What the data for this category looks like
Diversified financial financial report data comes from official institutional disclosure documents. These include periodic reports and temporary announcements published on designated disclosure platforms of domestic and overseas exchanges, plus reference data released by industry self-regulatory organizations.
Update cycles follow two patterns: fixed schedules and temporary triggers. Periodic reports are released quarterly and annually. Temporary announcements are updated in real time alongside major operational events.
Document structures include structured financial data tables, unstructured business descriptions, risk management reports, and some files include chart attachments. Fields cover total asset size, trust asset balance, operating revenue, net capital, and more. Most units are hundreds of millions of yuan or ten thousands of yuan.
What constraints these characteristics impose on knowledge base retrieval and recall
Structured financial data tables account for a large share of content. This requires retrieval systems to support precise field matching, to avoid recall results with ambiguous semantics.
Document length varies widely, from a few pages of temporary announcements to dozens of pages of annual reports. This demands adaptive chunking and context concatenation strategies for variable lengths.
Updates follow both fixed schedules and temporary triggers. The knowledge base must support incremental updates to reduce costs from full reconstruction.
Attachments contain large numbers of charts. This requires enabling non-text content parsing capabilities to support chart-related retrieval needs.
Data-related entities are clearly defined. Retrieval results must include metadata such as report issuing institutions and release times, to avoid confusion between financial report data from different institutions.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 1200 seconds | Single files for diversified financial annual financial reports have large sizes and long parsing times. Sufficient time must be reserved to avoid parsing interruptions |
Chunk Length | 800–1200 characters | Financial reports contain long paragraphs of business descriptions. Excessively long chunks will lose context connections, while excessively short chunks will damage semantic integrity |
Recall Count | Top 8–12 results | Financial report data needs to cover multiple dimensions. Too many results will increase context pressure, while too few results will fail to meet complete analysis requirements |
Similarity Threshold | 0.72–0.85 | Financial report fields have high precision requirements. Low-match irrelevant documents must be filtered, while variant expressions of the same field must be retained |
UPLOAD_FILE_MAX_SIZE | 500 MB | Some annual financial reports include multi-page chart attachments. Large file upload and parsing support is required |
VECTOR_MODEL_NAME | Calibrated based on actual testing | Different vector models have varying matching effects on structured financial report fields. Adjustments must be made based on actual scenarios |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Phenomenon: Chart images attached to financial reports fail to load normally in knowledge base retrieval results. Cause: The unstructured document image parsing switch is not enabled, or original embedded image information is not retained during parsing.
- Phenomenon: Table data in PDF files is not correctly extracted when calling the API to create a file collection. Cause: The
pdf_parse_modeparameter is not configured in the API request body. The default parsing mode is not adapted to the table structure of financial report PDFs. - Phenomenon: A
413 Request Entity Too Largeerror code is returned during knowledge base retrieval. Cause: The uploaded financial report file size exceeds the threshold set by theUPLOAD_FILE_MAX_SIZEconfiguration, resulting in request interception.
How to Confirm Configurations Are Correct
- Upload a typical diversified financial financial report PDF. Check whether tables, text, and images in the parsing results are complete, and confirm that the unstructured parsing switch is enabled.
- Call the API to create a file collection. Include the
pdf_parse_modeparameter in the request body, and verify that the interface can correctly identify and apply this configuration. - Retrieve financial report data for a specified field. Check whether the matching degree of returned results meets expectations, and adjust the
similarity thresholdto a range that fits business requirements. - Upload a financial report file larger than 100 MB. Verify that the upload and parsing processes complete normally, and confirm that the
UPLOAD_FILE_MAX_SIZEconfiguration is reasonable.
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.