What the data for this category looks like
Financial report data for software development entities comes from publicly disclosed annual and quarterly reports, temporary announcements from official exchange disclosure platforms, and some internal R&D-related financial data from enterprise financial accounting systems. Updates follow fixed quarterly and annual cycles, with real-time updates for temporary announcements. Document structures include standard balance sheets, income statements, cash flow statements, and accompanying notes. Fields cover operating revenue, R&D investment amount, attributable net profit, and similar metrics. Units are primarily ten thousand yuan and hundred million yuan, with some detailed items marked in specific yuan-level units.
What constraints do these characteristics impose on deployment and upgrade?
Single public financial report documents have large file sizes, with extensive structured tables and annotation text. Reserve sufficient vector storage and parsing computing resources during deployment. The data update rhythm combines fixed cycles and real-time temporary updates. Configure both scheduled synchronization and real-time incremental update tasks after deployment. Maintain compatibility with synchronization logic for both old and new versions during upgrades. Preset field mapping rules during deployment, based on the combination of standard fields and specific units. This avoids unit matching errors during subsequent parsing. Retain compatibility with custom parsing templates during upgrades. Detailed R&D-related financial report fields require this to prevent overwriting already configured business rules.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300-600 seconds | Financial report documents include multi-page tables and long text. This range covers the parsing time requirements for most single financial reports. |
UPLOAD_FILE_MAX_SIZE | 500-1000 MB | Single annual financial report PDF or Excel files have large sizes. This setting adapts to large file upload and parsing. |
maxContext | 8000-12000 characters | Financial report text contains numerous associated fields. A longer context retains complete business logic connections. |
Recall Count | Top 8-12 entries | Financial report fields are numerous and closely associated. An appropriate number of recall entries covers the information dimensions required for core analysis. |
Similarity Threshold | 0.75-0.85 | Financial report fields use standardized naming. This threshold filters irrelevant matches and retains accurate field associations. |
CHUNK_SIZE | 1000-1500 characters | Structured paragraphs in financial reports have moderate length. This chunk size retains complete table rows or project descriptions. |
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 case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Symptom: After enabling chat upload functionality, parsing a financial report file returns a
413 Request Entity Too Largeerror. Cause: TheUPLOAD_FILE_MAX_SIZEconfiguration item was not adjusted. The default threshold cannot adapt to large-volume financial report files. - Symptom: When calling the chat interface from an external platform, a single financial report analysis request takes too long. Cause: No vector storage caching rules were configured, resulting in repeated parsing of the same financial report document for each request, or the
PARSE_FILE_TIMEOUT_SECONDSsetting was too short, causing parsing interruptions and retries. - Symptom: When deploying locally, executing the
npm installcommand returns dependency errors related to@chakra-ui/react. Cause: An incompatible Node.js version was used, or local dependency caching has conflicts.
How to confirm configurations are correct
- Upload a standard-volume annual financial report PDF file. Verify that the parsed result includes complete tables and field content, and confirm that parsing time matches the preset range.
- Call the external chat interface, send a request containing financial report keywords. Verify that the response time meets business expectations, and confirm that the caching mechanism is working properly.
- Check deployment logs to confirm that the
UPLOAD_FILE_MAX_SIZEconfiguration item has been loaded, and that no413errors are returned when uploading large-volume files. - Execute local compilation or Docker startup commands. Verify that dependency installation and service startup have no errors, and confirm that configuration items and environment versions match.
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.