Vector Models and Indexing for Refining Intelligent Due Diligence Reports

Data for this category comes primarily from refining enterprises’ production execution systems, laboratory information management systems, inventory

What the data for this category looks like

Data for this category comes primarily from refining enterprises’ production execution systems, laboratory information management systems, inventory and sales systems, industry compliance documents, and process technology manuals. Update cycles vary widely: real-time production parameters are updated hourly or per shift, monthly reports are archived on a fixed cycle, and compliance review documents are updated quarterly or annually.

Documents include structured process parameter tables, semi-structured operating condition analysis texts, and long-form compliance self-inspection reports. Common fields include feed flow rate, raw material component proportion, product yield, energy consumption indicators, and maintenance records. Corresponding units include tons per day, cubic meters per hour, mass proportion, kilocalories per kilogram, and others.

Constraints imposed on vector models and indexing

The multi-type data structure of refining due diligence reports requires vector models to support vectorization of mixed-modal text and structured data, to avoid information loss caused by single-modal adaptation. Frequently updated real-time parameters require an incremental indexing mechanism to avoid performance loss from full reindexing.

Segmentation processing for long-form compliance reports must adapt to long-text context to avoid truncating key process compliance clauses. Structured tables have strong field associations, so indexing must retain semantic connections between fields to avoid splitting parameter combination information during recall. Data updated at different cycles must be differentiated by indexing timeliness, with higher recall priority configured for real-time production data.

Configuration settings

Configuration ItemRecommended ValueRationale
Segment Length800–1200 charactersRefining due diligence reports include long-form compliance chapters and structured parameters. This range fully covers the associated description of a single set of process parameters, avoiding truncation of critical information
Recall Count10–15 entriesParameters in refining due diligence reports have strong associations. Too many recall results will introduce irrelevant data, while too few will fail to cover complete operating condition combinations
Similarity Threshold0.72–0.85Semantic similarity for structured parameters requires high precision to avoid recalling unrelated device operation data
Incremental Index ToggleEnabledReal-time production data is updated hourly. Full indexing will consume excessive computing resources, while incremental indexing only updates newly added data
PARSE_FILE_MAX_SIZE500 MBArchived files for a single refining due diligence report may include multiple process attachments. This value is compatible with most enterprise report package sizes
Reranked Return Count5–8 entriesFinal displayed due diligence reference content must focus on core parameters. Too many entries will interfere with decision-making

Three common errors

  • Phenomenon: After uploading an Excel material component table, fields are empty or parameter correspondences are incorrect in indexed results after vectorization. Cause: The structured table parsing toggle is not enabled, causing structured data in Excel to be treated as plain text and losing field associations.
  • Phenomenon: After a knowledge base is uploaded, the status remains "Indexing" for a long time with no progress updates. Cause: PARSE_FILE_MAX_SIZE is not configured to adapt to large refining report archive packages, or the incremental indexing task does not have a reasonable batch processing interval set, leading to indexing task backlog.
  • Phenomenon: Recall results include a large number of irrelevant maintenance records unrelated to the currently queried process parameters. Cause: The similarity threshold is set too low, causing content with low semantic association to be incorrectly recalled, or dedicated recall filtering rules are not configured for structured parameters.

How to confirm correct configuration

  • A typical refining due diligence report Excel file should be uploaded, and the parsed text preview checked to confirm that structured fields are correctly identified and their associations are retained.
  • A query containing specific process parameters should be submitted, and the number of recall results verified to match the preset recall count setting, with the semantic relevance of the results meeting business requirements.
  • A new real-time production data file should be uploaded, and the indexing progress checked to confirm completion within the expected time, and that the incremental index toggle is active.
  • The vector model access configuration should be checked to confirm that the target model's interface information is correctly configured, and that vectorization tasks can be completed without relying on additional intermediate services.

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 individual analysis, and it is recommended to test on samples specific to the deployment before finalizing settings.

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.