What the Data for This Category Looks Like
Joint-stock bank financial report data comes from official disclosure platforms and bank investor relations sections. It includes annual, semi-annual, and quarterly reports. Update frequency is once per year for annual reports, once every six months for semi-annual reports, and once per quarter for quarterly reports. Documents consist of structured statements and notes. Structured statements cover core items such as total assets, total liabilities, operating revenue, and net profit. Notes supplement information such as accounting policies and transaction details. All numerical fields use RMB million or hundred million yuan as the unit of measurement.
What Constraints These Characteristics Impose on the Model Access and Configuration Link
Financial report data has a large volume. A single complete annual report (including notes) can reach tens of thousands of characters. This imposes higher requirements on model context windows and file parsing timeout periods. Fixed disclosure cycles require configuring scheduled pull tasks to adapt to quarterly, semi-annual, and annual update rhythms. Unified unit rules require binding unit verification logic in model prompts to avoid mismatches between values and their corresponding units. The separated document structure of structured statements and unstructured notes requires configuring targeted segment parsing rules to handle extraction and integration of the two types of content separately.
How to Set the Configuration
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 128000–200000 characters | Adapts to the character volume of a single complete financial report (including notes) to avoid context overflow |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Covers the full parsing time of large financial report files to prevent mid-run interruptions |
UPLOAD_FILE_MAX_SIZE | 2000 MB | Accommodates batch upload requirements for multiple quarterly, semi-annual, or annual financial reports |
Segment Length | 800–1200 characters | Balances semantic completeness of structured statement items and note content, avoiding split damage to associations |
Recall Count | Top 8–12 entries | Matches the distribution density of core financial report information to reduce redundant recalled content |
API_KEY_TYPE | Application-specific key | Isolates access permissions for sensitive financial report data, complying with financial data security specifications |
The parameter values provided on this page are general recommendations used as a starting point for configuration. Actual values are affected by material format, 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 Errors
- Model runtime statistics display abnormally. Online models only display first token generation time. Offline models display total runtime. Unified viewing of first token latency is not supported. The first token timing reporting switch is not enabled in model configurations. Default timing logic across different deployment modes is not unified.
- Calling a workflow returns an "Incorrect API Key used" error. A global universal API key is mistakenly used for application-level workflow calls. The dedicated key for the corresponding application is not used.
- Uploading a complete financial report package triggers an upload failure prompt. The
UPLOAD_FILE_MAX_SIZEconfiguration is not adjusted. The upload exceeds the platform's default file upload limit.
How to Confirm Configuration Is Complete
- Upload a single complete financial report file. Check if the parsing task status shows success. Verify that the parsed text fully covers the statement and note content.
- Initiate a financial report analysis test request. Confirm that the returned results include the configured core item information, and that values and units match.
- View model runtime logs. Confirm that first token timing data is reported normally, with no timeout or interruption records.
- Call the workflow interface, passing test financial report data. Check that the returned results conform to the preset analysis logic, with no permission errors.
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.