What Data for This Category Looks Like
Data for this category is sourced from publicly released research reports, industry research whitepapers, and compliant wealth management research documents issued by licensed financial institutions. Update timing follows the official release schedule of the publisher. There is no fixed cycle, but core industry research reports have stable update frequencies. Document structures typically include title pages, core viewpoints, data support sections, appendices, and similar hierarchy levels. Fields include unique report identifiers, full publishing organization names, publication dates, document types, keywords, content summaries, and section titles. Some documents include statistical cycle units such as quarter or year.
What Constraints Do These Characteristics Impose on Citation Sources and Attribution
Since data sources are licensed and compliant institutions, the attribution link must verify the qualification of the publishing entity to ensure the legality of cited sources. Research reports have multi-chapter, multi-level citation structures. Precise paragraph-level attribution must be implemented, rather than document-level methods, to avoid vague labeling of document names. Research report fields include unique identifiers and statistical cycles. The unique identifier must be used to associate corresponding content to ensure traceable and unambiguous attribution information. At the same time, updates have no fixed cycle. Real-time verification of the validity of research reports in the knowledge base is required to avoid returning expired or invalid research content.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
| Retrieve Count | 8-12 items | Research report content is professional and lengthy. Too many retrieved entries will cause redundant context, while too few will fail to cover core research viewpoints |
| Similarity Threshold | 0.78-0.82 | Research reports contain a large number of professional terms, so a relatively high similarity threshold is required to ensure matching accuracy between cited content and queries |
source_display_format | {org_name} · {publish_date} · {report_title} | Comprehensive service scenarios require clear display of the research report's publishing entity, time and title, which aligns with attribution habits in the financial industry |
workflow_knowledge_var | dynamic_pass | Supports passing knowledge base identifier variables via API to adapt to research report retrieval needs across multiple scenarios |
recall_filter_org | Licensed Financial Institutions | Filters research report content from non-compliant sources to ensure cited sources meet financial industry regulatory requirements |
parse_timeout | 120 seconds | Research report documents are lengthy, so a longer timeout period is required for parsing and retrieval processes to ensure complete processing |
The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing.
Three Common Misconfigurations
- Phenomenon: After configuring the knowledge base search node in the workflow to use variable reference, calling the API to pass the variable results in no valid retrieval results. Cause: The dynamic binding configuration for
workflow_knowledge_varis not enabled, and the variable has not completed parameter mapping with the retrieval node. - Phenomenon: The citation list returned by the chat interface is out of order, and the source information is not displayed in the preset format. Cause: The
source_order_modeandsource_display_formatparameters are not configured, and the default rules do not adapt to the structured characteristics of research reports. - Phenomenon: The retrieved citation source fields are complete, but the generated answer does not associate the corresponding citation markers. Cause: The citation-based answer generation configuration is not enabled, and the context is not correctly bound to the attributed paragraph, resulting in a disconnect between the answer and the cited content.
How to Confirm Proper Configuration
- Call the API to pass the custom knowledge base variable, and check whether the variable mapping is correctly completed in the workflow execution log.
- Initiate a test query, and check whether the citation source format of the returned results conforms to the preset
source_display_formatrules. - Adjust the Retrieve Count configuration, and verify whether the number of returned citation lists matches the set value.
- Submit a test query containing keywords from non-licensed institutions, and confirm that retrieval results from corresponding sources are automatically filtered.
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.