What the data for this category looks like
Data sources include official product manuals, rate disclosure documents, and annotated historical customer service interaction records. Updates trigger on product launches or regulatory policy changes, with no fixed schedule. Emergency updates require synchronization within 24 hours. Most individual documents contain structured content, including fields such as product name, product type, minimum investment amount, term, revenue rules, and redemption requirements. Amount fields use yuan as the unit. Term fields use natural days or natural years as the unit.
What constraints these characteristics impose on knowledge base retrieval and recall
Structured field requirements mean retrieval must match both semantic meaning and field keywords. This avoids returning information about unrelated products. Irregular update frequencies require configurations to support incremental document synchronization. This reduces resource consumption from full retrieval. Fields with units such as amount and term require the recall phase to retain original unit labels. This prevents unit discrepancies in user-facing information. Large volumes of annotated historical interaction records require recall models to prioritize frequently consulted product questions. This improves matching efficiency.
How to set the configurations
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
Recall count | Top 8-12 results | Product consultation questions mostly require precise matching. Too many entries increase the context stitching load, while too few may miss valid product information |
Similarity threshold | 0.75-0.85 | High accuracy is required for product information. A threshold that is too low introduces irrelevant content, while a threshold that is too high may fail to recall similar product consultation questions |
Chunk size | 600-800 characters | Most product documents consist of structured paragraphs. Too long a segment loses associated field information, while too short a segment breaks the integrity of product rules |
Incremental Sync Trigger Interval | 15-30 minutes | Product updates have no fixed schedule. A short interval enables timely synchronization of new content, while a long interval causes information lag |
Rerank result count | Top 3-5 results | Customer service staff only need to review the top 3-5 most relevant results to complete consultations. Too many results increase screening costs |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Most product documents contain long tables and structured content, which take longer to parse. A timeout causes document upload failures |
The parameter values provided on this page are all common starting points 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 the settings.
Three common misconfigurations
- A "Request failed with status code 400" error appears when uploading product documents. The cause is unescaped special characters in the document, or field formats that do not meet parsing requirements.
- Calling an external knowledge base API fails authentication. The cause is automatic Bearer token inclusion, which happens when automatic token injection is not disabled. This creates duplicate authentication information in the request header.
- Retrieval results omit content related to product titles. The cause is missing recall weight configuration for the title field. This prevents title information from being prioritized for recall.
How to confirm the configuration is complete
- Upload a test product document. Verify that all fields and unit information are retained after parsing, with no formatting errors.
- Submit a consultation query that includes a product name and specific rules. Check that the top 3-5 recall results include matching document fragments.
- Simulate an emergency product document update. Confirm the update completes within the set synchronization interval, with no delay.
- Review external API configuration items. Disable the automatic token injection function to avoid authentication errors.
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.