What the data for this category looks like
Data for this category comes primarily from publicly disclosed quarterly and annual reports of listed companies, and official exchange disclosure platforms. Update schedules follow a set pattern: quarterly reports are released each quarter, annual reports are released each year, and temporary announcements are released as needed. Document structures include core financial metrics, product segment business data, backlog, inventory, and cash flow details. Fields include product sales (unit: units), operating revenue (unit: ten thousand yuan), operating cost (unit: ten thousand yuan), inventory balance (unit: ten thousand yuan), net cash flow from operating activities (unit: ten thousand yuan), and more. Some reports also include indicators related to business share of sub-models.
Constraints Imposed on Deployment and Upgrade by These Characteristics
Product segment business data has scattered fields with large format differences. During deployment, multiple document parsing templates must be configured to adapt to the financial report formats of different listed companies. During upgrades, parsing rules must be updated synchronously to prevent field extraction failures. Quarterly and annual report documents are lengthy, and there is concentrated demand for batch import. During upgrades, adjust the values of parameters such as PARSE_FILE_TIMEOUT_SECONDS to avoid parsing timeouts for long documents. The on-demand release feature of temporary announcements requires configuring flexible scheduled pull tasks during deployment. During upgrades, different task scheduling logic must be supported. Additionally, unifying field units for financial report data is difficult. Before deployment, preset unit conversion rules. During upgrades, update the conversion logic synchronously.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600-900 seconds | Single construction machinery financial report documents have long length, so sufficient parsing time must be reserved |
UPLOAD_FILE_MAX_SIZE | 500-1000 MB | Single annual financial report documents have large file size, so large file upload requirements must be supported |
CHUNK_MAX_SIZE | 800-1200 characters | Financial report text contains many technical terms. Too long segments will affect recall accuracy, while too short segments will disrupt business logic |
SIMILARITY_THRESHOLD | 0.75-0.85 | High precision is required for financial report field matching to avoid interference from irrelevant text |
Scheduled Pull Interval | 3600-7200 seconds | Adapt to different pull frequency requirements during concentrated report release periods and daily use |
ENABLE_MULTI_TENANT | enabled | Multi-tenant support is required for team collaboration to analyze financial reports across multiple companies |
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 Mistakes
- An
ERROR: failed to solve: failed to checksum fierror occurs when runningdocker buildto build an image. This happens because the local cached dependency package checksum is abnormal, or dependency download is incomplete due to network fluctuations. - A
curl-related execution error appears after running the official upgrade script when upgrading from version 4.8.17 to 4.9.0. This happens because the network environment relied on by the upgrade script is unstable, or thecurltool is not installed locally. - Multiple users cannot achieve independent data isolation and access permission control after deployment. This happens because tenant-related parameters are not configured correctly, or the corresponding permission verification logic is not enabled.
How to Verify Configuration Completion
- Upload a test construction machinery financial report document, and check whether the parsed field extraction results match the preset extraction rules.
- Manually trigger a scheduled pull task, and check whether the specified financial report data source can be successfully pulled and parsed.
- Create two test accounts, and verify that documents and analysis tasks between the accounts cannot be viewed or modified by each other.
- Upload a large-volume financial report document, and confirm that the upload and parsing processes do not trigger timeout restrictions.
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.