Citation Source and Traceability for Auto Service Investment Research Knowledge Base Construction

Auto service investment research data mainly comes from manufacturer public technical manuals, after-sales maintenance databases, industry association

What the data for this category looks like

Auto service investment research data mainly comes from manufacturer public technical manuals, after-sales maintenance databases, industry association compliance standards, terminal store operation work orders, and new energy vehicle battery health reports. The data update rhythm varies significantly: manufacturer technical manuals are updated quarterly, after-sales work order data is updated daily, and industry compliance standards are revised annually. Document structures include structured maintenance parameter tables (with fields such as VIN code, accessory model, replacement cycle, etc.), unstructured maintenance case documents, and timestamped operation records. Units involve professional measured values such as hours, millimeters, volts, etc.

The segmented attributes of auto service investment research data require that traceability information covers vehicle adaptability, version number, and update time, to avoid citing outdated maintenance standards or mismatched vehicle parameters. Structured parameter tables need to be accurately positioned to specific document blocks, and unstructured cases need to be associated with corresponding store work order records, otherwise compliance verification for investment research decisions cannot be supported. If high-frequency updated after-sales data is not labeled with a version, it is easy to cause the cited content to be inconsistent with current compliance requirements, increasing investment research risks.

How to set the configurations

Configuration ItemRecommended ValueRationale
reference_count3-5 entriesAuto service investment research data mostly consists of segmented professional parameters. Too many citations will interfere with decision-making logic, while too few cannot cover compliance traceability requirements
enable_reference_versionEnabledAuto manufacturer manuals and maintenance standards have version iterations, and version numbers need to be labeled to ensure traceability content is consistent with current compliance requirements
reference_source_field["source_name", "version", "update_time", "vin_compatible"]Auto service data needs to be associated with exclusive fields such as vehicle adaptability and update time to meet the precise traceability needs of investment research scenarios
api_return_referenceEnabledInvestment research scenarios need to obtain cited content through APIs for secondary verification or formal report generation
max_reference_chunk_length800-1200 charactersAuto service documents contain long paragraphs of maintenance steps. Overly long segments will lose context association, while overly short segments cannot cover complete parameter information
reference_export_granularityBy document block + field dimensionSupports splitting traceability data by business category to meet refined export and import needs

The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing the settings.

Three common mistakes

  • Phenomenon: The number of citations returned when calling the knowledge base does not reach the preset upper limit. Cause: The reference_count configuration is not adjusted, or the similarity_threshold is set too high, filtering eligible traceability data.
  • Phenomenon: Cited content cannot be downloaded in some scenarios in version 4.8.22. Cause: The enable_reference_download configuration is not enabled, or the associated source document has been deleted, and the version rollback mechanism is not configured.
  • Phenomenon: The exported traceability data only contains overall knowledge base information and cannot be split by business category. Cause: The reference_export_granularity is set to knowledge base dimension and not adjusted to export by document block or field dimension.

How to confirm the configuration is correct

  • Initiate a test query containing auto maintenance parameters, and check whether the returned results are attached with source document name, version number, and update time fields.
  • Call the API interface for obtaining question and answer results, and confirm that the returned references field contains complete traceability information.
  • Perform a knowledge base export operation, and check whether the exported file is split by business category and does not only contain the overall knowledge base package.
  • Adjust the reference_count configuration, then initiate the same query, and confirm that the number of returned citations meets the preset value.

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.