What the data for this category looks like
Publishing industry research report data mainly comes from public report documents of formal publishing institutions. Update frequency aligns with the release cycle of the reports. Individual document lengths vary widely, ranging from several thousand to tens of thousands of words. Document structures typically include title, issuing institution, release date, industry tags, core conclusions, data support modules, and reference lists. Fields include unique report identifiers, rating types, target price ranges, and more. Some documents contain parsable table and chart data.
What constraints do these characteristics impose on the citation source and traceability link
The wide range of report document lengths requires the traceability link to adapt to text segments of different lengths, and avoid truncating core cited content. The presence of issuing institution and unique report identifier fields requires that such metadata fields be prioritized during traceability to accurately locate the original document. Embedded non-text content such as tables and charts requires the traceability link to associate corresponding chart annotation text and source locations, ensuring that non-text citations can be traced. Fixed release cycles require the knowledge base synchronization frequency to match the report update rhythm, avoiding the use of expired cited content.
How to configure
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
knowledgeSearch_recallCount | Top 8-12 entries | Publishing research reports are professional and have high information density. Too many recall results will introduce irrelevant content, while too few will fail to cover core cited fragments |
knowledgeSearch_similarityThreshold | 0.75-0.85 | Research report text contains a large number of professional terms. A high similarity threshold is required to filter low-related recall results and avoid incorrectly citing non-target report content |
parse_segmentLength | 1000-1500 characters | Publishing research reports have clear paragraph structures. This segment length can retain complete logical modules, making it easier to match accurate citation positions during subsequent traceability |
knowledgeSource_displayMode | Display full source fields | Research reports require the display of metadata such as issuing institution and release date. Displaying full source fields meets compliance and traceability requirements |
parse_extractTableText | Enabled | Publishing research reports contain a large number of embedded data tables. Enabling this parameter extracts cited text within tables, ensuring traceability completeness for non-text content |
knowledgeSearch_rerankCount | Top 5-7 entries | Research report content has high relevance requirements. Retaining a small number of highly relevant results after reranking simplifies redundant information in traceability displays |
The parameter values provided on this page are conventional recommendations used as starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: The citations returned by the knowledge base only include text fragments, and do not display metadata such as the report's issuing institution and release date. Cause:
knowledgeSource_displayModeis not configured to display full source fields, only text matching content is returned. - Symptom: When calling the workflow with a dynamically passed
knowledgeSearchvariable, the AI response does not return any citation sources. Cause: The associated parameters of the knowledge base variable are not bound in the workflow node, or the passed knowledge base ID does not match the actually deployed research report knowledge base. - Symptom: After embedding the FastGPT page via iframe, the citation source module is not displayed. Cause: The citation display switch is not enabled in the embedding configuration, or the front-end code does not correctly mount the source display component.
How to Verify Proper Configuration
- Upload a test publishing industry research report document, trigger the knowledge base search and question answering process, and check whether the returned results include metadata fields such as issuing institution and release date.
- Adjust the segment length parameter, upload a long research report, and verify whether the segmented text blocks retain complete logical paragraphs without obvious truncation of core content.
- Upload a research report containing embedded tables, and check whether the recall results associate text within the tables as citation sources.
- Pass a custom knowledge base search variable dynamically, and verify that the returned results only come from the specified research report knowledge base, with no cross-knowledge-base recall content.
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.