What this category’s data looks like
Financial report data for investment platforms primarily comes from public disclosure documents of domestic and overseas stock exchanges, official announcements of listed companies, and exported content from compliant financial report systems. Update cycles follow fixed reporting periods: quarterly reports are released after the end of each quarter, annual reports are released in the early part of the following year, and temporary announcements are updated in real time. Most documents are in PDF format, containing structured financial tables and unstructured textual analysis. Core fields include net profit attributable to shareholders, operating revenue, year-over-year growth rate, earnings per share, and others. Common units are ten thousand yuan, hundred million yuan, or percentage.
What constraints do these characteristics impose on the knowledge base retrieval and recall link
The coexistence of fixed-cycle updated report data and real-time temporary announcements requires the retrieval pipeline to support scheduled incremental synchronization and real-time trigger updates, to avoid recalling expired data. The mixed document structure of structured financial fields and unstructured analysis text requires retrieval to cover both precise keyword matching and semantic vector recall, balancing field accuracy and content relevance. Most data sources are public disclosure documents, so it is necessary to ensure the compliance of recalled content, and adapt to field units in different formats to avoid retrieval deviations caused by inconsistent units.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | A single financial report contains multiple pages of financial tables and analysis content. Full context must be covered to retain the coherence of financial logic |
recall count | Top 8–12 results | Financial report analysis needs to cover core financial indicators, year-over-year data, and industry comparison content. Balance retrieval accuracy and context load |
similarity threshold | 0.75–0.85 | Financial report fields have high accuracy requirements. Filter low-relevance non-financial content while retaining comparable data from the same industry |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Parsing multi-page structured financial reports takes a long time. Avoid document parsing failure caused by timeout interruptions |
chunk length | 800–1000 characters | Financial report paragraphs are mostly long-form financial descriptions. Chunk length adapts to the semantic units of financial text to avoid disrupting analysis logic |
incremental sync trigger rule | Incremental pull based on announcement release timestamp | Financial report data is updated based on release time. Only sync newly added or updated announcement files to improve synchronization efficiency |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three common configuration mistakes
- Phenomenon: Retrieval results return a large number of non-financial announcement contents, and core financial report fields are missing. Cause: The
similarity thresholdis not set, or the threshold is set too low, failing to filter low-relevance company temporary announcements. - Phenomenon: Question-and-answer results do not link to the specified financial report fragment, and the knowledge base reference is empty. Cause: Keyword matching and vector recall rules for financial report documents are not correctly configured, causing content that meets query requirements to not be included in the context.
- Phenomenon: A timeout error occurs when parsing a single financial report, and the status code shows
504 Gateway Timeout. Cause: ThePARSE_FILE_TIMEOUT_SECONDSvalue is set too short, failing to adapt to the parsing time of multi-page structured financial reports.
How to confirm the configuration is correct
- Upload a latest listed company financial report PDF, check the parsed document structure, and confirm that structured fields and units have been correctly extracted.
- Initiate a query for a specific financial report indicator, check whether the knowledge base reference in the returned results includes the corresponding financial report fragment, and that the reference source matches the query time.
- Adjust the values of
recall countandsimilarity threshold, compare the number and relevance of retrieval results under different configurations, and confirm the configuration combination that meets business requirements. - Trigger an incremental synchronization task, check whether the synchronization log only adds or updates financial report files within the specified time range, and confirm that the synchronization rule takes effect.
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.