What this category of data looks like
Specialized equipment investment research data comes from publicly available technical white papers from industry associations, official technical manuals from equipment manufacturers, the National Intellectual Property Administration’s patent database, publicly available industry exhibition materials, and end-user operation and maintenance logs. Update cycles vary across sources. Manufacturer manuals receive updates alongside new product launches. Industry reports are updated quarterly. Patent data is synced in real time. Most documents contain standardized parameter tables, performance test curves, compliance certification files, and disassembly analysis sections. Fields include rated power, continuous operating duration, accuracy grade, and similar metrics. Units follow standard physical measurement standards such as kW, hours, μm, and others.
Constraints for Citation Sources and Traceability Workflows
The multi-source, decentralized nature of specialized equipment investment research data requires traceability workflows to associate multiple dimensional identifiers such as equipment model, releasing manufacturer, and data collection time. This prevents confusion of identical parameter data from different sources. The large number of standardized parameter tables and performance curves in documents requires traceability fragments to accurately pinpoint specific sub-locations such as table rows and curve annotation points. Extracting only paragraph text cannot cover the precise referencing needs of these sub-locations. Fixed unit requirements for physical measurement fields require retaining original unit information during traceability, to avoid unit conversion errors across sources. Real-time updated operation and maintenance log data requires traceability links to be bound to specific log generation times, to ensure the timeliness and accuracy of citations.
How to Configure Settings
| Configuration Item | Recommended Range | Rationale |
|---|---|---|
rerank_threshold | 0.65–0.75 | Specialized equipment parameters have high precision requirements. A threshold that is too low will introduce irrelevant entries, while a threshold that is too high may miss valid matching items |
recall_top_k | Top 15–20 entries | Specialized equipment data is scattered across multiple source documents. A sufficient number of recalled entries is needed to cover different parameter dimensions |
source_citation_length | 200–400 characters | Specialized equipment documents mostly contain compact parameter tables and technical descriptions. An overly long fragment will introduce irrelevant content, while an overly short fragment cannot fully convey the parameter context |
citation_max_per_response | 3–5 entries | Investment research responses must focus on core parameters. Too many citations will distract reader attention |
parse_table_enable | Enabled | Parameter tables in specialized equipment documents are core citation sources. Accurate parameter fragments within tables must be extracted |
citation_timestamp_enable | Enabled | Specialized equipment data has timeliness differences. Binding data collection times ensures accurate citations |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Configuration Mistakes
- Symptom: After enabling rerank, the citation fragments returned by knowledge base search are empty. Cause: The
rerank_thresholdis set too high, causing eligible recalled entries to be filtered out, making it impossible to generate valid citation fragments. - Symptom: After exporting a workflow and importing it into a new environment, the referenced plugins fail to load properly. Cause: Plugin dependency configurations were not exported alongside the workflow file, and the new environment lacks the runtime dependencies for the corresponding plugins.
- Symptom: The end of a knowledge base reply displays "No permission to operate this conversation record", and citation display cannot be disabled. Cause: The
citation_display_permissionitem was not configured correctly, or conversation permission settings restrict editing permissions for citation content.
How to Verify Proper Configuration
- Upload a specialized equipment manufacturer's technical manual, initiate a query that includes specific parameters, and check whether the citation fragments in the returned results accurately pinpoint parameter tables or technical description sections.
- Adjust the value of
rerank_threshold, compare citation return results across different thresholds, and confirm that the relevance of citation fragments meets expectations. - Export the current workflow configuration file, import it into a test environment, and check whether associated plugins and data sources load normally.
- Initiate multiple rounds of queries, and confirm that citations at the end of each reply include data source identifiers and corresponding timestamps if the relevant configuration is enabled.
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.