What the data for this use case looks like
Financial report data for this use case comes primarily from publicly disclosed consolidated financial reports, internal management statements, and temporary announcements. Data updates follow fixed quarterly and annual cycles, with ad-hoc updates during major transactions or equity changes. Each document includes a consolidated balance sheet, income statement, cash flow statement, and detailed notes. Fields cover independent accounting items for the parent company and each subsidiary, as well as consolidation elimination items. Units are mostly based on ten thousand or hundred million yuan. Some cross-border business requires currency conversion fields to be marked.
Constraints during deployment and upgrade
The need to associate multiple entities in consolidated reports requires configuring multiple knowledge base association logic during deployment, to connect financial report data sources for the parent company and each subsidiary separately. The coexistence of fixed-cycle and ad-hoc updates requires configuring scheduled synchronization tasks and manually triggered incremental update interfaces. The high complexity of fields, including independent accounting and consolidation elimination items, requires enabling a specialized financial report word segmentation model during deployment, while supporting custom field mapping rules. Multi-currency fields for cross-border business require adding plugin support for automatic currency conversion during upgrades.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Single financial report notes have lengthy content, full context must be retained to avoid information truncation |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Consolidated financial report documents have large file sizes, parsing takes significantly longer than standard documents |
Knowledge Base Recall Count | Top 10–15 results | Financial report fields are numerous and closely linked, sufficient relevant segments must be retrieved |
Similarity Threshold | 0.75–0.85 | Financial report terminology is highly specialized, low-relevance non-financial content must be filtered out |
UPLOAD_FILE_MAX_SIZE | 2000 MB | Annual consolidated financial report PDF or Excel files have large file sizes |
autoSyncCron | 0 0 2 * * * | Most financial report data updates occur outside trading hours, scheduled synchronization will not disrupt business operations |
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. Each scenario requires individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Issue: When creating a knowledge base, locally deployed open-source large models cannot be selected; the interface dropdown list is empty. Cause: The access address and interface type for the corresponding model are not configured in
modelConfig.json, or model requests are not properly forwarded via oneapi. - Issue: Timeout errors occur when parsing large consolidated financial reports, with
504 Gateway Timeoutreturned in logs. Cause: ThePARSE_FILE_TIMEOUT_SECONDSparameter is not adjusted; the default value is insufficient for parsing large documents. - Issue: Generated financial report analysis results omit subsidiary consolidation data. Cause: Multiple knowledge base association logic is not configured; only the parent company's financial report data source is synchronized, and independent report data from each subsidiary is not associated.
How to Verify Successful Configuration
- Upload a single annual consolidated financial report document. Check that parsed data fields include consolidation elimination items and subsidiary independent accounting items, and verify that fields match the structure of the uploaded document.
- Manually trigger an incremental synchronization task. Check background synchronization logs to confirm that incremental data from subsidiary data sources has completed loading.
- Submit a financial report analysis request. Check that returned results cover the specified financial report cycle and business segments. Adjust recall count and similarity threshold based on business requirements.
- View large model call logs. Confirm that the requested context length does not exceed the configured
maxContextvalue, and that no content truncation-related errors are present.
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.