What the Data for This Category Looks Like
Educational service research report data mainly comes from vocational education reports published by financial industry associations, policy interpretation documents for financial education released by financial regulatory authorities, publicly available research results from leading financial education and training institutions, and white papers on admissions for finance programs at educational institutions. Update frequency varies by content type: policy-related reports are updated in line with regulatory policy release timelines, industry dynamics reports are updated weekly, and long-term trend reports are updated quarterly. Individual documents have a standard structure including title, publishing entity, release date, core analysis modules, supporting data tables, and policy original text excerpt fields. Fields cover education stages, service categories, revenue scale scope, policy document numbers, etc. Units primarily include 万人, 亿元, 百分比.
What Constraints Do These Characteristics Impose on the Citation Source and Traceability Link?
The multi-source nature of educational service research reports requires the traceability link to clearly label the publishing entity, distinguish between official regulatory policy documents and commercial research results, and avoid vague traceability. Differentiated update frequencies require traceability information to carry accurate release dates, enabling quick verification of content timeliness. Documents include independent modules such as policy original text excerpts and supporting data tables, requiring traceability to support positioning to specific paragraphs or tables, rather than only associating with the entire document. The existence of specific fields such as covered education stages and revenue scope requires traceability information to include corresponding field descriptions, ensuring consistent interpretation benchmarks for cited content.
Configuration Settings
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
Recall count | Top 10–15 entries | Educational research reports have lengthy individual content; excessive recall leads to redundant context while still covering sufficient core report modules |
Similarity threshold | 0.72–0.85 | Educational research reports contain a large number of professional terms; a threshold that is too low introduces irrelevant content, while a threshold that is too high may miss research reports related to niche fields |
PARSE_FILE_TIMEOUT_SECONDS | 1200 seconds | Individual research reports may contain a large number of charts and long texts, resulting in long parsing time; this setting avoids interrupting the parsing process due to timeout |
Citation Source Display Field | Issuing Organization, Release Date, Policy Document Number | The authority and timeliness of educational service research reports depend on the publishing entity and policy document number; these should be prioritized in traceability information display |
Rerank result count | Top 5–8 entries | Core viewpoints of educational research reports are concentrated in the first few recall results; retaining a small number of entries after reranking improves traceability readability |
maxContext | 8000–12000 characters | Educational research reports are long-text content; sufficient context is required to support accurate question answering, while avoiding exceeding model context limits |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Phenomenon: Specified fields for research report sources are not displayed in retrieval results, or source fields are empty. Cause: The
Citation Source Display Fieldparameter is not correctly configured, and traceability fields exclusive to educational research reports are not bound. - Phenomenon: Generated answers forcibly include citation markers and cannot be hidden via the interface or API. Cause: The "force display citations" option is not disabled in system settings, or the
disable_quoteparameter is not set totruewhen calling the API. - Phenomenon: The interface displays 30 context entries, but the actual number of research reports participating in recall is 310, which does not match the API call parameters. Cause: The functions of the
maxContextandRecall countparameters are confused.maxContextlimits the final displayed context character length, and the total number of recalled research reports is not constrained by this parameter.
How to Verify Proper Configuration
- Upload an educational service research report document, initiate a question about the report content, and check if the content related to the configured
Citation Source Display Fieldis displayed at the end of the answer. - Check the system operation logs to confirm that the number of recalled research reports matches the
Recall countparameter setting, with no abnormal truncation or omission. - Test scenarios where the question exceeds the
maxContextcharacter limit, and check that the context is truncated according to the parameter requirements, without restricting the total number of recalled entries. - Pass the
disable_quoteparameter astruewhen calling the API, and verify that no citation markers are included in the generated answer.
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.