Knowledge Base Retrieval and Recall for Professional

What Data for This Category Looks Like

Data for professional services investment research primarily comes from public industry research reports, listed company periodic announcements, regulatory policy documents, internal investment research minutes, and industry databases. Update rhythms vary significantly. Public research reports are updated weekly or monthly in batches. Listed company announcements are released in real time. Internal investment research documents are updated on demand.

Document structures include modules such as core viewpoints, data tables, industry logic derivations, and risk warnings. Fields include publishing institution, publish time, industry classification, and core indicator values. Units include billions of yuan, multiples, percentages, and other professional financial statistical units. Document length varies widely, ranging from hundreds-of-word short comments to dozens of pages of in-depth research reports.

What Constraints Do These Characteristics Impose on Knowledge Base Retrieval and Recall

Multi-source heterogeneous data sources require the retrieval system to support multi-path access and unified metadata management. Otherwise, data duplication or omissions will occur. Differences in update rhythms require incremental synchronization strategies to distinguish data source types, to avoid excessive resource usage or delayed updates of core information.

Long documents and wide-ranging document lengths require retaining contextual relevance during segmentation, to avoid breaking professional logic chains. Rich fields and units require support for metadata filtering and unit standardization during retrieval. Otherwise, invalid or incorrect recall results will be introduced.

At the same time, the high relevance of professional content requires that recall results balance accuracy and coverage, and must not over-filter weakly related information in niche segments.

How to Configure

Configuration Item	Recommended Value	Rationale
`chunk_size`	`800–1200 characters`	Investment research documents contain coherent industry logic and professional terminology. The segmentation length adapts to context retention requirements and avoids breaking argument chains
`recall_top_k`	`Top 8–12 results`	Professional investment research content has strong relevance. Too many recall results will introduce irrelevant information, while too few will miss core arguments
`similarity_threshold`	`0.75–0.85`	Investment research content has high professionality. A relatively high similarity threshold is needed to filter noise while retaining weakly related information in niche segments
`metadata_filter_enable`	`Enabled`	Investment research data includes metadata such as industry classification and publish time. Filtering can narrow the recall scope and improve accuracy
`sync_interval`	`Real-time sync for announcements, daily sync for research reports, weekly sync for internal documents`	Matches the actual update rhythms of different data sources, balancing resource usage and information freshness
`parse_timeout`	`300 seconds`	Long document parsing requires sufficient time to avoid interrupting the parsing process due to timeout

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 Misconfigurations

Symptom: A Validation failed: name: Path name is required error appears when viewing knowledge base citations in chat responses. Cause: Required metadata fields have not been configured for the knowledge base, causing the citation process to fail to read necessary identifying information.
Symptom: A 400 Bad Request status code is returned when generating a knowledge base via web static links. Cause: The knowledge base name parameter was not filled out correctly, failing the system's required validation checks.
Symptom: Knowledge base retrieval input and response citations still appear in responses after a workflow is invoked. Cause: The display switch for retrieval results was not turned off, or the hide_citation parameter was not configured as true when calling the interface.

How to Verify Proper Configuration

Run a single long document parsing test, and verify that the segmentation results match the configured chunk_size parameter.
Initiate a retrieval request, and verify that the number of recall results falls within the range specified by the configured recall_top_k parameter.
View metadata filtering rules, and confirm that fields such as industry classification and publish time of investment research data have been associated.
Trigger an incremental synchronization task, and verify that the synchronization frequency of different data sources matches the configured sync_interval.

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.