What the data for this category looks like
Data sources for shipping and port research reports in the financial sector primarily include industry associations, official port operation platforms, and securities firm transportation industry research teams. Update cycles cover daily port operation data, weekly container freight index reports, monthly operation reports, and quarterly/annual in-depth analyses. Document structures typically include throughput statistics, route schedules, freight rate ranges, policy interpretations, and regional linkage analyses. Core fields include quantitative data measured in TEU, ten thousand tons, and USD/FEU, plus metadata such as publishing institution, publish date, and research report number. The length of individual research reports varies widely. Small weekly reports span several thousand characters, while large annual reports can reach tens of thousands of characters.
What constraints do these characteristics impose on the "citation source and traceability" link
Mixed multi-source data recall requires traceability information to clearly mark the publishing entity, to avoid confusion between data with the same name from different institutions. Frequently updated content requires traceability to be linked to the latest version of the file, otherwise data caliber deviations will occur. Units for professional fields must be fully retained in traceability information, otherwise users cannot accurately understand the data’s statistical standards. Splitting long documents must retain contextual connections, otherwise traceability cannot locate the specific content of the corresponding paragraph, and only isolated text blocks will be returned.
How to set the configurations
| Configuration Item | Recommended Value | Rationale for This Setting |
|---|---|---|
recall_count | Top 10-15 entries | Shipping and port research reports have high data density. Excessive recall leads to redundant results, while insufficient recall fails to cover professional content in niche segments. |
similarity_threshold | 0.72-0.80 | The shipping field has many professional terms. A threshold that is too low will mix in general industry research reports, while a threshold that is too high will miss valid content in niche scenarios. |
chunk_length | 1200-1500 characters | Shipping research reports contain a large number of tables and structured paragraphs. Excessive length will destroy contextual connections, while insufficient length will cause traceability information to become fragmented. |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Large annual port research reports contain a large number of charts and data tables. Sufficient time must be reserved for parsing and embedding. |
rerank_return_count | Top 5-8 entries | Traceability needs to clearly correspond to specific research report chapters. Too many returned entries will clutter traceability information and make it impossible to quickly locate the source. |
knowledge_base_file_deduplication_rule | Deduplicate by "file name + publish time" | Multiple updated versions of the same port research report may exist. This rule ensures that only the latest version of the file is included in recall and traceability scope. |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Symptom: The publishing institution and publish date fields of the cited research report are empty in search results. Cause: The "retain original metadata" configuration during document parsing is not enabled, so structured field information of the research report cannot be extracted during traceability.
- Symptom: Recalled traceability results point to outdated versions of port research reports that have been updated. Cause: The deduplication rule based on "file name + publish time" is not configured. Outdated file versions overwrite the traceability links of new versions.
- Symptom: A
408 Request Timeouterror is triggered when batch uploading shipping research reports. Cause: ThePARSE_FILE_TIMEOUT_SECONDSparameter is not adjusted. Long document parsing time exceeds the default threshold.
How to confirm the configuration is correct
- Upload a single port throughput research report, check the parsed metadata panel, and confirm that fields such as publishing institution and publish date have been correctly extracted.
- Submit a search request containing professional shipping terms, check the traceability list of recall results, and confirm that the number of returned entries matches the configured rerank return count.
- Compare the same port research report between its old and new versions, and confirm that only the latest version of the file is included in the recall scope.
- Batch upload multiple large port annual reports, check system logs, and confirm that no parsing timeout errors are triggered.
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.