What the data for this category looks like
Refining financing daily report data comes from three main sources: daily financing ledgers in the internal financial systems of refining enterprises, daily credit loan reports from cooperating commercial banks, and refiners' financing listing information on commodity trading platforms. Updates occur daily. Each daily report covers all full-day refining-related financing transactions. The document structure includes standardized fields: full name of financing entity, financing amount (unit: ten thousand yuan), financing term (unit: day or month), annualized financing interest rate, collateral type (crude oil, refined oil or chemical raw materials), loan date, maturity date, and transaction remarks.
What constraints these characteristics impose on knowledge base retrieval and recall
Daily updated data sources require the knowledge base’s incremental synchronization frequency to match the daily report’s update rhythm. If not, recalled content will be delayed. The standardized field system with clear units requires precise matching of field semantics during retrieval, to avoid semantic confusion across units. Each daily report has a structured text format but dense fields. Knowledge base document splitting must be performed per single daily report or field group, to prevent mixing of field information across documents. The sensitivity of financing data requires that recalled results are strictly limited to the configured knowledge base scope. At the same time, adjust semantic matching weights to improve recognition accuracy for professional fields.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
chunk_size | 800–1200 characters | Adapts to the field group length of refining financing daily reports, avoids cutting cross-field semantic associations and prevents chunk loss |
embedding_batch_size | 8–12 documents/batch | Reduces the number of documents submitted for vectorization in a single batch, avoids exceeding embedding rate limits, and balances index update efficiency |
recall_top_k | Top 6–8 results | Matches the precise retrieval needs of refining financing daily reports, avoids excessive recall results increasing context processing load |
similarity_threshold | 0.75–0.85 | Balances precise matching and recall coverage, prevents missing valid transaction information due to an overly high threshold, or mixing irrelevant results due to an overly low threshold |
folder_filter_enabled | Enabled | Limits retrieval scope to only the dedicated folder for refining financing daily reports, avoids recalling content from cross-category knowledge bases |
parse_timeout | 300 seconds | Adapts to the parsing processing duration of a single daily report, prevents document parsing failure due to timeout |
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 targeted analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Phenomenon: When
chunk_sizeis set to 3000 characters, some field information in refining financing daily reports experiences chunk loss. Cause: A single daily report has dense fields and cross-field semantic associations. A 3000-character split length cuts the complete association of field groups, leading to failure to match complete transaction information in subsequent retrieval. - Phenomenon: Rate limit errors are triggered during vectorization, with logs showing
429 Too Many Requests. Cause: Theembedding_batch_sizeparameter is not adjusted. The number of documents submitted in a single batch is too high, exceeding the rate limit of the third-party vectorization service. - Phenomenon: Retrieval results are not limited to the refining financing daily report knowledge base, and documents from other categories are mixed in. Cause: The
folder_filter_enabledconfiguration is not enabled, or the dedicated folder is not specified as the retrieval scope, leading to recall of cross-category knowledge base content.
How to Confirm the Configuration Is Complete
- Upload a single refining financing daily report document, view the parsed text chunks, confirm that the length of each chunk is within the preset
chunk_sizerange, with no obvious field truncation. - Run a batch vectorization task, monitor system logs, confirm that no rate limit errors occur.
- Enter a query containing refining financing-specific fields, check the source folder of the retrieval results, confirm that all results come from the specified dedicated knowledge base folder.
- Enter a preset question-answer pair query, confirm that the returned reply is completely consistent with the preset original reply in the knowledge base.
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.