What the data for this category looks like
Data for diversified financial financing daily reports primarily comes from internal institutional business ledgers, data submitted by local financial regulatory platforms, and business receipts from cooperating fund providers. Updates follow a daily schedule, generating a complete business summary for the previous calendar day. Most documents are structured tables, containing fields such as institutional entity name, financing party’s unified social credit code, financing amount (unit: ten thousand yuan / hundred million yuan), financing term, annualized interest rate range, fund provider type, project’s affiliated sub-sector, submission date, and other fields. Some documents also include unstructured business description attachments.
What constraints these characteristics impose on knowledge base retrieval and recall
The high proportion of structured fields and inclusion of unique identifiers such as unified social credit codes requires the retrieval link to combine exact field matching and semantic recall, avoiding field matching deviations caused by relying solely on semantic recall. The daily update rhythm requires the knowledge base to support incremental synchronization mechanisms, reducing resource consumption and synchronization time from full data pulls. Fields include numerical values with units and range values, so corresponding numerical parsing and range matching rules must be configured to ensure unified units and accurate range matching during retrieval. The accompanying small number of unstructured attachments requires configuring a hybrid retrieval strategy that balances structured field recall and semantic recall of attachment content.
How to set configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
RECALL_MODE | Hybrid recall (structured + semantic) | This category of data is dominated by structured fields, and hybrid recall balances field matching accuracy and the flexibility of semantic recall |
INCREMENTAL_SYNC_INTERVAL | 86400 seconds | Matches the daily update rhythm of the data, reducing resource usage from full synchronization |
PARSE_STRUCTURED_FIELD_POLICY | Match by field name mapping | Structured fields have high standardization, and matching by name mapping ensures accurate field parsing |
MAX_RECALL_NUM | Top 10 entries | Daily report documents have a large number of entries, limiting the number of recalled entries improves overall retrieval speed |
VALUE_RANGE_MATCH_ENABLE | Enabled | The data includes range fields such as annualized interest rate ranges, enabling this setting allows accurate matching of range-based retrieval requests |
ATTACHMENT_PARSE_ENABLE | Enabled | Some documents include unstructured business attachments, enabling this setting allows parsing attachment content for recall |
The parameter values provided on this page are all common recommended starting points for determining configurations. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Symptom: A 401 status code is returned when calling the knowledge base synchronization API, with an authentication failure prompt. Cause: The permission scope of the API access key is not correctly configured, or the key is not bound to a role allowed to perform synchronization operations.
- Symptom: A
provider initialization failederror pop-up appears after clicking to add a new folder in the knowledge base. Cause: Vector database provider connection parameters are not configured in advance, or the parameter entries have format errors. - Symptom: Retrieval result return speed is slow, and this is incorrectly attributed to large language model performance. Cause: The maximum number of vector recall entries is not limited, leading a large number of low-relevance documents to enter the subsequent reranking link and extending the overall retrieval pipeline.
How to confirm configurations are set correctly
- Run an incremental synchronization task, check the structured field parsing results in the synchronization log, and confirm that field mapping and unit conversion comply with preset rules.
- Initiate a retrieval request that includes range-based fields, and verify that returned results include entries matching the retrieval conditions.
- View the time consumption statistics for each link in the retrieval pipeline, and confirm that resource usage for the vector recall and reranking links is within a reasonable range.
- Test retrieval for documents with unstructured attachments, and confirm that attachment content can be properly parsed and included in recall results.
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.