What Data Looks Like for This Category
Intelligent due diligence report data for software development in the financial sector comes primarily from four categories: code hosting repositories of self-developed trading systems and risk control systems, compliance dependency package lists, financial-grade vulnerability scan reports, and open source license compliance documents. Code repository data includes commit hash, author, change scope, and change time. Dependency package lists include financial-grade SDK package names, version numbers, and license types. Vulnerability scan reports include vulnerability IDs, affected components, and repair suggestions. Compliance documents include open source license compliance check results. Data updates align with development workflows: code commits are updated in high-frequency real time, dependency packages and vulnerability reports are synced on demand or on a scheduled basis, and documents primarily use structured fields including unique identifiers and attribute fields.
Constraints Imposed by These Characteristics on Traceability
Commit hashes serve as unique identifiers for financial software development, so the traceability link must bind corresponding fields to accurately locate change records for trading systems or risk control systems. Version numbers of financial-grade dependency packages change frequently due to compliance requirements, so both package name and version number must be linked as traceability basis. Vulnerability scan reports originate from third-party financial compliance tools, so tool names and scan times must be recorded to verify report validity. When mixing multi-source data, dedicated fields must be used to distinguish different source types to avoid traceability confusion. Additionally, financial software development data has a high update frequency, so the traceability link must support filtering outdated data by time range to ensure the timeliness and compliance of cited content.
Configuration Settings
| Configuration Item | Recommended Value | Basis for This Value |
|---|---|---|
knowledge_base_source_filter | ["git_repo", "package_manifest", "vuln_scan"] | Matches the three core data sources for financial software development due diligence |
recall_top_k | Top 8 entries | Covers typical recall volumes for code changes, dependencies, and vulnerabilities |
source_id_field | Switch to commit_id/package_name_version/cve_id based on data source | Corresponds to unique identifier fields for different data sources |
log_source_tag_field | scan_tool_name | Log tag for distinguishing sources such as third-party vulnerability scans and code hosting |
max_source_age_days | 30 days | Adapts to the compliance update cycle of financial software development dependencies and code |
citation_cleanup_enabled | Enabled | Automatically processes citation marker formats in large model outputs |
The parameter values provided on this page are general recommendations used as starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Phenomenon: The reference variable dropdown is blank when selecting variable applications for knowledge base search nodes. Cause: The unique identifier field mapping for the corresponding data source was not configured in advance, so the system cannot recognize bindable variables.
- Phenomenon: Different financial software development due diligence source records cannot be distinguished in Mongodb logs. Cause: The
log_source_tag_fieldparameter was not configured, and no dedicated tag field was added for different data sources. - Phenomenon: Large models output forged reference IDs or retain original reference marker text. Cause: Recall results are not linked to the correct unique identifier field, or the
citation_cleanup_enabledconfiguration was not enabled.
How to Confirm Proper Configuration
- Access the knowledge base management interface and check if the data source filter configuration covers the core data source types for financial software development due diligence.
- Initiate a test due diligence query and check if the citation sources of returned results include the corresponding unique identifier fields.
- View system logs and confirm that each traceability record has a clear source tag.
- Check large model output content and confirm that citation marker formats comply with preset rules and there are no forged IDs.
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.