What the data for this category looks like
Data primarily comes from marketing materials produced by the marketing departments of auto finance and auto insurance services. This includes auto loan application process documents, regional auto insurance promotion plans, in-store service script templates, and owner benefit descriptions. Update frequency aligns with marketing campaigns. Updates occur frequently during new product launches and quarterly promotions, with low-frequency maintenance during regular periods. Most documents are docx-format activity plans and pdf-format vehicle brochures. Fields include activity time, applicable vehicle models, service store scope, and benefit details. Common units include vehicle model year, service duration, and discount rates.
What constraints these characteristics impose on knowledge base retrieval and recall
Marketing materials are updated frequently and are segmented by region. This requires the retrieval link to support precise filtering by fields such as store, applicable vehicle model, and activity time. This prevents non-target users from receiving mismatched activity content. Documents contain strongly restrictive attribute fields. Relying solely on keyword recall will produce invalid results across vehicle models and regions. Field matching logic must be implemented. Document structures vary significantly. Script templates are collections of short sentences, while promotion plans consist of long paragraphs. Differentiated segmentation rules must be supported to avoid fragmented recalled content or violations of context length limits. Frequently updated marketing materials also require incremental synchronization support. This reduces resource consumption from full scans.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall count | top 8-12 results | Auto service marketing content is mostly concise activity information. Too many recalled results cause redundant context, while too few lead to insufficient coverage |
similarity threshold | 0.72-0.85 | Marketing content has high keyword overlap. A threshold that is too low recalls unrelated activities, while a threshold that is too high fails to match similar promotions for related vehicle models |
segment length | 800-1200 characters | Auto marketing documents include long paragraphs of activity rules and short scripts. This range balances long document splitting and the integrity of short content |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Parsing large pdf vehicle brochures takes significant time. 300 seconds covers most file parsing requirements |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Supports batch uploading multiple docx and pdf format marketing materials, preventing triggers of size limits from overly large single-file uploads |
field matching priority | activity time > applicable vehicle model > store scope | Auto marketing activities have strict time and vehicle model restrictions. Prioritizing these fields filters out invalid content |
The parameter values provided on this page are common starting points for configuration setup. Actual values are affected by material format, data volume, and business rules. Each scenario requires targeted analysis. It is recommended to test on your own samples before finalizing settings.
Three common configuration mistakes
- Phenomenon: Retrieval results return a large number of cross-region or expired marketing activities. Cause: No field matching rules are configured. Only keyword recall is used, and filtering for restricted fields such as activity time and applicable vehicle model is not implemented.
- Phenomenon: A
413 Request Entity Too Largeerror occurs when uploading large marketing documents. Cause: TheUPLOAD_FILE_MAX_SIZEparameter is not adjusted. The uploaded file exceeds the default size limit. - Phenomenon: Different departments cannot access their exclusive store marketing knowledge bases. Cause: No role permissions for the knowledge base are configured. No store scope filtering rules bound to the corresponding department are set, resulting in ineffective permission ranges.
How to confirm configurations are correctly applied
- Submit an incremental synchronization task for marketing materials. Check that the parsing log has no timeout or failure records. Confirm that the timeout configuration matches current file processing needs.
- Input a test query that includes vehicle model and activity time details. Check that recalled results only include content matching the corresponding attributes. Confirm that the field filtering rules are active.
- Create exclusive knowledge bases for different departments and assign corresponding roles. Test that unauthorized accounts cannot access the corresponding knowledge base content. Confirm that permission configurations are active.
- Adjust the similarity threshold to the test range. Input queries for similar scenarios. Check that the relevance of recalled results meets expectations. Confirm that the threshold configuration is reasonable.
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.