What Data for This Category Looks Like
Financial industry advertising and marketing research report data mainly comes from advertising placement logs of financial brands, internal marketing plan documents, and financial marketing trend white papers from industry consulting institutions. Regular research reports are updated monthly or quarterly, while real-time placement data is updated daily. A single document typically includes fields such as placement channel classification, budget allocation, audience tags, and conversion data. Field units involve ten thousand yuan, thousand impressions, click volume, and similar metrics. Some documents also include visualized placement effect charts.
Constraints Imposed by These Characteristics on Knowledge Base Retrieval and Recall
Multi-source data format differences of financial advertising and marketing research reports require adding field mapping rules during the preprocessing stage. This unifies the units and naming of indicators such as placement volume and budget across different channels. High-frequency updates of real-time placement data require setting incremental synchronization tasks. This avoids resource waste caused by full scans of the entire knowledge base. Exclusive business fields and keywords need to be prioritized for matching during the recall stage. This ensures that retrieval results focus on core marketing information of financial brands, including channels, budgets, and conversions. Long documents require reasonable segmentation to retain key business data. This prevents semantic matching accuracy from being affected by segments that are too long or too short.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Financial advertising and marketing research reports usually contain multi-page placement tables and data charts, which take longer to parse. 300 seconds covers the parsing needs of most single documents. |
maxContext | 800–1200 characters | Core business information of research reports is concentrated in this range. Too long will introduce irrelevant redundant content, and too short will lose key indicators such as channels and budgets. |
Recall count | Top 6–8 results | Similar results of marketing research reports usually focus on the same business theme. Too many will lead to redundant results, and too few will fail to cover complete business scenarios. |
Similarity threshold | 0.72–0.85 | Semantic similarity of marketing business keywords is relatively high. A threshold that is too low will introduce irrelevant non-marketing documents, and a threshold that is too high will miss valid matching results. |
UPLOAD_FILE_MAX_SIZE | 500 MB | A single large marketing research report usually contains multiple placement attachments and charts. 500 MB covers most compliant upload scenarios. |
Incremental sync interval | 1 hour | Real-time placement data requires high-frequency updates. Monthly research reports can be covered by this synchronization interval, balancing synchronization efficiency and server resource usage. |
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. Analyze specific issues on a case-by-case basis, and it is recommended to test on your own samples before finalizing.
Three Common Mistakes
- Phenomenon: There is a significant difference in retrieval latency for the same question under the same knowledge base. Some requests take more than 20 seconds, while others take only about 1 second. Cause: No incremental synchronization is set for real-time placement data. Full scans of all knowledge base documents lead to excessive latency, while requests that hit the cache have shorter latency.
- Phenomenon: Team members who have been granted write permissions to the knowledge base still cannot create retrieval tasks or modify configurations. Cause: Permission configurations are not synchronized to the retrieval engine's cache nodes, or the configuration scope only covers document upload-related configurations, and does not cover retrieval operation-related configurations or corresponding permission requirements.
- Phenomenon: The research report answers returned by retrieval have low matching degree with the question, and irrelevant placement channel or budget data appears. Cause: No exclusive business similarity threshold is set, or research report fields are not normalized, leading to deviations in semantic matching.
How to Confirm Configurations Are Set Correctly
- A single typical marketing research report is uploaded, the parsed field list is viewed, and it is confirmed that the applied field mapping rules cover core business indicators.
- Two identical business keyword retrievals are initiated, the number and latency of returned results are compared, and it is confirmed that the configuration item values meet preset standards.
- The knowledge base permission configuration page is checked, the permission scope of the specified role is confirmed to include retrieval-related operations, and the synchronization status of permission configurations is verified.
- A real-time placement data document is uploaded, the incremental synchronization task is confirmed to complete updates within the set interval, and no data lag is present.
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.