Knowledge Base Retrieval and Recall for Packaging and Printing Investment Research Knowledge Base Construction

Packaging and printing investment research data comes from raw and auxiliary material test reports, printing process specifications, production

What This Category of Data Looks Like

Packaging and printing investment research data comes from raw and auxiliary material test reports, printing process specifications, production scheduling work orders, industry packaging standard documents, and customer custom requirement documents. Update frequencies vary:

  • Raw and auxiliary material quotation and inventory data updates daily
  • Printing process parameters update quarterly alongside equipment upgrades
  • Industry standard documents are revised annually

Document formats mainly include xlsx, pdf, and csv:

  • Xlsx files mostly contain fields such as material name, grammage, thickness, unit price, with units of g/㎡ and mm
  • Pdf process documents include continuous parameter explanations such as printing color sequence, die-cutting accuracy (unit: dpi)
  • Csv scheduling files have core fields including work order number, order volume, and delivery date

Constraints on Retrieval and Recall

The multi-format structure, varied update frequencies, and precise field requirements of packaging and printing data create multiple constraints for the retrieval and recall process:

  • Adapt multi-format documents to different parsing rules to avoid field extraction deviations
  • Configure incremental update mechanisms to match varied update frequencies, preventing recall of outdated raw and auxiliary material quotations
  • Enable normalized matching for precise unit and numerical fields, otherwise retrieval mismatches like "100g/㎡" and "100 grams" will occur
  • Control fragment length for long document segmented recall to avoid breaking complete explanations of process parameters

Configuration Settings

Configuration ItemRecommended ValueRationale
recall counttop 8–12 entriesPackaging and printing investment research data includes many detailed process parameters. Using too many recalled entries creates context redundancy, while using too few misses key parameters
similarity threshold0.72–0.85Most packaging and printing fields are precise numerical parameters. A threshold that is too low introduces irrelevant material quotations or process documents, while a threshold that is too high misses approximate parameter matches
segment length800–1200 charactersPackaging and printing process documents mostly contain continuous parameter explanations and operation steps. Segments that are too long cause redundant recalled fragments, while segments that are too short break parameter associations
rerank return counttop 3–5 entriesInvestment research scenarios prioritize displaying the most matching core parameters to avoid interference from secondary information
PARSE_FILE_TIMEOUT_SECONDS300 secondsPackaging and printing xlsx quotation tables may contain tens of thousands of rows of data, leading to long parsing times that exceed the default timeout
knowledge base incremental update trigger ruletrigger by file modification timeThe update frequencies of raw and auxiliary material data in packaging and printing vary greatly. Triggering by modification time accurately synchronizes the latest quotations and process parameters

The parameter values provided on this page are common starting points for configuration. Actual values are affected by material forms, 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: Uploaded xlsx-format packaging and printing Q&A pairs cannot be recognized. Parsing status shows success, but no corresponding content appears in retrieval. Cause: The Q&A pair parsing switch for xlsx is not enabled, or the Q&A pair format does not meet the standard question and answer column requirements.
  • Issue: In fastgpt4.9.0 version, retrieval latency reaches 6-7 seconds, exceeding the response requirements of normal investment research scenarios. Cause: The configuration of recall count and segment length is not adjusted, or the knowledge base contains a large number of uncompressed high-definition printing design PDF files, leading to excessive calculation load for parsing and recall.
  • Issue: The referenced data unique ID field is empty in returned retrieval results, making it impossible to trace the original document. Cause: The knowledge base metadata extraction rule is not configured correctly, or no mapping relationship between unique ID and document content is generated when uploading files.

How to Confirm Proper Configuration

  • Upload one packaging and printing raw and auxiliary material xlsx test file, check whether the parsed fields include core information such as material name, grammage, unit price, and confirm that the parsing switch is enabled correctly.
  • Initiate one retrieval request containing packaging and printing parameters, check the latency of returned results, and adjust relevant configurations to meet response requirements.
  • Export the retrieval results of one test knowledge base, check whether the referenced data unique ID field exists and can be mapped to specific rows or paragraphs of the original uploaded file.
  • Simulate one raw and auxiliary material data update scenario, confirm whether the incremental update function is triggered, and whether the retrieval results include the latest parameter 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.