What the Data for This Category Looks Like
Data sources are publicly disclosed periodic reports from stock exchanges and publicly available industry statistical materials. Quarterly reports are released 1–2 months after the end of each quarter, and annual reports must be disclosed by April 30 of the following year. Document structure uses multi-chapter formatting, including modules such as core financial indicators, operating data by business segment, production capacity and shipment volume, R&D investment, cash flow status, and multiple structured supplementary tables. Fields and units: business segment revenue is denominated in ten thousand yuan, shipment volume in ten thousand units or ten thousand sets, production capacity in ten thousand wafers or ten thousand chips, and R&D investment in ten thousand yuan. A single annual report for a large enterprise is usually dozens of pages long and includes detailed data for multiple segmented businesses.
What Constraints Do These Characteristics Impose on Vector Models and Indexing?
The multi-structured table feature of optical and optoelectronic financial reports requires the indexing system to support extraction and vectorization of table content, to avoid losing business data by only retaining plain text paragraphs. The periodic update rhythm requires the index to support incremental updates, reducing the overhead of full reconstruction. Business segment content accounts for a large proportion, and professional terminology is dense, so the vector model must adapt to specialized expressions in finance and the optical and optoelectronic industry to avoid semantic matching deviations. Numeric fields are closely linked to text descriptions, so the index must retain field-level semantic associations, rather than only performing global text vectorization. The long document structure requires the chunking strategy to balance content integrity and retrieval accuracy, avoiding splitting associated data from a single business segment.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_TABLE_ENABLE | Enabled | Optical and optoelectronic financial reports contain a large number of structured tables for business segment revenue, production capacity and shipment volume, requiring table content extraction for vectorization and retrieval |
CHUNK_MAX_SIZE | 800–1200 characters | Operating descriptions and revenue data for individual business segments in optical and optoelectronic financial reports are usually lengthy. This chunk length balances content integrity and retrieval accuracy, avoiding splitting associated business data |
RECALL_TOP_N | Top 8–12 results | Financial reports have multiple business segments, requiring a sufficient number of retrieved chunks to cover all business dimensions and avoid missing key operating information |
VECTOR_MODEL_EMBEDDING | Domain-specific embedding model for finance | Optical and optoelectronic financial reports contain specialized financial terminology and industry expressions for production capacity and shipment volume. Specialized models can improve the accuracy of semantic matching |
INDEX_INCREMENTAL_UPDATE | Enabled | Financial reports are updated periodically on a quarterly basis. Incremental updates reduce redundant indexing overhead and improve update efficiency |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Annual report PDF files for large optical and optoelectronic enterprises are usually large, requiring support for large file uploads |
The parameter values provided on this page are general recommendations used as a starting point for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Configuration Errors
- Issue: When creating a new knowledge base in the locally deployed v4.9.0 version, no image indexing model option appears. Cause: The open-source version of this version does not include a built-in image indexing model plugin. The corresponding plugin must be manually deployed before it can be enabled.
- Issue: After uploading the financial report PDF, the table content is not correctly extracted, and only plain text paragraphs are retained. Cause: The
PARSE_TABLE_ENABLEconfiguration item is not enabled, causing the structured table to not be recognized by the parsing system. - Issue: When retrieving financial report content, the retrieved results only cover a single business segment and do not include operating data from other businesses. Cause: The
RECALL_TOP_Nconfiguration value is too low, failing to cover the content volume of multiple business segments in optical and optoelectronic financial reports.
How to Confirm the Configuration Is Complete
- Upload a single optical and optoelectronic enterprise financial report file, and verify whether the parsed result includes structured content related to business segment revenue and production capacity.
- Enter the knowledge base configuration page, and confirm that the values of each vector and indexing configuration item match the preset plan.
- Initiate a retrieval request targeting the financial report's business segments, and verify whether the retrieved results cover the core chapter content of the financial report.
- Upload the updated quarterly financial report file, and check whether the index update process only processes newly added 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.