What the data for this category looks like
Energy storage financing daily report data mainly comes from publicly filed information from energy industry regulatory authorities, credit bank announcements, and project research announcements from third-party energy consulting institutions. Updates are conducted daily, with supplementary data for cross-regional joint projects synchronized the following day. The structure of each document includes fields such as full project entity name, filing registration number, financing amount, fund provider type, financing purpose, installed capacity of the deployed power station, filing completion date, and others. The financing amount unit is ten thousand RMB, installed capacity unit is MWp, and financing term unit is month or year.
What constraints these characteristics impose on the knowledge base retrieval and recall link
Due to scattered data sources and inconsistent field formats, unit alignment verification must be performed for fields such as financing amount and installed capacity to avoid unit confusion in recall results. The daily update feature requires the index update frequency to match the daily report release rhythm, otherwise recall data will be delayed. The multi-field associated document structure requires retrieval to support field-level precise matching to avoid mixing non-energy storage power financing data into results. The existence of unique identifier fields requires retrieval to support filtering non-authorized access records by identifiers to ensure compliance of data usage.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recallTopK | Top 10-15 entries | Each entry in the energy storage financing daily report contains multi-dimensional business fields, requiring sufficient context to support financing trend analysis and project comparison |
similarityThreshold | 0.72-0.80 | Keywords related to energy storage financing have high distinctiveness. A threshold that is too low will introduce non-energy storage power financing data, while a threshold that is too high will miss valid associated results |
chunkSize | 800-1200 characters | The core information of a single financing daily report is concentrated in the project entity, financing amount and purpose. An overly long segment will split the field association logic, while an overly short segment will lose key business context |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Bulk uploaded energy storage filing announcement PDFs usually contain multi-page project information, which takes a long time to parse, so sufficient task processing time must be reserved |
fieldFilterEnabled | Enabled | Permission filtering must be implemented based on fields such as project entity and filing number to ensure that sensitive financing data is only visible to authorized entities |
maxContext | 4000-6000 characters | Financing analysis requires associating fund provider and purpose data of 3-5 similar projects, so the context length must cover complete segmented content |
The parameter values provided on this page are all conventional recommendations used to determine the starting point for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to conduct actual tests on your own samples before finalizing the values.
Three common mistakes
- Symptom: A "variable format invalid" error is returned when calling the knowledge base, and the returned result is empty. The cause is that the correct variable declaration syntax is not used, and the dataset variable is mistakenly written in the
[{datasetId: xxx}]format. - Symptom: Only the text link of the image is displayed in the knowledge base reply, and the image content cannot be rendered directly. The cause is that the image external link whitelist is not configured, or the adaptation logic for image rendering is not added in the reply template.
- Symptom: Unauthorized project financing information appears in the retrieval results. The cause is that the
fieldFilterEnabledconfiguration is not enabled, and the filtering rules based on project entity or filing number are not configured, resulting in unauthorized entities being able to access all records.
How to confirm the configuration is complete
- Upload 1 test energy storage financing daily report document, wait for the indexing task to complete, check the indexing status tag on the interface and confirm it displays "Completed".
- Enter the test query "Financing amount of a certain energy storage centralized power station", check whether the returned result fields include exclusive information for energy storage financing such as filing number and installed capacity.
- Configure the field filtering rules to specify that only a certain project entity can access, try to initiate a query using an unauthorized project entity name, and confirm that the returned result is empty.
- Upload a test document containing embedded images, check whether the reply content directly renders the image content and whether only text links are displayed.
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.