Citation Sources and Provenance for Publishing Financing Daily Reports

What the Data for This Category Looks Like

Publishing financing daily report data is sourced from publicly disclosed financing announcements from publishing institutions, daily aggregated data from industry associations, brokerage research reports, and public records of private equity investment filings. Updates are made daily. Each daily report typically includes dozens of financing entries. Every entry has six fixed core fields: subject name, financing round, financing amount (unit: ten thousand yuan or hundred million yuan), investor list, disclosure date, and release channel. Some entries also include a financing purpose description.

Constraints Imposed by These Characteristics on Citation Sources and Provenance

The daily update requirement means citation provenance must be tied to an exact disclosure date, to avoid confusing financing entries for the same subject across different dates. Each document contains multiple financing entries, so provenance must target a specific entry rather than the entire document. A unique identifier must be generated for each entry. Financing amounts include units of ten thousand yuan or hundred million yuan; the unit field must be fully retained during provenance to prevent information distortion from a disconnect between numerical values and units. Multiple release sources require recording the complete release entity, to ensure information authenticity can be verified through the channel. Additionally, some entries include a financing purpose description, which must be associated synchronously to ensure the completeness of provenance information and avoid vague citations that prevent readers from verifying details.

Configuration Settings

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

Three Common Errors

• Phenomenon: After setting max_context_length to 1500 characters, entries in the knowledge base that exceed this length are still recalled and cited. Cause: This configuration item limits the total context length passed to the AI, not the length of individual knowledge base chunks, and does not restrict the maximum length of a single chunk.
• Phenomenon: The knowledge base retrieval hits the target entry, but the returned result only shows the citation link with no specific content. Cause: The return_source_content configuration item is not enabled, or the correct provenance field extraction rules are not configured, resulting in failure to extract the core content of the entry.
• Phenomenon: After passing the retrieval results in the workflow, the AI conversation cannot correctly associate the citation source. Cause: The retrieval results are not passed in the standard format of {"title": "融资主体+轮次", "content": "完整条目内容", "source_fields": ["披露日期", "发布渠道"]}, resulting in failed provenance binding.

How to Verify Correct Configuration

• Upload a single complete publishing financing daily report document, check whether the segmented content parsed by the knowledge base matches the chunk_size setting, and ensure that individual financing entries are not split.
• Initiate a test query to retrieve financing information for a specific publishing institution, verify that the number of recalled results matches the recall_top_k setting.
• Check the citation provenance section of the AI returned results, confirm that all displayed fields are the core fields included in the source_field_include configuration.
• Adjust the retrieval_score_threshold value, verify that low-relevance entries are correctly filtered and high-relevance entries are normally recalled.

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.