What the data for this category looks like
This category’s data primarily comes from periodic reports of listed companies publicly disclosed by domestic and overseas stock exchanges, industry operation briefings released by industry associations, and operating data disclosed on official investor relations pages of enterprises. The update schedule follows regulatory requirements: annual reports must be disclosed within four months after the end of each fiscal year, and quarterly reports must be disclosed within one month after the end of the corresponding quarter. Documents exist in structured PDF or structured document formats, containing fields such as reporting period, business segment revenue, operating costs, channel sales data, core product sales volume, etc. Units are denominated in RMB yuan or ten thousand yuan, and some data is accompanied by notes explaining accounting standards.
What constraints do these characteristics impose on the "citation source and traceability" link
Since the financial report data for this category comes from regulatory public disclosure platforms, citation traceability must bind the unique identifier of the announcement (such as disclosure number) to ensure traceability points to the official original document. Fixed update cycles require setting scheduled synchronization rules based on reporting periods to avoid referencing outdated prior-period data. The business segment breakdown in financial reports is clear, so precise keyword matching rules must be configured to only recall paragraphs related to snack food and prevent information from other business segments from being included. Some data is accompanied by accounting standard notes, and the corresponding note paragraphs must be cited synchronously in traceability results to ensure consistency in data citation standards.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall_top_k | Top 6–10 entries | Relevant business paragraphs in snack food financial reports are concentrated in distribution. An appropriate number of recalled entries can cover core information while avoiding redundancy |
similarity_threshold | 0.72–0.85 | Precise matching of snack food-related keywords is required. A threshold that is too low will mix in content from unrelated business segments, while a threshold that is too high may miss valid paragraphs |
reference_include_note | Enabled | Snack food financial reports often include notes on product accounting standards. Notes must be cited synchronously to ensure consistency in data standards |
source_reference_format | [File Name] Page X, Paragraphs X-X | Complies with citation habits of securities regulatory disclosure documents, making it easy for users to verify original files |
api_return_reference | Enabled | Citation file names and locations must be returned via API to meet traceability requirements for automated calls |
max_context_window | 1200–1800 characters | Paragraphs related to snack food are usually moderate in length. This range can fully retain context information and avoid truncation of key traceability content |
The parameter values provided on this page are common recommended starting points for configuration setup. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Symptom: Unable to obtain cited file names when calling the API, with no related traceability fields in the returned results. Cause: The
api_return_referenceconfiguration item is not enabled, or correct traceability format rules are not configured, causing the system to not generate a file name extraction logic. - Symptom: Only a single variable can be selected when configuring citation rules, and multiple business keywords cannot be associated at the same time. Cause: The configuration switch for multi-keyword matching is not enabled, or multiple snack food-related keywords are not configured as parallel matching items, causing the system to only recognize a single matching condition.
- Symptom: A
quote type errorerror is returned when calling knowledge base variable citations. Cause: Formatted citation variables that meet configuration requirements are not passed in. For example, the original file name is passed directly instead of using the preset knowledge base citation variable identifier, or the variable format does not match the nested structure required by the system.
How to confirm the configuration is complete
- Upload a public periodic report of a snack food listed company, trigger knowledge base parsing, and verify that the parsed text only recalls paragraphs related to snack food business, with no redundant information from other business segments.
- Add multiple snack food-related keywords as matching conditions, initiate a test query, and confirm that the system can match multiple keywords simultaneously and recall corresponding paragraphs.
- Call the test interface via API, check whether the returned results include traceability fields such as cited file names and paragraph locations, and confirm that the
api_return_referenceconfiguration is effective. - Generate a financial report analysis result, and check whether traceability information that meets configuration requirements is attached, such as file name, page number, and paragraph range.
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.