What the data for this category looks like
Financial leasing research report data comes from three primary channels: internal business ledgers of financial leasing companies, market analysis reports published by industry associations, and industry operation statistics disclosed by regulatory authorities. Data update cycles fall into three categories: internal business ledgers are updated daily, industry reports are released quarterly, and regulatory statistics are updated semi-annually.
Document structure includes structured fields and unstructured fragments. Structured fields cover lease asset type, principal balance, lease term, and lessee credit rating, with corresponding units being category identifier, ten thousand yuan, month, and rating level. Unstructured sections include project approval minutes and lease asset valuation description fragments.
What constraints these characteristics impose on the "citation source and traceability" link
Inconsistent update cycles across multiple sources cause timestamp deviations in traceability information for the same research report fragment. It is necessary to uniformly associate update nodes of each data source to ensure traceability accuracy.
The mixed document structure of structured fields and unstructured fragments requires the traceability link to distinguish the data source type to which a field belongs. This prevents accidental association of internal ledger fields with industry public report content.
Units related to lease asset fields (such as ten thousand yuan, month) differ from those in general financial research reports. Traceability requires verification of field unit consistency to prevent matching errors.
Internal business data is non-public information. Traceability requires additional configuration of permission check rules. Only users within authorized scope may view the corresponding source.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall_top_k | Top 8 entries | Financial leasing research reports typically contain multi-dimensional business data. Sufficient recalled entries are required to cover core metrics. 8 entries balances recall completeness and response speed |
source_field_filter | ["lease asset type", "principal balance", "lease term"] | Matches core structured fields of financial leasing research reports. Filters redundant content to improve traceability accuracy |
context_window | 1200–1500 characters | Adapts to the average length of single-segment content in financial leasing research reports. Prevents truncation of core traceability information |
permission_check_enabled | Enabled | Differentiates access permissions for public industry reports and internal business data. Complies with compliance requirements for financial leasing data |
parse_timeout | 60 seconds | Reserves sufficient parsing time for structured research report documents with multiple fields. Prevents timeout errors |
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 case-by-case analysis. It is recommended to test against one’s own samples before finalizing.
Three common mistakes
- Phenomenon: The returned citation list after retrieval includes correct research report fragments, but the final answer does not link to the corresponding content. Cause: The
source_field_filterparameter is not configured to filter non-core fields. This causes the system to confuse valid traceability information with redundant content. - Phenomenon: When calling the chat interface, the citation list is always displayed upfront, and the return order cannot be adjusted. Cause: The
citation_positionparameter is not configured. The default upfront display logic is used. - Phenomenon: When configuring a knowledge base search node in a workflow, selecting the knowledge base as a variable reference, and passing the variable via the API fails to recall corresponding data. Cause: The
variable_kb_enabledparameter is not enabled, or the passed knowledge base ID format does not meet interface requirements.
How to confirm the configuration is complete
- Upload a financial leasing research report document. Check if the parsed extracted fields include the preset core business fields.
- Initiate a retrieval request. Verify that the returned citation list only contains content related to the configured core fields.
- Call the chat interface. Adjust the
citation_positionparameter. Confirm that the display position of the citation list meets expectations. - Test passing a variable knowledge base ID. Confirm that retrieval results match content from the corresponding knowledge base.
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.