What the data for this use case looks like
Financial report data sources include periodic reports of domestic and overseas listed entities, structured data exported from group consolidated statement management systems, and temporary related transaction announcements. Updates occur on a regular schedule within 15 to 60 days after the end of each quarter, plus ad-hoc updates for major event announcements. Document structures include consolidated and segment-level structured statements, financial note explanations, and related transaction details. Fields include segment revenue, attributable net profit, minority shareholder equity, and related transaction amounts. Most units are ten thousand yuan or hundred million yuan. Some cross-border entities disclose data in both RMB and foreign currency denominations.
Constraints imposed by data characteristics on model access and configuration
Multi-source heterogeneous statement and note data requires connected models to support mixed input of structured data parsing and unstructured text understanding. Corresponding data preprocessing plugins must be enabled during configuration. The combination of regular and ad-hoc update rhythms requires automatic knowledge base sync tasks to be configured with trigger conditions and incremental update parameters. The large number of segment-level detail fields and cross-entity caliber differences requires model context windows to support long text input. Field mapping rules must be configured to unify statement fields across different entities. Multi-currency disclosure from cross-border entities requires a pre-configured currency standardization step to prevent models from confusing values with different currency units.
How to set configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
maxContext | 12000-16000 characters | Financial reports include consolidated statements, segment details, and notes. Total text length typically falls between 8000 and 14000 characters. Sufficient context must be reserved to hold complete analysis materials |
PARSE_STRUCTURED_TABLE | Enabled | Segment revenue and profit details in financial reports use structured table formats. Enabling this setting automatically extracts fields and values, preventing models from missing detail data |
KNOWLEDGE_SYNC_INTERVAL | Every 7 days plus event trigger | Regular financial reports are updated quarterly. Adding event-triggered sync for temporary announcements covers full data update requirements |
FIELD_MAPPING_RULES | Mapped per entity preset calibers | The use case includes domestic and overseas listed entities. Field naming differs across entities. Standardized financial report fields must be unified |
CURRENCY_CONVERSION_ENABLE | Enabled | Cross-border entities disclose multi-currency data. Enabling this setting converts all data to a specified accounting currency, preventing model calculation errors |
RECALL_TOP_K | Top 8-10 entries | A large volume of segment detail data requires sufficient recalled associated statement fragments to support cross-entity comparative analysis |
The parameter values listed on this page are common starting points for configuration setup. Actual values will be affected by material format, data volume, and business rules. Each scenario requires targeted analysis. Test against local samples before finalizing settings.
Three common configuration errors
- Symptom: The AI model selection field in workflows is empty, with no available model list displayed in the interface. Cause: No large language model (LLM) API key configuration or access verification has been completed in the platform backend, or the configured model does not support the long text requirements of financial report analysis.
- Symptom: Calling the MCP tool for financial report analysis returns a 400 error, but calls without the tool succeed normally. Cause: No structured data preprocessing parameters have been configured, causing the input format received by the MCP tool to not meet model requirements.
- Symptom: Full documents are displayed on the knowledge base page, but the model prompts that the knowledge base is empty during conversations. Cause: No incremental sync field mapping rules have been configured, causing structured statement fields to not be indexed correctly, or sync interval settings are too long, preventing timely updates of the latest financial report data.
How to confirm successful configuration
- Navigate to the model access management page, verify the configured model list includes the target large language model, and confirm the API key and access address are filled correctly.
- Upload a consolidated financial report document to trigger a structured parsing task, check that the parsing result extracts core fields such as segment revenue and attributable net profit.
- Manually trigger a knowledge base sync task. After completion, launch a targeted conversation to verify that the model can call knowledge base financial report data for analysis.
- Configure a sync rule triggered by temporary announcements, simulate a major event trigger, and verify that the sync task starts 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.