What the data for this category looks like
Financial report data for the securities category comes primarily from periodic reports and temporary announcements of listed companies publicly disclosed by domestic and overseas stock exchanges. Update schedules follow fixed quarterly and annual disclosure nodes, with immediate updates for temporary announcements. Document structure includes two parts: structured financial statements and unstructured accounting notes. Core fields include attributable net profit, net profit excluding non-recurring gains and losses, net cash flow from operating activities, and others. Units are mostly yuan, ten thousand yuan, or hundred million yuan. Some reports are split and disclosed as consolidated and parent company statements.
What constraints these characteristics impose on deployment and upgrade
Securities financial reports have large single-document sizes, many structured fields, and update schedules with both fixed and sudden characteristics. The deployment phase needs to adapt to resource requirements for large file parsing and high-frequency incremental updates. The upgrade phase needs to be compatible with the index structure of existing financial report knowledge bases to avoid recall failures caused by changes in field definitions. Additionally, the immediate update requirement for temporary announcements requires configuring flexible pull scheduling rules during deployment; fixed-cycle batch update strategies cannot be used, otherwise information lags will occur. Parsing multi-unit fields requires presetting standard mapping rules during deployment to avoid unit identification errors in subsequent upgrades.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Parsing a complete annual report takes a long time; default timeout cannot cover full content parsing |
UPLOAD_FILE_MAX_SIZE | 2000 MB | Complete annual report PDF files can reach hundreds of megabytes; upload capacity limits need to be expanded |
RECALL_TOP_N | Top 10 entries | Financial report analysis requires covering data from multiple same-period reports; excessive recall increases model computing load |
SIMILARITY_THRESHOLD | 0.75–0.85 | Semantic similarity of financial report fields is high; raising the threshold filters non-target financial data |
maxContext | 8000–12000 characters | Financial report text has a large length; long context processing needs to be adapted to retain complete financial logic |
MODEL_STREAM_TIMEOUT | 300 seconds | Financial report analysis includes multiple rounds of data extraction and verification; stream response timeout needs to be extended |
The parameter values given on this page are common starting points for configuration. Actual values are affected by material format, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Three Common Mistakes
- A version number displayed on the page after upgrade does not match the actual deployed version. For example, upgrading from 4.8.7 to 4.8.8 shows 4.8.16. The cause is that old version cache files were not cleaned during the upgrade, or the version configuration directory was not properly mounted during container deployment.
- Clicking the knowledge base module pops an error prompt, and the financial report data list cannot be loaded. The cause is that the vector index was not rebuilt after the upgrade, or the configured data source pull path was changed but not updated synchronously.
- Calling a third-party deployed open-source model to generate financial report analysis results returns an empty response, and the console shows model stream output exceptions. The cause is that the deployed model adapter did not properly configure timeout parameters, or incremental pull tasks for temporary announcements occupied too many model resources causing blocking.
How to Verify Proper Configuration
- Upload a test listed company annual report PDF, check if parsed text fragments fully retain core financial fields to verify upload and parsing configurations are effective.
- Trigger a knowledge base incremental sync task, check if the latest financial report announcements can be pulled normally to verify data source configurations and scheduling rules are correct.
- Configure a model call test, input financial report-related query statements, check if analysis results supported by data can be returned normally to verify context and recall configurations fit current business needs.
- View platform console logs, confirm there are no abnormal errors such as model call timeouts or knowledge base index construction failures to verify the stability of the overall deployment link.
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.