What the Data for This Category Looks Like
Data sources for specialized chains cover chain headquarters ERP systems, POS cash register systems, offline inspection reports, and industry association regional operation monitoring data. Data update cycles vary: daily passenger flow and revenue data are updated daily, regional summary reports are updated weekly, and supply chain inventory data is updated every 3 days. Documents are divided into two categories: single-store operation ledgers and regional chain summary reports. Single-store documents include fields such as store number, average daily passenger flow, per-customer consumption amount, and per-square-meter efficiency value. Regional documents include fields such as number of covered stores, total revenue, and average per-square-meter efficiency. Field units are uniformly person-times, yuan, yuan per square meter, units, and similar.
What Constraints Do These Characteristics Impose on the "Citation Source and Traceability" Link
Data sources for specialized chains cover multiple systems, and the multi-source heterogeneous nature requires the traceability link to associate metadata identifiers from each system to avoid confusing same-named fields across different systems. The update cycles of different data vary significantly: daily passenger flow data is updated daily, regional summary reports are updated weekly. Traceability must forcibly bind data collection timestamps to prevent referencing expired information. The document structure differs greatly between single-store and regional summary documents. Traceability must match content hierarchies to ensure referenced content corresponds to the correct document type. The demand for unified field unit verification is also more prominent: units for per-square-meter efficiency and consumption amount across different stores must be consistent, otherwise traceability cannot accurately associate corresponding data.
How to Configure the Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
reference_source_enable | Enabled | Investment research scenarios require strict data traceability; enabling this will force binding traceability information to responses |
reference_max_count | Top 3 entries | Core chain operation data is usually concentrated in a small number of core documents; too many citations will distract investment research focus |
reference_time_range | Last 90 days | Operation data in the chain industry has large short-term fluctuations; data older than 90 days has reduced reference value |
metadata_require_fields | Store ID, Collection Time, Data Unit | Chain data has differences in hierarchy and units; these fields are required to accurately match traceable content |
reference_deny_empty_source | Enabled | Investment research conclusions need to be verifiable; content without sources cannot meet professional scenario requirements |
reference_export_with_source | Enabled | Investment research reports need to retain traceability basis; including sources during export facilitates subsequent review |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Three Common Mistakes
- Phenomenon: After configuring
reference_max_countto "Top 2 entries", the number of citations in search results still exceeds 2. Cause:reference_time_rangewas not configured to filter expired data, so the system prioritized recalling expired documents, which occupied the citation quota. - Phenomenon: The generated investment research answer shows "No permission to operate this conversation record" as the citation prompt at the end. Cause: The public traceability permission of the conversation was not configured, or the local storage mode of
reference_export_with_sourcewas not enabled, resulting in inability to generate accessible traceability information. - Phenomenon: After uploading chain operation documents, some documents cannot be indexed as knowledge base entries. Cause: The uploaded documents lack the
门店编号or采集时间fields configured inmetadata_require_fields, and system verification failed, resulting in invalid traceability configuration.
How to Confirm the Configuration is Correct
- Upload a standard single-store operation document, trigger an investment research question and answer, check whether the corresponding traceability information is displayed at the end of the answer, including document source, collection time and data fields.
- Enter the system's configuration management page, check whether the core parameter values such as
reference_source_enableandmetadata_require_fieldsare consistent with the preset configuration. - Export an investment research question and answer result, check whether the exported file contains complete citation traceability entries and has no permission error messages.
- Simulate importing an external workflow, check whether the associated knowledge base citation configuration can be loaded normally, and there are no plugin or field mismatch prompts.
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.