What the data for this category looks like
Data sources for this category include public industry research report platforms, internal institutional research documents, and industry database collections. Updates follow the publisher's schedule, with batches released daily to weekly. Each single document contains fields such as title, publishing entity, publish time, main body content, core viewpoints, rating type, target price, and more. Field units include character count, currency units, numerical units, and others. The length of single documents varies widely, ranging from thousands to tens of thousands of characters. Some documents include chart annotations and data tables.
What constraints these characteristics impose on the "knowledge base retrieval and recall" link
Heterogeneous data from multiple sources requires the preprocessing step to support different metadata and body formats, increasing cleaning costs. The batch update rhythm requires the knowledge base to support incremental synchronization mechanisms to avoid excessive resource usage from full updates. The high proportion of long documents requires a chunking strategy adapted to long text splitting to avoid context overflow. Multi-field metadata requires targeted hybrid retrieval rules to ensure reasonable recall weights for core fields such as publishing entity and publish time. Additionally, table and chart content attached to some documents requires additional text extraction rules to ensure non-body content is fully included in the retrieval scope.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
chunk_size | 800–1200 characters | Adapts to the long text structure of general comprehensive research reports, balances context coherence and retrieval accuracy |
recall_top_k | Top 10–15 results | Research report content has high density; too many recall results will cause context redundancy, while too few will miss core information |
similarity_threshold | 0.72–0.80 | Research report content is highly professional; a relatively high similarity threshold is needed to filter irrelevant results while avoiding missing relevant content in specialized fields |
rerank_top_k | Top 3–5 results | The reranking step is used to carefully screen core conclusions and retain the most relevant research report fragments |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Long document parsing takes a long time; this avoids timeout interruptions |
ENABLE_CITATION | Enabled | Supported in version 4.9.7 and above. This configuration adds citation markers at the end of answer paragraphs, meeting compliance requirements for research report retrieval |
The parameter values given on this page are common recommendations used as starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Three common mistakes
- Phenomenon: A 504 Gateway Timeout error appears in high-concurrency scenarios after enterprise edition deployment. Cause: The
PARSE_FILE_TIMEOUT_SECONDSand retrieval timeout parameters were not adjusted for research report long texts, leading to timeout during parsing or retrieval under high traffic requests. - Phenomenon: No citation markers are displayed at the end of paragraphs in knowledge base answers. Cause: The
ENABLE_CITATIONconfiguration item was not enabled, or imported research report data was not re-synced after configuration. - Phenomenon: After the content of research reports imported via static pages is updated, the knowledge base does not sync the latest version. Cause: No incremental update trigger rules were configured, and only full imports were performed, resulting in old data not being overwritten.
How to confirm the configuration is complete
- Upload a test research report fragment, check if the parsed chunk results fall within the
chunk_sizeconfiguration range, confirm the chunking logic is working. - Enter a query term related to the core viewpoints of the research report, check if the number of recall results is within the
recall_top_kconfiguration range, and if the similarity meets the preset threshold. - Trigger an incremental sync of research report data, check if updated content takes effect in the knowledge base, confirm the synchronization rule configuration is correct.
- After enabling
ENABLE_CITATION, generate an answer and check if citation markers are displayed at the end of paragraphs, confirm the citation function is working properly.
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.