Citation Sources and Traceability for Education Service

What the Data for This Category Looks Like

Data sources for education service intelligent due diligence reports include education administrative department filing and public information, school qualification scan copies, course development documents, and third-party compliance test reports. Update cycles fall into three categories: school qualification documents are updated every 12 months, course syllabi are adjusted each semester, and regulatory public information is synchronized in real time. Document structure is split into a structured metadata area and an attachment area. Metadata includes institution unified social credit code, school operation permit number, school address, offered course category, and compliance level. The attachment area includes qualification scan copies, course syllabus PDFs, and regulatory rectification notices (if applicable). Fields and units follow these rules: unified social credit code is an 18-character string, school operation permit number is a combination of letters and numbers, number of enrolled students is an integer with unit "person", single class duration is a number with unit "minute".

Constraints Imposed on the "Citation Sources and Traceability" Workflow

Dispersed data sources require support for multi-source content recall. Different source update timelines must be differentiated. A recall range of within the last 12 months must be set for qualification-related content, and a recall range within the corresponding semester must be set for course-related content. Documents contain both structured metadata and unstructured attachments. Support must be provided for both structured field precise matching and attachment OCR content parsing and traceability. Fields have fixed format requirements. Field matching rules must be configured to avoid traceability errors. Most attachments are PDFs or scan copies. The OCR parsing process must function correctly to fully associate traceability information from original attachments.

Configuration Settings

Configuration Item	Recommended Value	Rationale
`recall_count`	`Top 6–8 results`	Compliance items and course information covered in education service due diligence reports are scattered across multiple documents. Too many recall results introduce redundant information, while too few results omit key compliance references
`similarity_threshold`	`0.75–0.85`	Terms related to education services such as "school operation permit" and "class duration" have fixed expressions. A threshold that is too low introduces irrelevant non-education industry content, while a threshold that is too high omits key compliance documents
`PARSE_FILE_TIMEOUT_SECONDS`	`120 seconds`	Education service due diligence reports often contain multi-page PDF qualification scan copies. OCR parsing and text splitting take a long time. A timeout causes attachment content to fail traceability
`segment_length`	`800–1000 characters`	Course syllabi and compliance clauses in education service documents are mostly coherent long texts. Too short a segment length destroys semantic integrity, while too long a segment length impairs precise recall
`enable_source_display`	`Enabled`	Education service due diligence reports require clear labeling of sources such as qualification documents and regulatory public information. When enabled, original file names and parsed fragments of documents are displayed
`structured_field_retrieval`	`Enabled`	Education service due diligence reports contain structured fields such as unified social credit code and school operation permit number. When enabled, precise matching of metadata is supported to avoid traceability errors

The parameter values provided on this page are conventional recommendations used to establish a starting point for configurations. Actual values are influenced by material format, data volume and business rules. Specific issues require targeted analysis. It is recommended to test on your own samples before finalizing settings.

Three Common Configuration Mistakes

Phenomenon: Returned citation content is not the top-ranked document fragment in the knowledge base. Reason: The similarity_threshold or reorder_return_count parameter is configured. The system prioritizes semantic relevance instead of initial recall ranking, or only returns top results after reordering.
Phenomenon: No associated file name field appears in API response results. Reason: The enable_source_display configuration item is not enabled, or knowledge base traceability display parameters are not correctly configured.
Phenomenon: Multiple document variables cannot be referenced simultaneously to generate due diligence report fragments. Reason: Multi-document associated recall configuration is not enabled, or only a single knowledge base retrieval node is bound in the workflow.

How to Confirm Configurations Are Correct

Enable the enable_source_display configuration item in the knowledge base management interface, upload education institution qualification scan copies, initiate a keyword search, and check the traceability module of returned results to confirm whether original file names and parsed fragments are displayed.
Call the knowledge base retrieval API, check whether the source_info field in returned results contains document names, parsed fragments and other content to confirm that traceability information is returned normally.
Configure a multi-document associated retrieval node, upload multiple education service-related documents, initiate a search, and check whether results simultaneously associate traceability information from multiple documents to confirm that the multi-variable reference function operates properly.
Adjust the similarity_threshold to 0.7, initiate a search containing the keyword "school operation permit", check whether the sorting of returned results meets expectations, and confirm that the parameter takes effect.

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.