Knowledge Base Retrieval and Recall for Optical and

What the Data for This Category Looks Like

Financial report data for the optical and optoelectronic category comes primarily from domestic stock exchange disclosure systems, major overseas capital market disclosure platforms, official investor relations pages of listed companies, and public reports released by industry professional statistical institutions. Update cycles include regular annual and quarterly financial reports, as well as ad-hoc announcements such as irregular production capacity adjustments, technology iterations, and major collaborations. Document structures include financial summaries, business segment breakdown data, R&D investment details, and supply chain-related data. Ad-hoc announcements mostly consist of single or short-paragraph specialized information. Fields include product shipment volume, unit selling price, capacity utilization rate, R&D investment amount, and similar metrics. Units are mostly RMB yuan, ten thousand units, square meters, and other standard units.

Constraints on Knowledge Base Retrieval and Recall

Multiple data sources require the retrieval system to support document access and unified indexing across stock exchanges, company official websites, and industry platforms, to avoid data silos. Irregularly updated ad-hoc announcements have strong timeliness requirements, so their weight must be increased during the recall phase to ensure information timeliness. Long documents with split business segments require a segmentation strategy that preserves contextual logic, to avoid disrupting the relevance of business data. Precise matching across multiple fields requires retrieval rules to support targeted recall based on business fields, to match segmented business data in financial reports. Large individual financial report document sizes require parsing and retrieval phases to adapt to long-text processing capabilities, to avoid timeouts or truncation.

Configuration Settings

Configuration Item	Recommended Value	Rationale
`Chunk size`	800–1200 characters	Business data in individual paragraphs of optical and optoelectronic financial reports is relatively long. Segmentation must preserve business segment context to avoid disrupting business logic
`Recall count`	Top 8–12 results	Financial report data has many fields and high relevance requirements. A sufficient number of relevant segments must be recalled before filtering
`Similarity threshold`	0.72–0.85	Differentiate between general financial report descriptions and precise business field matches, to avoid recalling irrelevant financial summary segments
`PARSE_FILE_TIMEOUT_SECONDS`	600 seconds	Parsing large annual financial report documents takes a long time. Extend the timeout period to avoid parsing failures
`Rerank result count`	Top 3–5 results	Final presentation must focus on core business data to reduce interference from redundant information
`UPLOAD_FILE_MAX_SIZE`	1000 MB	Support uploading complete individual annual financial report documents, to avoid context breaks caused by file splitting

The parameter values provided on this page are common starting points for configuration setup. 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 Configuration Mistakes

Symptom: Knowledge base search takes longer than 8 seconds, and a loading delay prompt is displayed on the interface. Cause: The Recall count and Chunk size parameters have not been adjusted for the long document and multi-field characteristics of optical and optoelectronic financial reports, leading to excessive redundant data segments being loaded during retrieval.
Symptom: Knowledge base chat works normally during debugging, but an error common:core.chat is triggered when accessing a login-free link or using the chat menu. Cause: Permission verification for multi-source knowledge bases is not correctly configured in the production environment, or the maxContext parameter has not been updated to adapt to the context length of long financial reports.
Symptom: Custom reference templates and prompt words cannot be edited, only basic parameters can be adjusted. Cause: The open-source version V4.8.22 does not have the advanced configuration feature enabled. Modify the configuration file to enable the corresponding permissions.

How to Verify Proper Configuration

Upload a quarterly financial report document from an optical and optoelectronic listed company, view the parsed segmentation results, and confirm that the segmentation does not disrupt the contextual logic of business segments.
Enter a test query such as "a company's LED shipment volume", check the number of recalled segments, and adjust Recall count to the range that meets business requirements.
Create a test application, initiate queries in the debugging environment, chat menu, and login-free link respectively, and confirm that no common:core.chat errors occur.
Check the values of corresponding parameters in the configuration file, and confirm that they have been adjusted to the range that meets business requirements.

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.