What this category's data looks like
In the enterprise new employee onboarding training scenario, materials are mainly of three types: onboarding training plans, course sign-in sheets, and job descriptions. The plan contains course name, class hours, instructor, date, and approval signature; the sign-in sheet contains name, department, sign-in time, and personal signature; the job description contains job title, reporting relationship, responsibility items, and version number. The material sources are the human resources department and the hiring department, and the update cadence changes with position adjustments and batch arrangements, usually synchronized by batch or quarter. When entering the knowledge base retrieval and recall function, the three types of materials each serve as candidate fragment sources: the plan and job description provide the basis for policies and responsibilities, and the sign-in sheet provides execution records. Field characteristics are concentrated in names, quantities, dates, versions, and signature receipts. Retrieval needs to retain key fragments of the original text so that subsequent nodes or humans can use them to draft signable material drafts and handover records.
Configuration and implementation checks
The knowledge base retrieval service (retrieval node and search test) only outputs candidate fragments and similarity scores (after pattern, merge, rerank, filter, and limit trimming). Signable material drafts and handover records must be produced by subsequent nodes or humans. One retrieval consists of question optimization, semantic/full-text/hybrid recall, multi-path merging, rerank secondary sorting, similarity filtering, and reference limit trimming, and only then is the reference content handed to the model.
| Object | Check | Verification action |
|---|---|---|
| Onboarding training plan | Fields include course name, class hours, instructor, date, and approval signature; date and signature must be complete | In the retrieval node, use searchMode to switch between semantic, full-text, or hybrid, check the number of candidates and scores, and confirm that plan fragments retain key original fields |
| Course sign-in sheet | Fields include name, department, sign-in time, and personal signature; quantity and date must match the plan | Compare the top few rankings before and after enabling usingReRank, and check whether sign-in sheet candidates include both semantic and full-text results |
| Job description | Fields include job title, reporting relationship, responsibility items, and version number; version and date must be synchronized | After filtering with similarity, view the number of candidates and scores, and confirm that responsibility items and version number fragments are complete |
| Handover record | Fields include handover items, responsible person, receipt, and date; signature or receipt is indispensable | Use limit to control the reference cap, check the tokens and array length of the reference text, and confirm that handover record fragments are traceable |
Three common errors
- Symptom: The course name, quantity, or date of the same record does not match between the plan and the sign-in sheet. Cause: The two materials were drafted separately and were not checked against the same version as the baseline.
- Symptom: The job description version is not synchronized, and responsibility items coexist with the old version. Cause: After updating, the old fragments were not replaced, and retrieval recalls both new and old content at the same time.
- Symptom: The handover record lacks a signature or receipt, and the material cannot enter the next stage. Cause: When drafting, only the items and responsible person were filled in, and the receipt field was not attached.
How to verify the setup
Acceptance for this function: test once each with synonym-rewritten questions, compare candidates and scores, then toggle rerank on and off to observe the top few rankings; switch searchMode, usingReRank, similarity, and limit, and record the number of candidates and scores.
Business test: draft one copy according to the template and complete one handover, and see whether missing items are blocked.
- In the knowledge base search test, switch retrieval modes, compare the number of candidates and scores, and confirm that plan, sign-in sheet, and job description fragments all retain key original fields.
- Compare the order of the top few before and after enabling rerank, check the tokens and array length of the reference text, and confirm that the handover record contains the responsible person, receipt, and date.