What the Data for This Category Looks Like
Automated equipment research report data sources include industry association public reports, equipment manufacturer new product whitepapers, third-party consulting firm analyses, and in-depth documents from securities research institutes. Update rhythms vary by source: industry association reports are updated quarterly or annually, manufacturer whitepapers are updated synchronously with new product launches, and securities research reports are released monthly or quarterly. Document structures typically include equipment model parameter tables, production capacity and operation and maintenance data, supply chain analysis, policy impact interpretations, and other modules. Fields cover rotational speed, rated power, annual production capacity, unit price, with corresponding units of r/min, kW, units/year, ten thousand yuan/unit. Some documents include multi-paragraph long text parameter descriptions and comparison tables.
Constraints Imposed on the Citation Source and Traceability Link
The multi-source and dispersed nature of automated equipment research reports requires the traceability link to support cross-data source matching, to avoid inability to trace due to missing single data sources. Documents with different update cycles have version differences, so document release time must be marked during traceability to ensure the cited parameters are from the latest version. Dense parameter tables and long text descriptions in documents require the traceability link to accurately locate the original text paragraphs corresponding to parameters, rather than only matching title keywords. Diverse fields and units require the traceability output to simultaneously mark the units corresponding to the parameters, to avoid unit confusion across different documents.
How to Configure the Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall count | top 8-12 | Automated equipment research reports are dense with parameters. Too many recalled entries will introduce redundant information, while too few will fail to cover associated documents for core parameters |
similarity threshold | 0.72-0.85 | Text descriptions of equipment parameters have high similarity. A threshold that is too low will introduce irrelevant documents, while a threshold that is too high will miss accurately matched content |
segment length | 600-1000 characters | Equipment research reports contain long paragraphs of parameter interpretations and comparison content. Too short a segment will split the associated logic between parameters, while too long a segment will exceed context window limits |
reranked return count | top 3-5 | Core documents that best match the query must be prioritized to avoid interference from secondary general industry texts with traceability accuracy |
citation source matching threshold | 0.8 | Equipment models and parameter fields have strong identifying features, so a high matching degree is required to ensure traceability content fully corresponds to the original text |
data source priority configuration | Ordered as securities research reports > industry association reports > manufacturer whitepapers | Securities research reports have more rigorous parameter verification processes, with higher traceability credibility. Prioritizing them improves the authority of citations |
The parameter values provided on this page are general recommendations used as a starting point for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Phenomenon: The citation source in retrieval results displays a red error message, or prompts "no matching data source found". Cause: The
citation source matching thresholdwas not configured for equipment parameters, causing the matching degree of parameter descriptions to fail to meet requirements, and valid traceability content cannot be generated. - Phenomenon: In workflow multi-turn question answering, only the first round of questions returns knowledge base citations, while subsequent questions have no citation content. Cause: Context persistence configuration for the workflow was not enabled, causing subsequent rounds to fail to reuse bound knowledge base data sources.
- Phenomenon: The pre-configured
datasetidglobal variable cannot be called in workflow nodes, and the configuration bar displays "variable undefined". Cause: The node call permission for this variable was not enabled in global variable management, or the variable name does not match the variable name referenced by the node.
How to Confirm the Configuration Is Correct
- Upload one automated equipment research report document, manually trigger retrieval, and check if the returned citation sources include the document's full title, issuing institution, and release time.
- Enter a query containing specific equipment models and parameters, and verify that the cited text in the recall results accurately matches the parameter description in the query, rather than only matching general industry content.
- Start a multi-turn question answering test, submit different equipment parameter queries in sequence, and confirm that each round of results returns the corresponding knowledge base citation.
- Check the workflow node's configuration logs to confirm that the
datasetidglobal variable has been correctly loaded, with no "variable undefined" error prompts.
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.