Citation Source and Traceability for Baijiu Investment Research Knowledge Base Construction

Baijiu investment research data sources include public financial reports of listed liquor enterprises, production capacity data released by industry

What the data for this category looks like

Baijiu investment research data sources include public financial reports of listed liquor enterprises, production capacity data released by industry associations, terminal retail monitoring reports from third-party institutions, offline channel research notes, and public research reports. Data update rhythms vary: Listed financial reports are updated quarterly or annually. Industry monitoring data is updated weekly or monthly. Terminal retail data is synced daily.

Two document structure categories exist. Structured financial reports contain standardized fields such as revenue, production capacity and channel proportion, with units including tons, yuan and 100 million yuan. Unstructured research reports and research notes primarily consist of paragraph-form core viewpoints and market analysis, with no fixed field format.

What constraints do these characteristics impose on citation traceability

The multi-source nature and differentiated update rhythms of baijiu investment research data create three types of constraints for citation traceability. First, tie structured financial reports and monitoring data to their collection cycles and publishing institutions to prevent incorrect association of cross-quarter or cross-cycle data. Second, support paragraph-level anchored traceability and full-document citation for unstructured research notes and reports. Third, for mixed multi-source knowledge bases, configure independent traceability identifiers for different data source types to ensure clear distinction between association production capacity data, terminal retail data and research report viewpoints during citation.

Additionally, the degree of field standardization varies across baijiu data. Traceability logic must adapt to precise matching of structured fields and semantic anchoring of unstructured content.

How to set the configurations

Configuration ItemRecommended SettingRationale
reference_enableEnabledBaijiu investment research scenarios require clear data source labeling to ensure conclusion credibility
max_reference_chunksTop 3-5 entriesBaijiu investment research data segments are long and multi-source. 3-5 citations cover core supporting content and avoid disrupting reading
reference_source_timeout7200 secondsThe update cycles of baijiu financial reports and research reports range from monthly to quarterly. A 2-hour valid duration covers conventional access needs
rag_reference_fieldMatch via document metadataBaijiu investment research data includes structured metadata such as release time and source institution. Metadata enables precise traceability
parse_file_enable_referenceEnabledUnstructured research reports and research notes require targeting specific paragraphs to avoid ambiguity from full-document citation
knowledge_export_chunk_levelExport by document chunkAdapts to the scenario where baijiu investment research data is stored classified by data type, and supports export by segmented content

The parameter values provided on this page are common recommended 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 Configuration Errors

  • Symptom: The knowledge base export only produces the overall knowledge base package, and cannot be split and exported by data type. Cause: knowledge_export_chunk_level is not configured to export by document chunk, and the default knowledge base dimension export is used.
  • Symptom: When calling the API to obtain citation sources, the returned fields are empty or have no corresponding links. Cause: The reference_enable configuration is not enabled, or the rag_reference_field parameter is not associated in the RAG recall logic. For the open source version v4.8.21, additionally confirm parameter compatibility.
  • Symptom: After the nginx proxy configuration is completed, the knowledge base original text download link cannot be accessed normally. Cause: The port and path of the traceability link are not opened in the proxy rules, or reference_source_timeout is not configured to adapt to proxy timeout settings.

How to Verify Successful Configuration

  • Initiate a question related to baijiu investment research, and check whether citation entries labeled with source and release time are displayed at the end of the reply.
  • Call the API interface for obtaining citation sources, and verify that the returned results include fields such as document title, source institution, and release time.
  • Perform a knowledge base export operation, and confirm that the exported content can be split by document chunk or data type, and supports the overall knowledge base package.
  • Access the original text download link via the nginx proxy, and confirm that the specified content of the corresponding document can be opened normally.

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.