What Data Looks Like
Data sources for large state-owned bank research knowledge bases cover internal research outputs, public regulatory documents, listed company announcements, industry association statistical reports, and macroeconomic databases. Update frequencies vary: regulatory documents and listed company announcements are pushed in real time. Internal research reports are updated weekly or monthly. Macroeconomic data is updated daily.
Document structures fall into three categories: structured financial indicator reports with clear fields and units; semi-structured research analysis reports with section divisions and chart annotations; unstructured policy notices with no fixed format. Metadata fields include document number, issuing authority, publication date, applicable scope, and other related content.
Constraints on Citation Source and Traceability Workflows
Mixed multi-source data access requires the traceability system to uniformly identify documents from different sources, to avoid cross-source citation confusion. Documents with differing update frequencies require version information to be recorded, ensuring cited content uses the latest valid version and meets financial regulatory compliance requirements. Mixed document types require traceability to support locating specific paragraphs or report cells, covering full citation scopes. Multi-field metadata structures require traceability configuration to accurately match corresponding fields, preventing missing or incorrect citation identifiers.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall_top_k | Top 8-12 results | Large state-owned bank research data has multiple detailed dimensions, requiring coverage of sufficient research reports, regulatory documents, and industry data to avoid missing key citation sources |
max_context_tokens | 12000-15000 tokens | Single research reports or regulatory documents have large token volumes, requiring sufficient context retained to accurately locate cited paragraphs, while adapting to model input limits |
chunk_size | 800-1200 characters | Most documents for large state-owned banks are long texts; segmenting them while retaining complete semantic units facilitates locating specific citation positions during traceability |
enable_source_trace | Enabled | Large state-owned bank research businesses must comply with financial regulatory disclosure requirements, requiring clear marking of citation source metadata |
citation_template | {source_org} {doc_title} {publish_date} Paragraph {chunk_start}-{chunk_end} | Matches the compliance citation format required for large state-owned bank research reports, ensuring citation identifiers are clear and traceable |
rerank_top_k | Top 4-6 results | Rerank recall results to prioritize documents most matching query intent, improving traceability accuracy |
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 case-by-case analysis. It is recommended to test against your own samples before finalizing settings.
Three Common Configuration Errors
- Symptom: Knowledge base query response times out, returning status code 504. Cause: The
max_context_tokensparameter was not adjusted, and the total token volume of documents passed in a single request exceeds the model's capacity limit, causing loading timeout. - Symptom: Citation markers in AI conversation outputs display garbled text, eventually showing as standard quotation marks. Cause: The
citation_templatedid not correctly match document metadata fields, or special characters were not escaped, causing rendering errors. - Symptom: Tool call modules in workflows cannot reference knowledge base content, returning empty fields. Cause: The
enable_source_traceparameter was not enabled, or knowledge base metadata mapping rules were not configured, causing the tool to fail to obtain valid citation identifiers.
How to Verify Proper Configuration
- Submit a query containing a specific regulatory document number or research report name, and check if the output includes the preset citation format content.
- View knowledge base parsing task logs to confirm that document segment lengths fall within the
chunk_sizeconfiguration range. - Simulate high-concurrency queries to check if response times meet business expectations, confirming that the
max_context_tokensparameter does not exceed the model's capacity limit. - Export the knowledge base metadata list, and verify that fields such as
source_organdpublish_datematch the actual metadata of the documents.
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.