What this category's data looks like
Enterprise sales product training materials usually include three types of sources: product manuals, sales sales language, and channel training schedules, with an update cadence that rolls with product versions and channel scheduling. Product manual fields cover product name, model, function description, release date, and version number; sales sales language fields cover sales language number, applicable scenario, corresponding product, effective date, and reviewer; channel training schedule fields cover course name, channel type, teaching date, instructor, and receipt status. When multilingual materials enter knowledge base retrieval and recall, product manuals play the role of the baseline for terminology source text and translated-name correspondence, sales sales language plays the role of example wording for the same terminology in sales scenarios, and channel training schedules play the role of checking dates, quantities, and signed receipts for terminology in schedule fields. If the name, quantity, or date of the same record does not match across two materials, if versions are not synchronized, or if signatures or receipts are missing, the terminology table and the comparison draft will fail to refer back to the source text when published externally.
Configuration and implementation checks
This step is executed by the knowledge base retrieval service (retrieval node and search test), outputting candidate chunks and similarity scores (after mode, merge, rerank, filter, and limit trimming). The unified terminology table and comparison draft are then completed by subsequent nodes or manually.
| Object | Check | Verification action |
|---|---|---|
| Product manual | The product name, model, function description, release date, and version number in the product manual must be aligned item by item with the sales sales language and channel training schedule, and the translated name must be able to refer back to the source text | In the knowledge base search test, search once each with the Chinese and the translated text of the same terminology, check whether the candidate chunks cover the manual source text when searchMode is semantic, full-text, or hybrid, and record the number of candidates and the score |
| Sales sales language | The sales language number, applicable scenario, corresponding product, effective date, and reviewer in the sales sales language must be consistent with the version number of the product manual and the teaching date of the channel training schedule, and the same terminology must be written consistently throughout | Switch searchMode to compare candidates, compare the ranking of the top few items before and after enabling usingReRank, and confirm that the terminology wording in the sales language and the manual source text can refer back to each other |
| Channel training schedule | The course name, channel type, teaching date, instructor, and receipt status in the channel training schedule must match the date and signature fields of the product manual and sales sales language, and missing signatures or receipts must be locatable | Search separately with the schedule field names and the terminology translated names, view the similarity scores and counts of the returned candidates, and check whether the quoted text after limit trimming retains the key chunks for date, quantity, and signature |
Three common errors
- Symptom: the same terminology has different translated-name wording in the product manual and the sales sales language, and the comparison draft fails to refer back to the source text. Cause: multilingual materials enter the knowledge base in batches, versions are not synchronized, and the terminology table is not updated with the manual version.
- Symptom: the teaching date and quantity of the same record do not match between the channel training schedule and the product manual. Cause: the two materials are maintained separately, lacking a field-checking step for the unified terminology table and comparison draft.
- Symptom: there are many candidates but the ones ranked first are all irrelevant, and the answer lacks key paragraphs. Cause: the retrieval mode does not match the material form, rerank is not enabled, and key chunks are truncated after similarity filtering and citation limit trimming.
How to verify the setup
Acceptance for this feature: test once each with synonym-rewritten questions, compare candidates and similarity scores, then toggle usingReRank on and off to see the ranking of the top few items; record the number of candidates and the score, and when the citation limit is involved, check the tokens of the quoted text, recording the array count separately.
Business test: sample three terminologies and check whether the wording is consistent throughout, confirm that the translated names can refer back to the source text, and before external publication check the fields, dates, and signatures of the product manual, sales sales language, and channel training schedule.
- In the knowledge base search test, search the same terminology separately with Chinese and the translated text, switch
searchModeand compare the number of candidates and the score, and check whether the quoted text afterlimittrimming retains the key chunks of the source text. - Check item by item against the product manual, sales sales language, and channel training schedule for name, quantity, date, and signed receipt; when versions are not synchronized or signatures or receipts are missing, first check hits and associations, then update the unified terminology table and comparison draft.