What data for this category looks like
Precious metals research report data mainly comes from professional financial information terminals, public reports from futures exchanges, and segmented research reports produced by securities firm research institutes. There are two update cycles: regular research reports are updated according to the publisher's schedule, while spot/futures market data is updated daily after market close. Document structure includes fields such as title, publishing institution, release time, core logic, price range forecast, position data, and operation suggestions. Units mostly use gram, ounce, yuan/gram, and US dollar/ounce. Some reports also include segmented fields such as delivery month and contract code.
What constraints do these characteristics impose on the knowledge base retrieval and recall link
The dispersed sources and multi-field features of precious metals research report data impose multiple constraints on knowledge base retrieval and recall. Different data sources have inconsistent field formats and units. Unit conversion and field alignment must be completed during the preprocessing stage to avoid invalid retrieval results caused by unit mismatches. The update cycles of different types of data vary greatly. Incremental sync tasks must be configured to only update newly added or modified research reports and market data, reducing resource consumption from full syncs. Research report content is lengthy, with core logic and price data scattered across different paragraphs. Segmentation rules must be adjusted to retain key numerical values and rating information, avoiding truncation of important content. Additionally, numeric fields such as position data and price ranges must support range retrieval to supplement the precision of semantic retrieval.
How to configure the settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_SEGMENT_LENGTH | 800–1200 characters | Adapts to the long paragraph structure of precious metals research reports, retains the integrity of core logic and numerical fields, and avoids truncating key price and rating information |
RECALL_SIMILARITY_THRESHOLD | 0.85–0.92 | Matches the semantic accuracy of research reports, filters low-correlation results, and covers professional term matching for segmented categories |
UPLOAD_INCREMENTAL_SYNC | Enabled | Adapts to the differentiated update cycles of different data sources, only syncs newly added or modified research report data, and reduces resource usage |
MAX_RECALL_COUNT | Top 8 entries | Controls the number of returned research reports, avoids information overload from excessive results, and covers research views from mainstream securities firms |
NUMERIC_FIELD_MATCH_ENABLE | Enabled | Supports range retrieval for numeric fields such as position data and price ranges, and supplements the precision of semantic retrieval |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Adapts to the parsing time of lengthy research reports, avoids data unsync caused by parsing timeouts |
The parameter values provided on this page are common starting points 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 settings.
Three common misconfigurations
- Phenomenon: Retrieval results with semantic similarity lower than the set threshold are still returned, or full-text retrieval scores do not meet expected requirements. Reason:
RECALL_SIMILARITY_THRESHOLDand full-text retrieval score filtering rules are not configured, or the threshold setting range does not match the professional term matching degree of research reports. - Phenomenon: Newly added research reports after deployment are not synced to the knowledge base, and the interface shows no updated data. Reason: Incremental sync configuration is not enabled, or the database connection permission to read new data is not granted, causing the sync task to fail to pull the latest data.
- Phenomenon: The interface stays in "Retrieving" state for a long time after initiating a retrieval, with no results returned. Reason:
PARSE_FILE_TIMEOUT_SECONDSis set too short, terminating the task before lengthy research reports finish parsing, or the concurrency count of retrieval tasks exceeds the system upper limit, causing request queuing timeout.
How to confirm the configuration is correct
- Upload a local precious metals research report, check the parsed segmented content, and confirm that core values and units are not truncated.
- Initiate a retrieval request containing specific precious metal varieties and price ranges, and check if the similarity score and recall count of returned results match the preset configuration.
- Check the database sync logs, confirm that newly added research report data has been incrementally pulled to the knowledge base, with no timeout or permission errors.
- Enter the knowledge base configuration page, confirm that each function switch and parameter setting match the preset configuration.
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.