What this category's data looks like
Data for industrial metal financing daily reports comes from jointly submitted data by domestic nonferrous metal industry associations, designated information service providers of the Shanghai Futures Exchange, and compliant spot traders. The update schedule is to complete summary and release of the previous day's data by 17:00 each trading day. Most documents use structured CSV or standardized PDF formats. Each document covers 5 to 15 industrial metal categories, such as copper, aluminum, and zinc. Unified document fields include category code, current day financing balance, single-day change amount, corresponding delivery warehouse number, and quotation benchmark date. The units for financing balance and change amount are ten thousand yuan, and there are no additional percentage-related annotation fields.
What constraints do these characteristics impose on the "citation sources and traceability" link
Multi-source and heterogeneous submission channels require the traceability link to support format adaptation and field unification for multiple data sources, to avoid field misalignment across different source data. The fixed daily update schedule requires traceability calls to match the data release time, to avoid calling outdated unupdated data. The characteristics of covering multiple categories and high field standardization require precise matching of category codes and delivery warehouse numbers during traceability, to prevent confusion of financing data across different categories. The large number of entries per single document requires the recall link to limit the number of entries per call, to avoid content truncation or loss of traceability information caused by exceeding the model context window.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall count | Top 8 entries | Industrial metal financing daily reports cover many categories per document, limiting recall count avoids context overflow |
reserved source fields | category code,current day financing balance,delivery warehouse number,benchmark date | Matches the core traceability fields of industrial metal financing data, ensures specific data dimensions can be located during traceability |
scheduled sync time | 17:30 daily | Matches the industry data update schedule, ensures the latest previous day's closing data is called |
field mapping rule | Direct mapping using original document field names | Industrial metal financing daily reports have high field standardization, no additional mapping is required to maintain traceability accuracy |
context window limit | 8000-12000 tokens | Adapts to the text length after multi-source recall, avoids exceeding the model context limit |
retry count | 2 times | Balances data acquisition stability and call costs, responds to occasional fluctuations in data source interfaces |
The parameter values provided on this page are all common recommended starting points for configuration. 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 the settings.
Three common configuration mistakes
- Scenario: The workspace knowledge base application only returns 1 citation result each time, failing to match associated data from multiple industrial metal financing daily reports. Cause: The
recall countconfiguration was not adjusted, the default recall count is too low to cover associated data from multiple documents. - Scenario: The
reserved source fieldsconfiguration omitsdelivery warehouse number, and the traceability result only displays category names and balances, making it impossible to locate financing data for specific delivery warehouses. Cause: Exclusive fields of industrial metal financing daily reports were not matched, and core traceability dimensions were lost. - Scenario: After configuring the model, clicking test prompts an interface error. Forcing continuation allows operation but the traceability result is incomplete. Cause: The
retry countwas not set to adapt to data source fluctuations, and no retry was performed after the first call failed, resulting in some data not being loaded.
How to confirm correct configuration
- Call the test interface, check the citation source fields in the returned results, confirm that
category code,current day financing balance,delivery warehouse number,benchmark dateare all retained in the traceability information. - Check the execution logs of the scheduled sync task, confirm that new industrial metal financing daily report data has been synced to the database after 17:30 daily, with no sync failure records.
- Adjust the
recall countto 10, run a test call and check the number of citation results, confirm that the number of returned results matches the configured value. - Simulate a data source interface exception scenario, check whether the system triggers the retry mechanism corresponding to the
retry count, and confirm that data is returned normally after retries with no abnormal errors.
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.