What this category's data looks like
Research reports from large state-owned banks mainly come from public reports produced by internal research teams, and authorized public industry research materials. Documents include fixed modules such as title, release time, research subject identifier, core conclusions, data appendix, and risk reminders. Metadata includes standardized fields such as unique identification number, file size, and character count. Macro research reports are updated weekly or monthly. Industry thematic research reports are updated quarterly or at major policy milestones. The overall content and metadata format remain relatively consistent.
Constraints on citation source and traceability from these characteristics
Since research report sources include internal outputs and authorized external materials, the traceability link must distinguish authorization verification rules for different sources. This avoids citing unauthorized content. Since update rhythms differ, configure different recall time thresholds based on research report types. This ensures the timeliness of cited content. Since document and metadata formats are relatively unified, specify fixed fields as core information for traceability display. Use the unique identification number as the traceability anchor. This ensures citations point to accurate individual documents.
Configuration settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall count | top 8-12 | Large state-owned bank research reports have detailed content. Excessive recall causes context redundancy and reduces retrieval accuracy |
similarity threshold | 0.75-0.85 | Research reports contain many professional terms. This range ensures matching accuracy and avoids recalling low-relevance content |
segment length | 800-1200 characters | Research report paragraph structures are clear. This segment length preserves complete context while avoiding overly long single segments |
source data extraction fields | ["release time", "unique identification number", "research department"] | These fields are core identifiers for research report traceability. They help users quickly locate original documents |
incremental update cycle | 2:00 AM daily | Covers weekly updated macro research reports and quarterly updated thematic research reports. Ensures knowledge base content stays up to date |
authorization verification switch | enabled | Research reports include authorized external materials. Verification of source legitimacy complies with compliance requirements |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common errors
- Phenomenon: The interface displays an "variable undefined" error when referencing the
datasetIdglobal variable in a workflow node. Cause: The global variable was not declared in the workflow configuration, or the variable scope was not bound to the current node. - Phenomenon: A red error indicator appears in the citation source module of search results, and complete traceability information cannot be displayed. Cause: The
source data extraction fieldswere not configured correctly, or the extracted fields have no corresponding content in the source documents. - Phenomenon: Only the first query triggers knowledge base recall, and subsequent queries return no citation results. Cause: Knowledge base recall reuse in session context was not enabled, or the configured
session context windowdoes not include logic associated with historical search results.
How to confirm correct configuration
- Log in to the platform knowledge base management interface, verify the
incremental update cycleconfiguration value, and confirm it matches the research report update frequency requirements. - Submit a targeted test query, view the citation traceability area of the search results, and confirm the configured metadata field content is displayed.
- Enter workflow debug mode, simulate multi-round interactions, and confirm each query can normally load and display citation source information.
- Check the configuration status of the
authorization verification switch, and confirm it matches the source authorization rules of the current knowledge base.
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.