What the data for this category looks like
Indicator specification data is sourced from official business specifications of financial institutions, financial report preparation standards, and internal business rule documents. Update cycles are triggered by business rule adjustments or financial report periods, with no fixed frequency. A single indicator specification document typically includes fields such as specification name, official definition, calculation logic, applicable scenarios, unit of measurement, and effective time. The content is rigorous and logically closely linked, and some documents include sample calculation processes.
What constraints do these characteristics impose on the knowledge base retrieval and recall process
The rigor of indicator specifications requires that retrieval results must accurately match official definitions. The recall link must prioritize associating semantically complete segmented content. The lack of a fixed update cycle requires the knowledge base to support on-demand synchronization or incrementally updated scheduled triggers, to avoid returning outdated specifications. Differences in fields and units within documents require precise matching based on fields during retrieval, filtering out irrelevant results with mismatched units. Complete business logic relies on coherent text fragments, so segmentation must avoid destroying the integrity of calculation logic.
How to configure the settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_CHUNK_SIZE | 800–1200 characters | Indicator specification documents often contain complete calculation logic. Segments that are too long will lose semantic connections, while segments that are too short will damage the integrity of business logic |
RECALL_TOP_N | Top 10–15 results | The number of relevant results for the indicator specification category is limited. Too many recalled results will increase subsequent processing overhead, while too few will miss accurate matches |
SIMILARITY_THRESHOLD | 0.75–0.85 | Indicator specifications use precise wording. Low-match irrelevant results must be filtered, while matches of synonymous expressions must be retained |
RERANK_ENABLE | Enabled | Semantic similarity judgment for indicator specifications requires correction based on business scenarios. Reranking can improve result relevance |
RERANK_TOP_N | Top 3–5 results | In-app retrieval needs to return accurate results quickly. Too many results will increase user cognitive load |
PARSE_FILE_MAX_SIZE | 50 MB | Single indicator specification documents are typically not large. Limiting file size can avoid upload timeouts and parsing errors |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test on your own samples before finalizing settings.
Three common configuration mistakes
- Enabling both
RERANK_ENABLEandQUESTION_OPTIMIZEmay cause retrieval request timeouts (status code 504 or request duration exceeding 30 seconds). Indicator specification documents have a large number of segments. The reranking and question optimization processes need to process a large volume of text, exceeding default resource thresholds. - After uploading an HTML-format indicator specification document, only the main body content is retained in the knowledge base, and the title field is missing. No HTML parsing rule for extracting titles is configured, and the default parsing logic does not capture meta titles or page title fields.
- Enabling question splitting for indicator specification documents may split some calculation logic question-and-answer pairs into separate entries, making it impossible to fully restore business logic. The question splitting trigger threshold is set too low, splitting complete business descriptions into overly fine-grained fragments and damaging the logical integrity of indicator specifications.
How to confirm the configuration is active
- Upload a test indicator specification document, check the segmented content after parsing in the knowledge base, and confirm that the segment length matches the preset configuration.
- Submit a retrieval request matching the indicator specification, check the number of returned results and the reranked sorting logic, and confirm that the recall and reranking configurations are in effect.
- Check the knowledge base update log to confirm that the trigger frequency of custom update tasks matches the update cycle of indicator specifications.
- Simulate a retrieval request containing unit keywords, and confirm that the units of returned results match the search keywords.
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.