What the Data for This Category Looks Like
Securities research report data originates primarily from licensed securities firm research institutes and licensed securities financial data service providers. Two update schedules apply: regular individual stock and industry research reports are updated daily after market close, while quarterly and annual strategy research reports are released on a fixed financial reporting cycle. Document structure includes title, publishing institution, release time, investment rating, target price, core logic, and risk warnings. Some documents include structured charts and data attachments. Fields include unique report identifier, institution code, rating type, target price value, and more. The word count of individual documents varies significantly.
Constraints Imposed on HTTP Interfaces and External System Integration
The characteristics of securities research reports create multiple constraints for interface and external system integration. First, report update schedules are uneven, so interfaces must support both incremental pull and full synchronization modes. This prevents repeated pulling of old data or missed new releases. Second, individual document word counts vary widely, so interfaces require configured request timeouts and chunk processing thresholds to avoid timeouts for large document requests. Third, the target price field uses a clear numeric type, so interface returns must preserve field association logic. External systems must unify numeric parsing rules during integration. Finally, some research reports include structured attachments, so interfaces must support separate pull interfaces for associated attachments.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 1000 MB | Securities research reports often include multiple chart attachments, so large file uploads must be permitted |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Structured chart attachments require lengthy parsing time, so sufficient time must be reserved |
RECALL_TOP_K | top 8–12 entries | A large number of related reports exist for securities research reports, so this balances recall accuracy and response speed |
SIMILARITY_THRESHOLD | 0.75–0.85 | A higher threshold is needed for securities research report relevance judgment to avoid unrelated industry reports |
API_REQUEST_TIMEOUT | 600 seconds | Individual research report document lengths vary widely, so a longer timeout prevents interruptions for large document requests |
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 case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Configuration Mistakes
- Symptom: After deployment, the interface always listens on port 3000, and the port cannot be modified via the configuration file. Cause: Default port parameters were not overridden using environment variables, only static configuration items in the local configuration file were modified.
- Symptom: The target price field is missing from research report data returned after interface calls. Cause: Interface request parameters did not specify the structured fields to return, or field mapping rules were configured incorrectly.
- Symptom: Parsing fails after uploading large-file research reports. Cause: Configuration values for
UPLOAD_FILE_MAX_SIZEandPARSE_FILE_TIMEOUT_SECONDSwere not adjusted, leading to interruptions due to exceeding default limits.
How to Verify Correct Configuration
- Call the test interface with a single standard research report, check if returned fields include preset items such as target price and publishing institution, and verify field mapping accuracy.
- Upload a research report file that includes attachments, check if the interface returns parsed text and attachment association information normally, and confirm the upload size limit configuration is active.
- Adjust the number of recalled entries and the similarity threshold, initiate a retrieval request, and verify that returned result count and relevance match the expected configuration.
- View interface logs, confirm that the request timeout time matches the configured value, and check for no request interruption records caused by timeouts.
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.