What the data for this category looks like
Financial report analysis data for brand agency operation scenarios mainly comes from monthly sales ledgers provided by brand parties, transaction details from e-commerce platform backends, advertising data from third-party marketing monitoring tools, and internal execution reports from agency teams. Data updates follow a monthly core cycle. Summary data is added during quarterly financial report periods. A single document typically includes five modules: advertising budget, actual expenditure, channel conversion, product sales volume, and operating costs. Fields include advertising ROI, customer acquisition cost per user, platform commission rate, and inventory turnover days. Units correspond to RMB yuan, ten thousand yuan, multiples, and calendar days.
What constraints these characteristics impose on the "citation source and traceability" link
Mixed access to multi-source data requires the traceability link to clearly mark the original data source type and collection time for each cited piece of content, to avoid mixing data across ledgers. The monthly update cycle requires synchronous configuration of fixed batch update windows, to prevent missing cross-cycle data during incremental synchronization. A single document has multiple modules and long detailed entries, so the recall link must support precise filtering of cited content by module. It must also adapt to scenarios where individual blocks of text exceed conventional lengths, to avoid truncating key financial report indicators. The structured design of multiple fields requires the traced and returned cited data to fully carry field names and corresponding units, to ensure readability of analysis results.
How to set the configurations
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
splitChunkSize | 800–1200 characters | Financial report documents for brand agency operations often contain long detailed entries. This value balances the integrity of individual text blocks and recall accuracy, and prevents individual blocks from exceeding citation limits |
recallTopK | Top 6–8 entries | Financial report analysis needs to cover multi-module data including advertising, sales, and costs. This value ensures enough key entries are recalled, to avoid missing core information |
similarityThreshold | 0.72–0.80 | Financial report data has a high degree of field standardization. This threshold filters low-relevance non-financial content, while retaining comparison entries for the same indicator across data sources |
sourceTagEnable | Enabled | In multi-source data scenarios, enabling this automatically attaches a data source identifier to each recalled content, meeting traceability requirements |
updateSyncInterval | 21600 seconds | Adapts to the monthly update cycle. Performing incremental synchronization every 6 hours ensures data timeliness while reducing server load |
chunkOverlap | 100–150 characters | Associated data exists between financial report modules. This overlap length prevents key indicators across modules from being truncated, and ensures complete context for cited content |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three common configuration mistakes
- Phenomenon: After setting
maxContextto 1500 characters, knowledge base blocks exceeding this length are still recalled and cited. Cause: ThesplitChunkSizeparameter was not configured synchronously. Long texts were not segmented correctly, and original blocks participated in recall directly. - Phenomenon: The knowledge base retrieval hits the target entry, but the conversation result only returns a citation identifier without the corresponding content. Cause: The
sourceTagEnableconfiguration is not enabled, or structured citation metadata includingtitle,content, andsourceUrlis not passed in the workflow. - Phenomenon: After creating a plugin, when referencing the plugin in a workflow and connecting a code running node, an error is triggered in the input box. Cause: The input parameter format of the plugin was not configured correctly, and the retrieved
sourceListfield was not mapped to the input parameters of the code node.
How to confirm the configuration is correct
- Upload a monthly financial report document for agency operations that includes long detailed entries, and check if the length of the segmented blocks matches the
splitChunkSizeconfiguration range. - Initiate a query related to financial reports, and check if the returned results carry the data source identifier and field information for each cited piece of content.
- Simulate a monthly data update, and check if the system automatically completes incremental synchronization according to the
updateSyncIntervalconfiguration, with no missing entries. - Connect a knowledge base retrieval and AI chat node in a workflow, and confirm that the citation metadata format in the chat results meets expected requirements.
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.