Knowledge Base Retrieval and Recall for Duty-Free Financing Daily Reports

Industry monitoring institutions, listed company announcements, and financial terminals provide the source data for duty-free financing daily reports.

What the data for this category looks like

Industry monitoring institutions, listed company announcements, and financial terminals provide the source data for duty-free financing daily reports. The reports update daily, covering all duty-free sector financing updates from the previous trading day. Most documents use structured table format, with fixed fields: report date, company name, financing round, financing amount, investor, duty-free business type, number of stores. Financing amount uses ten thousand yuan or hundred million yuan as its unit. Financing round follows standardized industry terminology. Duty-free business type differentiates segmented scenarios such as island duty-free and in-city duty-free.

What constraints these characteristics impose on knowledge base retrieval and recall

The large number of structured fields requires retrieval to accurately match key fields, avoiding irrelevant results from fuzzy matching. The daily update schedule requires configuring incremental synchronization tasks to avoid resource consumption from full re-scanning. Financing amount uses two units, so the parsing stage must unify these units to prevent matching errors caused by inconsistent units during retrieval. The segmented duty-free business type field requires filtering by business type during the recall stage to ensure results align with business scenarios. The timeliness of daily reports also requires retrieval results to prioritize entries with the latest dates, preventing outdated information from interfering with decision-making.

How to set the configurations

Configuration ItemRecommended Value RangeRationale
segment length800–1200 charactersA single record of the duty-free financing daily report contains multiple associated fields. An overly long segment will split the complete associated information of a company’s financing, while an overly short segment will lose critical context
similarity threshold0.75–0.85Key fields such as financing round and financing amount require accurate matching. A threshold that is too low will introduce low-relevance results, while a threshold that is too high will miss valid matching items
recall countTop 6 entriesThe number of daily financing entries is relatively large. Too many recalled entries will lead to redundant context, while too few recalled entries will miss financing updates from key companies
PARSE_FILE_TIMEOUT_SECONDS300 secondsDaily incremental documents contain financing data from multiple companies, which takes a long time to parse. The default timeout duration is insufficient to complete full parsing
maxContext2000 charactersComplete associated information of financing party, financing amount, and financing round must be retained. An overly long context will increase the model’s inference load
reranked return countTop 3 entriesPrioritize displaying the latest and most relevant financing updates, avoiding non-core information occupying response space

The parameter values provided on this page are common 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 settings.

Three common mistakes

  • Symptom: Knowledge base search returns a timeout with status code 504. Cause: The PARSE_FILE_TIMEOUT_SECONDS parameter was not adjusted, and the parsing time of daily incremental multi-company financing documents exceeded the default threshold.
  • Symptom: Split segments contain incomplete financing round and amount fields. Cause: The default separator from version 4.8.10 was used, no custom separator was configured for structured duty-free financing daily reports, and no merging logic for over-length segments was implemented.
  • Symptom: Returned responses do not use the original text of question-answer pairs from the knowledge base. Cause: The general generation switch was not turned off, or the recall count was not set to match the number of question-answer pairs, resulting in the use of unrestricted generation logic.

How to confirm the configuration is complete

  • Upload a single duty-free financing daily report document, check if the parsed segments retain complete company financing information with no field breaks or lost information.
  • Initiate a test query, enter keywords containing specific financing rounds and amounts, and verify if the similarity of returned results matches the preset threshold.
  • Simulate a daily incremental update scenario, upload multiple daily report documents from consecutive dates, confirm that retrieval results prioritize displaying entries with the latest dates.
  • Import a preset question-answer pair dataset, verify if returned content directly references the original text responses from the knowledge base.

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.