What This Type of Data Looks Like
Insurance liability data primarily originates from official insurance product clause texts, confirmation documents submitted during policy application, and regulatory-issued insurance product specification documents. Data updates are triggered by product clause revisions or regulatory policy adjustments, with no fixed schedule. A single revision may cover one or multiple liability items. Each single data entry’s document structure includes two parts: structured identification fields and natural language descriptions. Structured fields include liability name, compensation ratio, deductible limit, and applicable insurance scope. Natural language descriptions detail specific trigger conditions and compensation rules for the liability. Field units include percentages, Chinese Yuan, natural days, and other standard units.
Constraints for Citation and Traceability Workflows
The mixed structured and unstructured nature of insurance liability data requires traceability information to cover both the source number of structured fields and the specific paragraph location of natural language descriptions. Data updates have no fixed cycle, so traceability must be tied to the corresponding clause document version to avoid referencing expired content. For insurance claim initial review, each policy uses a unique combination of insurance liabilities. Traceability information must link to the policy number and corresponding liability version to ensure the review basis matches the current policy’s liability configuration exactly. Additionally, single liability text lengths vary widely. Long texts require precise citation paragraph positioning to prevent traceability information from covering unrelated content.
Configuration Settings
| Configuration Item | Suggested Value | Rationale |
|---|---|---|
Recall Count | Top 8 | The number of insurance liability items per policy typically does not exceed 10. 8 entries cover all core liability content and avoid redundant recall results |
Similarity Threshold | 0.75–0.85 | Insurance liability text has a high degree of standardized expression. A threshold that is too low will include irrelevant content from other liabilities of the same insurance type. A threshold that is too high will miss similar liability items with slightly different expressions |
contextWindow | 1200–1800 characters | The clause description of a complete single insurance liability typically falls within the 1000-1500 character range. This window can fully carry the liability content and traceability identifiers |
Citation Source Display Toggle | Enabled | Insurance claim initial review requires compliant retention of review basis. When enabled, traceability information such as clause number and effective date can be returned |
Knowledge Base Version Binding | Bind the clause version of the current policy | Insurance liabilities are updated alongside clause revisions. Binding versions prevents referencing expired outdated liability content |
Traceability Field Mapping | Map to clause number and effective date | Insurance claim review requires clear identification of the specific clause version and effective time corresponding to the liability, ensuring traceability information can be traced back to the original document |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Configuration Errors
- Scenario: After the workflow calls the knowledge base search, the returned results include the original logs of the knowledge base search input and response. Cause: The
Reference Original Call Logsconfiguration item is not disabled, causing unnecessary call information to be displayed. - Scenario: When dynamically specifying a knowledge base, no optional values appear in the reference variable dropdown menu. Cause: No variable of type knowledge base ID is configured in global variables, or the variable is not bound to the access permissions of the corresponding knowledge base.
- Scenario: The recalled insurance liability clauses do not match the liability configuration of the current policy. Cause: The knowledge base version is not bound, or the similarity threshold is set too high, resulting in only a small number of fully matched contents being recalled.
How to Verify Correct Configuration
- Submit a simulated insurance claim initial review request, check the citation source field in the returned results, and confirm that it includes clear traceability information such as clause number and effective date.
- Enter the variable configuration interface of the knowledge base search node, confirm that the dynamically specified knowledge base variable can be displayed normally in the dropdown selection box.
- Disable the
Reference Original Call Logstoggle, submit another test request, and confirm that the returned results only display answers and compliant traceability information, with no additional call log content. - Perform a simulated clause version update operation, verify that the recalled results automatically associate with the latest version of the insurance liability clauses, and no outdated content is included.
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.