What data for this category looks like
The data sources for automated equipment financing daily reports include public financial leasing filing systems, equipment dealer shipment ledgers, and third-party industry transaction statistics platforms. Data is fully synchronized with all transaction records from the previous working day every day at midnight. Each document uses a structured format, and includes fields such as unique device serial number, model code, financing amount, financing subject name, loan date, lease term, and mortgage registration status. The uniform unit for amount is RMB yuan, the unit for device quantity is unit, and the unit for lease term is calendar month.
Constraints imposed by these characteristics on citation and traceability
This category's data contains strongly matching fields such as unique device serial numbers and model codes, with a large total number of fields. The traceability link must accurately associate individual complete transaction records. Generalized matching of content blocks must not be used. The daily data update rhythm requires that traceability must include the data update timestamp. This ensures cited content matches the latest available data source. The multi-source data distribution requires that the configuration retains a source platform identification field. This avoids confusion between similar records from different channels. Additionally, fields such as amount and serial number are exact numerical values and unique codes. The original field content must be fully returned when citing, without unauthorized truncation or simplification.
How to configure the settings
| Configuration Item | Recommended Value | Rationale for this Selection |
|---|---|---|
recall_top_k | Top 8-12 entries | This category's financing daily report has many fields per record. Too many recalls will cause redundant context, while too few will fail to cover complete transaction information |
similarity_threshold | 0.75-0.85 | Device serial numbers and model codes are strongly matching fields. A threshold that is too low will introduce irrelevant transaction records, while a threshold that is too high may miss relevant entries |
source_identifier_field | data_source | This category's data has multiple sources. This field is used to mark whether data comes from the filing system, dealer ledger, or third-party platform, ensuring clear traceability |
cite_required_fields | ["serial_no", "amount", "loan_date", "data_source"] | These fields are core information for financing daily report traceability, and must be fully returned when citing |
update_time_field | update_at | Data is updated daily. This field is used to verify the timeliness of cited content and avoid using expired transaction records |
api_cite_chunk_enable | Enabled | Single device financing records may be stored as multiple document chunks. When enabled, chunks with the same serial number can be merged into a complete citation source |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test against your own samples before finalizing.
Three common configuration mistakes
- The symptom is that the API response's cited source only includes partial fields, making complete traceability impossible. The cause is incorrect configuration of the
cite_required_fieldsparameter, where core traceability fields to return were not specified. - The symptom is insufficient citation limits, where the returned recalled entries cannot cover all relevant financing records. The cause is failure to adjust the
recall_top_kvalue based on the field density of this category's data, with the default recall count set too low. - The symptom is that the cited document cannot be downloaded in full. The cause is that the
api_cite_chunk_enableparameter was not enabled, and document chunks for the same device serial number stored separately were not merged, resulting in only partial fragments being returned during traceability.
How to confirm the configuration is correct
- Initiate a test API call, check that the returned results include fields related to citation sources, and that the field content includes all items specified by the configured
cite_required_fieldsparameter. - Enter a query containing a specific device serial number, verify that the number of recalled citation sources matches the preset
recall_top_ksetting range. - Review the update timestamp in the returned results, confirm that it matches the latest update time of the data source.
- Export a test knowledge base snippet, check that the cited source document chunks have been merged into a complete equipment financing record.
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.