What Data for This Category Looks Like
Financial report data for steel trade enterprises comes from three main sources: annual/quarterly reports publicly disclosed by exchanges, monthly operational data from industry associations, and internal inventory, sales, and procurement ledgers. Data updates follow three cycles: annual, quarterly, and monthly. Publicly disclosed information lags by 1-2 weeks. Internal ledgers update in real time. Document structures include core fields: total revenue, trade volume by category, raw material procurement costs, logistics fees, and inventory turnover. Trade volume uses ten thousand metric tons as its unit. Revenue and costs use ten thousand yuan as their unit. Some documents split operational data for specific categories such as rebar and hot-rolled coil.
What Constraints Do These Characteristics Impose on Deployment and Upgrade
Deployments must support custom extraction configuration for structured fields to handle multi-dimensional segmented fields and category-specific data structures. Set differentiated triggering rules for scheduled synchronization tasks to match data sources with different update frequencies. Adjust file parsing timeout and size limits to accommodate large single-file scenarios, including long annual report documents and bulk inventory/procurement spreadsheets. Add unit validation rules during deployment to prevent unit deviations in extraction results for fixed-unit fields. Update deployments to support field adaptation for new segmented categories, avoiding parsing logic failures from category expansion.
Configuration Settings
| Configuration Item | Suggested Value | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 1000 MB | Single files of steel trade annual financial reports usually do not exceed 800 MB. This value includes a reasonable reserve to accommodate bulk inventory/procurement spreadsheet uploads. |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Parsing time for long annual report documents usually falls between 300-500 seconds. This value includes redundant time to avoid mid-task interruptions. |
maxContext | 8000–12000 characters | Context length for category-specific financial report data is relatively long. This range covers complete extraction of multi-category operational fields. |
Scheduled Task Trigger Rules | 02:00 on the 25th of each month | Industry monthly data usually updates between the 20th and 24th of each month. Triggering 3 days later ensures complete public data is obtained. |
similarity_threshold | 0.70–0.78 | Descriptions of segmented category fields have minor differences. This range filters invalid extraction results with low matching degrees. |
Structured Extraction Field Template | Custom configuration of total revenue, trade volume by category, raw material costs, inventory turnover | This matches core analysis dimensions of steel trade financial reports and avoids interference from redundant fields. |
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 specific analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Errors
- Phenomenon: Embedding model calls return
404 Not Founderrors, making it impossible to complete vectorization of financial report text. Cause: No path mapping for the M3E model was added in the AIPROXY configuration, causing FastGPT to fail to correctly address the locally deployed embedding model. - Phenomenon: Shared financial report analysis links have no identity verification, allowing any visitor to access analysis results. Cause: The identity authentication configuration item of the open-source version was not enabled, and no allowed user whitelist was set.
- Phenomenon: Structurally extracted inventory/procurement spreadsheet fields are empty, and parsing tasks fail. Cause: The marker Docker image was not built correctly, making it impossible to parse Excel-format internal ledger files.
How to Confirm Configuration Is Correct
- Upload a steel trade annual financial report PDF. Check that the file upload progress bar completes without parsing failure prompts, and verify that the uploaded file size complies with the
UPLOAD_FILE_MAX_SIZElimit. - Trigger a scheduled synchronization task. Check that the data source pull time displayed in the task log matches the set triggering rules, and verify that segmented category fields are correctly extracted.
- Call the embedding model interface. Check that the returned vector data format meets expectations, and verify that the model call returns a status code of
200 OK. - After enabling identity authentication configuration, use an unauthorized account to access the shared link. Confirm that the page returns a no permission prompt, and verify that the authentication rules take effect.
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.