What This Category of Data Looks Like
Securities research report data primarily comes from brokerage research institutes, public offering fund investment research departments, and third-party financial information platforms. Updates follow trading days, with new content typically released before market open or after market close. Document structures usually include five core modules: summary, core investment logic, industry data, individual stock analysis, and risk warnings. Fields include publishing institution, release date, investment rating, target price, involved industries and individual stock codes. Target price units are Renminbi yuan. Investment ratings mostly use text-based descriptions such as buy, overweight, hold, and similar terms.
Constraints Imposed by These Characteristics on Model Access and Configuration
Dispersed sources and inconsistent formats for research reports require the model access link to support multi-format parsing logic, to avoid content truncation or recognition errors. High-frequency trading day updates require the vector database synchronization cycle to align with trading hours, ensuring the timeliness of retrieved content. The relatively long body text of individual research reports requires context window configuration to accommodate long text inputs. Research reports include structured fields such as target price and rating, requiring configuration of structured extraction parameters to improve retrieval accuracy and avoid generalized search results that impact investment research judgments.
How to Set Configurations
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
maxContext | 8000–16000 characters | The main body of a single securities research report is relatively long, requiring coverage of complete core content to support accurate question answering |
chunkSize | 1000–1500 characters | Research reports have multiple sections; splitting while retaining contextual coherence prevents key logic from being split apart |
recallTopK | Top 8–12 results | A large number of research reports require recalling sufficiently relevant but non-redundant content, matching the information density needs of investment research decisions |
similarityThreshold | 0.75–0.85 | Filter low-relevance generalized industry research reports, focusing on precise content related to target assets or topics |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Parsing long research reports takes significant time; this avoids interrupting the parsing process due to timeout |
enableStructuredExtract | Enabled | Research reports include structured fields such as target price and rating; enabling this improves the accuracy of retrieval and question answering |
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 settings.
Three Common Misconfiguration Issues
- Symptom: Calling the model access interface returns a
404 status code (no body). Cause: The API address, API key or model name in the model configuration was entered incorrectly, and platform-side model permission verification was not completed. - Symptom: In non-tool call mode, the large language model does not return research report retrieval results. Cause: The research report retrieval plugin was not bound, or the recalled research report content was filtered because it did not meet the
similarityThresholdthreshold. - Symptom: When uploading research reports in FastGPT 4.8.9 simplified mode, the model does not automatically trigger parsing, and vector database batch retraining is not available. Cause: The automatic parsing switch in simplified mode was not enabled, or the vector database batch update task was not configured; only single-file training parameter adjustments are supported.
How to Confirm Successful Configuration
- Call the model test interface, confirm that the returned status code is 200, and the response content includes structured information related to research reports.
- Upload a single standard research report, confirm that the parsed text is not forcibly truncated, and structured fields are correctly identified.
- Initiate a retrieval request, confirm that the number of recalled results matches the configured recall count, and result relevance meets the filtering standards of the preset threshold.
- Batch upload a set of similar research reports, confirm that the vector database completes batch updates without abnormal error logs.
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.