What the data for this category looks like
Marketing content for urban commercial banks originates from official account posts, offline venue activity materials, online wealth management section copy, customer benefit notifications, and holiday marketing templates. Data update rhythms include fixed-cycle quarterly and monthly marketing campaigns, as well as temporary holiday and compliance promotion content. Most documents consist of short text, with fields including activity title, target customer group, effective time, product code, and others. Some long copy includes additional activity details. Field types are primarily date and character types, with no complex numerical units.
Constraints Imposed by Data Characteristics on Vector Models and Indexing
The mostly short-text document structure requires vector models to adapt to short input lengths, preventing core marketing information from being lost due to truncation. Multiple metadata fields require indexes to support metadata filtering, enabling accurate recall of content by customer group and effective time. Flexible update rhythms require indexes to support incremental updates and on-demand refreshes, adapting to the rapid launch needs of temporary activities. Compliance-related field requirements mandate retaining original metadata during the vector indexing process, avoiding loss of compliance information.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
embedding_model | text-embedding-ada-002 or locally deployed m3e-base | Adapts to the short-text characteristics of urban commercial bank marketing content, and model performance meets the vector generation requirements for compliance content |
chunk_size | 800–1200 characters | Most marketing copy consists of short paragraphs; this segmentation range preserves contextual association and avoids excessive truncation |
metadata_filter_enabled | true | Marketing content includes metadata such as effective time and customer group; metadata filtering is required to narrow recall scope |
index_refresh_interval | 3600 seconds | Adapts to update requirements for temporary activities; regularly refreshes indexes to ensure content timeliness |
top_k | Top 5–8 results | Marketing content matching requires precision, to avoid too many irrelevant results interfering with business judgment |
similarity_threshold | 0.75–0.85 | Compliance-related marketing content requires a high similarity threshold, to reduce false recall probability |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- An interface prompt stating "No available embedding model" occurs when the model parameter is filled in the configuration file, but the corresponding model is not bound to the channel in channel management.
- When using a locally deployed
m3emodel, the interface continuously displays "Indexing in progress". This occurs because the local model service is not started normally, or the FastGPT model call address is configured incorrectly. - No indexing results are generated after creating a new knowledge base. This occurs because the automatic indexing switch is not enabled, or the uploaded document format is not supported by the system.
How to Confirm Proper Configuration
- Access the FastGPT model management page, and confirm the target embedding model status is "Connected".
- Upload a test marketing copy, and verify that the segmented character length falls within the configured
chunk_sizerange. - After enabling the metadata filtering function, test filtering recall results by the "effective time" field to confirm the filtering logic works.
- Manually trigger an index refresh, and verify that the background logs have no errors and the indexing progress is normal.
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.