Knowledge Base Retrieval and Recall for Precious Metals Marketing Content

Data sources include exchange real-time market data, industry research reports, bank precious metal product specifications, compliance regulatory

What the data for this category looks like

Data sources include exchange real-time market data, industry research reports, bank precious metal product specifications, compliance regulatory documents, and customer service marketing script templates. Update frequency: real-time market data updates every second, research reports and product documents are updated quarterly or as required by compliance, and script templates are adjusted as needed. The structure of a single document includes market fields (such as gold price, platinum price, units are yuan/gram, US dollar/ounce), product code, minimum investment amount, risk warnings, marketing scenario adaptation scripts. Some documents include both Chinese and English content.

High-frequency updates of real-time market data require the knowledge base to support incremental synchronization to avoid recalling outdated data. Professional terms and units (such as the conversion between ounce and gram) require matching field units during retrieval, otherwise irrelevant category content will be recalled. Multi-source mixed documents (market data + scripts + compliance materials) require the recall logic to balance the semantic association between structured parameters and unstructured text. A document volume of over 50,000 requires optimizing the performance of batch import and retrieval to avoid single request timeouts.

How to set the configuration

Configuration ItemRecommended ValueRationale
UPLOAD_BATCH_SIZE10–15 items per batchAdapts to the platform's default upload batch limit, reduces the load pressure of a single import, and meets the batch import requirements for over 50,000 documents
PARSE_CHUNK_SIZE600–1000 charactersPrecious metal research reports contain professional long sentences and terms. A segment length in this range preserves semantic integrity and avoids semantic fragmentation caused by too short segments
RECALL_TOP_NTop 8–12 resultsMarketing content needs to cover multiple dimensions including market, products, and compliance. This range balances recall coverage and result redundancy
SIMILARITY_THRESHOLD0.75–0.85Precious metal terms are highly professional. This threshold filters low-match irrelevant content and improves recall accuracy
API_UPLOAD_TIMEOUT300 secondsAvoids interrupting the import process due to timeout when batch importing large-volume documents
PARSE_ALLOWED_DOMAINSAdd domains of exchanges, banks, and compliance institutionsRestricts the scope of parsed data sources to ensure that knowledge base content is strongly relevant to precious metal marketing scenarios, and supports adding corresponding domains for Yuque public links

The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.

Three common mistakes

  • When batch importing over 50,000 Markdown documents, a maxLength error is triggered. Cause: The UPLOAD_BATCH_SIZE parameter was not adjusted, and the platform's default limit of 15 items per batch was used. The single import data volume exceeds the interface upper limit.
  • Passing a Markdown document to the knowledge base via API fails, returning a 400 Bad Request status code. Cause: The Content-Type request header was not correctly set to text/markdown, or the document contains unescaped special characters that cause parsing exceptions.
  • Submitting a Yuque public share link to the knowledge base for parsing results in a parsing failure prompt. Cause: The official Yuque domain was not added to the PARSE_ALLOWED_DOMAINS whitelist, or the link does not have public access permissions, making it impossible to crawl the content.

How to confirm the configuration is correct

  • Perform a single batch import test, and check that the batch count displayed on the import progress bar matches the value set for UPLOAD_BATCH_SIZE.
  • Upload a single long document, check the parsed segment results, and confirm that the segment length falls within the interval set for PARSE_CHUNK_SIZE.
  • Initiate a retrieval request containing precious metal terms, check that the number of returned recall results matches the quantity set for RECALL_TOP_N, and that the similarity scores fall within the expected interval.
  • Submit a test Yuque public link, check that the status of the knowledge base parsing task is successful, and that the extracted content matches the original web page.

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.