Knowledge Base Retrieval and Recall for Energy Metals Financing Daily Reports

The data for energy metals financing daily reports comes from two sources: domestic stock exchanges’ publicly disclosed margin trading data and daily

What the data for this category looks like

The data for energy metals financing daily reports comes from two sources: domestic stock exchanges’ publicly disclosed margin trading data and daily aggregated data from non-ferrous metal industry associations. Updates follow a daily schedule. Full data from the previous trading day releases the next morning. Each document is a daily summary of full-category energy metals financing data. Each data entry includes fields such as category name, financing balance, daily net change in financing, total financing holdings, and daily financing transaction amount. Units follow these rules: financing balance and net change are measured in ten thousand yuan, total holdings in tons, and transaction amount in ten thousand yuan.

Constraints imposed on knowledge base retrieval and recall

Two data sources create minor differences in field naming. Complete field mapping in advance to avoid field confusion during retrieval. The daily update rhythm requires setting high-frequency synchronization tasks for the knowledge base. This ensures the timeliness of recalled data. Each document contains multiple categories and multiple data entries. Retrieval must match both the category name and indicator type. Otherwise, irrelevant category financing data will be returned. All fields include clear numerical units. Retain unit information during recall. Removing units reduces data readability.

Configuration Settings

Configuration ItemRecommended ValueRationale
PARSE_CHUNK_SIZE800–1200 charactersSingle energy metals financing daily reports contain multiple sets of structured financing data. Segments that are too long mix data from different categories. Segments that are too short break the complete logic of single-group data
RECALL_TOP_NTop 8 entriesValid data entries per energy metals financing daily report do not exceed 10. Recalling 8 entries covers complete financing information for core categories
SIMILARITY_THRESHOLD0.75Keyword matching for financing data has high precision requirements. A threshold that is too low recalls irrelevant category data. A threshold that is too high misses valid entries
UPLOAD_FILE_MAX_SIZE20 MBMonthly aggregated financing daily report documents typically do not exceed 10 MB. This value reserves reasonable buffer space to prevent upload failures
PARSE_FILE_TIMEOUT_SECONDS300 secondsWhen batch uploading historical daily reports, single document parsing typically takes no more than 2 minutes. This timeout prevents parsing tasks from interrupting
RE_RANK_TOP_NTop 5 entriesFinal retrieval results require concise display. Too many entries interfere with user access to core financing data

The parameter values provided on this page are common recommendations to serve as a starting point for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing the configuration.

Three common configuration errors

  • Phenomenon: After enabling PROBLEM_OPTIMIZE and RE_RANK_ENABLE, retrieval response times out after more than 30 seconds. The console returns the REQUEST_TIMEOUT error code. Reason: The value of RE_RANK_TOP_N is not adjusted downward, and QUERY_REWRITE_TIMEOUT is not configured with a threshold no more than 20 seconds. This causes excessive time consumption in the reranking and problem optimization links.
  • Phenomenon: When knowledge base training enables the question-answering splitting mode, parsed segmented data cannot correctly match single-group indicators from the original financing daily report. Reason: PARSE_CHUNK_SIZE is not set to adapt to the length of single-group financing data. This breaks the complete logic of the data during splitting.
  • Phenomenon: When calling the external document upload interface, the uploaded financing daily report document does not display correct category and date metadata. Reason: The title and source_date fields are not included in the request parameters. This prevents the knowledge base from correctly identifying the core identifier of the document.

How to verify correct configuration

  • Upload a single energy metals financing daily report document. Review the parsed segmented content to confirm single-group financing data is not split or broken.
  • Initiate a retrieval request that includes a specific energy metals category and financing indicator. Check if the number of returned recall results matches the preset RECALL_TOP_N configuration.
  • After enabling problem optimization and result reranking functions, initiate a test retrieval. Confirm the response time meets the preset timeout threshold requirements.
  • Call the external document upload interface, pass test data that includes the title and source_date fields. Check if the document metadata stored in the knowledge base is complete.

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.