What This Category’s Data Looks Like
Large state-owned bank research report data comes from public reports created by internal research departments and industry research teams at large state-owned commercial banks. Regular reports are released on a fixed schedule, with temporary reports issued to align with macro policies or industry shifts. Document structure includes fields such as title, publishing entity, publish date, core analysis, data tables, industry ratings, and business recommendations. Field units cover asset size, interest rate basis points, business scale values, and more. The length of individual documents varies widely.
What Constraints These Characteristics Impose on Knowledge Base Retrieval and Recall
Multi-source heterogeneous research report sources require retrieval systems to support unified cross-data-source indexing, avoiding data silos. Fixed-cycle and temporary update rhythms require retrieval systems to support incremental synchronization and real-time update trigger mechanisms, to keep the knowledge base synchronized with source data. Documents contain large numbers of structured tables and long text passages, so retrieval systems must support parsing, indexing, and recalling table content. They also need to properly control chunk granularity for individual documents to avoid broken context. Rich field dimensions require retrieval systems to support combined multi-field filtering, to improve recall precision.
How to Configure Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_TABLE_ENABLE | Enabled | Large state-owned bank research reports contain large amounts of structured data tables. Enabling this setting fully extracts table content for retrieval |
UPLOAD_INCREMENTAL_SYNC | Enabled, incremental pull by publish date | Large state-owned bank research reports are updated on a fixed cycle. Incremental synchronization reduces redundant parsing and indexing overhead |
CHUNK_MAX_LENGTH | 800–1200 characters | Individual research reports have long lengths. This chunk length retains sufficient context information to avoid breaking key logic |
RECALL_TOP_K | Top 10 results | Large state-owned bank research reports are highly specialized. Too many recall results increase filtering costs. 10 results cover core relevant content |
SIMILARITY_THRESHOLD | 0.72–0.78 | Research report content has high professionality. This range balances recall precision and coverage, filtering low-relevance content |
EMBEDDING_MODEL | Calibrated based on actual testing | Large state-owned bank research reports contain specialized terminology and industry data. Choose a compatible model based on actual recall performance |
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 specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Phenomenon: After replacing the embedding model, recall results for old documents shift significantly. Logs show old embedding vectors do not match the new model’s dimensions. Cause: Batch re-embedding was not performed on existing knowledge base documents, leading to inconsistent embedding vector formats between old and new data.
- Phenomenon: Table data from research reports does not appear in knowledge base retrieval results. Table fields are empty in interface previews. Cause: The table parsing configuration item was not enabled. The system only extracted text content and did not index structured table information.
- Phenomenon: Temporarily published research reports cannot be synced to the knowledge base in time. Retrieval results lack newly published research report content. Cause: Real-time update triggers were not configured. Only fixed-cycle full synchronization was used, which cannot cover temporarily published reports.
How to Confirm the Configuration Is Correct
- Upload a single large state-owned bank research report. Check if the parsed result contains complete table content, and verify that the
PARSE_TABLE_ENABLEconfiguration is enabled. - Submit a batch update task. Check the knowledge base update log to confirm that only newly added or updated research reports were synced incrementally, and verify that the
UPLOAD_INCREMENTAL_SYNCconfiguration is effective. - Initiate a retrieval request, enter a professional term from the research report. Check that the number of recall results matches the range specified by the
RECALL_TOP_Kconfiguration. - After replacing the embedding model, perform a batch re-embedding operation. Verify that the dimensions of the new embedding vectors match the model parameters, and check that the
EMBEDDING_MODELconfiguration is correct.
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.