Context and Token for Duty-Free Investment Research Knowledge Base Construction

Duty-free investment research data comes mainly from customs supervision clearance data, off-island duty-free store operation ledgers, duty-free

What the Data for This Category Entails

Duty-free investment research data comes mainly from customs supervision clearance data, off-island duty-free store operation ledgers, duty-free policy documents released by the Ministry of Finance and General Administration of Customs, and SKU lists of duty-exclusive products from brand parties.

Policy documents do not have a fixed update cycle, and are released immediately when regulatory policies adjust. Store operation data is updated monthly. Product SKU lists are updated weekly based on brand launch frequency.

Documents include two categories: structured reports and unstructured text. Structured fields include store code, sales revenue, passenger flow, supply unit price, and more. Their units are none, yuan, passenger trips, and yuan respectively. Unstructured text includes original policy documents, industry analysis fragments, and product detail descriptions.

Constraints on Context and Token Management

The multi-source, heterogeneous characteristics and inconsistent update rhythms of duty-free investment research data create multiple constraints for context and token management.

Policy documents have no fixed update cycle, and their individual lengths vary greatly. If context recall fragments span chunk boundaries after long text splitting, policy interpretation will become disjointed.

Structured operation reports contain multiple combined fields. Context recall must preserve complete field association relationships, otherwise investment calculation errors will arise.

High-frequency updated SKU lists and operation data will reduce conclusion accuracy if expired data is included in context recall.

Context splicing across policy, operation, and commodity data sources will increase token consumption. Strict limits on recall scope are necessary.

Configuration Settings

Configuration ItemRecommended RangeRationale
recallTopKTop 8–12 entriesDuty-free investment research requires simultaneous association of policy, operation, and commodity data. Excessive recall increases token consumption, while insufficient recall loses critical associated information
chunkSize1000–1500 charactersMost duty-free policy documents are long texts. This chunk length preserves the integrity of policy clauses and avoids context breaks after splitting
maxContextTokens8000–12000Adapts to token consumption requirements for multi-source context splicing, and reserves sufficient space for user questions and system responses
contextRecallThreshold0.75–0.85Filters low-correlation recall fragments, ensures the semantic matching degree required for investment research, and controls overall token usage
rerankTopKTop 4–6 entriesAfter reranking initial recall results, retains the most relevant fragments and further reduces invalid token consumption

The parameter values provided on this page are general recommendations used as starting points for configuration. Actual values are affected by material form, data volume, and business rules. Analyze specific cases individually, and conduct testing on your own samples before finalizing settings.

Three Common Misconfigurations

  • Scenario: maxContext is set to 0 in the workflow, but API request logs show historical chat context is still included. Cause: The automatic carry historical context switch for the workflow is not disabled, or configuration items are not synchronized to the deployment environment.
  • Scenario: Document fragments displayed in the context reference area do not render markdown format, and only retain raw text. Cause: The markdown format parsing switch is not enabled during knowledge base parsing, or chunked content does not retain original document format markers.
  • Scenario: The page displays 30 context recall entries, but the actual context entries sent to the model are 310. Cause: Configuration parameters for initial recall and reranking links are not aligned. The page displays initial recall results, while the actual sent content is the full reranked results, with no front-end display synchronization.

How to Confirm Proper Configuration

  • View API request logs, and verify that the actual value of the maxContextTokens parameter matches the configured value.
  • Trigger an investment research query, and check whether document fragments in the context reference area retain the original document's markdown format.
  • Compare the number of context entries displayed on the page with the number of context fragments carried in the API request body, and confirm that the two values match.
  • Adjust the recallTopK parameter, and verify that the number of recall fragments in query results matches the expected adjustment range.

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.