Vector Models and Indexing for Duty-Free Financial Report

What Data for This Category Looks Like

Financial report data for the duty-free category comes primarily from public disclosure announcements, annual and quarterly reports, and monthly operational briefings released by listed duty-free enterprises. Full annual financial reports are released after each fiscal year ends. Quarterly reports are released 1 to 2 months after each quarter concludes. Monthly operational data is updated on a monthly basis. Document structures combine structured tables and written explanations. They include fields such as reporting period, duty-free product sales revenue, offshore/in-city duty-free sales revenue, passenger traffic, and average transaction value. Most revenue-related fields use RMB yuan as their unit. Reporting period fields mark quarterly or annual intervals.

Constraints Imposed on Vector Models and Indexing

Duty-free category financial report data mixes structured tables and unstructured text. This requires vector models to support semantic encoding of multiple field types. Multi-cycle (monthly, quarterly, annual) data update rhythms require index configurations to support precise filtering by the reporting period field. Semantic features exclusive to duty-free business contexts require vector models to adapt to specialized industry business language. Differences in update frequencies require indexes to support flexible switching between incremental and full updates. Single financial report documents have long lengths, so appropriate segmentation boundaries are needed to avoid semantic fragmentation.

Configuration Settings

Configuration Item	Recommended Value	Rationale
`Chunk size`	`800–1200 characters`	Financial reports mix structured and unstructured content. Excessively long segments will damage the integrity of business semantics. Excessively short segments will lose contextual associations.
`Recall count`	`Top 8–12 results`	Duty-free financial reports have dense fields and high business relevance. Too many recall results will introduce irrelevant data. Too few recall results will fail to cover core business information.
`Similarity threshold`	`0.75–0.85`	Duty-free business has high semantic distinction for exclusive terms. A threshold that is too low will introduce noisy segments. A threshold that is too high will miss relevant financial report content.
`Vector Model Access Channel`	`Business-matching API address or locally deployed endpoint`	To adapt to the specialized business semantics of duty-free financial reports, ensure the vector model supports encoding of Chinese business terminology.
`embedding_batch_size`	`16–32`	Single financial report documents have long lengths. Batch processing balances index efficiency and memory usage.
`Incremental Update Trigger Rule`	`Triggered by reporting period`	Financial report data is released on monthly, quarterly, and annual cycles. Triggering by reporting period avoids re-indexing historical data.

The parameter values provided on this page are all common 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. It is recommended to test on your own samples before finalizing settings.

Three Common Configuration Mistakes

Symptom: After configuring Vector Model Access Channel, the interface displays "No available channel". Cause: The API key or endpoint of the vector model has not been configured under the corresponding group, or group permissions have not been enabled.
Symptom: After the vector index is generated, the number of recall results does not match the configured Recall count. Cause: The Similarity threshold was not set correctly, or the segmentation length was set unreasonably, causing semantic segments to be truncated and unable to match retrieval conditions.
Symptom: Vector index tasks time out when using the bge-m3 model deployed via ollama. Cause: The correct ollama port was not configured, or the embedding_batch_size was set too large, exceeding the resource limits of the local deployment.

How to Confirm Configuration is Complete

Navigate to the vector model management page, verify that the configured Vector Model Access Channel and API key match the actual deployed service.
Upload a single duty-free financial report document, check the number of parsed segments to confirm the segmentation length matches the preset configuration.
Initiate a financial report retrieval task, verify that the returned 相似度得分 matches the set Similarity threshold.
Trigger an incremental update task, confirm that only financial report data from new reporting periods is indexed.

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.