What this type of data looks like
Financial report data for professional services scenarios primarily comes from official disclosure platforms of domestic and overseas stock exchanges, and audited official announcements of listed companies. Data updates strictly follow fixed disclosure cycles. A-share annual reports must be released within four months after the end of the fiscal year, while interim reports must be released within two months. Hong Kong and US stock markets follow fixed quarterly or annual update schedules. Document structures include balance sheets, income statements, cash flow statements, and detailed notes. Core fields include attributable net profit, non-recurring net profit, asset-liability ratio, and net cash flow from operating activities. Most units are based on ten thousand or hundred million yuan. Cross-market reports require handling currency conversion and accounting policy differences.
What constraints do these characteristics impose during deployment and upgrade
Fixed disclosure cycles require configuring report period-triggered incremental sync tasks during deployment, to avoid repeated full data pulls. Multiple document structures and fixed field combinations require configuring differentiated field extraction rules for different report types, to prevent core field loss from overgeneralized parsing. Currency conversion and unit difference requirements need automatic exchange rate conversion and unit normalization logic configured during deployment. During upgrades, retain compatibility with existing compliant extraction rules, and only incrementally update parsing logic to avoid disrupting already deployed financial report analysis workflows.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Financial reports typically have many pages and require long parsing times; 600 seconds covers full parsing workflows |
maxContext | 8000–16000 characters | Financial report notes have dense content, requiring sufficient context to preserve field relationships |
RECALL_TOP_K | Top 10 entries | Core financial report fields are concentrated; excessive recall introduces irrelevant content |
SYNC_CRON_EXPRESSION | 0 0 2 * * 1-5 | Exchange disclosure data typically updates on workdays; syncing during non-peak hours avoids resource contention |
CURRENCY_CONVERSION_RATE | Enabled | Cross-market financial reports require unified units and currencies to ensure consistent analysis results |
FIELD_EXTRACTION_RULE | Match field names against report templates | Financial report field naming is standardized; template matching improves extraction accuracy |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require targeted analysis, and testing on local samples is recommended before finalizing settings.
Three Common Mistakes
- Phenomenon: When calling an MCP tool in a workflow, the passed global variable token is empty, returning a 400 status code. Cause: Global variable transfer permission was not enabled in the MCP tool configuration, and global variables were not mapped to tool input parameters.
- Phenomenon: A timeout error occurs when parsing financial report files, with the log showing a
PARSE_FILE_TIMEOUTerror. Cause: The configured timeout period is too short and does not adapt to the parsing time of long financial report documents. - Phenomenon: Duplicate entries appear in synced financial report data. Cause: No report period deduplication rule was configured for incremental sync, leading to duplicate data from full data pulls.
How to Confirm Correct Configuration
- Manually upload a test financial report document, check if parsed fields match the original text, and confirm the field extraction rule is active.
- Trigger a scheduled sync task, view sync logs, and confirm the task runs during the specified time window with no errors.
- Configure a cross-currency financial report test, check if data automatically completes exchange rate conversion and unit normalization.
- Add an MCP tool node in a workflow, bind the global variable token, initiate a test call, and confirm parameters can be passed normally.
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.