What the data for this category looks like
Property management investment research data sources include operation ledgers of managed projects, owner repair work order archives, monthly operation reports of property projects, industry regulatory policy documents, and property service contract templates. Update frequency: daily synchronization for daily operation records, monthly updates for project monthly reports, and on-demand updates for contracts and policy documents. Document structure falls into three categories: single work order details (including building number, operation area, fault type), bulk operation reports (summarized by project), and structured documents of policies and contracts. Fields include building ID, processing time, repair frequency, service level, with units of hours, square meters, and times.
What constraints these characteristics bring to the knowledge base retrieval and recall process
Mixed short texts from single operation work orders and long texts from bulk operation reports require the retrieval pipeline to adapt to varying content lengths, preventing short texts from being truncated and long texts from exceeding context limits. Daily updated operation records require an incremental synchronization mechanism to reduce resource usage from full indexing. Precise attribute fields such as building number and operation area need to support attribute filtering retrieval, rather than relying solely on semantic matching. Property projects have clear geographic attributes, so filtering recall results by region is needed to adapt to service standards and policy requirements of different areas. Subdivided fault type tags need to be bound to dedicated retrieval weights to improve recall matching accuracy for valid work orders of the same type.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall count | top 8–12 results | Property management investment research data contains multiple types of content such as work orders and reports. 8-12 results can cover the information needs of common retrieval scenarios and avoid excessive results interfering with judgment |
similarity threshold | 0.72–0.80 | Fault descriptions in property work orders contain a large number of synonymous expressions. A threshold that is too low will introduce irrelevant results, while a threshold that is too high may miss valid work orders of the same type |
segment length | 800–1200 characters | Single-page content of bulk operation reports is relatively long. The segment length adapts to the paragraph structure of reports, avoiding loss of contextual association across paragraphs |
incremental sync interval | every 6 hours | The update frequency of daily operation records is daily. Synchronizing incrementally every 6 hours balances real-time performance and indexing resource usage |
attribute retrieval toggle | enabled | Precise fields such as building number and operation area can quickly filter irrelevant results through attribute retrieval, improving retrieval efficiency |
re-ranked return count | top 3–5 results | Investment research scenarios require accurate results. Returning 3-5 results after re-ranking helps quickly locate core information |
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. Testing on dedicated samples prior to finalization is recommended.
Three common misconfigurations
- Phenomenon: Retrieved work order results do not match the actual fault type, and the answer is inaccurate. Cause: The
attribute retrieval toggleis not enabled, and reliance solely on semantic matching fails to filter key dimensions such as building and area. - Phenomenon: Dynamic assignment of the "select knowledge base" global variable does not take effect, and the retrieval scope exceeds the specified project. Cause: The dynamic variable is not bound to the knowledge base filtering rule, or the parameter format for variable transfer does not meet interface requirements.
- Phenomenon: Uploading operation ledger files fails. Cause: The
UPLOAD_FILE_MAX_SIZEparameter is not adjusted, the size of a single ledger file exceeds the platform limit, or the file format is not supported.
How to confirm the configuration is complete
- Retrieve work orders for a specified building number, verify that returned results only include content for that building, confirming the attribute retrieval toggle is active.
- Upload a test operation report, verify that segmented text blocks fall within the set
segment lengthrange. - Trigger an incremental synchronization task, verify that the index log only displays newly added operation records, confirming the incremental synchronization configuration is correct.
- Simulate dynamic assignment of global variables, retrieve the knowledge base of a specified project, verify that returned results are limited to that project scope.
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.