What This Category of Data Looks Like
Financing daily report data for investment platforms comes primarily from publicly disclosed exchange documents, official enterprise announcements, and third-party compliant industry data sources. Data updates follow a T+1 daily schedule. Most daily report documents use semi-structured tables or standardized announcement formats. They include fields such as full financing entity names, financing rounds, transaction amounts, post-money valuations, lists of joint investors, disclosure dates, and official announcement links. Transaction amount and valuation fields include currency units. Joint investor lists may have multiple entries.
Constraints on Citation and Traceability
Since data sources are publicly disclosed documents, the traceability link must strictly retain original announcement links. Core field content must not be altered or omitted. The daily update rhythm requires the knowledge base synchronization cycle to match the data source update frequency. This prevents data lag or duplicate recall. Single records have multiple fields and multi-value content. Precise matching of target fields during recall is required to avoid introducing irrelevant information. Multi-value joint investor entries require citation templates to fully display all associated parties. Content must not be truncated. Additionally, users in investment scenarios need to quickly locate core financing information. Traceability content must include clear disclosure dates and links to facilitate cross-verification.
Configuration Settings
| Configuration Item | Recommended Value | Rationale | ||
|---|---|---|---|---|
recall count | top 3-5 | Financing daily reports have many fields per record. Excessive recall leads to redundant context. The investment scenario only needs the top few matches to cover core requirements | ||
similarity threshold | 0.75-0.85 | Financing daily reports have standardized content structures. A threshold that is too high will miss relevant announcements. A threshold that is too low will introduce irrelevant data. Values must be calibrated through testing based on the business scenario | ||
knowledge base incremental sync cycle | once daily | Financing daily reports are updated daily. Matching the sync cycle to the update rhythm ensures data timeliness | ||
citation template | `{{source.title}} | {{source.url}} | Disclosure Date: {{source.disclosure_date}}` | Investment platform users need to quickly locate financing entities, links, and disclosure times. The template must include core traceability fields |
re-ranked return count | top 2-3 | Core information for financing daily reports is concentrated in the top few recall results. Retaining the most relevant entries after re-ranking meets traceability needs | ||
force use recalled content | enabled | Ensures responses strictly use original content from the knowledge base. Prevents generation of non-target information |
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. It is recommended to test on your own samples before finalizing settings.
Three Common Configuration Mistakes
- Workflow output does not include financing daily report content retrieved from the knowledge base. The cause is failing to enable the
auto insert citation contentswitch in node configuration, or failing to bind the knowledge base query result to the output variable. - The code running node cannot select knowledge base citation variables. The cause is not adding a knowledge base retrieval node to the current workflow, or not configuring variable scope to allow cross-node calls.
- Returned responses do not strictly use original knowledge base content. The cause is not enabling the
force use recalled contentconfiguration item, or setting thesimilarity thresholdtoo low, which introduces non-target knowledge base content.
How to Confirm Correct Configuration
- Manually trigger a knowledge base retrieval. Check if returned result fields include core information such as financing entities, amounts, and announcement links. Confirm the retrieval scope matches business requirements.
- View workflow output logs. Confirm that knowledge base citation variables are correctly bound to output nodes, with no null values or missing fields.
- Call an interface test. Check if returned results follow the configured citation template format, and do not include non-knowledge base source content.
- Compare original financing daily report documents with returned citation content. Confirm fields and units match original documents, with no alterations or truncations.
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.