What the data for this category looks like
Research report data for the financial brand agency scenario mainly comes from brand e-commerce backends (such as credit card malls, wealth management malls), financial brand social media monitoring tools, third-party financial industry consulting institutions, and user comment databases. Data update cycles cover three categories: real-time (social media interaction data), daily updates (e-commerce sales data), and weekly updates (industry trend reports). Single documents typically include structured fields such as brand identifiers, monitoring cycles, channel classifications, core indicator values, and competitive benchmarking items. Indicator units include basic measurement units such as times, yuan, and person-times. Most documents are presented in structured tables or annotated text paragraphs.
Constraints imposed by these characteristics on citation source and traceability
Multi-source and heterogeneous data sources create differences in indicator naming across data sources. For example, "UV" from a financial brand e-commerce backend and "unique visitors" from a social media monitoring tool refer to the same measurement dimension. The traceability link must establish field mapping rules to match the correct source. Data with different update cycles correspond to different traceability logic. Real-time interactive data must be associated with the latest collection logs. Daily updated sales data must be bound to daily synchronization batches to avoid incorrect time anchor matching. The mixed format of structured tables and unstructured text requires traceability to match both the document unique identifier and paragraph anchor points. This prevents indicator confusion across documents. In addition, competitive benchmarking content included in research reports requires additional distinction between brand own and competitive product data source fields. This ensures citations point to the correct data sources.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall_top_k | Top 8-12 results | Brand agency research reports contain multi-dimensional indicators. This range can cover core data sources while avoiding overload of traceability information |
Chunk size | 800-1200 characters | Indicator descriptions in brand agency research reports are mostly concentrated in single paragraphs. This segment length preserves field association relationships and avoids losing traceability context after splitting |
Similarity threshold | 0.75-0.85 | Indicators in brand agency research reports have strong correlation. This threshold filters irrelevant recall results and ensures traceability results are strongly correlated with cited content |
Field Mapping Switch | Enabled | Multi-source data have differences in field naming. Enabling field mapping unifies traceability identifiers and eliminates indicator confusion across different data sources |
Citation Format | [Document ID#Paragraph Anchor] | Structured fields in brand agency research reports are mostly distributed in fixed paragraphs. Anchor annotations accurately locate indicator sources and comply with general industry data traceability specifications |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing.
Three Common Misconfigurations
- Only the document name appears in the response content, with no corresponding paragraph anchor or indicator positioning. This occurs when configuring
Citation Formatand omitting the paragraph anchor configuration item, failing to bind the specific field position within the research report. - Non-target brand competitive data appears in recall results, leading to incorrect citation sources. This occurs when the
Field Mapping Switchis not enabled, failing to distinguish between brand own and competitive product data field identifiers. - The number of traceability results returned by retrieval exceeds the preset range, leading to overly long citation lists at the bottom of responses that interfere with reading. This occurs when the value of
recall_top_kis not adjusted, and an excessively high number of recall entries is set.
How to Verify Correct Configuration
- Upload one brand agency research report document, initiate a query that includes specific indicators, and check whether the response includes document identifiers and paragraph anchors.
- View the field mapping configuration page of the knowledge base, confirm that the field mapping switch is enabled and that field matching for multi-source data has been completed.
- Initiate multiple queries with different dimensions, and verify that the number of traceability results returned each time falls within the preset range.
- Check system logs to confirm that configuration parameters for retrieval requests have been correctly loaded, with no configuration errors.
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.