What This Type of Data Looks Like
Financing daily report data for investment platforms comes from internal transaction matching systems, settlement and delivery modules, and transaction details submitted by cooperating capital providers. Daily reports are generated after 17:00 on each trading day, with no updates on non-trading days. Outputs use structured format, including header metadata (report date, statistical cycle), summary statistics fields, and a list of target details. Core fields include target code, target name, financing balance (unit: RMB yuan), day’s financing purchase amount (unit: ten thousand yuan), short selling surplus (unit: shares), and other fields. Some fields have cross-dimensional unit differences.
Constraints for Model Access and Configuration
The fixed structured format of financing daily reports requires configuring dedicated parsing rules during model access, to avoid parsing errors from general-purpose text models. The fixed daily update schedule requires matching scheduled task scheduling parameters to the time when settlement completes on trading days, to prevent fetching incomplete same-day data. The large number of detailed data entries requires adjusting batch request batch sizes, to avoid exceeding interface load limits with single requests. Cross-dimensional unit differences in fields require configuring unified unit mapping rules, to ensure consistent data formats for model input. Additionally, the investment scenario’s requirement for data timeliness requires setting reasonable model call timeout thresholds, to ensure processing workflows do not interrupt.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
structuredParseTemplate | Pre-built dedicated financing daily report template, map core fields such as target code and financing balance | Adapt to the fixed field structure of financing daily reports, reduce errors from general parsing |
batchRequestSize | 50 items per batch | Balance single request load and processing efficiency, match the volume of detailed data in daily reports |
scheduleCron | 0 18 * * 1-5 | Match the post-17:00 settlement completion time on trading days, avoid fetching incomplete same-day data |
requestTimeout | 120 seconds | Address time requirements for batch data processing and model inference, prevent mid-process timeout interruptions |
fieldUnitMapping | Configure automatic conversion rules for financing balance from yuan to ten thousand yuan | Unify unit formats for model input, simplify subsequent analysis logic |
modelInputFormat | Force specification of structured text input | Adapt to the structured data characteristics of financing daily reports, improve model parsing accuracy |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. Testing on independent samples is recommended before finalizing settings.
Three Common Configuration Errors
- A
400 Bad Requesterror is returned when calling the model, with the prompt "field format mismatch". The cause is failure to configurestructuredParseTemplate, leading general parsing to incorrectly identify numerical fields such asfinancing balanceas text. - Only a small number of available models appear in the model selection list. The cause is failure to configure structured input-supported model types in
modelSelectFilter, leading the system to automatically filter models that do not fit the scenario. - A
model_not_supportederror is returned when calling o1 series models. The cause is failure to enable the preview model compatibility switch in model access configuration. FastGPT blocks unreleased model versions by default.
How to Verify Successful Configuration
- A single test financing daily report file is uploaded, and parsed output fields are verified against the mapping defined in the preset template.
- A single model call request is initiated, and returned results are confirmed to include structured analysis content for the financing daily report.
- System audit logs are reviewed to confirm that request parameters match configured items.
- The preset scheduled task is triggered, and task execution status is verified as successful with no abnormal errors.
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.