Citation Sources and Provenance for Miscellaneous Comprehensive Financing Daily Reports

The data for miscellaneous comprehensive financing daily reports primarily comes from institution submissions by local financial regulatory

What the Data for This Category Looks Like

The data for miscellaneous comprehensive financing daily reports primarily comes from institution submissions by local financial regulatory authorities, public statistics from industry associations, and third-party credit aggregation data. It updates the full dataset from the previous day daily, stored in structured CSV format. The included fields are: unified social credit code of the financing entity, financing type (including non-traditional credit categories such as financial leasing and supply chain accounts receivable financing), financing amount (unit: ten thousand RMB), industry classification of the financing party, disclosure date, and data source institution. No additional unstructured attached content is included.

This category has scattered data sources, mostly from institution submissions or aggregated data. When citing and tracing provenance, the source institution of each individual data entry must be clearly marked to avoid ambiguous provenance. The daily full update rhythm requires citations to include the disclosure date, to prevent mixing data across cycles. The structured field design requires precise matching of field content such as financing type and amount unit when citing, with no arbitrary adjustments. Additionally, the boundary of non-traditional financing categories is relatively broad, so the specific financing classification must be clearly marked when citing to avoid confusion with other financing categories.

How to Configure the Settings

Configuration ItemRecommended ValueRationale
referenceModeonly_source_with_dateMatches the provenance requirement of including the disclosure date for this category, clearly marks the time node of data acquisition
referenceMaxCountTop 3This category's data has concentrated relevance, excessive citations will lead to content redundancy, aligning with the precise display requirement for structured data
ragThreshold0.75–0.85Structured financing data has high matching precision requirements, filters low-relevance recall results
referenceFieldWhitelist["Financing Entity Name","Financing Amount","Disclosure Date","Data Source Institution"]Limits display to only core provenance fields, prevents unrelated content from being included in citations
workflowToolReferenceDisplayhide_input_outputHides input and output content of workflow tool calls, only retains the final answer
referenceUnitDisplayshowClearly displays the ten thousand RMB unit for financing amounts, conforming to the inherent format of the data fields

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

Three Common Mistakes

  • The answer still displays knowledge base search input and response content after workflow invocation. The cause is that the workflowToolReferenceDisplay parameter was not configured correctly, or the configuration item value was incorrect.
  • Citation content does not include the disclosure date, resulting in incomplete provenance information. The cause is that the referenceMode parameter was set to basic mode, not the date-inclusive mode, failing to match the daily update provenance requirement of the category.
  • There are no optional values for knowledge base variable references, making it impossible to select target fields in the configuration. The cause is that the field whitelist function was not enabled in the data source configuration, or the core fields of the financing daily report were not added to the referenceFieldWhitelist.

How to Confirm the Configuration Is Successful

  • Initiate a query related to financing daily reports, check the citation block at the end of the answer, confirm that the disclosure date and data source institution are included.
  • Check whether the input and output content of workflow tool calls are hidden in the answer, only retaining the final answer.
  • Verify the financing amount unit in the citation content, confirm that the ten thousand RMB unit is correctly displayed.
  • Adjust the similarity threshold and initiate a query, verify whether the number of recalled citations matches the expected range.

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.