Citation Source and Traceability for Duty-Free Financial Report Analysis

Duty-free category financial report data primarily comes from periodic reports of listed companies disclosed by domestic and overseas stock exchanges

What Data for This Category Looks Like

Duty-free category financial report data primarily comes from periodic reports of listed companies disclosed by domestic and overseas stock exchanges, as well as publicly available industry operation briefings. Data updates follow fixed disclosure cycles: quarterly reports are disclosed within 45 days after the end of the reporting period, semi-annual reports within 60 days, and annual reports within 120 days. Most documents are in PDF format, containing standardized consolidated financial statement sections, plus segmented note paragraphs dedicated to duty-free business. Fields include duty-free merchandise sales revenue, offshore duty-free revenue, number of in-city duty-free stores, and more. Units are mostly ten thousand yuan or RMB yuan. Document lengths range from dozens to hundreds of pages.

What Constraints Do These Characteristics Impose on the Citation Source and Traceability Workflow

The segmented business fields of duty-free financial reports differ from general financial reports. Traceability requires precise matching of duty-free-related paragraphs to avoid retrieving non-business data. Fixed disclosure cycles require traceability information to be bound to the reporting period and disclosure date, ensuring data timeliness. Long document structures require retaining contextual associations during parsing, to avoid losing business logic after splitting. Additionally, duty-free business data varies across reporting periods. Cross-period data mixing must be avoided, so the traceability workflow must strictly link to the disclosure information of the corresponding report.

Configuration Settings

Configuration ItemRecommended ValueRationale
Recall CountTop 8 entriesDuty-free financial reports contain segmented business paragraphs. Too many recalls will introduce irrelevant data, while too few will lose valid business information
Similarity Threshold0.75–0.85Duty-free business-specific keywords have high recognition. A threshold that is too low will retrieve irrelevant financial report paragraphs, while a threshold that is too high will miss valid content
Citation Template{{content}} (Source: {{source}}, Disclosure Date: {{publish_date}}, Reporting Period: {{report_period}})Must clearly mark the source, disclosure time, and reporting cycle of duty-free financial reports to meet traceability requirements
PARSE_FILE_TIMEOUT_SECONDS300 secondsDuty-free financial report documents have long lengths, requiring sufficient parsing time to avoid timeout failures
Segment Length800–1200 charactersFinancial report paragraphs are long. Segmentation retains contextual associations to avoid losing business logic after splitting
Reranked Return CountTop 3 entriesPrioritize displaying the most relevant duty-free business data, avoiding excessive content that interferes with responses

The parameter values provided on this page are common starting points for configuration. Actual values are influenced by material format, data volume, and business rules. Specific scenarios require tailored analysis. Testing on local samples is recommended before finalizing settings.

Three Common Mistakes

  • Phenomenon: After configuring a custom citation template, no traceability information is displayed at the end of the response paragraph. Cause: The Enable Citation function switch is not activated, or the citation template does not include required placeholders such as {{source}} and {{publish_date}}.
  • Phenomenon: A 504 Gateway Timeout error may occur when parsing duty-free financial reports. Recommended adjustment: Tune relevant thresholds based on statistics or testing of local samples. Cause: The value set for PARSE_FILE_TIMEOUT_SECONDS is lower than the time required for document parsing.
  • Phenomenon: Non-duty-free business financial report data is included in responses. Cause: The Similarity Threshold is set below 0.7, or recall keywords dedicated to duty-free business fields are not configured.

How to Confirm Proper Configuration

  • Upload a publicly available duty-free enterprise financial report PDF, trigger knowledge base question answering, and check if traceability information including source and disclosure date is displayed at the end of the response.
  • View the logs of the knowledge base parsing task to confirm that the parsing duration does not exceed the preset timeout threshold.
  • Compare the retrieved paragraph content with the duty-free business section of the original financial report to confirm that the matching degree between the retrieved content and the query meets expectations.
  • Test continuous questioning to confirm that subsequent questions can link to previous financial report reporting period information, with no contextual breaks.

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.