What data for this category looks like
Data for comprehensive service intelligent due diligence reports comes from multiple channels, including regulatory public documents, industry association disclosure information, public financial reports, third-party credit reference databases, and other sources. Update rhythms vary by source: regulatory documents update in real time, financial reports are released quarterly or annually, and credit reference data refreshes monthly.
Document structure includes two categories: structured fields and unstructured text. Structured fields include due diligence subject name, unified social credit identifier, compliance status, related party transaction amount, and other items. Unstructured text includes compliance explanations, risk reminders, and other content. Field units uniformly use RMB yuan and YYYY-MM-DD format timestamps. Some fields can be left empty.
What constraints do these characteristics impose on the citation sources and traceability link
Multi-source and heterogeneous data sources require the citation traceability link to distinguish the authority and timeliness of different data sources, and prioritize recalling regulatory public data. The high proportion of structured fields requires the recall link to support field-level precise matching, to avoid irrelevant results from full-text search. Differences in update frequencies across sources require setting separate recall timeliness thresholds for each data source, to ensure the timeliness of cited content meets business requirements. The wide range of document lengths requires the length of segmented recall to adapt to different types of due diligence report content, to avoid context breaks from long text segmentation or information loss from short text segmentation.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall_count | Top 8-12 entries | Comprehensive service due diligence reports involve multi-dimensional data sources. Too many citations will exceed the context window, while too few will miss key compliance information |
similarity_threshold | 0.75-0.85 | Structured field matching requires high precision. Low-correlation non-target data sources must be filtered to avoid invalid citations |
chunk_size | 800-1200 characters | Due diligence reports combine structured fields and long-text compliance explanations. This segment length adapts to conventional context windows, balancing information integrity and retrieval efficiency |
source_tag_enable | Enabled | Each cited data source type and source link must be clearly marked to meet the compliance traceability requirements of due diligence reports |
parse_timeout | 300 seconds | Single due diligence report documents have large volume and long parsing time. This duration covers the parsing needs of most conventional documents |
max_context_length | 6000 characters | Integrating multi-source citations requires retaining sufficient context to support logical deduction. This length adapts to the context needs of most business scenarios |
The parameter values provided on this page are common 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. It is recommended to conduct testing on relevant samples before finalizing configuration settings.
Three Common Mistakes
- Phenomenon: When
recall_countis configured to 300, the system only returns 100 citation entries. Reason: The platform has a default citation upper limit of 100, and the corresponding configuration item was not adjusted. Citations exceeding the upper limit are not included in the results. - Phenomenon: A prompt of
Failed to fetch HTTP contentis returned during invocation. Reason: HTTP request authentication parameters or timeout settings were not configured, so content from external data sources cannot be obtained for citation traceability. - Phenomenon: Cited content does not have specific source fields marked. Reason: The
source_tag_enableconfiguration was not enabled. Only text is returned without associating data source identifiers and source links.
How to Confirm the Configuration is Correct
- A single standard due diligence report document is uploaded, and the parsed segmented content is checked to confirm the segment length meets expectations.
- A test invocation is initiated, and whether the returned results include the data source identifier and source link for each citation is checked.
- The
similarity_thresholdparameter is adjusted, and whether the matching accuracy of the recalled results meets business requirements is verified. - System logs are checked to confirm that no timeout errors occurred in the parsing task.
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.