What Data for This Category Looks Like
For coke-related data targeting the financial sector, sources primarily include factory ledgers from major domestic coke producers, spot delivery records at coastal ports, monthly supply and demand briefings from industry self-regulatory organizations, and delivery warehouse receipt data from futures exchanges. Update frequencies fall into three categories: real-time spot quotes, weekly supply and demand data, and monthly industry analysis. Most documents use structured table formats, with fields including production origin, specification type, baseline indicators, transaction price, inventory level, and others. Indicator fields mostly use dry basis benchmarks, with units including yuan/ton, strength grades, volume units, and others. There is no unified standardized field naming, and industry-specific terms such as M40 and M10 exist. These terms support customer acquisition scenarios including investor education and product marketing for the financial sector.
Constraints Imposed by These Characteristics on Knowledge Base Retrieval and Recall
Marketing content for the financial sector must comply with compliance requirements. Differences in update frequencies across multiple sources require the retrieval system to distinguish data priorities. This ensures marketing content uses the latest spot quotes and compliant public supply and demand data. A large number of professional terms and inconsistent field naming require loading industry-specific vocabularies during retrieval. This avoids splitting professional indicators during tokenization, which could impair understanding by financial investors. Many specification types exist, so retrieval results must be filtered by dimensions such as metallurgical coke and foundry coke. This prevents recalling mismatched category data that misleads investors. The way structured documents are split affects context retention. Segmentation parameters must be set reasonably to fully cover associated indicator information. Differences in authority across different data sources require configuring weight rules to raise the recall priority of core marketing data. This aligns with compliance requirements for financial scenarios.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
Recall Count | Top 10 | The volume of coke industry data is moderate. An excessive number will lead to redundancy in marketing content, while an insufficient number will fail to cover all-dimensional indicators in user queries |
Similarity Threshold | 0.75-0.85 | There are many professional terms in the coke industry, so this range balances recall precision and coverage, avoiding missing industry-related content |
Segment Length | 800-1200 characters | Most coke industry documents are paragraphs split from structured tables. This length preserves complete context for indicators |
Incremental Update Cycle | Once Daily | Spot quotes are updated daily, while weekly reports are updated weekly. Daily synchronization covers the main update frequencies |
Specified Collection Retrieval Toggle | Enabled | Marketing content must be limited to the specified document collection related to coke, to avoid mixing in data from other coal categories |
Duplicate File Deduplication Threshold | 0.9 | Duplicate files in the coke industry are mostly the same report with different names. This threshold effectively filters duplicate content |
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, and it is recommended to test on your own samples before finalizing settings.
Three Common Errors
- Symptom: Retrieval results include power coal quote data. Cause: The
Specified Collection Retrieval Toggleis not enabled, and the retrieval scope is not limited to the coke-specific document collection. - Symptom: Two coke monthly reports with different filenames but identical content exist in the knowledge base. Cause: The
Duplicate File Deduplication Thresholdis not configured, or the threshold is set too high to recognize duplicate files. - Symptom: The generated file list is empty after clicking the export knowledge base button. Cause: The
Export File Scopeparameter is not configured correctly, or the corresponding coke-specific document collection is not selected.
How to Verify Successful Configuration
- Verify that the current system version is V4.9.3 or higher, to ensure relevant configuration items take effect normally.
- Initiate a query for "coke spot price", and confirm that retrieval results only include coke-related documents within the specified document collection, with no data from other coal categories.
- Upload two coke monthly reports with different filenames but identical content, and confirm that the system automatically deduplicates and does not generate duplicate knowledge base entries.
- Trigger an incremental update task, and confirm that the update log covers that day's spot quotes and weekly supply and demand report data.
- Retrieve the professional term "metallurgical coke M40", and confirm that the recall results include matching indicator data and relevant marketing content.
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.