What this category’s data looks like
Dairy financial report data primarily comes from regular disclosure reports of publicly traded dairy enterprises and monthly production and sales statistics documents from industry associations. Quarterly reports are released every 3 months, and annual reports are released once per year. Most documents combine structured tables and paragraph text. They include revenue metrics for segmented categories such as liquid milk, cheese, and milk powder, raw milk procurement costs, capacity utilization rates, and other fields. Units include yuan per kilogram, 100 million yuan, 10,000 tons per year, and more. Some documents also include detailed regional sales data.
What constraints these characteristics impose on knowledge base retrieval and recall
The multiple segmented structured fields and coexisting unit types in dairy financial reports require the retrieval and recall process to support multi-field precise matching and unit unified conversion, to avoid indicator confusion or matching failures. The fixed quarterly and annual release rhythm requires the knowledge base to be configured with trigger rules for regularly syncing newly released documents, to ensure recall results cover the latest data. The detailed regional sales data in long texts requires adapting to a reasonable segment length, to prevent key business data from being truncated. Additionally, batch production and sales statistics documents need to support batch parsing, to avoid single-document parsing timeouts.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall count | Top 10-15 results | Dairy financial reports include multiple segmented category metrics, and a sufficient recall volume is needed to cover different business query scenarios |
similarity threshold | 0.75-0.85 | Financial report data has high precision requirements. A threshold that is too low will introduce irrelevant documents, while a threshold that is too high may miss relevant content |
segment length | 800-1200 characters | Long financial report paragraphs contain multi-field associated information, and this length preserves complete business logic |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Batch production and sales statistics documents have large file sizes, and sufficient parsing time is needed to avoid timeouts |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Annual financial report attachments include multiple quarterly details, allowing larger file uploads |
rerank return count | Top 5 results | Final display should focus on core relevant results to avoid information overload |
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 targeted analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: Retrieval results include financial report documents from non-dairy industries. Cause: No industry field filtering rule was added to the retrieval configuration, and the data source range was not limited to dairy enterprise financial reports.
- Phenomenon: The retrieval interface cannot retrieve two specified knowledge bases at the same time, and the returned results do not include the file collection ID. Cause: Multiple knowledge base ID lists were not passed in the interface parameters, and cross-knowledge base retrieval permission configuration was not enabled.
- Phenomenon: After uploading CSV format financial data exported from WPS, the document content appears garbled. Cause: The CSV file does not use UTF-8 encoding, contains unrecognized special characters, or the automatic encoding detection function is not enabled.
How to confirm the configuration is complete
- Upload a test dairy financial report document, execute a query that includes segmented category fields, and check whether the relevant content of this document is included in the recall results.
- After configuring cross-knowledge base retrieval permissions, call the interface with two knowledge base IDs, and check whether the returned results include matching documents from both knowledge bases.
- Upload a CSV file exported from WPS, check whether the parsed text content has no garbled characters, and confirm that the encoding detection configuration is working.
- Adjust the segment length parameter, parse a long-text financial report document, and check whether key business fields are fully retained in a single segment.
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.