What this category of data looks like
Research report data for software development scenarios originates from licensed securities research institutes, industry associations, listed company disclosure announcements, and professional financial databases. Three update schedules apply:
- Securities morning research reports are updated in real time on workdays
- Industry in-depth reports are released quarterly or annually
- Listed company announcements are synced in real time when disclosure occurs
Single documents include fields such as title, issuing institution, release time, core logic, industry benchmark data, and risk warnings. Some long documents include table of contents and appendices. Data fields use standardized financial units like 100 million yuan, multiples, and percentages. Single document length varies widely. It is recommended to count or test with your own samples before finalizing settings.
Constraints imposed by these characteristics on HTTP interfaces and external systems
Wide format differences across research report sources require HTTP interfaces to support parsing and adaptation for PDF, Word, plain text, and other formats. Interfaces must also accommodate differences in field naming across different sources.
Real-time updated listed company announcements create high-frequency call demand. Interface rate limit configurations must adapt to peak business periods on workdays.
Longer single document lengths require appropriate relaxation of interface request body size limits. Timeout settings must match actual parsing time for long documents.
High data timeliness requirements in financial scenarios mean interfaces must support recall sorted in reverse order of release time. Strict authentication mechanisms are needed to protect financial sensitive data.
When connecting external systems, standardized fields for research reports must be uniformly mapped. This avoids retrieval errors or display issues caused by field mismatches.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 200 MB | The file size of a single converted research report usually does not exceed 150 MB, with reasonable buffer space reserved |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Long research report parsing requires processing multiple chapters and appendices. Typical parsing time is approximately 300-500 seconds, with redundant time reserved |
RECALL_TOP_N | Top 10 entries | Research report retrieval needs to cover multi-dimensional professional perspectives. Too many results will increase the processing and display burden on external systems |
SIMILARITY_THRESHOLD | 0.75-0.90 | Financial research reports contain a large number of professional terms. A threshold that is too low will introduce irrelevant results, while a threshold that is too high will miss relevant research reports |
API_AUTH_TYPE | API_KEY Authentication | Research reports involve financial sensitive information. API_KEY authentication enables fine-grained access permission control |
AUTO_SYNC_INTERVAL | 2:00 AM daily | Most securities research reports and announcements are updated outside trading hours. Daily synchronization ensures data timeliness |
The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis. It is recommended to test with your own samples before finalizing settings.
Three Common Misconfigurations
- A
413 Request Entity Too Largeerror is returned when calling the file upload interface. This occurs because theUPLOAD_FILE_MAX_SIZEconfiguration was not adjusted, and the default file upload limit was exceeded, preventing complete research report documents from being submitted. - A
500 Internal Server Erroroccurs when calling the vector model to generate research report embeddings. This occurs because a custom-deployed embedding model was not correctly added to the API channel configuration, making the interface unable to call the corresponding model. - A
403 Forbiddenerror is returned when an external system references a private knowledge base via API. This occurs because correct authentication parameters were not configured, or the key does not have access permissions for research report retrieval.
How to Confirm Proper Configuration
- Upload the longest single research report document, call the file upload interface, and confirm that the returned status code is
200 OKwith no parsing failure prompts. - Enter core professional keywords from research reports, call the retrieval interface, and verify that the relevance of returned results matches the preset similarity threshold requirements.
- Initiate a call using the configured API_KEY, and confirm that the external system can normally obtain structured results for research report retrieval.
- Simulate a high-frequency call scenario, and confirm that the interface does not trigger rate limit interception, and the call success rate remains stable.
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.