What the data for this category looks like
This page addresses intelligent due diligence reports for financial institution infrastructure project wealth management due diligence. Data sources include project approval documents, construction drawing design documents, bill of quantities, supervision logs, site visa documents, completion acceptance reports, and similar materials. Data updates follow project phases. Core data for each phase (approval, construction, completion) is generated during the corresponding phase. The construction phase sees frequent incremental updates due to visa adjustments, progress adjustments, and other changes. Document structure includes two categories: structured tables and unstructured text. Structured fields cover project code, construction and installation cost, construction period, material unit price, and similar items. Corresponding units include project number, ten thousand yuan, days, yuan/cubic meter, and similar units. Unstructured text mainly consists of long paragraphs of supervision records and construction summaries.
What constraints do these characteristics impose on deployment and upgrade?
The parsing system must adapt to large-volume, long-document processing capabilities to handle the mixed long-text and structured nature of infrastructure engineering due diligence data. Deployments must use a flexible synchronization mechanism to support phased frequent incremental updates. Full synchronization uses excessive resources, which slows financial institutions’ compliance review efficiency. Knowledge base configurations must include preset field mapping rules to meet multiple field and specific unit requirements. This ensures accurate matching during retrieval. Upgrades must be compatible with old version knowledge base association configurations. This prevents interruptions to existing project due diligence workflows.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600–900 seconds | Infrastructure engineering due diligence reports often contain extremely long construction logs and complete construction drawing files. The default timeout duration is insufficient to complete full parsing. |
UPLOAD_FILE_MAX_SIZE | 2000 MB | Single completion reports or combined construction drawing files have large volume. This setting adapts to large-file upload scenario requirements. |
maxContext | 8000–12000 characters | Long document segmentation needs to cover complete engineering logic chains. This avoids truncation of key construction progress and cost demonstration content. |
Recall count | Top 10–15 entries | Infrastructure project data has many associated items. Sufficient recalled entries are needed to cover engineering information and associated files across different phases. |
Similarity threshold | 0.72–0.85 | Infrastructure project sections and categories have high differentiation requirements. This avoids erroneous recall of irrelevant data from non-corresponding projects. |
Rerank result count | Top 3–5 entries | Infrastructure data has a high degree of structuring. Reranking focuses on core cost, progress, and compliance indicators, reducing redundant information. |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis. Testing on own samples is recommended before finalizing settings.
Three common mistakes
- Phenomenon: Calling the API interface of the workflow nested knowledge base assistant returns a null value. Cause: The knowledge base context transmission configuration of the workflow was not enabled in v4.8.10 and above, leading to missing correct retrieval parameters during nested calls.
- Phenomenon: The reranking model deployed via Docker calls successfully, but the returned result is always false. Cause:
RERANKER_MODEL_PATHwas not configured to point to the correct model file path, or the length of the passed retrieval text exceeds the maximum token limit supported by the model. - Phenomenon: No corresponding update instructions are found after upgrading to the specified version, making it impossible to confirm adaptation content. Cause: Only the container image file was pulled, and the complete version log package was not downloaded from the official repository's release page, leading to missing update documents.
How to confirm correct configuration
- Upload a completion report with a single volume exceeding 1 GB. Check that the parsing status completes within the configured timeout period with no error logs.
- Initiate a retrieval based on a specific project code. Confirm that the recalled results include the project's bill of quantities and supervision log content.
- Trigger an incremental synchronization task. Check that newly added visa files in the knowledge base have a correct association with the original project.
- Call the reranking interface. Verify that the sorting logic of the returned results matches the preset similarity threshold matching rules.
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.