Citation Source and Traceability for Joint-Stock Bank

What This Category of Data Looks Like

Joint-stock bank investment research data mainly comes from in-house developed research reports, macroeconomic monitoring data, regulatory documents from the Banking and Insurance Regulatory Commission and the People's Bank of China, regular announcements of listed companies, and industry association white papers. Data update rhythms vary significantly: regulatory documents are updated in real time as released, research reports follow daily, weekly, or thematic release schedules, and listed company announcements are synchronized immediately. Documents have fixed chapter frameworks, with fields including issuing institution, release date, document number, affiliated industry, core data indicators, and units such as percentage, basis point, and 100 million yuan.

Constraints on Citation Source and Traceability

Multiple scattered data sources require the traceability system to associate unique identifiers for each data source, to avoid confusion between documents with the same name from different sources. Differentiated update rhythms require traceability tags to support incremental synchronization, only updating metadata for newly added or modified documents. Complex document structures require precise positioning of specific locations of cited passages, such as specific chapter paragraphs in research reports. Merely pointing to the entire document fails to meet the precise traceability needs of investment research scenarios. Multi-field metadata requires extracting compliant disclosure fields as traceability basis, to ensure compliance with regulatory traceability requirements.

Configuration Settings

For the open-source version v4.8.21 and above, the following configuration items take effect directly, with specific settings as follows:

Configuration Item	Recommended Value	Rationale
`citation_enable`	Enabled	Investment research scenarios require clear citation of sources to meet regulatory disclosure and traceability needs of investment research personnel
`citation_max_results`	Top 6-8 entries	Joint-stock bank investment research reports typically reference multi-dimensional data; too many citations increase answer redundancy, while too few fail to cover core data support
`citation_chunk_overlap`	150-200 characters	Investment research documents are mostly long texts with continuous data passages; overlap settings avoid broken cited passages
`PARSE_FILE_TIMEOUT_SECONDS`	600 seconds	Parsing large research reports or batch documents takes a long time; this prevents mid-task timeout failures
`UPLOAD_FILE_MAX_SIZE`	2000 MB	Joint-stock bank investment research documents contain large numbers of charts and raw data, so individual file sizes are generally large
`citation_show_raw_link`	Enabled	Investment research scenarios require accessible original links to meet compliance traceability and manual verification needs

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

Three Common Misconfigurations

After uploading to the knowledge base, the original citation link returns a 404 error. Cause: The local storage path of knowledge base files is not exposed via nginx proxy, preventing external access to the stored original documents.
An empty content value is returned when calling the generation API. Cause: The citation_enable parameter is not enabled, or the recalled fragments do not match valid citation sources, resulting in no valid citation data being associated during content generation.
Garbled characters or formatting chaos appear in the cited passages of generated responses. Cause: PARSE_ENCODING is not specified as utf-8 when parsing documents, or special formatted tables and formulas in the documents are not parsed correctly.

How to Confirm Configuration is Complete

Upload a standard joint-stock bank research report, check if the generated response displays a list of citation sources including fields such as issuing institution and release date at the end.
Click the original link in the citation source to verify that the storage path of the corresponding document can be accessed normally.
Adjust the citation_max_results parameter, check if the number of citations in the generated response matches the set value range.
Upload a large-volume investment research document, verify that the parsing task completes within the time set by PARSE_FILE_TIMEOUT_SECONDS without timeout errors.

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.