What the data for this category looks like
Financial advertising and marketing content data mainly comes from wealth management ad delivery scripts, insurance product delivery copy, competitor financial advertising materials, and delivery effect reports. The data update rhythm follows the delivery cycle: it is synchronized when new materials go live, and delivery data is updated daily. The document structure includes material unique identifier, delivery channel, copy content, delivery time period, and conversion data fields. Units include impressions (times), clicks (times), conversion amount (yuan), etc. Some long materials include multiple shots or multiple versions of copy.
What constraints these characteristics impose on the knowledge base retrieval and recall link
Financial advertising and marketing content data has multiple fields, so the recall link must support filtering by delivery channel and material type to avoid recalling content for non-target scenarios. High-frequency material updates mean indexes must support incremental synchronization, otherwise new materials cannot be recalled. Long copy and multi-version materials coexist, so segment processing must retain semantic integrity while avoiding reduced recall accuracy from overly long segments. Copy styles vary widely across channels, so similarity matching must adapt to scenario-based semantic features.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_SPLIT_SIZE | 800–1200 characters | Financial advertising and marketing materials include short copy and long scripts. The segment length adapts to both scenarios to avoid breaking semantic coherence |
RECALL_FILTER_FIELD | Filter by 投放渠道, 素材类型 | Financial marketing content across different channels has obvious scene differences. Narrowing the recall range can improve matching accuracy |
Similarity threshold | 0.72–0.85 | Financial marketing content has high semantic similarity. A threshold that is too low will introduce irrelevant results, while a threshold that is too high will miss valid matching content |
INDEX_UPDATE_INTERVAL | 15–30 minutes | Financial marketing material update frequency follows delivery cycles. Timely index synchronization ensures new materials can be recalled |
maxContext | 3000–5000 characters | Financial marketing content is mostly multi-segment spliced materials. Sufficient context length supports complete semantic understanding |
TEXT_EMBEDDING_MODEL | Select general text understanding models as needed | Financial marketing content includes professional terms and scenario-based expressions. Compatible models can improve recall accuracy, non-mandatory configuration |
Recall count | Top 6–10 entries | Covers financial marketing materials across different dimensions, while avoiding excessive content increasing context load |
The parameter values provided on this page are common recommendations for setting configuration starting points. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Three Common Configuration Mistakes
- Calling the knowledge base returns content that does not match the current query, and returns materials from other delivery channels. This occurs when the
RECALL_FILTER_FIELDfiltering rule is not configured, so the recall range covers materials for non-target scenarios. - Calling the knowledge base online returns empty results or prompts that the knowledge base content cannot be loaded. This occurs when the
RECALL_ENABLEswitch is not turned on, or theINDEX_UPDATE_INTERVALconfiguration is too long, causing the index to not update in time. - The index for image-based financial marketing materials is not updated along with the original file. This occurs when updated materials are not re-uploaded with
IMAGE_PARSE_ENABLEturned on, or the used version is lower than v0.9.0, which does not support incremental updates for image indexes.
How to Verify Successful Configuration
- Upload a test financial marketing material, wait for the index to update, then enter the core keywords of the material on the knowledge base test page, and verify that the recalled results include the material.
- View the index update log on the knowledge base management page, and confirm that the update time of the test material matches the upload time.
- Enter a cross-channel test query, and verify that the recalled results only include materials within the configured filter fields.
- Call the test recall interface, pass the test query, and verify that the similarity scores of the returned results are within the set threshold range.
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.