What the data for this category looks like
For the general equipment research report retrieval scenario targeting the financial industry, data sources mainly come from securities firm machinery industry research institutes, official industry association institutions, and public technical white papers from leading equipment manufacturers. Update cycles fall into two categories: industry dynamic research reports are updated weekly or monthly, while in-depth technical research reports are updated quarterly or semi-annually. Document structures usually include modules such as equipment model parameters, production capacity data, market share, and policy impact analysis. Fields include equipment rated power, rotational speed, annual production capacity, and other items, with attached units such as kW, r/min, units/year. They also include report publishing institution, publication date, report number, and page number information. This scenario is compatible with the parsing and traceability logic of the open-source version v4.8.21.
What constraints do these characteristics impose on the citation source and traceability link
General equipment research reports contain a large number of technical parameters with precise units. The traceability link requires matching specific parameters; using only keywords can easily introduce irrelevant content, which must be avoided. Research reports with different update cycles have significant differences in value. Dynamic research reports need to be recalled preferentially, while in-depth research reports need to retain complete traceability identifiers. Report numbers, publishing institutions, and page numbers in documents are core traceability bases. Precise verification cannot be completed using only titles or publication dates. Parameters in long documents are often scattered across paragraphs, so specific paragraphs need to be located instead of using the full text as the positioning range. This imposes higher requirements on segmentation accuracy.
How to configure settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
RECALL_TOP_K | Top 6 entries | General equipment research reports are dense with parameters. Excessive recall will lead to redundant results and reduce traceability efficiency |
PARSE_SEGMENT_LENGTH | 800–1200 characters | Equipment parameters often appear in coherent paragraphs. Excessively long segmentation will lose parameter context, while excessively short segmentation will break the association between units and parameters |
SOURCE_DISPLAY_MODE | Display complete source path | Information such as report numbers, publishing institutions, and page numbers must be displayed to meet the verification requirements for precise traceability |
REFERENCE_SIMILARITY_THRESHOLD | 0.85–0.92 | Technical parameters require high precision. A threshold that is too low will introduce irrelevant research reports, while a threshold that is too high will lose valid matching results |
PARSE_FILE_TIMEOUT_SECONDS | 120 seconds | Large in-depth research reports contain multiple parameter tables, which take longer to parse. This setting avoids interrupting parsing due to timeout |
RERANK_TOP_K | Top 3 entries | Retain traceability sources with high relevance after re-ranking to simplify the verification process |
The parameter values provided on this page are common recommended starting points for determining configurations. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: The original document download link in the knowledge base cannot be accessed normally. Cause: The storage path of the original file is not included in the nginx proxy rules, only the front-end page address is proxied.
- Phenomenon: The POST request interface returns an empty content field. Cause: The
REFERENCE_SIMILARITY_THRESHOLDsetting is outside the reasonable range of 0.85–0.92, resulting in no matching research report fragments being recalled. - Phenomenon: Garbled characters or format confusion appear in citation display. Cause: A reasonable segmentation length for
PARSE_SEGMENT_LENGTHis not configured, causing parsed text to split parameter text containing units.
How to confirm that the configuration is correct
- Upload a general equipment research report PDF containing rated power and annual production capacity parameters, and check whether the parsed segments retain complete parameter and unit combinations.
- Initiate a retrieval request containing specific equipment parameters, and verify whether the returned results include complete traceability information such as the report publishing institution, number, and page number.
- Click the original text link in the returned results to verify whether it can jump to the original research report file.
- Adjust
REFERENCE_SIMILARITY_THRESHOLDto 0.9, and check whether research report fragments that accurately match the retrieval keywords can be recalled.
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.