What the data for this category looks like
Medical device financial report data primarily comes from regular disclosure reports and temporary announcements of publicly traded medical device companies. This includes annual reports, semi-annual reports, quarterly reports, and temporary announcements such as product approvals, centralized procurement winning bids, and major contracts. Data updates follow two schedules: regular and irregular. Regular reports are updated on fixed disclosure cycles, while temporary announcements are released in real time alongside business developments. Document structures contain structured financial statements, product line revenue breakdowns, R&D expense details, lists of approved medical device registration numbers, and more. Fields cover revenue amounts, R&D expenses, winning bid counts, and similar metrics. Common units are ten thousand yuan, hundred million yuan, or individual units.
What constraints these characteristics impose on knowledge base retrieval and recall
Data is scattered across multiple different types of announcements. Cross-document associated recall must be supported to avoid incomplete information caused by retrieving only a single document. Real-time updates for temporary announcements require the knowledge base to support incremental synchronization mechanisms. Full periodic updates cannot be relied on. Financial reports contain large numbers of structured tables, such as financial statements and product line revenue tables. The retrieval process must preserve the row and column relationships of tables, otherwise critical data logic will be lost. The presence of specialized terminology and specific field units requires unit normalization and terminology matching optimization before retrieval. This prevents recall bias caused by inconsistent units or fragmented terminology.
How to set the configurations
| Configuration Item | Recommended Range | Rationale |
|---|---|---|
similarityThreshold | 0.72–0.78 | Medical device financial reports contain large volumes of specialized terminology and structured content. A threshold that is too low will introduce irrelevant general industry documents, while a threshold that is too high will miss precise matching results for niche segments. |
rerankTopN | Top 8–12 results | Financial report data contains multi-dimensional business information. Reranking a larger set of candidate results can cover associated content across different dimensions, improving recall completeness. |
PARSE_TABLE_MODE | full_table | Structured tables in medical device financial reports carry core financial and product line data. Fully parsing tables preserves row and column relationships, avoiding damage to data logic from chunking. |
maxChunkSize | 1000–1200 characters | Single paragraphs in financial reports are lengthy. Chunks that are too long will cause context breaks, while chunks that are too short will lose the complete semantics of specialized terminology. |
UPLOAD_FILE_MAX_SIZE | 500 MB | Single annual financial report PDF files are large in size. This setting accommodates upload requirements for large disclosure documents. |
incrementalSyncEnable | Enabled | Medical device financial reports include non-periodic updates such as temporary announcements. Incremental synchronization ensures the timeliness of knowledge base data. |
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 case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- The similarity score of retrieved results exceeds 1000. This occurs when no similarity threshold is set, or an unnormalized similarity calculation method is used, causing the score range to exceed conventional limits.
- A knowledge base search node in a workflow returns empty results. This happens when the knowledge base ID variable is not correctly bound in workflow parameters, or the variable transfer format does not meet the node's input requirements.
- A query targeting a specific uploaded financial report document in the workspace returns no matching results. This is caused by incorrect configuration of the document's metadata tags, or failure to enable the metadata filtering function during retrieval, preventing the document from being accurately located.
How to confirm configurations are correct
- Upload a test medical device financial report PDF, then review the parsed chunked content to confirm table structures are fully preserved.
- Launch a search for a specific approved medical device registration number from the financial report, verifying that retrieved results include the corresponding document fragments.
- Adjust the similarity threshold, then verify that the number and relevance of retrieved results meet expectations.
- Upload a temporary announcement file, confirming that the incremental synchronization function adds the new file to the knowledge base.
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.