What data for this category looks like
Educational service financial report data mainly comes from internal operational ledgers, annual audit reports, and school revenue and expenditure data filed with local education authorities. The update rhythm follows a quarterly basic cycle, with an annual audited official version released. Most documents are in multi-page PDF format, and include fixed fields: school operating entity filing number, enrolled student count, per-student tuition fee standard, venue rental cost, teacher compensation ratio. Units include yuan, ten thousand yuan, people, square meters, and others.
What constraints do these characteristics impose on deployment and upgrade
The multi-source data feature of educational service financial reports requires configuring permissions and mapping rules for multiple data source connections during deployment, to avoid missing data during synchronization. The quarterly update rhythm requires setting periodic parameters for scheduled synchronization tasks, to ensure timely updates of financial report data. The long PDF document format requires adjusting file parsing timeout and segmentation configurations, to adapt to complex content parsing workflows. The fixed field structure requires custom knowledge base field mapping configurations, to prevent field recognition deviations caused by general parsing. During upgrades, retain the import logic for historical filing data, to avoid inability to read historical financial reports normally after version updates.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Educational service financial report PDFs typically have many pages and complex content; default timeout values are insufficient to complete parsing |
UPLOAD_FILE_MAX_SIZE | 2000 MB | Annual audit financial report PDFs may have large file sizes, requiring adaptation to long document upload requirements |
maxContext | 8000–12000 characters | Financial report content is coherent and fields are scattered, requiring sufficient context to ensure complete analysis |
Recall count | Top 8 entries | Financial reports contain multiple types of business fields, requiring sufficient recalled knowledge base fragments to cover all analysis dimensions |
Similarity threshold | 0.75–0.85 | Low-relevance non-financial report documents must be filtered out, retaining precise school operation data fragments |
Scheduled synchronization task cycle | Every 90 days | Financial reports are updated quarterly, matching the basic update rhythm to ensure data timeliness |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: After uploading an educational service financial report PDF, "File parsing timed out" is displayed, or core fields are empty after parsing. Cause: The
PARSE_FILE_TIMEOUT_SECONDSparameter was not adjusted; the default timeout duration is insufficient to complete long document parsing. - Phenomenon: Multi-campus administrators cannot access exclusive financial report data, resulting in an "Insufficient permissions" error. Cause: Multi-role permission groups were not configured; default settings grant full data access permissions.
- Phenomenon: After upgrading to version 4.8.20-fix2, the custom PDF parsing service fails to start normally. Cause: The
PDF_PARSE_SERVICE_URLparameter was not configured in the environment variables, or the parameter format contains errors.
How to confirm configurations are complete
- Upload a test educational service financial report PDF, check that the parsed fields fully match the preset business fields.
- Test access permissions for different role accounts, confirm that unauthorized accounts cannot view sensitive financial report data.
- Trigger a scheduled synchronization task, check that the latest filing data is successfully pulled.
- Call the agent API to initiate a financial report analysis request, check that the returned results cover all core business fields.
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.