What the data for this category looks like
The data sources for engineering consulting intelligent due diligence reports include project feasibility study reports, cost review documents, site survey records, bidding filing documents, and similar materials. Updates occur based on project progress milestones, with no fixed cycle. The document structure typically includes modules such as project overview, technical parameter details, cost accounting tables, compliance review clauses, and more. Fields cover building area, project cost, survey point coordinates, compliance level, and other items, with corresponding units including square meters, yuan, longitude and latitude coordinates, level ratings, and others.
What constraints do these characteristics impose on the "citation sources and traceability" link
Engineering consulting documents are generally lengthy and contain a large number of professional terms and structured fields. Traceability processes require precise matching of corresponding paragraphs and field information to prevent traceability failure from generalized recall. Multi-source and heterogeneous data source formats require traceability information to support page numbers and segment identification rules of different documents, making uniform use of a single traceability template difficult. The feature of data sources updated alongside project progress requires traceability links to associate document version information, ensuring cited content matches the current project phase. Structured field content requires marking the source of specific fields during traceability; displaying only the full document fails to meet the compliance review requirements of professional due diligence.
How to configure the settings
| Configuration Item | Recommended Value | Rationale for this value |
|---|---|---|
recall count | Top 10-15 entries | Engineering consulting documents contain multi-field content. Excessive recall will exceed the model's context window |
similarity threshold | 0.75-0.85 | High precision is required for professional term matching. A threshold that is too low will introduce irrelevant content, while a threshold that is too high will miss valid information |
reranked return count | Top 5-8 entries | Intelligent due diligence reports require precise citation of core content. Excessive results will increase token consumption |
citation source display toggle | Enabled | Engineering consulting due diligence must meet compliance traceability requirements, and source file names and segment information must be displayed |
segment length | 800-1200 characters | Engineering documents contain long paragraphs of technical parameters and accounting tables. Excessively long segments will reduce recall accuracy |
knowledge base refresh trigger rule | Triggered by project milestones | Engineering consulting documents are updated along with project progress. Fixed-cycle refresh cannot adapt to temporarily adjusted data sources |
The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing settings.
Three common configuration mistakes
- Phenomenon: A
context length exceedederror is triggered in returned results, or answer content is forcibly truncated. Cause: Therecall countis set to an excessively high value, and the recall range is not controlled to match the long-text characteristics of engineering documents. - Phenomenon: The published knowledge base page only displays answer text, with no file name, page number or segment identification for the corresponding citation source. Cause: The
citation source display toggleconfiguration item is not enabled, and the citation traceability display function is not activated. - Phenomenon: Cost data or compliance clauses cited in answers do not match content updated after the latest project adjustment. Cause: The
knowledge base refresh trigger ruleis set to a fixed cycle, and the data source is not updated alongside project progress milestones.
How to verify successful configuration
- Initiate a query targeting the engineering due diligence report, and check whether source file names, segment identifications or page numbers of corresponding paragraphs are attached at the end of the answer.
- Enter the knowledge base configuration page, confirm that the configured value of
recall countfalls within a reasonable range, and verify that it does not exceed the context window limit of the currently used model. - Manually trigger a knowledge base refresh operation to confirm that the data source has synchronized the latest project adjustment documents.
- Test query terms containing professional terms, and confirm that all returned citation sources are strongly related to the query content, with no irrelevant content included.
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.