What this category's data looks like
In enterprise compliance and safety training scenarios, materials usually include three categories: compliance training courseware, safety operating procedures, and exam records. The sources are the internal policy library and training archives, and the update cadence follows regulatory revisions and the annual training plan. Courseware focuses on clause basis and cases, procedures focus on operating steps and responsible signatures, and exam records focus on personnel, dates, and score receipts. After these materials enter the business basis query function, courseware and procedures serve as recallable source text, and exam records serve as supporting entries, jointly supporting the generation of cross-material basis entries. Field characteristics are concentrated in names, quantities, dates, version numbers, and signature fields. It is common for the same record to have inconsistent names, quantities, and dates across different materials, versions not synchronized, and missing signatures or receipts.
Configuration and implementation checks
This step is executed by the index service and vector database, outputting vectors and index status (whether recall is possible and whether data in the same group is merged). Basis entries that can be traced back to the source text are then completed by subsequent AI nodes, code nodes, or manual work (retrieval and citation trimming only take supporting materials). The index model is consistent with the vector model actually used by the knowledge base, and a data row records multiple vector identifiers in the index field.
| Object | Check | Verification action |
|---|---|---|
| Index model | Consistent with the vector model actually used by the knowledge base; after changing the model, rebuild is triggered only for data that has already been indexed, and rebuild task records are queryable | Check the index model in the knowledge base settings and view the data range covered by the rebuild task |
| Index field of the data row | Multiple vector identifiers for one piece of data are all present, the status is indexed, retrieval first recalls vectors and then merges back to the original data by identifier, and the highest score is taken for the same group of data | Open a data row and check the index field, then run a retrieval to see whether the same group is merged |
| Compliance training courseware | Names, quantities, dates, and signature fields match the current version; entries missing signatures or receipts cannot be used as a basis | Compare names, quantities, and dates of the same record across materials, and check version numbers and signature fields |
| Safety operating procedures | The version is current, consistent with the dates, personnel, and quantities in the exam records, and receipts are complete | Compare the procedure version number with the exam record dates, and check receipts and signatures |
Three common errors
- Phenomenon: The same record has inconsistent names, quantities, and dates in the courseware and procedures. Inspect the following: The two materials are maintained separately, cross-material field alignment has not been done, and versions are not synchronized.
- Phenomenon: Recall quality drops after changing the model. Inspect the following: Rebuild is triggered only for data that has already been indexed, does not cover all data rows, and the index field is inconsistent with the vector identifiers.
- Phenomenon: Exam records are missing signatures or receipts. Inspect the following: The archiving step does not verify signature fields and receipts, entries cannot be traced back to the source text, and they cannot be used as a basis.
How to verify the setup
Acceptance for this function: sample a data row and check the index field to confirm that multiple vector identifiers are all present and the status is indexed, then run a retrieval once to see whether the same group is merged; record the tokens of the quoted text and the number of array entries separately, where the number of quoted entries is the array length, the quoted content budget is quoteMaxToken, and unequal comparison is not performed; check limit in the knowledge base settings.
Business test: ask a cross-material basis question, see whether the answer gives a traceable source, and verify that the source comes from the institution’s materials, the version is current, and the entries match the source text.
- Open a data row and check the index field, confirm that multiple vector identifiers are all present, the status is indexed, and view the data range covered by the rebuild task records.
- Compare names, quantities, dates, and signature fields of the same record across materials, check version numbers and receipts, and confirm that entries can be traced back to the source text.