Knowledge Base Retrieval and Recall for Duty-Free Financial Report Analysis

The financial report data for the duty-free category comes from three sources: periodic reports of listed companies publicly disclosed by domestic and

What the Data for This Category Looks Like

The financial report data for the duty-free category comes from three sources: periodic reports of listed companies publicly disclosed by domestic and overseas stock exchanges, operation announcements independently released by duty-free business entities, and policy documents issued by industry regulatory authorities. Updates follow a mixed schedule: quarterly, semi-annual, and annual periodic reports are updated in concentrated batches, while temporary announcements are updated in real time alongside policy changes and major business events. Most documents are hybrid structures combining structured tables and paragraph text. They include modules such as business revenue details, compliance requirement descriptions, store operation data, and policy impact analysis. Fields cover business segment names, revenue amounts, policy effective dates, store counts, and more. Some documents also contain unstructured policy interpretation content.

Constraints These Characteristics Impose on Retrieval and Recall

Duty-free financial report data is scattered across multiple sources, has uneven update schedules, and features both structured and unstructured formats. These traits create multiple constraints for retrieval and recall. Multi-source data requires cross-data-source index integration to avoid duplicate or missing information. The mixed schedule of periodic and real-time updates demands incremental recall logic. This logic only updates newly added or modified documents, reducing resource consumption from full index builds. Documents with both structured fields and unstructured text need support for both precise field matching and semantic similarity retrieval. This balances precise queries for compliance data and semantic recall for business analysis. Specific business fields have fixed units and meanings. Retrieval logic must bind field rules to avoid result errors caused by unit mismatches.

Configuration Settings

Configuration ItemRecommended ValueRationale
chunk_size800–1200 charactersDuty-free financial reports include short fields from structured tables and long paragraphs from policy interpretations. This range balances semantic completeness and recall accuracy after chunking
recall_top_kTop 10–15 resultsPolicy and business data in duty-free financial reports have high correlation. Too many recalled results will introduce irrelevant information, while too few may miss key compliance content
similarity_threshold0.75–0.9This threshold distinguishes core financial report data from marginal interpretation content, filtering low-relevance retrieval results
enable_incremental_updateEnabledUpdates to duty-free financial reports primarily use incremental methods. Full index builds consume significant resources, while incremental updates align with real-time update schedules
parse_field_mappingBind field mappings by document typeDuty-free financial reports include structured statements and policy texts. Mapping fields such as revenue and policy document numbers to the retrieval index supports precise field retrieval
full_text_weight0.3–0.5Semantic retrieval better fits business analysis needs for financial reports. Full-text retrieval supplements precise matching of structured fields. This weight balances the priority of both retrieval methods

The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require targeted analysis. It is recommended to test on samples relevant to the specific deployment before finalizing settings.

Three Common Misconfigurations

  • Phenomenon: After uploading custom-chunked document blocks, the index order does not match the preset sequence, and some duplicate blocks are automatically removed. Cause: The knowledge base enables content deduplication by default, which merges document blocks with identical semantics or text, breaking the custom chunking sequence.
  • Phenomenon: After deploying FastGPT from source code and connecting to a Docker-deployed database, uploaded documents do not sync to the knowledge base, and the interface remains stuck in the "retrieving" state for an extended period. Cause: The incremental index trigger mechanism for the database is not configured, or port mapping rules for the Docker container restrict data synchronization between FastGPT and the database.
  • Phenomenon: Retrieval results include irrelevant content with semantic similarity below the threshold or full-text search scores failing to meet standards, or no qualifying results are returned. Cause: Retrieval filter rules for duty-free financial reports are not set, or threshold parameter configurations do not match the data characteristics of this category, causing the filter logic to fail.

How to Verify Proper Configuration

  • Upload a test segment of a duty-free financial report, and check if the chunked document block length after indexing matches the preset chunk_size configuration.
  • Trigger an incremental update task, and verify if newly added financial report documents in the database are indexed and appear in the knowledge base list within a reasonable time frame.
  • Enter a query targeting a specific business field of a duty-free financial report, and confirm if retrieval results prioritize content matching that field.
  • After modifying the similarity threshold and full-text weight parameters, check if the relevance of retrieval results aligns with the preset filtering standards.

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.