What data for this category looks like
Indicator caliber data comes from internal financial institution indicator management systems and regulatory submission documents. Update frequency varies by indicator type. Mandatory regulatory indicators are synchronized quarterly or annually. Internal business indicators are updated monthly or on demand. A single indicator document includes fixed fields: indicator code, Chinese name, official definition, calculation logic, statistical dimensions, unit of measurement, and affiliated business line. Units of measurement are mostly standardized financial statistical units such as ten thousand yuan, person-times, and percentage. Some composite indicators include dimension breakdown instructions.
What constraints these characteristics impose on form and interaction
Indicator fields are numerous and have fixed structures. Forms must preset standardized fields and disable free input. This prevents users from entering non-standard formatted content. Indicators with different update frequencies require matching synchronization strategies. Full update scenarios need a bulk import entry configured. Incremental updates need a triggerable synchronization button set up. Standardized unit requirements mean retrieval interactions must automatically apply unit validation rules. This avoids matching results with inconsistent units. Indicators with complex calculation logic need a short description link attached to the retrieval result page. This helps users understand caliber differences.
How to configure settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
top_k | Top 3–5 entries | Indicator caliber entries are highly professional and limited in quantity. Too many results increase user filtering costs |
similarity_threshold | 0.75–0.85 | Indicator names have strong uniqueness. A higher threshold filters out non-precise matching interference results |
context_window | 1000–1500 characters | Indicator documents include calculation logic and dimension descriptions. Sufficient context must be retained for the model to understand |
sync_schedule | Configured by indicator type: regulatory indicators every 7 days, business indicators every 1 day | Matches the update frequency of different indicators. Prevents outdated data or synchronization overload |
unit_validate_enable | Enabled | Ensures retrieval results match the unit of measurement entered by the user. Reduces caliber ambiguity |
input_trigger_mode | Focus loss trigger | Avoids frequent retrieval triggers. Adapts to low-frequency, high-concentration indicator query scenarios |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis. It is recommended to perform testing on relevant samples before finalizing configuration settings.
Three common configuration mistakes
- Retrieval results include entries with inconsistent units of measurement. Cause: The
unit_validate_enableconfiguration is not enabled. Input and result unit matching rules are not verified. - The retrieval interface returns an
InvalidParametererror. Cause: Related index parameters are not configured according to the fixed field structure of the indicator library. Undefined field parameters are passed in. - Custom input prompt text is not displayed below the retrieval box. Cause: The mounting position parameter of the prompt text is not correctly configured. The prompt is not rendered to the target interaction area.
How to verify correct configuration
- Standardized indicator names and units of measurement are entered. The fields and units of retrieval results are compared against the internal indicator library.
- A synchronization task is manually triggered. The update time of the indicator library is checked against the configured synchronization cycle.
- The value of
similarity_thresholdis adjusted. The accuracy of retrieval results is verified against business expectations. - The custom prompt text below the retrieval box is checked for normal display. The mounting configuration is confirmed to take effect.
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.