What the Data for This Category Looks Like
Joint-stock bank research report data primarily comes from industry analysis and corporate business review reports produced by the bank’s in-house investment research team, as well as macroeconomic tracking documents released uniformly by the headquarters. Data updates follow a core rhythm of monthly industry reports and quarterly business analysis reports. Temporary supplementary documents are also generated based on regulatory policy adjustments or industry fluctuations. Document structures include fixed fields such as report ID, release date, research department, core conclusions, and data appendix tables. Most data fields use standardized financial units: revenue is measured in 100 million yuan, and non-performing loan ratios are expressed as percentages. Some internal documents mark access permissions.
Constraints on Citation Source and Traceability
The inherent characteristics of joint-stock bank research reports create multiple constraints for the traceability process. Fixed report IDs require the traceability link to match unique identifiers, avoiding content from different reports on the same topic from being mixed. Monthly and quarterly update rhythms require the knowledge base synchronization cycle to align with research report release schedules, ensuring the timeliness of traceable content. Long document structures require recalled text fragments to be associated with specific chapters or page numbers, preventing traceable content from pointing to incorrect paragraphs. Standardized financial units require traceability fields to include unit markings, stopping users from confusing values with different statistical calibers. Access permissions for some internal documents require traceability links to include permission checks, allowing only authorized users to access original documents.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
source_match_mode | "Exact Match + ID Association" | Matches the fixed report ID of joint-stock bank research reports, to avoid mixing content from different reports on the same topic |
knowledge_sync_interval | 12 hours | Aligns with the monthly and quarterly update rhythm of research reports, balancing timeliness and system resource usage |
recall_chunk_length | 800–1200 characters | Adapts to the chapter structure of long research report documents, to avoid truncating core cited content |
return_citation_fields | ["report_id", "publish_date", "page_range"] | Extracts traceability fields exclusive to research reports, to meet compliance and traceability requirements |
citation_threshold | 0.85 | Filters low-relevance recall results, to ensure the match between traceable content and queries |
The parameter values provided on this page are common recommended starting points for configuration setup. 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 Misconfigurations
- Symptom: The POST interface is accessible, but no content is returned. Cause: In open source version v4.8.21 and above, the
enable_citationswitch is not enabled, or thereturn_citation_fieldsparameter is not configured, causing the interface to not return citation-related content. - Symptom: Knowledge base original document links cannot be accessed after NGINX proxy. Cause: The
citation_link_proxyparameter is not configured, or the proxy rules do not cover the storage path of research report original documents, causing link redirection failures. - Symptom: The number of returned citation sources does not match expectations. Cause: The
recall_top_kparameter is set incorrectly, or thecitation_thresholdvalue is too high, filtering valid recall results.
How to Verify Successful Configuration
- Submit a test query related to a research report topic, check if the returned results include preset traceability fields such as
report_idandpublish_date, confirming the configuration takes effect. - Manually trigger the knowledge base synchronization, check if the system log shows synchronization tasks executing on a
12 hourscycle, verifying the synchronization configuration. - Call the interface for obtaining citation content, check if the returned content field includes complete traceability information, confirming the interface configuration is correct.
- Submit a test query, check if the citation sources in the returned results match the report ID and release time of the corresponding research report, verifying the matching rule takes effect.
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.