecommended ValueRationale
UPLOAD_FILE_MAX_SIZE10–20 MBSingle financial leasing research reports are mostly multi-chapter PDFs, with actual sizes falling mostly within this range, avoiding upload interruptions
PARSE_FILE_TIMEOUT_SECONDS600 secondsParsing long documents with nested tables takes longer, preventing premature timeout termination of incomplete parsing
maxContext8000–12000 charactersRequires fully loading research report chapter content to support precise question answering across multiple fields
Recall CountTop 10 entriesResearch reports involve multi-dimensional segmented fields, requiring sufficient relevant fragments to be recalled to cover complete information
Segment Length1000–1500 charactersAdapts to the chapter structure of research reports, avoiding semantic breakage from overly short segments, while excessive length impacts retrieval accuracy
WORKFLOW_HTTP_TIMEOUT300 secondsBackground processing takes longer during bulk file imports, preventing premature timeout of workflow node requests

The parameter values provided on this page are general recommendations used as a starting point for configuration. Actual values are affected by material format, data volume and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.

Three Common Configuration Mistakes

  • Phenomenon: A 413 Request Entity Too Large error is returned when calling the HTTP node in a workflow to upload a research report file. Cause: The UPLOAD_FILE_MAX_SIZE environment variable was not adjusted, and the default limit is smaller than the actual size of the research report file.
  • Phenomenon: In version 4.14.4, a model that has been enabled on the account model configuration page does not appear in the model dropdown list of workflow nodes. Cause: The application service was not restarted to make the model configuration take effect, or the model permissions of the workflow node were not synchronized and updated.
  • Phenomenon: A certificate error or connection failure occurs when accessing via https://ip:3000 after local deployment. Cause: No SSL certificate was configured or HTTPS port forwarding was not enabled, and the default startup only opens the HTTP port.

How to Confirm Configuration is Successful

  • Upload a research report file matching the category characteristics, check the upload progress and parsing logs to confirm no timeout or parsing failure prompts appear.
  • Enter the workflow editor, view the model dropdown list, confirm that configured models are displayed normally and can be selected and called normally.
  • Initiate a retrieval request targeting a specific field of the research report, check whether returned results include relevant content of the corresponding field to confirm the retrieval logic is effective.
  • View the application's scheduled synchronization task logs, confirm that research report data is automatically pulled or imported according to the configured cycle, with no failed records.

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.