Knowledge Base Retrieval and Recall for Construction Machinery Financing Daily Reports

Construction machinery financing daily report data is sourced from daily loan ledgers of financial leasing companies, dealer financing reports of

What this type of data looks like

Construction machinery financing daily report data is sourced from daily loan ledgers of financial leasing companies, dealer financing reports of construction machinery manufacturers, and public financing statistics from industry monitoring institutions. Data is aggregated daily, with full daily data finalized by 18:00 on the same day. Each record is a structured entry, including fields such as equipment model, factory serial number, lessee information, financing amount, loan date, repayment plan, and more. The currency unit is Chinese Yuan, the equipment quantity unit is unit, and the date format is YYYY-MM-DD.

Constraints for Knowledge Base Retrieval and Recall

The daily update requirement means the retrieval system must support incremental indexing, to avoid delays caused by full scans. Structured fields contain sensitive lessee information, so field-level permission filtering must be configured. Only authorized roles can retrieve non-sensitive content. Each record has many highly correlated fields, so both structured field recall and full-text recall must be enabled to avoid missing relevant information. The timeliness requirement of financing daily reports means recall results must be limited to the last 7 days. Otherwise, they cannot match the time range required for business decision-making.

Configuration Settings

Configuration ItemRecommended SettingRationale
RECALL_STRATEGYStructured field recall + full-text recallConstruction machinery financing daily reports include structured fields such as equipment model and financing amount, and also require full-text matching of unstructured content such as repayment plans. Combining both strategies improves recall accuracy
INCREMENTAL_INDEX_INTERVAL1 hourFinancing daily reports are updated daily. An incremental indexing interval shorter than the update cycle ensures data timeliness, and is compatible with the incremental indexing logic of version 4.8.20 and above
RECALL_TOP_KTop 10 entriesEach daily report has a moderate data volume. Too many recall results increase the pressure of reranking and context processing, while too few will miss valid relevant results
SIMILARITY_THRESHOLD0.75–0.85Structured field matching has high accuracy, so a high threshold must be set to avoid mixing irrelevant results, and it is compatible with the scoring logic of structured retrieval
RERANKER_ENABLEEnabledThe fields of financing daily reports are highly correlated. Reranking filters out results that match structured fields but are semantically irrelevant, improving ranking accuracy
MAX_CONTEXT_LENGTH1500 charactersThe total length of core fields of a single financing daily report is approximately 1200 characters, reserving sufficient context space to retain complete relevant information

The parameter values provided on this page are common starting points for configuration setup. Actual values are influenced by material form, data volume and business rules. Specific issues require targeted analysis, and testing on independent samples is recommended before finalizing settings.

Three Common Configuration Errors

  • Phenomenon: No retrieval results appear after enabling the reranking model in the application, but the knowledge base test interface works normally. Cause: The reranking model was not enabled synchronously in the application configuration, or the RERANKER_TOP_K parameter was set to 0, resulting in no results returned after reranking.
  • Phenomenon: Knowledge base search takes too long in version 4.8.20. Cause: Incremental indexing was not enabled, and full retrieval was performed on the massive daily financing report data updated daily, causing retrieval delay to exceed the business threshold.
  • Phenomenon: No content appears after indexing a local knowledge base using ollama. Cause: The model loading path for ollama was not configured, or the imported financing daily report files did not use standard CSV/JSON structured formats, resulting in parsing failure.

How to Confirm Configuration is Complete

  • Access the synchronization log panel in the knowledge base management page, confirm that financing daily report files from the last 24 hours have completed incremental indexing successfully, with no failed records.
  • In the knowledge base test interface, enter a structured query such as "Find financing records for excavators loaned on May 1, 2024", verify that structured field recall results match accurately.
  • In the application preview interface, first run a query with the reranking model disabled, then enable the reranking model, compare the ranking logic of the two results to confirm the reranking function is active.
  • Check the retrieval response time metrics in the system monitoring panel, adjust RECALL_TOP_K or MAX_CONTEXT_LENGTH to adapt to thresholds based on business timeliness requirements.

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.