What the data for this category looks like
Indicator caliber data primarily comes from internal business statistics systems of financial institutions, regulatory reporting specification documents released by regulators, and wealth product prospectuses. Update rhythms vary: regulatory calibers are adjusted alongside regulatory policies, with a monthly or quarterly update cycle; internal business indicators are updated with product iterations and business rule adjustments, mostly on a monthly basis. A single caliber document includes fields such as caliber name, official definition, calculation logic, applicable business scenarios, statistical cycle, and unit of measurement. Some calibers also include special calculation rule descriptions, with a wide range of text lengths.
What constraints these characteristics impose on deployment and upgrade
Decentralized data sources require configuring multi-source data access adapters during the deployment phase, covering different storage formats such as internal databases and static documents. Differences in update rhythms require the upgrade process to support flexible synchronization strategies: full synchronization can be used for initial deployment, and incremental synchronization can be configured for daily updates. Long-text calculation logic fields require adjusting vector chunking granularity to avoid destroying the integrity of calculation rules. Unit of measurement information in fields needs separate mapping to prevent unit confusion in retrieval results.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300-600 seconds | Indicator caliber documents contain long-text calculation logic, with longer parsing time than regular documents, so the timeout period needs to be extended |
SYNC_INTERVAL | 86400 seconds or 604800 seconds | Matches the regular update cycles of regulatory calibers and internal indicators, choose daily or weekly synchronization as needed |
RECALL_TOP_K | Top 10-15 entries | The total volume of indicator calibers is relatively manageable, and enough relevant results need to be covered to meet retrieval needs |
SIMILARITY_THRESHOLD | 0.75-0.85 | Indicator caliber names and definitions have high similarity, so the threshold needs to be raised to filter irrelevant similar results |
VECTOR_CHUNK_SIZE | 800-1200 characters | Adapt to long-text calculation logic paragraphs, avoiding segmentation that destroys rule integrity |
UPLOAD_FILE_MAX_SIZE | 500 MB | Bulk imported regulatory documents have a large combined volume, so the upload limit needs to be relaxed |
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 individual analysis, and testing on local samples should be conducted before finalizing settings.
Three common mistakes
- Issue: The management page returns a 404 or 502 error after redeployment. Cause: The database connection address and secret key in the original configuration file were not retained during deployment, causing the service to fail to read existing metadata.
- Issue: The applicable scope field of indicator calibers is empty in retrieval results. Cause: The applicable scope field was not mapped during data import, so the vector database did not include this dimension of information.
- Issue: Multiple users cannot share the same team's retrieval tasks after logging in. Cause: Multi-user team permission configuration was not enabled, and the association between user roles and teams was not bound.
How to confirm successful configuration
- Run a manual synchronization task, check whether the synchronization log displays the number of successfully imported indicator calibers, and confirm that the data source connection and synchronization logic are functioning correctly.
- Initiate a natural language retrieval, input a query term containing an indicator name, check whether the returned results include caliber definitions, calculation logic and units of measurement, and confirm that the vector chunking and field mapping configurations are effective.
- Modify the definition of a test indicator caliber, trigger incremental synchronization, check whether the retrieval results are updated to the latest content, and confirm that the upgrade synchronization logic is effective.
- Add a test account and assign team permissions, log in with the test account and initiate a retrieval, and confirm that the multi-user permission configuration is effective.
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.