Knowledge Base Retrieval and Recall for Qualification

What the data for this category looks like

Data sources for qualification compliance bidding include qualification documents submitted by bidders, compliance public disclosure documents from industry regulatory authorities, detailed compliance requirements released by tenderers, and qualification verification records from past winning projects. Update frequency adjusts with the bidding project cycle. Exclusive qualification data for a single project is updated between the release of the tender announcement and the bid opening date. Regulatory data is synchronized monthly. Document structures include structured tables and unstructured files. Structured content primarily contains fields such as qualification number, issuing authority, and validity period. Unstructured content is mostly PDF or Word documents with qualification descriptions. Field units include year, month, level serial number, and similar values.

What constraints these characteristics impose on knowledge base retrieval and recall

Scattered data sources and mixed formats require retrieval to support both structured field matching and unstructured text retrieval. Update rhythms change flexibly with projects, so incremental updates must be used instead of full synchronization to avoid storage redundancy and resource waste. Fields are mostly strongly associated compliance items. Context association between fields and their corresponding descriptions must be retained during segmented retrieval to prevent fragmentation of verification logic. Some documents are in scanned image format. OCR recognition must be completed before effective retrieval can proceed, otherwise key compliance information will be lost.

How to set the configurations

Configuration Item	Recommended Value	Rationale
`chunkSize`	`800–1200 characters`	Qualification compliance documents mostly contain long compliance clauses and field combinations. Too long segmentation will lose context association, too short will break the binding relationship between qualification numbers and validity periods
`recallTopK`	`Top 8–12 results`	Compliance verification items for a single bidding project are usually 5 to 10. Too many recalls will introduce irrelevant qualification data, too few will miss key verification basis
`similarityThreshold`	`0.75–0.85`	Qualification numbers are exact matching fields, so a higher threshold is required to avoid false recalls. Compliance descriptions allow a certain degree of fuzziness to cover synonymous expressions
`parseOcrEnable`	`Enabled`	Some qualification documents submitted by bidders are in scanned image format. OCR recognition must be enabled to complete text extraction and retrieval
`refreshInterval`	`Every 24 hours`	Regulatory qualification data is updated monthly, and bidding project data is updated with the project cycle. Daily refresh balances timeliness and resource usage
`maxContext`	`3000–4000 characters`	Complete qualification verification context must be retained to avoid truncating associated information required for key compliance judgments

The parameter values provided on this page are all conventional recommendations used to determine starting points for configuration. 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 Misconfigurations

The retrieval results include qualification data from non-current bidding projects. The cause is a similarityThreshold value that is too low, leading to false recalls of irrelevant documents that do not meet similarity standards.
Qualification documents in scanned image format cannot be retrieved normally. The cause is that the parseOcrEnable configuration is not enabled, so the text extraction process for scanned documents is not completed.
Recall results fail to cover all compliance verification items. The cause is that recallTopK is set lower than the number of qualification items required for the current bidding, or similarityThreshold is set too high, filtering out qualifying matching results.

How to Confirm Configuration is Correct

Upload a single qualification scanned document and structured document, check if parsed text fragments retain core fields such as qualification number and validity period, to confirm configuration takes effect.
Initiate a retrieval request for a specific qualification number, verify that the number of recall results matches the recallTopK setting, to confirm recall logic operates normally.
Adjust the similarityThreshold value, observe changes in retrieval result matching accuracy, to confirm threshold configuration can be adjusted as needed.
Check knowledge base refresh logs, confirm data updates according to the cycle set by refreshInterval, to confirm update process operates normally.

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.