Citation Source and Traceability for Comprehensive Service

What the data for this category looks like

Comprehensive service investment research data comes from four main sources: broker research reports, public listed company announcements, industry basic databases, and third-party financial news APIs. Updates follow this schedule:

Broker research reports update in real time as they are released
Listed company announcements update alongside regular disclosures and urgent matters
Financial news APIs push updates at minute-level intervals

Document structure includes two types:

Structured industry data fields including publish_org, publish_time, and data_dimension
Unstructured research report and news text, including titles, core paragraphs, and data annotations

Units use non-percentage metrics such as ten thousand yuan and person-times.

What constraints these characteristics impose on the citation source and traceability link

Traceability information for multi-source data must cover institution identifiers, timestamps, and API addresses to prevent confusion between content from different channels. Traceability for real-time updated data sources must link to the latest version identifier, and cannot rely on old data stored in static caches. Traceability logic for mixed structured and unstructured documents must adapt to different field extraction rules: structured data needs precise positioning of data dimensions, and unstructured text needs paragraph position markers. Additional request parameters and response times must be recorded for dynamically returned HTTP content, to ensure traceability to the results of a single call.

How to set the configurations

Configuration Item	Recommended Value	Rationale
`recall_count`	`200-600 entries`	Comprehensive service investment research data has wide coverage. This interval balances recall relevance and result redundancy, and fits most investment research scenario information needs
`similarity_threshold`	`0.65-0.8`	Filters low-relevance noisy content while retaining weakly associated information that conforms to investment research logic, avoiding omission of key references
`source_trace_mode`	`full_field`	Adapts to multi-source data characteristics, fully extracts traceability fields including publishing organization, publishing time, and API address, meeting compliance and traceability requirements for investment research scenarios
`max_source_display`	`Top 8 entries`	Controls the number of citations displayed at the end of responses, avoiding excessive information interfering with core conclusion reading, and conforming to investment research report reading habits
`api_source_log_enable`	`Enabled`	Records request and response information for HTTP interface calls, ensuring dynamically acquired content can be fully traced
`content_segment_length`	`800-1200 characters`	Adapts to segmentation needs for long-text investment research documents, accurately locates specific citation paragraph positions, and improves traceability accuracy

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

Three common configuration errors

Setting recall_count to 300 causes the system to return only 100 or 900 entries. This occurs because some interfaces only support discrete selectable preset levels and do not allow continuous value ranges. Confirm the supported configuration interval of the platform.
After calling an HTTP interface to obtain content, the generated response does not display citation traceability information. The cause is that the api_source_log_enable configuration is not enabled, and associated interface call information is not recorded, resulting in inability to generate traceability identifiers.
Setting similarity_threshold to 1 still returns a large number of low-relevance citation contents. The cause is that initially recalled content has not undergone effective filtering, and the recall pool is not adjusted in combination with rerank_return_count.

How to confirm the configuration is properly set

Generate a response containing investment research content, check the citation list at the end of the response, and confirm each citation includes identifiers such as source organization, release time, or API address.
View knowledge base traceability logs, confirm HTTP interface returned content has complete request URL and response time recorded.
Adjust the recall_count parameter, observe whether the number of returned citations matches the set value.
Test low-relevance input content, confirm the response does not include citation results that do not conform to the similarity_threshold.

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.