What the data for this category looks like
Marketing content data for investment platforms mainly comes from official investor education documents, event promotion copy, compliance disclosure materials, user FAQ libraries, and product introduction pages. The data update rhythm adjusts with marketing campaigns and new product launches. There is no fixed update cycle, but single update volumes fluctuate widely. Most documents use structured or semi-structured formats, with fields including title, body text, target customer group, compliance reminders, image links, and release time. Some documents include standardized product fee rate and risk level parameters, with units mostly being characters, percentages, and numerical values.
What constraints these characteristics impose on knowledge base retrieval and recall
The multi-source, non-fixed update cycle, and structured field traits of investment platform marketing content create multiple constraints for knowledge base retrieval and recall. Adapt mixed-format documents to different parsing rules to avoid losing structured fields. Configure an incremental synchronization mechanism to handle non-fixed update cycles, ensuring latest campaign content is added to the knowledge base promptly. Use precise field-based matching retrieval for attached compliance parameters, risk levels and other fields. Sort recall results by release time to meet marketing content timeliness requirements, prioritizing recent content. Set up the retrieval pipeline to support image-text associated recall, to meet visual needs in user queries that include image references.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
segment length | 800–1200 characters | Most investment platform marketing content is long text containing compliance reminders and product details. This range preserves semantic integrity and avoids key information fragmentation after splitting |
recall count | Top 8–12 results | Marketing content needs to cover multiple scenario requirements. Too many results increase user filtering costs, while too few fail to cover potential matching items |
similarity threshold | 0.72–0.85 | Marketing content contains a large number of similar expressions, such as compliance copy for different campaigns. This range filters low-match noise while retaining valid content for similar scenarios |
incremental sync trigger rule | Triggered by file modification time | Investment platform marketing content updates have no fixed cycle. Synchronizing based on modification time only updates changed content, improving synchronization efficiency |
image-text associated recall | Enabled | Most marketing content includes image links. Enabling this feature returns matching images associated with the query, to meet user visual reference needs |
multi-knowledge base binding configuration | Bind grouped by business scenario | Investment platform marketing content falls into three categories: investor education, campaigns, and products. Grouped binding narrows the retrieval scope and improves recall accuracy |
The parameter values provided on this page are general recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to conduct tests on your own samples before finalizing settings.
Three common configuration mistakes
- The symptom is that the number of segments displayed after uploading a single document does not match the number of segments once the document is fully ready, with duplicate index entries appearing. The cause is that the
segment overlap lengthparameter is not configured, with the default overlap length causing repeated truncation at adjacent segment boundaries, or old version cache is not cleaned during incremental synchronization. - The symptom is that retrieval results do not return associated images, only plain text content. The cause is that the
image-text associated recallconfiguration is not enabled, or image links are not embedded in the standard format of the document body. - The symptom is that no matching results are returned when initiating retrieval by selecting a knowledge base via a variable. The cause is that the
multi-knowledge base binding configurationis not set to grouped mode, only supporting binding a single knowledge base, or the variable mapping rule does not correctly associate the knowledge base group identifier.
How to confirm configurations are properly set
- Upload a single test document, check the matching degree between the parsed number of segments and the configured
segment lengthto confirm no excessive splitting or duplicate segments. - Initiate a test query containing product parameters and image keywords, and verify that returned results include associated images and compliance field content.
- Initiate multi-scenario test queries to confirm that the number of retrieval results falls within the configured
recall countrange, and that similarity meets expectations. - Test the variable call function to confirm that preset knowledge base groups can be selected, and cross-library retrieval is completed successfully.
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.