Knowledge Base Retrieval and Recall for Thermal Financing Daily Reports

The data for thermal financing daily reports comes from daily transaction records of regional energy trading centers, short-term financing

What the data for this category looks like

The data for thermal financing daily reports comes from daily transaction records of regional energy trading centers, short-term financing announcements publicly disclosed by thermal energy supply entities, and operational financing data submitted by local public utility regulatory platforms. The update cycle is daily, with the same day’s data collected and released the next morning. Each document has a fixed structure, including seven core fields: statistical date, full name of thermal energy supply entity, unified social credit code, financing amount (unit: ten thousand RMB), financing term (unit: calendar days), financing purpose, full name of credit granting institution. There are no additional nested attachments.

The daily update requirement requires the retrieval system to support incremental synchronization configuration, avoiding resource consumption from full indexing. The fixed field structure supports precise recall configured by field dimension, for example, matching user queries only against the "financing purpose" or "financing amount" fields. The clear unit fields require automatic alignment of unit rules during retrieval, avoiding invalid matches caused by inconsistent units. Short text fields with high update frequency such as financing purpose require a shorter segment length configuration to avoid context overflow. The thermal energy supply entity field with strong regional attributes supports filtering recall configured by administrative region, narrowing the retrieval scope.

How to Set the Configurations

Configuration ItemRecommended ValueRationale
Incremental Sync Trigger Interval1 dayMatches the daily collection cycle of thermal financing daily reports, avoiding resource usage from full indexing
Recall CountTop 6 entriesEach daily report document has limited volume; excessive recall increases context processing pressure
Similarity Threshold0.75–0.85Precise matching is required under a fixed field structure; a threshold that is too low may introduce irrelevant results
Segment Length300–500 charactersEach daily report has clear fields; short segments can improve the accuracy of semantic matching during retrieval
Reranked Return CountTop 3 entriesCore financing information is concentrated; redundant results reduce user acquisition efficiency
Field-level Recall SwitchEnabledThe fixed field structure supports precise recall by field dimension, aligning with business query requirements

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 case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.

Three Common Mistakes

  • Phenomenon: System logs show that the embedding model called during the retrieval link does not match the background configuration. Cause: The model configuration for the retrieval recall link is not separated from that for the question answering generation link, leading to incorrect parameter binding.
  • Phenomenon: The system generates replies not sourced from the knowledge base even when no matching content is found in the knowledge base. Cause: The configuration item for "generate answers only based on knowledge base content" is not enabled, or the set similarity threshold is too low, introducing weakly matched results.
  • Phenomenon: Retrieval results include thermal financing data outside the query time range. Cause: No time filtering rule is configured for the statistical date field, leading to recall of historical data.

How to Confirm the Configuration Is Properly Set

  • Check the incremental synchronization logs to confirm that only newly added thermal financing daily report data is synchronized each day, with no abnormal full synchronization records.
  • Initiate queries that specify a particular financing purpose or amount range, and verify whether the recall results match the configured field-level retrieval rules.
  • Check system logs to confirm that there is no confusion between model parameters used in the retrieval link and those used in the question answering link.
  • Simulate a query with no matching content, and confirm that the system returns a no-match prompt without generating irrelevant replies.

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.