Four-Stage Incremental Indexing Keeps Financial Research Dashboards Fresh and Citable

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A financial research dashboard must make corrected PDFs searchable while keeping earlier citations explainable, which shapes its architecture more than the choice of vector database. The article proposes four observable stages: document intake, chunk preparation, collection upsert, and bounded query, with stable source metadata carried into every result. It recommends designing a retrieval contract first, covering retrieval units, filterable metadata, freshness rules, and citation context. Ingestion and querying should remain separate so that failures can be traced to a specific stage rather than a vague quality problem. Chunk size is treated as an empirical question, to be resolved by testing representative documents and known failure cases such as tables and footnotes.

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