What this category’s data looks like
Data for comprehensive service marketing content primarily comes from financial institution product compliance manuals, standardized customer service response templates, periodic marketing campaign copy, customer FAQ libraries, and compliance review documents. Data update cycles are adjusted based on business activities and compliance requirements, with two scenarios: regular iterations and temporary additions. Each data entry includes fields such as campaign name, target customer group, compliance reminder, script variants, version number, and effective time. Data units include character count, number of scripts, and document page count.
Constraints imposed on knowledge base retrieval and recall
The two broad categories of data sources—compliance documents and short scripts—require the retrieval system to support semantic matching logic for both long and short texts. Unfixed update cycles and temporary additions require support for incremental indexing to reduce resource consumption and time costs from full index rebuilding. Fields including version number and effective time require the recall logic to filter expired content. Mixed storage of multiple text types requires index configurations that can distinguish weight priorities for different fields, avoiding imbalance in recall priority between compliance content and marketing scripts.
How to configure settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
chunk length | 800–1200 characters | Comprehensive service marketing content includes short scripts (tens of characters) and long compliance documents (thousands of characters). This chunk length covers both text types, avoiding semantic fragmentation or reduced recall accuracy |
recall count | Top 6–10 results | Marketing content needs to cover multiple possible user consultation angles. Too many results cause redundant context, too few fail to cover potential needs |
similarity threshold | 0.75–0.85 | Precise matching of user consultation scenarios is required, to avoid recalling irrelevant compliance content or outdated scripts |
incremental sync toggle | Enabled | Marketing content update frequency is inconsistent. Incremental sync reduces resource consumption and time costs from full index rebuilding |
rerank return count | Top 3–5 results | Marketing scripts require highly relevant content. Reranking filters low-match initial recall results |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Parsing long compliance documents takes extended time, preventing parsing failures due to timeout |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing.
Three common mistakes
- Symptom: The knowledge base backend shows newly added content has been uploaded, but no corresponding results appear during retrieval. Cause: The incremental sync toggle is not enabled, so new content has not had embedding vectors and indexes generated.
- Symptom: Retrieval results include old marketing scripts unrelated to the current campaign. Cause: No recall rule configured to filter by version number or effective time, so historical version content is recalled.
- Symptom: The number of retrieval results is far lower than the set recall count. Cause: The similarity threshold is set too high, so the number of text blocks meeting matching conditions is insufficient.
How to verify correct configuration
- Upload a single test marketing content item, run a retrieval that includes keywords from the test content, and verify if the test content appears in retrieval results.
- View the knowledge base incremental sync logs, confirm that parsing and indexing tasks for new content executed successfully.
- Adjust the similarity threshold, observe changes in retrieval result matching accuracy, and verify the threshold configuration aligns with the business scenario.
- Configure a version number filtering rule, retrieve historical content, and confirm only the latest version of marketing content is returned.
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.