What the Data for This Category Looks Like
Data sources for this category include cross-industry public research reports, public statistical materials from industry associations, periodic announcements of listed companies, and custom notes and annotations from internal investment research personnel. Update frequencies include real-time new announcements, weekly industry reports, and irregularly published in-depth research reports. Document structures include long text analysis paragraphs, structured financial and indicator tables, and tagged annotation content. Fields include publishing organization, release time, rating level, indicator name, value unit, and more. Some documents have custom classification tags.
What Constraints These Characteristics Impose on Knowledge Base Retrieval and Recall
Cross-source, multi-structure data requires the retrieval link to support both long text semantic recall and precise matching of structured fields. Documents with a high proportion of long text require a reasonable segmentation strategy to avoid semantic fragmentation. Custom tags and multi-field metadata need to support metadata filtering recall to narrow the retrieval scope. Irregular incremental updates require support for time-range incremental indexing to avoid resource consumption from full reindexing. Differences in value units for structured indicators need unified matching logic during recall to avoid retrieval deviations caused by unit mismatches.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
segment length | 800–1200 characters | Balances semantic completeness and retrieval context redundancy for long-text research reports, avoids semantic fragmentation from overly fine splitting, or reduced vector matching accuracy from overly coarse splitting |
similarity threshold | 0.65–0.8 | Adapts to the semantic complexity of investment research data. A threshold that is too low introduces irrelevant industry content, while a threshold that is too high misses highly relevant in-depth research reports |
recall count | Top 10–15 results | Meets the multi-dimensional reference needs of investment research decisions, while controlling resource consumption for subsequent context processing |
incremental update trigger rule | Based on the release time field | The timeliness of investment research data is directly determined by release time. Time-based incremental indexing enables quick synchronization of the latest announcements and research reports, avoiding full reindexing |
metadata filter toggle | Enabled | Supports filtering recall results by fields such as publishing organization and rating level, narrowing the retrieval scope and improving precise matching efficiency |
reranked return count | Top 5–8 results | After semantic reranking of recall results, retains the most relevant entries for investment research reference, avoiding excessive redundant information interfering with decision-making |
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 individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Issue: After adjusting the
similarity thresholdto the minimum andrecall countto the maximum, the number of recalled items remains fixed with no growth. Cause: The full recall toggle is not enabled, or the knowledge base index has a fixed recall upper limit parameter set. - Issue: Multiple variables output by an HTTP request in a workflow cannot be individually bound to specified knowledge bases for retrieval. Cause: Each variable's corresponding knowledge base is not configured as an independent retrieval node, or separate metadata filtering rules are not configured for each variable.
- Issue: Auxiliary data is incorrectly included in the semantic vectorization index, resulting in irrelevant content being mixed into retrieval results. Cause: Auxiliary data is not configured to only be used for metadata filtering, and is not excluded from being treated as a semantic retrieval index object.
How to Confirm Proper Configuration
- Upload a test cross-industry research report and structured announcement, check if the parsed segments match the preset
segment lengthconfiguration. - Initiate a retrieval test without filter conditions, adjust the
similarity thresholdand observe the number and relevance of recall results, confirming the threshold adapts to the semantic complexity of the current data. - After configuring metadata filtering rules, initiate a retrieval test with filter conditions, confirming only documents that meet the filter conditions are returned.
- Trigger an incremental update task, check if the index logs only synchronize new documents within the specified time 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.