Citation Sources and Traceability for Investment Platform

What the Data for This Category Looks Like

Intelligent due diligence report data for investment platforms comes primarily from four categories: public industrial and commercial information, listed company financial reports, industry research reports, and secondary market trading data. Update rhythms vary across sources:

Industrial and commercial information updates irregularly alongside enterprise changes
Financial reports are released on a quarterly or annual cycle
Research reports update regularly or unexpectedly alongside industry developments
Trading data is synced in real time

Document structure includes both structured fields and unstructured fragments. Structured fields include company_code, report_date, revenue, debt_ratio, and others, with corresponding units such as 100 million yuan and percentage. Unstructured fragments include original financial report paragraphs and research report commentary content.

Constraints on Citation Traceability Imposed by These Characteristics

The characteristics of due diligence data for investment platforms impose multiple constraints on the traceability link:

Dispersed multi-source data requires traceability to associate at least two types of information sources, to avoid one-sidedness from a single data source.
Data sources with different update rhythms require distinguishing real-time and offline cached traceability markers, to ensure displayed cited content matches the current data version.
The coexistence of structured fields and unstructured fragments requires traceability to support both precise field matching and paragraph localization.
Structured data with clear units requires retaining corresponding units during traceability, to avoid data ambiguity.
Multi-dimensional due diligence dimensions require recalled citation fragments to cover multiple dimensions such as revenue, risk control, and industry status, rather than focusing solely on a single indicator.

Configuration Settings

Configuration Item	Recommended Value	Rationale
`maxRetrievalCount`	10–15 entries	Due diligence data for investment platforms comes from dispersed sources; enough multi-source fragments should be retrieved to cover multiple due diligence dimensions such as revenue and risk control
`rerankTopN`	Top 5–8 entries	Due diligence reports require highly relevant citation fragments. Retaining TopN results after reranking filters low-value content and ensures traceability accuracy
`referenceFragmentLength`	300–800 characters	Balances complete semantics of original financial report paragraphs and research report commentary, avoiding truncation of key financial data or industry analysis content
`mysqlQueryTimeout`	60 seconds	Due diligence data queries involve multi-table association of enterprise information and financial report data; sufficient timeout time is required to avoid query interruptions
`enableSourceMeta`	Enabled	Metadata fields such as `report_date` and `source_type` need to be displayed to meet compliance traceability requirements for investment due diligence
`referenceDisplayMode`	Grouped display	Group by source types such as financial reports, research reports, and trading data, to help users quickly distinguish different categories of cited content

The parameter values provided on this page are common recommended starting points 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 Misconfigurations

Symptom: The AI response does not display original MySQL query fragments, only returns aggregated conclusions. Cause: The enableSourceMeta configuration is not enabled, or data source metadata fields are not included in API calls.
Symptom: Citation fragments exceed the set length and are truncated, resulting in missing key financial data. Cause: The referenceFragmentLength value is too small and does not match long paragraphs of original financial reports in due diligence reports.
Symptom: The number of recalled citation fragments far exceeds the set limit, causing page loading lag. Cause: The maxRetrievalCount limit is not configured, or filtering is not performed during the reranking stage.

How to Verify Proper Configuration

Initiate a query containing multi-source due diligence data, check the citation block at the end of the AI response, and confirm that metadata fields such as report_date and source_type are included.
Check the length of citation fragments, confirm that no key data is truncated, and that it matches the setting of referenceFragmentLength.
Simulate high-concurrency queries, check that the number of citation fragments returned by the interface does not exceed the set value of maxRetrievalCount.
Check system logs, confirm that no 504 Gateway Timeout error is triggered, and that the MySQL query timeout configuration is effective.

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.