Citation Sources and Traceability for Conglomerate Research

What the Data Looks Like

Conglomerate research report data comes from three main sources: public securities firm research reports, internal group industry research documents, and publicly available industry association research materials. Update cycles differ by source type: public reports update on release, internal reports update on demand, and industry reports update quarterly or annually. Documents typically include the group’s overall business architecture, operating data for each subsidiary segment, and cross-segment collaborative analysis modules. Fields cover subsidiary revenue, segment operating indicators, and business linkage coefficients, with units of 100 million yuan and dimensionless values.

Constraints for Citation and Traceability

Multi-source, heterogeneous data in conglomerate research reports creates multiple constraints for citation and traceability. First, differing update cycles and formats across sources require precise source type matching during traceability. Public reports need annotation with their issuing institution and date; internal documents need annotation with their number and update time. Second, documents include cross-segment operating data and overall group analysis content. When splitting documents, retain context binding for business segments. Severing links between subsidiary segment data and overall group analysis causes incorrect traceability to wrong sections. Third, cross-dimensional business indicators require retrieved source documents to cover corresponding analysis modules. Using only generalized group overview content fails to support traceability verification for specific business conclusions.

How to Set Configurations

Configuration Item	Recommended Value	Rationale
`Chunk size`	`800–1200 characters`	Conglomerate reports have cross-segment content. This range preserves complete analysis context and avoids severing segment and group analysis links
`Recall count`	`top 6–8 results`	Research report content is highly correlated. This range covers core modules while avoiding irrelevant cross-segment data
`Similarity threshold`	`0.75–0.85`	Research report business indicators use specialized language. This range balances precise matching and retrieval coverage
`PARSE_FILE_TIMEOUT_SECONDS`	`600 seconds`	Some internal reports are lengthy. Sufficient parsing time prevents failures
`Rerank result count`	`top 4–6 results`	Retain only the most relevant cross-segment analysis and segment data. Avoid redundant citations that interfere with traceability
`knowledgeSearchSourceFilter`	`grouped retrieval by data source tags`	Conglomerate reports use public and internal sources. Grouped retrieval ensures consistent traceability information formatting

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, and it is recommended to test on your own samples before finalizing.

Three Common Mistakes

Symptom: After invoking a workflow with a dynamic knowledgeSearch variable, returned results lack cited document information, or the terminal does not display the citation module. Cause: The variable’s corresponding data source group was not correctly bound, or the search result citation output switch was not enabled.
Symptom: After parsing long reports using only title hierarchy as a delimiter, segmented content loses cross-segment business association. Retrieved source documents fail to match specific analysis conclusions. Cause: Segmentation rules do not align with conglomerate report business architecture. Splitting only by titles causes context severing.
Symptom: After deploying a knowledge base Q&A service via API, interface calls only return model reply text without citation detail fields. The externally published terminal does not display the citation module. Cause: The includeSources parameter was not set to true in the API request, or the terminal’s citation display function was not enabled.

How to Confirm Proper Configuration

Upload a single conglomerate research report sample. Open the knowledge base parsing details page and confirm segmented content retains links between subsidiary segment operating data and overall group analysis.
Run a targeted test query. Check if the API return includes the sourceDocuments field, and if the field contains traceability details like data source type and release time.
Access the externally published terminal page. Run a test query and confirm a citation module appears below the reply, with each citation listing key document information.
Modify the Recall count or Similarity threshold configuration. Repeat the test query and confirm retrieved document count and matching accuracy meet preset requirements.

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.