Knowledge Base Retrieval and Recall for Funding Daily Reports

Data sources include internal funding reporting documents from fully owned and controlled subsidiaries, publicly disclosed funding announcements, and

What this type of data looks like

Data sources include internal funding reporting documents from fully owned and controlled subsidiaries, publicly disclosed funding announcements, and internal fund transfer ledgers. The system refreshes the full previous day’s dataset at a fixed daily time. Documents use a standardized table structure with fields including funding entity name, funding method, funding amount, funding term, fund use, disclosure date, affiliated business segment, and more. Amount units are typically ten thousand yuan or hundred million yuan. Term units are months or years. The number of entries per document varies based on the conglomerate’s subsidiary coverage.

Constraints on knowledge base retrieval and recall

Dispersed data sources across internal and public channels require permission filtering rules during retrieval to block sensitive internal data leaks. The daily full dataset update requirement means the knowledge base must support incremental synchronization to reduce repeated parsing overhead. The multi-field structure with standardized units requires precise field-based filtering during recall to avoid retrieving irrelevant entries across units or entities. The high volume of entries per document requires appropriate segment length control to prevent semantic fragmentation that reduces retrieval accuracy.

How to configure settings

Configuration ItemRecommended ValueRationale
PARSE_CHUNK_SIZE800–1200 charactersFunding daily reports have multiple fields per entry and long text descriptions. This segment length preserves field association integrity and prevents semantic fragmentation after splitting
RECALL_TOP_NTop 8–12 entriesFunding daily report data sources are dispersed, requiring coverage of relevant entries across multiple subsidiaries. This recall volume balances retrieval breadth and response speed
SIMILARITY_THRESHOLD0.72–0.80Daily report content contains many standardized fields. A lower threshold may introduce irrelevant entries. This range filters low-match content while retaining data from affiliated subsidiaries
PARSE_INCREMENTALEnabledDaily full dataset updates have large volume. Incremental parsing reduces repeated computation overhead and adapts to the daily update schedule
FILE_SYNC_CRON0 1 *Matches the fixed daily update time of funding reports, ensuring knowledge base data syncs with source data in a timely manner
FIELD_MATCH_WEIGHTFunding entity:1.5, disclosure date:1.2Funding entity and disclosure date are frequently used retrieval fields for users. Increasing their weight optimizes precise recall performance

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 individual analysis. It is recommended to test on your own samples before finalizing settings.

Three common configuration errors

  • Phenomenon: Funding announcement screenshots embedded in the knowledge base have truncated URLs when output. Cause: The IMAGE_URL_MAX_LENGTH parameter was not adjusted to a value suitable for the scenario. The default truncation logic does not cover the full URL format of long announcement attachments.
  • Phenomenon: After importing funding daily report data with Chinese-English translations, Chinese search queries do not retrieve corresponding entries. Cause: Multilingual vector index configuration was not enabled. Only single-language vectors were generated, which cannot match Chinese search requests.
  • Phenomenon: In a workflow based on question classification, only the first query that triggers knowledge base retrieval returns citations. Subsequent queries have no knowledge base content. Cause: The session context retention switch was not configured in the workflow. Retrieved knowledge base fragments were not passed after each retrieval, so subsequent queries cannot reuse existing retrieval results.

How to confirm configurations are properly set

  • Manually upload a single current day’s funding daily report document, review the parsed segmented content to confirm field associations are not fragmented.
  • Submit a search request that includes a specified funding entity and disclosure date, verify that the number and match quality of retrieved results align with preset rules.
  • Check the knowledge base sync task logs to confirm that daily incremental update tasks run according to the preset schedule with no failed errors.
  • Test mixed Chinese-English search requests, confirm that corresponding language knowledge base entries are retrieved, and verify that multilingual index configuration is active.

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.