What the data for this category looks like
Financial report data for the specialized equipment category primarily comes from periodic reports of listed companies at home and abroad, public statistical bulletins from industry associations, and operational disclosure documents from equipment manufacturers. The update schedule follows disclosure rules: annual reports are updated according to the calendar year, semi-annual and quarterly reports are released per their respective cycles, and industry bulletins are updated monthly or quarterly. Documents are presented in a format combining structured spreadsheets and body text, including fields such as equipment book value, production capacity scale, maintenance cost amount, and operating hours. The corresponding units for each field are RMB yuan, units/year, RMB yuan, and hours respectively.
What constraints do these characteristics impose on the citation sources and traceability link
The multi-source and dispersed nature of specialized equipment financial report data requires the traceability link to support unified identification across data sources, to avoid confusion of the same type of data from different sources. Data sources with different update cycles require corresponding refresh policies to ensure that recalled data matches the disclosure cycle. The document structure combining structured spreadsheets and body text requires traceability to distinguish different positioning methods for spreadsheet fragments and body paragraphs, corresponding to spreadsheet page numbers and body paragraph numbers respectively. The unit attributes of dedicated fields must be marked during traceability to ensure that the units of cited data match the original documents, avoiding unit or positioning deviations in subsequent analysis.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
knowledge_base_refresh_interval | Set to 7 days for periodic report knowledge bases, 1 day for industry bulletin knowledge bases | Matches the update cycle of the corresponding data source to avoid recalling outdated financial report data |
recall_top_k | Top 10 results | Specialized equipment financial report data is scattered across multiple sections; recalling enough fragments can cover different data dimensions related to equipment |
similarity_threshold | 0.75–0.85 | Specialized equipment financial report has many fields with clear business meanings; a reasonable threshold can filter irrelevant fragments and retain highly relevant content |
source_mark_type | Full document identifier + paragraph positioning | Distinguishes different positioning methods for structured spreadsheets and body text, ensuring accurate marking of document sources, spreadsheet page numbers, or body paragraph numbers during traceability |
dynamic_kb_select | Enabled | Supports dynamically switching data sources based on analysis scenarios, adapting to the needs of financial report analysis for specialized equipment in different regions and types |
log_source_field | kb_source + doc_id + segment_pos | Accurately distinguishes the sources of different knowledge bases, documents, and fragments in logs, facilitating troubleshooting of traceability-related issues |
The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Symptom: When configuring a dynamic knowledge base in the "Knowledge Base Search" node, there are no optional values in the "Citation Variable" dropdown menu, and pre-defined global variables cannot be selected. Cause: The
dynamic_kb_selectswitch is not enabled, or the global variable is not bound to the variable scope of the current workflow, causing the node to fail to read the variable list. - Symptom: The response generated by the large model contains citation IDs that are not associated with actual document fragments, or the citation ID points to a document fragment that does not match the response content. Cause:
source_mark_typeis not configured to use the full positioning identifier, and only the document name is used as the traceability mark, resulting in inaccurate fragment positioning, or the recalled fragments are not correctly associated with the specific location of the original document. - Symptom: Different knowledge bases and documents cannot be distinguished in Mongodb logs, and all logs only display generic request identifiers. Cause:
log_source_fieldis not configured askb_source + doc_id + segment_pos, and the knowledge base source, document ID, and fragment position are not included in the log fields, making it impossible to accurately locate traceability issues.
How to confirm the configuration is correct
- Submit an analysis request for specialized equipment financial reports, check the traceability markers below the response, and confirm that each citation marks the document source, specific paragraph, or spreadsheet page number.
- Enter the workflow node configuration page, check whether the "Citation Variable" dropdown menu displays pre-defined global variables, and confirm that the dynamic knowledge base selection function is working properly.
- View the Mongodb logs, confirm that each traceability request includes identifiers for the knowledge base source, document ID, and fragment position, allowing accurate distinction of different request sources.
- Modify the knowledge base refresh interval, wait for the configured refresh interval duration, then submit a request, and confirm that the recalled data is the latest updated financial report content.
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.