Knowledge Base Retrieval and Recall for Identity and

What this category of data looks like

Data primarily comes from four sources: identity verification records in the claim initial review system, timeliness control ledgers, timeliness compliance documents released by regulatory authorities, and identity-related materials submitted by customers. Data updates in real time as each claim order is generated. Regulatory documents are synchronized quarterly. Document structures are mostly composed of structured fields. These fields include clear items such as name, ID number, verification time, report time, and initial review deadline timeliness. Units uniformly use standard time formats and identity identification codes. No large volumes of unstructured free text are included.

What constraints these characteristics impose on the knowledge base retrieval and recall link

The high proportion of structured fields requires retrieval to prioritize field-level precise matching. Fuzzy recall will interfere with initial review judgments. Strong time-series timeliness data requires recall results to prioritize the latest document versions. Expired compliance rules must be avoided. The sensitivity of identity information requires strict control of the recall scope. Only content matching the current claim order’s identity is returned. Frequently updated timeliness rules require the knowledge base to support incremental synchronization. Retrieval results must always comply with latest regulatory requirements. The system must also limit the recall scope of sensitive identity information to prevent data leaks.

How to set configurations

Configuration Item	Recommended Value	Rationale
`recall_count`	`Top 8`	This category of data mostly consists of short structured fields. A small number of recall entries can cover precise matching needs
`similarity_threshold`	`0.75–0.85`	Identity fields require high matching accuracy to avoid false recalls. The time-series characteristics of timeliness data do not need an overly low threshold
`chunk_length`	`300–500 characters`	Documents in this category are mostly structured fragments. Overly long chunks will destroy field relevance
`PARSE_FILE_TIMEOUT_SECONDS`	`120 seconds`	Identity materials are mostly PDF/DOCX files with images. These files take longer to parse
`UPLOAD_FILE_MAX_SIZE`	`500 MB`	A single claim file may contain multiple materials. Large file upload support is required
`incremental_update_interval`	`Every 1 hour`	Timeliness data is updated frequently. The latest regulatory timeliness requirements must be synchronized in a timely manner

The parameter values provided on this page are all conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.

Three common errors

Scenario: When a DOCX file containing an ID card scan is uploaded, the interface displays the prompt "incorrect file format". Cause: The ENABLE_IMAGE_PARSE configuration item is not enabled, so the system cannot parse embedded image-format identity materials.
Scenario: A retrieved timeliness rule document is an old version from 3 months prior. Cause: The incremental_update_interval parameter is not configured, so the latest regulatory timeliness requirements are not synchronized at fixed intervals.
Scenario: After an external interface is called to upload HTML-format claim initial review materials, the search results do not include associated information from the title field. Cause: The title field upload parameter is not correctly specified in the interface request, so the title is not included in the knowledge base index.

How to verify proper configuration

A DOCX test file containing an ID card scan is uploaded. The parsing log is reviewed for a record of "image text extraction successful".
A search for "2024 latest claim initial review timeliness requirements" is initiated. The returned results are checked for the latest version of regulatory documents.
The specified interface is called to upload HTML-format test data. The metadata of this file in the knowledge base is checked for the correct title field value.
A precise search for preset identity fields is initiated. The number of returned results is checked against the configured recall_count value.

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.