What this category of data looks like
Refinery financial report data primarily comes from quarterly, semi-annual, and annual reports publicly disclosed by listed entities. Some enterprises release monthly production operation briefings concurrently. Document structures include core fields such as crude oil processing volume, refined oil yield, plant operating rate, unit processing cost, and revenue composition. Common units include tons, cubic meters, kilograms of standard coal, and RMB yuan. The data update schedule is fixed: quarterly reports are disclosed within 45 days after the end of the quarter, annual reports are disclosed within April of the following year, and monthly briefings are released within 10 days of the next month.
What constraints do these characteristics impose on model access and configuration
The characteristics of refinery financial reports impose constraints on model access and configuration across multiple dimensions. First, document length is significant and includes many technical terms. Models must have a sufficiently large context window during access to avoid truncation of core production data. Second, frequent monthly and quarterly data requires fast incremental indexing. Reasonable vector database batch write parameters must be configured. Third, structured fields specific to the domain must be accurately identified. Entity recognition rules must be preset during configuration to prevent misclassification of non-professional fields. Finally, data formats across different disclosure cycles must be uniformly aligned. Data format validation trigger logic must be added.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–16000 characters | Single refinery financial report documents have significant length; this range ensures core production operation-related paragraphs are fully retained, preventing key data from being truncated |
EMBEDDING_MODEL_NAME | bge-large-zh-v1.5 or text-embedding-3-large | The refinery domain contains a large number of technical terms. These models can accurately extract semantic features of structured fields, meeting the indexing requirements of financial report data |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Refinery financial reports include a large number of nested tables and long text passages, resulting in long parsing times; this setting prevents task interruptions from mid-run timeouts |
maxRecall | Top 8–12 entries | Core production data in refinery financial reports is distributed dispersedly. A sufficient number of segments must be recalled to cover key indicators such as cost, production capacity, and yield |
similarity_threshold | 0.72–0.80 | Semantic similarity of technical terms in the refinery domain is relatively high. Setting this threshold filters irrelevant segments and retains search results associated with core data |
CHANNEL_PROTOCOL | Select an adaptation protocol based on the local model deployment type | Locally built-in models must match the corresponding access protocol to avoid issues where the protocol type is fixed and cannot be customized |
The parameter values provided on this page are common recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three common configuration errors
- Symptom: The model selection drop-down menu continuously refreshes and flickers, and the selection operation cannot be completed. Cause: No reasonable API request timeout parameter is configured. Front-end polling requests to obtain the model list fail repeatedly, triggering an interface redraw loop.
- Symptom: Vector database search results only contain scattered text, and no core structured fields of refinery financial reports are matched. Cause: An embedding model adapted to the professional domain is not selected, leading to inaccurate extraction of semantic features of technical terms.
- Symptom: When adding a local model access channel, the protocol type drop-down menu only displays fixed options, and custom protocols cannot be selected. Cause: The permission for custom protocol access is not enabled in the platform configuration, and the front-end restricts the range of selectable protocols.
How to confirm successful configuration
- Upload a single refinery financial report test document, and verify that the parsed text fully covers core production indicator fields with no obvious truncation or garbled code.
- Enter search terms containing refinery technical terms, and verify that search results include corresponding financial report segments, and the quantity conforms to the configured recall rules.
- View the connection logs of the model access channel, and confirm that there are no records of API request failures, timeouts, or permission errors.
- Modify configuration parameters, re-initiate a search, and verify that the correlation change of results conforms to the expected logic of parameter adjustments.
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.