Citation Sources and Traceability for Refining Financing Daily Reports

Data for refining financing daily reports comes primarily from the National Petroleum Industry Monitoring Platform, bulk commodity spot trading

What the Data for This Category Looks Like

Data for refining financing daily reports comes primarily from the National Petroleum Industry Monitoring Platform, bulk commodity spot trading interfaces, and publicly disclosed operational information from refining enterprises. Full data for the previous natural day is updated every early morning. Each document includes daily crude oil processing volume, detailed output of all refined oil product categories, changes in corporate financing credit lines, cross-regional trade transaction records, and more.

Covered fields include enterprise name, processing volume (unit: ton), credit line (unit: ten thousand yuan), transaction price (unit: yuan per ton), transaction date, affiliated region, and others. Some documents also include contract numbers and settlement methods for individual trades.

Constraints Imposed on Citation Sources and Traceability by These Characteristics

The daily update timeliness requirement means traceability searches must be limited to knowledge base documents from the last 24 hours, to avoid introducing outdated historical data.

Multi-dimensional professional fields and segmented category attributes require traceability searches to support precise filtering by fields such as enterprise name and region. Without this, irrelevant refining enterprise data may be matched.

Documents contain associated financing and transaction data, so the traceability link must support cross-field associated retrieval. This ensures financing information and transaction records for the same entity can be recalled simultaneously.

Individual trade detail paragraphs are relatively long, so knowledge bases using segmented storage must retain complete field information. Truncation would cause loss of key metadata during traceability.

Configuration Settings

Configuration ItemRecommended ValueBasis for This Value
Recall CountTop 8-12 entriesRefining financing daily reports contain multi-dimensional fields, requiring sufficient context to support precise traceability while avoiding redundant information interfering with AI generation
Similarity Threshold0.75-0.85The refining industry has a large number of professional terms and segmented category identifiers, and a higher threshold can filter irrelevant general industry information
Knowledge Base Time RangeLast 24 hoursFinancing daily reports are time-sensitive data updated daily, and traceability data must match the current report cycle
Segment Length800-1200 charactersTransaction detail paragraphs in refining daily reports are relatively long, and complete segments retain all field and metadata information
Associated Retrieval SwitchEnabledFinancing daily reports include credit and transaction data, and associated retrieval ensures relevant information for the same enterprise is recalled simultaneously
Traceability Display Fields["date", "enterprise name", "processing volume", "credit line"]Clearly display core traceability dimensions that users focus on, avoiding irrelevant fields interfering with reading

The parameter values provided on this page are conventional recommendations used as a starting point 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 settings.

Three Common Configuration Errors

  • Phenomenon: In multi-turn workflow conversations, only the first question returns knowledge base traceability results. The traceability module for subsequent questions shows empty content or fails to match relevant content. Cause: The context stitching length parameter is not configured, causing conversation context for subsequent rounds to overflow and lose keywords such as enterprise name and region required for retrieval.
  • Phenomenon: After configuring the global variable datasetid, the knowledge base retrieval node cannot reference this variable, and the runtime error "specified knowledge base not found" is reported. Cause: The variable parsing switch of the workflow is not enabled, or the scope of the global variable does not cover the current retrieval node.
  • Phenomenon: AI output content includes custom modifiers, or does not fully retain the original format of the knowledge base, and traceability information is missing. Cause: The AI content polishing switch is not turned off, and the retain original format and traceability display fields parameters are not configured.

How to Confirm Proper Configuration

  • Run a single-round test conversation, enter a query containing a specific enterprise name and date, and check whether the traceability module of the returned result displays matching field information.
  • Enter the configuration interface of the knowledge base retrieval node, and verify that values for parameters such as knowledge base time range and similarity threshold match the preset configuration.
  • Trigger multi-turn conversations, enter financing queries for different regions and different enterprises in sequence, and confirm that each round of conversation returns corresponding knowledge base traceability results.
  • View the workflow operation log, and confirm that the retrieval node does not show error messages such as "missing parameter" or "specified knowledge base not found".

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.