Citation Sources and Traceability for Packaging and Printing Intelligent Due Diligence Reports

Intelligent due diligence data for the packaging and printing field mainly comes from production ERP ledgers, raw and auxiliary material quality

What the data for this category looks like

Intelligent due diligence data for the packaging and printing field mainly comes from production ERP ledgers, raw and auxiliary material quality inspection reports, printing process parameter records, compliance inspection documents, and customer order archives. Data updates follow production batches. Single-batch production data is synced daily. Quarterly compliance inspection documents are updated per batch. Document formats include structured Excel ledgers, PDF quality inspection reports, and structured ERP export files. Core fields include 印刷克重 (unit g/㎡), 幅面尺寸 (unit mm), 生产批次号, VOC emission value (unit mg/m³), and 供应商资质编号. Some custom non-standard orders include additional process adjustment documentation.

Multi-source and heterogeneous data formats require the traceability link to support both structured field matching and unstructured text extraction. This avoids missing associated information between raw and auxiliary material inspections and production processes. High-frequency batch updates require the traceability system to accurately match the latest production records. This prevents citing expired data. The existence of dedicated fields and units requires the traceability verification link to validate field formats and unit consistency. This prevents parameter confusion. The requirement for multi-document association requires recall results to cover the three core data sources of ledgers, quality inspections, and compliance documents. This ensures the integrity of due diligence reports.

How to set configurations

Configuration ItemRecommended SettingRationale
maxContext8000–12000 charactersMatches the average data volume of single-batch packaging and printing ledgers and quality inspection reports, avoids truncating core process parameters and batch information
recallTopKTop 6–8 resultsCovers the three core traceability data sources of raw and auxiliary material inspections, production records, and compliance inspections, avoids recalling redundant historical data
similarityThreshold0.72–0.78Adapts to the text similarity characteristics of packaging and printing parameters, filters low-match irrelevant batch records
rerankTopKTop 3–4 resultsFocuses on core traceability basis, ensures that the cited sources in the output due diligence report are accurate and non-redundant
PARSE_FILE_TIMEOUT_SECONDS600 secondsAdapts to the parsing duration of long batch quality inspection reports and stacked multi-documents, avoids parsing interruptions leading to traceability failures
UPLOAD_FILE_MAX_SIZE2000 MBAccommodates multi-batch stacked production ledgers and compliance documents, meets the upload requirements for batch traceability

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

Three common mistakes

  • Phenomenon: Knowledge base queries return excessive latency, and logs show context token usage exceeds limits. Cause: The maxContext parameter was not adjusted based on single-batch packaging and printing data volume, resulting in excessive data being recalled and sent to the large model each time.
  • Phenomenon: Unclosed citation markers appear at the end of output text, which are automatically corrected to standard quotation marks afterward. Cause: The strict verification mode of the enable_citation_format parameter was not enabled, resulting in marker truncation exceptions when parsing long documents.
  • Phenomenon: Workflows cannot return citation sources after calling the knowledge base module. Cause: The "traceability association" switch was not enabled in the knowledge base configuration, and the batch field mapping rule for the packaging and printing category was not bound, making it impossible to match corresponding data sources.

How to confirm the configuration is complete

  • Upload a single-batch packaging and printing quality inspection report, view the parsed field list, and confirm that dedicated fields such as 印刷克重 and 生产批次号 are correctly extracted.
  • Initiate a due diligence query for a specific production batch, and verify that the cited sources in the returned results include the corresponding batch’s production ledger and compliance inspection documents.
  • Test the large model call duration, confirm that no parsing interruptions exceeding the PARSE_FILE_TIMEOUT_SECONDS preset value occur, and that context token usage falls within the configured range.
  • Check the output parameters of the workflow node, and confirm that the citation_source field correctly returns the associated document path and page number information.

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.