What data looks like for this category
Automated equipment marketing-related data comes primarily from selection manuals, technical parameter sheets, application case documents, marketing materials, and after-sales maintenance guides for smart wealth management terminals, ATMs, and other equipment in financial scenarios. Update frequency: Irregular updates occur when new products launch, firmware upgrades are rolled out, or financial marketing campaigns are adjusted. Document structure: Includes structured fields such as equipment model, rated power, installation dimensions, and financial compliance certifications. These are paired with long-form descriptions of bank branch and hall application scenarios. Some materials are in scanned PDF format. Field units mostly use industrial standard units, such as kW, mm, V, and others.
What constraints these characteristics impose on retrieval and recall
Automated equipment data for financial scenarios includes both structured parameters and unstructured text, plus scanned documents. This requires the retrieval system to support both precise matching of structured fields and recall of non-text content. Update cycles are irregular. The system must support incremental sync configuration to avoid resource consumption from full reindexing, and adapt to the flexible marketing material update needs of financial institutions. Document lengths vary widely, from single-page parameter sheets to dozens of pages of application cases. Adaptive segmentation logic is needed to avoid breaking parameter associations or losing context. Technical parameters with units must retain unit information during matching. Otherwise, model confusion or parameter matching deviations may occur, which affects the selection decisions of financial customers.
How to set the configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_OCR_ENABLE | Enabled | Marketing documents for automated equipment in financial scenarios often include scanned PDF product manuals. OCR is required to extract text content |
RECALL_TOP_K | Top 10-15 results | Automated equipment selection has many parameters. Sufficient candidate results are needed to match precise models and financial scenario application requirements |
SEGMENT_MAX_LENGTH | 800-1200 characters | Technical parameter documents have long paragraphs. Too long segments will lose context association, while too short segments will destroy the integrity of parameter groups |
STRUCTURED_FIELD_WEIGHT | Set model field weight to 2.0, parameter field weight to 1.5 | Financial customers prioritize models and core technical parameters when searching for automated equipment. The retrieval priority of corresponding fields should be increased |
UPLOAD_FILE_MAX_SIZE | 500 MB | Single equipment selection manuals often include multiple pages of technical parameters and application cases. Larger file uploads must be allowed |
SEARCH_SIMILARITY_THRESHOLD | 0.75-0.85 | Low-match irrelevant equipment documents must be filtered out, retaining precisely matched selection and marketing content |
The parameter values provided on this page are common recommended starting points for configuration setup. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three common configuration errors
- Phenomenon: The knowledge base search returns the error
invalid configuration parameter name "hnsw.max_scan_tuple". Cause: The vector database index configuration parameter name is misspelled, or the supported version of the corresponding parameter is not enabled in the system. - Phenomenon: Response timeout occurs when batch retrieving multiple automated equipment documents. Cause: The number of recalled results is not limited, or approximate nearest neighbor search acceleration for the vector database is not enabled, resulting in full traversal of the document library.
- Phenomenon: No matching results are returned after uploading a scanned equipment selection manual. Cause: OCR parsing configuration is not enabled, or OCR recognition accuracy is insufficient leading to failed text extraction.
How to confirm the configuration is properly set
- Upload a scanned automated equipment manual, and check if the parsed text includes equipment models and technical parameters.
- Initiate a single equipment selection keyword search, and verify that the number of returned results and matching degree align with the expected configuration.
- Check system logs and vector database index status, and confirm that parameters such as
hnsw.max_scan_tupleare correctly configured with no syntax errors. - Initiate batch searches for multiple associated equipment selections, and verify that the system returns the corresponding batch of recall results according to the configured rules.
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.