Vector Models and Indexing for Duty-Free Investment Research Knowledge Base Construction

Duty-free-related data comes from four main sources: official regulatory data, public industry research reports, policy regulatory documents, and

What the data for this category looks like

Duty-free-related data comes from four main sources: official regulatory data, public industry research reports, policy regulatory documents, and duty-free store operation ledgers. Policy documents are updated immediately upon release by regulatory authorities. Operation ledger data is synchronized every natural quarter. Industry research reports are integrated at their official release dates.

Document structures include:

  • Long-text policies with document numbers and effective dates
  • Multi-field structured operation tables
  • Segmented research reports with table of contents

Common fields include duty-free product HS codes, dutiable prices, off-island shopping quotas, and policy applicable regions. Most units use Renminbi yuan, person-times, and metric tons.

Constraints on vector models and indexing

Policy documents have strong timeliness and include effective time fields. Associate time metadata during indexing to avoid recalling expired policy content.

Structured operation table data must be split into independent vector units by cell field. This prevents semantic loss from merging long texts.

Long research reports with multi-level table of contents must be split by chapter. This ensures semantic integrity of recalled paragraphs.

Exclusive duty-free fields like HS codes and quotas can act as metadata filters. This narrows the recall scope.

Many business-specific terms are used. Select a vector model adapted to niche domain semantics to reduce misjudgments from general models.

Configuration Settings

Configuration ItemRecommended ValueRationale
chunk_size800–1200 charactersBalances semantic integrity and vector recall accuracy for duty-free-related documents, which include long-text policies and split fields from structured tables. Avoids semantic fragmentation from too-short chunks and redundant vector dimensions from too-long chunks.
chunk_overlap100–150 charactersPolicy documents and research reports have cross-paragraph logical connections. Overlapping segments preserve contextual associations and prevent loss of prior and subsequent context during recall.
vector_top_kTop 15–20 resultsDuty-free investment research needs to cover multiple data types including policies, operations, and research reports. Too many recalls increase subsequent processing load, while too few fail to cover relevant information.
similarity_threshold0.72–0.78Duty-free business terms have high distinctiveness. This threshold filters low-relevance general text and retains recall results strongly related to duty-free categories.
metadata_filter_enableEnabledDuty-free data includes metadata such as HS codes and effective dates. Enabling this allows quick filtering of irrelevant content by business dimensions and improves recall accuracy.
rerank_top_nTop 5–8 resultsInitial recall results need reranking to select content most relevant to investment research needs. This range balances reranking efficiency and result quality.

The parameter values provided on this page are all common recommendations used as starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing.

Three Common Misconfigurations

  • Symptom: Unable to select a specified niche domain vector model in the interface, such as Embedding-3. Cause: The interface whitelist for the corresponding model was not added in the platform configuration file, or the model version is not included in the platform's supported scope.
  • Symptom: No usable index is generated after adding data using a collection, and the knowledge base interface returns empty results. Cause: The real-time addition and batch training processes were not distinguished. Collection addition only supports single or small-batch real-time indexing. Batch duty-free documents need to trigger batch vectorization and index construction by creating a training order.
  • Symptom: Uploaded duty-free product images cannot be recalled during retrieval, and retrieval results only return text content. Cause: The image vectorization configuration item was not enabled, or the image field was not associated with text vectors to build a cross-modal index.

How to Confirm Proper Configuration

  • Perform a single upload test of duty-free policy text, check the segmented results generated in the background, and confirm that the segment length matches the preset configuration.
  • After enabling metadata filtering, enter a search term containing an HS code, and verify that retrieval results only return documents for the corresponding category.
  • Submit a batch duty-free operation data file, check the training order status, and confirm that the task completed normally and no errors occurred during index generation.
  • Upload a document containing duty-free product images, initiate a retrieval request, and verify that the results return both text and image association information.

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.