Knowledge Base Retrieval and Recall for Investment Platform

What the data for this category looks like

Data for investment platform financing daily reports primarily comes from public regulatory disclosure platforms, official corporate financing announcements, and third-party trading data interfaces. Data updates occur daily on trading days, with synchronization paused on non-trading days. Individual documents primarily use structured fields, including full financing entity name, financing amount (unit: ten thousand yuan or hundred million yuan), financing round, investor list, disclosure date, affiliated industry classification, project overview, and other fields. Overall document length varies significantly. Individual document length should be determined via sample statistics or actual testing. Some documents include structured detail tables.

Constraints on retrieval and recall processes

Dispersed public data sources require support for merging and deduplicating multi-source documents to avoid duplicate inclusion of the same financing announcement. The daily update rhythm requires adaptation to incremental synchronization mechanisms to avoid excessive server resource usage from full synchronization. The high proportion of structured fields requires prioritizing field-level recall; full-text retrieval alone cannot accurately match user needs. Core fields such as disclosure date and financing amount have higher retrieval priority, and retrieval weights must be adjusted to match real filtering logic. Short document segments should not be overly long, to avoid splitting that breaks associated structured field information.

How to set configurations

Configuration Item	Recommended Value	Rationale
`recall count`	Top 8-12 entries	Financing daily reports have a large number of entries per batch search. Too many results increase filtering costs, while too few fail to cover all valid daily financing information
`similarity threshold`	0.72-0.85	Structured field matching has higher priority than full-text matching. This range filters low-relevance non-target financing entries while retaining relevant results from the same industry and round
`segment length`	1000-1500 characters	Individual financing daily report documents are relatively short. This segment length preserves complete structured fields and project descriptions, avoiding information fragmentation from splitting
`incremental update trigger cycle`	2:00 AM daily	Financing daily report data updates after trading hours on trading days. Synchronization during non-trading hours avoids occupying server resources during business hours
`multi-source merge deduplication switch`	Enabled	Different platforms reposting the same financing announcement creates duplicate entries. When enabled, automatic deduplication is performed based on the `disclosure date` + `financing entity` fields
`field weight configuration`	Set 1.5x weight for `disclosure date`, `financing amount`, and `financing round`	These are core filtering conditions for searches. Increasing their weight prioritizes returning results with higher matching accuracy

The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis, and testing on available samples is recommended prior to finalizing settings.

Three common mistakes

Phenomenon: A large number of duplicate financing announcement entries for the same entity appear in search results. Cause: The multi-source merge deduplication switch is not enabled, or disclosure date + financing entity is not configured as the unique deduplication identifier.
Phenomenon: The number of search results returned is far lower than expected, and core structured fields are not matched. Cause: The similarity threshold is set above 0.88, filtering out some structured entries that meet required matching levels, or the recall count value is too small.
Phenomenon: The incremental update task returns a 408 Request Timeout error. Cause: The incremental update trigger cycle is set during trading hours on trading days, and synchronization times out due to large daily financing data volume.

How to confirm configurations are correctly set

One test financing daily report document is uploaded, and the parsed field list is reviewed to confirm that core fields such as financing amount and financing round are fully extracted.
A search for "2024 Q3 semiconductor industry financing" is initiated, and the deduplication status of returned results and the priority of matching core fields are verified.
The running logs of the incremental update task are reviewed to confirm that the daily synchronization task completed successfully, with no timeouts or field parsing errors.
The current knowledge base index configuration file is exported, and the field weight configuration and multi-source merge deduplication switch settings are verified to match expected values.

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.