Knowledge Base Retrieval and Recall for State-owned Large

What the data for this category looks like

Data for state-owned large bank marketing content comes from three main sources: brand marketing manuals approved by headquarters compliance teams, activity copy libraries filed by branches, and historical marketing materials exported from operation systems. There are three update schedules:

Quarterly updates for annual marketing plans
Monthly updates for segmented customer group scripts
Real-time updates for temporary activity materials upon approval

Document structures use fixed fields: material ID, applicable customer group, compliance number, marketing scenario, copy content, image link, effective date, and expiration date. Copy content uses rich text format. Image links use standard URL format. Date fields follow the YYYY-MM-DD format.

Constraints on the retrieval and recall link

Multi-source data includes compliance verification fields. Retrieval must first associate compliance numbers and marketing scenarios to avoid recalling non-compliant content. Multiple update schedules require a combination of incremental and scheduled full updates. This prevents excessive system resource usage from full data pulls. The fixed field structure requires precise specification of the retrieval scope. This avoids non-marketing content fields interfering with semantic matching. Effective and expiration date fields require automatic filtering of expired materials during retrieval. This ensures recalled content meets timeliness requirements. The presence of image links requires the retrieval process to associate attachment information simultaneously. This prevents generated content from missing visual materials.

How to set configurations

Configuration Item	Recommended Value	Rationale
`Recall Count`	Top 10 entries	The stock of marketing content for state-owned large banks is large, and excessive recall results will add redundant information to the generation stage
`Similarity Threshold`	0.75-0.85	Balance the semantic matching accuracy and scenario coverage of marketing content, avoiding recalling irrelevant compliant materials
`Chunk Length`	800-1200 characters	Adapt to the paragraph structure of marketing copy. Excessively long chunks will lose context association, while excessively short chunks will damage semantic integrity
`Incremental Update Trigger`	Triggered by file modification time	Adapt to the real-time update rhythm of temporary activity materials, reducing resource consumption from full updates
`Field Filter Rule`	Only retrieve the "marketing scenario", "copy content", and "applicable customer group" fields	Eliminate interference from non-semantic fields such as compliance numbers and dates, improving retrieval accuracy
`Reranked Return Count`	Top 3 entries	Prioritize displaying the most matching compliant marketing content, aligning with the strict requirements of state-owned large bank marketing content

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 local samples prior to finalizing configuration settings.

Three Common Misconfigurations

Phenomenon: Knowledge base content is accidentally recalled when calling the chat interface. Cause: The knowledge base association switch in chat mode is not disabled, or responseMode is not set to chat.
Phenomenon: Retrieval results do not display document source information, or source documents are not annotated. Cause: The enableSource parameter is not enabled, or the source field is not configured in document metadata.
Phenomenon: Generated content does not match retrieval results, or irrelevant content appears. Cause: The similarity threshold and reranked return count configurations are not adjusted, leading to retrieval results that do not prioritize matching the target marketing scenario.

How to Verify Successful Configuration

Upload a test marketing material, and confirm that parsed fields match preset retrieval fields.
Submit a clear query about a marketing scenario, and check that the number of returned results matches the Recall Count configuration.
Review returned results to confirm they include source information from the source field, and that image links are attached.
Modify an uploaded test material, and confirm the system automatically triggers an incremental update and regenerates corresponding vector data.

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.