What the data for this category looks like
Data sources for professional chain intelligent due diligence include store operation daily reports, franchisee cooperation contracts, quarterly inspection reports, regional supply chain summary documents, and more. The update cadence is as follows: store operation data is updated daily, franchisee contracts are synced and entered upon signing, and quarterly inspection reports are updated monthly. Each document uses store ID and region code as core identifying fields, and includes fields such as monthly sales, per-square-meter efficiency, compliance check items, franchisee performance status, and more. Units include RMB yuan, square meters, in-store visits, number of contracts, and others. Documents are aggregated by store, and a single batch of due diligence documents covers associated data from dozens to over a hundred stores.
What constraints do these characteristics impose on the "citation sources and traceability" link
The multi-document aggregation feature by store requires traceability to accurately match store IDs, to avoid cross-store data confusion. Frequently updated operation data requires the knowledge base to be refreshed regularly, otherwise traceability results will lag behind the latest operation status. The standardized document structure with multiple fields requires retaining core identifying fields when citing, to enable inspectors to quickly locate the corresponding store and document type. The wide coverage of a single batch of due diligence documents requires the recall logic to filter non-target store data, to avoid irrelevant documents interfering with traceability accuracy.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
Recall count | Top 8-12 entries | The number of associated documents for a single store in professional chain due diligence is moderate. Too many recall entries will dilute relevance, while too few will fail to cover core due diligence information |
Similarity threshold | 0.72-0.78 | Store data fields have a high degree of standardization. An overly high threshold will miss accurate documents with weak relevance, while an overly low threshold will introduce irrelevant data from non-target stores |
Knowledge Base Refresh Cycle | 2:00 AM daily | Store operation data is updated daily. Regular refresh ensures the timeliness of traceability data |
Citation Display Fields | Store ID, document type, update time | Professional chain due diligence requires clear traceability to specific stores and document sources, to enable inspectors to quickly locate information |
Chunk size | 800-1200 characters | Store inspection reports and contract fragments are relatively long. Too short a segment length will destroy semantic integrity, while too long a segment will affect recall accuracy |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Large supply chain summary documents and multi-page franchisee contracts take a long time to parse. The default timeout duration is insufficient; extending it ensures complete parsing |
The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material format, data volume and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Configuration Errors
- Symptom: The citation list only displays document file names, without labeling store IDs or update times. Cause: The
Citation Display Fieldsparameter is not configured, and only the default display items are called, which fails to meet the precise traceability requirements of professional chain due diligence. - Symptom: Irrelevant store documents are returned when calling the knowledge base in a conversation. Cause: The
Similarity thresholdis set too high, or knowledge base documents are not classified and tagged by store ID, and the recall logic fails to filter non-target store data. - Symptom: A timeout error is triggered when parsing large franchisee contract documents. Cause: The
PARSE_FILE_TIMEOUT_SECONDSparameter is not adjusted, and the default timeout duration is used, which cannot complete long document parsing.
How to Verify Proper Configuration
- Upload operation documents and inspection reports for a single store, initiate a query that includes the target store ID, and check whether the citation list includes the store ID and update time of the corresponding documents.
- Adjust the
Similarity thresholdparameter, initiate a query that includes a fuzzy store name, and verify that all returned documents fall within the scope of the target store. - Upload a single franchisee contract with more than 10,000 characters, wait for parsing to complete, then initiate a relevant query, and confirm that no parsing timeout error occurs.
- View the knowledge base refresh logs, confirm that the daily scheduled refresh task executes normally with no failed records.
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.