What the data for this category looks like
Property management research report data sources include housing and urban-rural development department property industry regulatory documents, national and local property management association industry standard documents, property company internal operation ledgers, third-party property market research reports, and public property project bidding documents. Update rhythm varies by source: regulatory documents and industry standards are updated quarterly or annually, internal operation ledgers sync in real time with daily service data, and bidding documents are updated immediately when projects are released. Document structures usually include three types of fields: project basic information, operation data, and compliance requirements. Field units are mostly property-specific units such as square meters, yuan/square meter·month, number of service visits, etc. Some internal ledger documents have non-standard custom fields.
What constraints these characteristics impose on the citation source and traceability link
The scattered nature of sources requires the traceability link to distinguish between private knowledge bases (such as property company internal operation ledgers) and public data sources (such as housing and urban-rural development department regulatory documents, industry association documents) to avoid confusing reference content with different permissions. Differences in update rhythm require configuring incremental update and full update trigger rules to ensure accurate synchronization of traceability information for real-time data and static documents. Specialized fields and non-standard custom fields require the traceability link to match the original document’s field structure; relying only on text keyword matching cannot cover all matching scenarios. Additionally, property research reports are often used by financial institutions for credit risk control assessment, requiring precise tracking to specific entries in individual documents. Only marking the overall document source cannot meet compliance requirements.
How to set the configurations
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
similarity threshold | 0.75-0.85 | Property management research reports contain a large number of professional terms and approximate numerical expressions. This range balances recall accuracy and coverage |
number of recalled entries | Top 8-12 | Property research report data sources are scattered, requiring sufficient recall volume to cover compliance and operation data from different sources |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Structured parsing of large property operation ledger documents takes a long time; the default duration is insufficient for complete parsing |
maxContext | 2000-3000 characters | A single property research report contains multiple sets of related operation data; sufficient context ensures accurate correlation of citation traceability |
number of reranked returned entries | Top 5 | Only the most relevant traceability entries should be retained to avoid redundant information interfering with business judgment |
ENABLE_SOURCE_CITATION | Enabled | Property research reports have high compliance requirements; source information for each citation must be clearly marked |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, 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 mistakes
- Setting the
similarity thresholdto 1 still returns a large number of imprecisely matched citation contents. The reason is that similar fields such as service area in some property research reports have approximate numerical expressions, and the system's default semantic matching logic does not strictly distinguish between exact and approximate values, resulting in fuzzy matching results even at this threshold. - After importing property research reports in Notion format, traceability links cannot jump normally. The reason is that access permissions for Notion data sources have not been configured, and the system cannot obtain public or authorized document content, resulting in invalid traceability links.
- Timeout errors occur when parsing batch property ledger documents. The reason is that the
PARSE_FILE_TIMEOUT_SECONDSparameter has not been adjusted, and the default parsing duration is insufficient for structured processing of batch documents.
How to confirm the configuration is correct
- Initiate a research report query for a specific property project, and check whether the response results include the source title, release time, and access path of each cited entry.
- Import a single standardized property research report document, and verify whether the parsed fields fully match the basic information and operation data items of the original document.
- Adjust the
similarity thresholdparameter, and verify whether the citation relevance of the query results changes as expected with the parameter adjustment. - Trigger a parsing task for a single large property ledger document, and confirm that no timeout errors occur during the parsing process.
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.