What the Data for This Category Looks Like
Research report data for software development scenarios mainly comes from publicly released research reports from securities firms and industry consulting institutions. The update rhythm follows the publication cycle of research reports, with no fixed daily update frequency. Each individual document includes fields such as report title, issuing institution, release time, investment rating, target price, core logic, risk warnings, etc. The target price unit is Renminbi yuan. Document lengths vary widely; some in-depth research reports can reach tens of thousands of words per piece. Formats differ across issuing institutions, with some containing mixed layouts such as tables, formulas, and charts.
What Constraints These Characteristics Impose on Deployment and Upgrade
Research report data sources are scattered and formats are inconsistent. During deployment, adaptation to document layouts from multiple institution types is required, so the parsing module must support mixed-format content. Individual documents have long lengths. During deployment, sufficient parsing timeout and chunking parameters must be configured to avoid parsing failures for long documents. Research report updates have no fixed cycle. During upgrade, configuration options for incremental indexing and full reindexing must be supported to ensure the timeliness of retrieved content. Research reports contain multiple fields. During deployment, the vector storage field structure must be correctly mapped to avoid loss of key information during retrieval.
How to Configure the Settings
| Configuration Item | Recommended Value | Rationale for This Value |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 100 MB | Matches the common size of individual research report files, avoids returning 413 errors |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Covers the parsing duration of long in-depth research reports, avoids mid-parsing timeouts |
chunkSize | 800–1200 characters | Retains contextual coherence when splitting long research report text, adapts to the input windows of most large models |
recallTopK | Top 10 entries | Retrieves sufficient research report fragments to generate accurate question-and-answer responses |
similarityThreshold | 0.7–0.85 | Filters low-relevance research report content, improves the accuracy of retrieval results |
REINDEX_ON_UPLOAD | Enabled | Automatically updates the vector index after uploading new research reports |
The parameter values provided on this page are all common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing values.
Three Common Mistakes
- After upgrading to version 4.9, the model cannot be connected. The symptom is a connection timeout or authentication failure returned when calling the model. The cause is that the
MODEL_PROVIDERconfiguration item was not updated to the docking parameters adapted for version 4.9 after the upgrade, or the/api/admin/initv490endpoint was not re-executed to complete configuration initialization. - Uploading a research report file returns a 413 error. The symptom is a prompt on the interface indicating that the file is too large. The cause is that the
UPLOAD_FILE_MAX_SIZEconfiguration value is smaller than the actual size of the uploaded file. - A dependency conflict error occurs during the upgrade process. The symptom is container startup failure, with logs showing missing modules or incompatible versions. The cause is that the original service process was not stopped during the upgrade, or the basic dependency package version was not updated to match version 4.9.
How to Confirm the Configuration Is Complete
- Execute
curl --location --request POST 'https://{{host}}/api/admin/initv490', check that the returned status code is 200 to confirm that the initialization configuration is completed. - Upload a single research report file not exceeding 100 MB, check that the parsing log has no errors and the parsing status shows success, to confirm that the parsing module is working properly.
- Initiate a retrieval request related to research reports, check that the number of returned results matches the setting of
recallTopK, to confirm that the retrieval logic is working properly. - After upgrading, enter the model docking page, initiate a test question-and-answer session targeting research reports, confirm that the model can normally return relevant research report content, to confirm that the model connection is working properly.
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.