What data for this category consists of
Data for this category originates from internal enterprise compliance department materials: job operational procedures, regulatory requirement implementation guidelines, and internal policy compilations. Update cycles align with regulatory policy adjustments and internal process optimizations. Core documents are updated at least once per year. Most individual documents use structured content, including fields such as chapter numbers, applicable scenarios, operation steps, responsible entities, and effective dates. Some documents include time unit requirements for operation nodes, such as single operation duration or approval cycle.
Constraints imposed on knowledge base retrieval and recall by these characteristics
The structured long-form document characteristics of this category require the retrieval and recall link to support precise filtering by metadata such as chapters and responsible entities, to avoid returning irrelevant clauses. Most document content follows step-by-step operations. Semantic similarity matching must prioritize the accuracy of operation nodes, with generalized semantics not serving as core matching considerations. Non-fixed update cycles require the recall system to support incremental synchronization and full verification, to prevent expired procedures from being recalled. Time-based fields in metadata require retrieval results to include metadata such as effective dates and applicable departments, to facilitate compliance verification.
Configuration Settings
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
chunk_size | 800–1200 characters | Procedure documents mostly consist of step-by-step long sentences. This range preserves complete semantics of operation nodes, avoiding splitting that disrupts operational logic |
recall_top_k | Top 8–12 results | Procedure documents have high relevance. A moderate number of recalled results can cover associated clauses for multi-step operations |
similarity_threshold | 0.75–0.85 | Avoids low-match irrelevant procedures, while covering different clauses for similar operation scenarios |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Individual procedure documents are typically lengthy. Reserve sufficient parsing time to avoid parsing failures |
metadata_filter_enable | Enabled | Filter recall results by fields such as applicable departments and effective dates, to meet compliance verification requirements |
api_sync_auth_scope | Configured for knowledge base read-write permissions | Ensure API synchronization operations can properly access target knowledge base collections, avoiding identity verification related errors |
The parameter values provided on this page are common recommended 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 available samples before finalizing settings.
Three common configuration errors
- Symptom: A provider-related error popup appears when a new procedure document folder is created in the console. Cause: The corresponding document parsing model provider is not configured, or the provider key is not filled correctly.
- Symptom: Calling the knowledge base synchronization API returns a 401 status code, prompting identity verification failure. Cause: The permission scope of the API key is not correctly configured, and the operation permission for knowledge base collection synchronization is not granted.
- Symptom: After a procedure retrieval is initiated, response time exceeds 10 seconds, and single recall results have large fluctuations. Cause:
chunk_sizeis set too large, increasing the time required to generate single-segment text vectors, and the vector caching mechanism is not enabled.
How to confirm configurations are correctly set
- A typical procedure document is uploaded. Parsed segmented results are reviewed to confirm that segmentation does not disrupt the integrity of operation steps, and corresponding configurations are adjusted to meet requirements.
- A retrieval request including departments and effective dates is initiated. Recall results are verified to only include documents matching the metadata, confirming that the metadata filtering function is active.
- The synchronization API is called to test incremental updates of the knowledge base collection. The return status code is verified to be 200, with no identity verification related errors.
- Three or more identical retrieval requests are initiated. Response time fluctuation ranges are reviewed to confirm that retrieval speed meets business expectations.
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.