What data for this category looks like
Data sources include periodic report PDFs publicly disclosed by domestic and overseas stock exchanges, and structured financial report files from official disclosure platforms. Updates follow fixed quarterly, semi-annual, and annual cycles. Document structures contain structured financial tables, management discussion and analysis paragraphs, and accounting policy notes. Fields include attributable net profit, non-recurring net profit, net cash flow from operating activities, and others. Most units are yuan, ten thousand yuan, or hundred million yuan. Some documents include bilingual report note content.
Constraints on knowledge base retrieval and recall
Fixed cycle updates require scheduled synchronization tasks for the knowledge base, to prevent data from lagging behind the latest financial report disclosure times. Mixed structured tables and long-text document structures require the retrieval process to distinguish chunk types to align with recall logic, preventing structured data from being split and losing integrity. When multilingual fields are present, cross-language matching rules must be enabled to ensure accurate recall of both Chinese and English financial report content. For cases with inconsistent field units, unify unit labels during preprocessing to avoid semantic deviation during retrieval caused by unit differences. Single documents are lengthy, so set reasonable chunking rules to prevent key financial data from being split across different chunks.
How to set configurations
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
PARSE_CHUNK_SIZE | 800–1200 characters | Single-segment financial data or discussion paragraphs in miscellaneous comprehensive financial reports mostly fall within this range, preventing splitting of key financial information |
PARSE_CHUNK_OVERLAP | 100–150 characters | Financial indicators in financial report paragraphs have cross-chunk associations, overlapping sections preserve contextual connections |
RECALL_TOP_K | Top 6–8 results | Financial report analysis requires coverage of multi-dimensional data, appropriate recall volume ensures key information is not missed |
SIMILARITY_THRESHOLD | 0.75–0.85 | Financial report terminology is highly professional, a higher threshold is needed to filter irrelevant recall results |
INCREMENTAL_SYNC_INTERVAL | 7 days | Financial reports are updated quarterly, weekly incremental synchronization balances timeliness and resource consumption |
MULTI_LANG_ENABLE | Enabled | Some financial report notes include bilingual content, requiring support for cross-language matching recall |
The parameter values provided on this page are general recommendations used as starting points for configuration. 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 mistakes
- The knowledge base remains in an indexing state with no error logs in Docker deployment environments. Cause: The
PARSE_FILE_TIMEOUT_SECONDSparameter is not set. When a single large financial report file is parsed, the timeout is reached without triggering retries, causing the index to get stuck. - Generated answers include organized and rewritten content that does not strictly match knowledge base content. Cause: The
STRICT_MODEparameter is not enabled. The model performs secondary processing on recalled content, deviating from original document wording. - Chinese queries fail to recall English documents in the knowledge base. Cause: Cross-language matching configuration is not enabled, or original document language tags are not retained during document preprocessing, causing cross-language matching to fail.
How to confirm correct configuration
- Access the knowledge base management interface, view parsing task logs, confirm that parsing time for single financial report files meets expectations, and no timeout error records exist.
- Submit queries containing financial report professional terminology, verify that source documents and segmented content of recall results match the preset similarity threshold requirements.
- Upload financial report note files with bilingual content, submit queries in corresponding languages, and verify that cross-language recall functions properly.
- Manually trigger an incremental synchronization task, view synchronization progress, and confirm that update frequency matches the preset synchronization interval parameter.
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.