Knowledge Base Retrieval and Recall for Oil and Gas Exploration Intelligent Due Diligence Reports

The data for oil and gas exploration intelligent due diligence reports mainly comes from exploration and development technical documents, drilling

What the data for this category looks like

The data for oil and gas exploration intelligent due diligence reports mainly comes from exploration and development technical documents, drilling operation logs, reserve assessment reports, production operation ledgers, and compliance and regulatory documents. The update rhythm varies significantly: exploration static data is updated according to project cycles, while production dynamic data is synchronized daily or per shift. Most documents are a mix of structured and semi-structured formats, containing fields such as block number, well ID, single-well daily production capacity, reservoir thickness, and pressure coefficient, with units covering professional measurement standards including cubic meters, tons, meters, and megapascals.

What constraints these characteristics impose on knowledge base retrieval and recall

The long-cycle update characteristic of exploration static data requires retrieval and recall to prioritize matching historical authoritative documents and avoid using outdated data. The high-frequency update of production dynamic data requires regular refreshing of the knowledge base incremental synchronization logic to ensure recalled content aligns with current production status. The multi-field professional units require associating field and unit matching rules during retrieval to avoid recalled results with mismatched units. The mixed structure of semi-structured documents requires configuring precise retrieval rules for structured fields to avoid recalling irrelevant content only through keyword matching. The compliance requirements of due diligence reports require recalled content to include traceability fields such as corresponding regulatory document numbers, ensuring retrieval results can be traced.

How to set configurations

Configuration ItemRecommended ValueRationale
similarity threshold0.85–0.9Oil and gas exploration data has high professionality, requiring strict filtering of low-relevance non-professional matching results
recall countTop 10 resultsDue diligence reports need to cover multi-dimensional data including exploration, production, and compliance, and sufficient recall volume ensures coverage
re-ranked return countTop 6 resultsPrioritize displaying core relevant content to avoid redundancy in due diligence reports
maxContext1200–1500 charactersMost oil and gas exploration documents are long texts, requiring sufficient context reserved to match professional term associations
PARSE_FILE_TIMEOUT_SECONDS300 secondsLarge documents such as drilling logs and reserve assessment reports take longer to parse, requiring an extended timeout threshold
knowledge base incremental synchronization frequencyOnce dailyProduction dynamic data requires daily synchronization updates to ensure the timeliness of retrieved content

The parameter values provided on this page are common recommended starting points for configuration setup. Actual values are affected by material format, data volume, and business rules. Specific issues require targeted analysis, and it is recommended to test on your own samples before finalizing settings.

Three common mistakes

  • In open-source version V4.8.22, the AI Advanced Configuration only displays basic parameters, and custom reference templates and prompt words cannot be configured. This is because the advanced configuration module of this version does not have an open custom editing entry. Upgrade to a later version to access full functionality.
  • The open-source version has a default limit of 30 knowledge bases, and new knowledge bases cannot be added after exceeding the limit. This is because this version has a hard-coded limit on the number of knowledge bases per single instance. The limit can be lifted by modifying the corresponding configuration file.
  • After configuring hybrid retrieval with similarity threshold 0.8, reference limit 1500, and enabling result re-ranking, the number of recalled results does not match expectations. This is because field weights for oil and gas exploration professional fields have not been configured, leading to an imbalance in the weights of keyword matching and semantic matching.

How to confirm the configuration is correct

  • Upload a single oil and gas exploration professional document, trigger the parsing task, and verify the completeness of extracted fields after parsing, confirming that the timeout configuration adapts to document parsing requirements.
  • Submit a professional retrieval request, verify the professional matching degree of recalled results, and adjust the similarity threshold to the range that meets business requirements.
  • Generate a shareable link without login, submit a chat request, confirm there are no common:core.chat type errors, and verify that cross-scenario call configuration is effective.
  • Add a new knowledge base, confirm that the quantity limit has been adjusted as required, and verify that the incremental synchronization task executes as scheduled.

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.