What the data for this category looks like
The data for other comprehensive marketing content mainly comes from internal cross-category marketing material libraries, partner compliance review documents, and business guidelines published by regulatory authorities. The update rhythm is adjusted according to marketing campaign cycles. Bulk updates are performed before a single campaign goes live, and only minor adjustments to compliance prompts or script details are made on a daily basis. Most documents are in semi-structured format, containing fields such as applicable scenarios, effective time periods, compliance numbers, script text, and target customer group tags. Units used include character counts, standard date formats, and compliance numbers in fixed encoding formats.
What constraints these characteristics impose on knowledge base retrieval and recall
The cross-category material collection requires retrieval to combine scene tag filtering, to prevent unsuitable content across customer groups from being recalled. The non-fixed update rhythm requires support for incremental upload and incremental indexing, to avoid performance loss caused by full reconstruction. Semi-structured documents include strongly verified fields such as compliance numbers, so retrieval must support a combination of exact field matching and semantic recall. Compliance requirements in financial scenarios require prioritizing recall of content with compliance identifiers, and restricting the return of materials without compliance numbers.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
chunk_size | 800–1200 characters | Most other comprehensive marketing content consists of long scripts or campaign rules. This segment length preserves complete semantic units and avoids truncating compliance prompts or campaign details |
retrieve_top_k | Top 6–8 results | A large number of relevant materials exist for comprehensive marketing content. Returning sufficient results supports subsequent reranking while controlling context length |
filter_field_enable | Enabled | Filtering by the applicable scenario and compliance number fields is required to exclude materials for non-target customer groups or non-compliant materials |
exact_match_fields | ["compliance number", "applicable scenario"] | Financial marketing content requires exact matching of compliance identifiers and usage scenarios to prevent semantically similar but non-compliant content from being recalled |
incremental_index_enable | Enabled | Marketing content updates follow non-fixed cycles. Incremental indexing reduces retrieval latency and resource usage |
similarity_threshold | 0.75–0.85 | Balances recall relevance and coverage, avoiding missing valid marketing materials or introducing irrelevant content |
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. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- The symptom is a
quote type errorerror when calling knowledge base variables. The cause is that the variable reference format does not meet requirements, with either incorrect wrapping symbols used or a non-existent field referenced. - The symptom is that a text chunk that exactly matches a user's question cannot be recalled in a specific knowledge base, but a newly created knowledge base with the same configuration can recall it normally. The cause is that the index cache of this knowledge base was not refreshed correctly, or a field filtering rule incorrectly matched the applicable scenario of this chunk.
- The symptom is that temporarily generated marketing content cannot be synchronously added to the knowledge base during a conversation. The cause is that the trigger rule for real-time incremental synchronization was not configured, or the
auto_update_indexparameter was not enabled.
How to Verify Successful Configuration
- Upload a test marketing material that includes a compliance number and applicable scenario, perform a retrieval test, and verify that the result includes the material and complies with filtering rules.
- Call the knowledge base variable interface, pass the correct field reference format, and verify that a normal result other than
quote type erroris returned. - Perform an incremental update operation, check the index refresh log, and confirm that only newly added materials are included in the index.
- Enable the reference display configuration, and check whether the corresponding knowledge base source information is displayed in retrieval results.
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.