What Data for This Category Looks Like
Financial report data for brand agency services comes from four primary sources: monthly operating statements provided by brands, transaction records from e-commerce platform backends, consumption details from advertising platforms, and internal operation ledgers from agency teams. Core operating data is synced on a monthly basis. Complete draft financial reports are issued quarterly. Annual financial reports integrate full-channel data across the entire year. Most documents use structured table formats, with fields including brand name, service period, GMV, advertising ROI, customer unit price, repurchase rate, and others. Units typically include RMB yuan, percentage, order volume, and similar metrics. Some documents include breakdowns by sales channel.
How Data Characteristics Impact Retrieval and Recall
The structured nature of brand agency financial report data requires retrieval to precisely match specified fields. This prevents semantic recall from introducing irrelevant non-financial report operation content. The multi-cycle update feature requires the retrieval system to support incremental recall by service period and brand dimension. This avoids loading expired data. Multi-channel breakdown details require recall logic to support filtering by channel dimension. This ensures returned content matches the analysis dimension of user queries. Additionally, single financial report documents contain a large number of fields. The field output length for a single recalled document must be limited. This avoids exceeding the context window and reducing the readability of analysis results.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
chunk_size | 800–1200 characters | Financial report documents combine structured tables and long-form text. This segment length preserves the integrity of individual business logic and avoids splitting cross-field content. |
recall_top_k | Top 6–8 results | Financial report analysis requires coverage of multi-dimensional data (such as GMV, ROI, channel data). An appropriate number of recalled results ensures coverage of multi-dimensional information needed for analysis. |
similarity_threshold | 0.75–0.85 | Financial report fields have strong semantic consistency. This threshold filters low-match irrelevant financial report documents while retaining differentiation between different brands in the same category. |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Single quarterly financial report documents may include multi-channel breakdowns. A longer timeout ensures complete parsing of all table and text content. |
enable_auto_update | Trigger incremental sync weekly | Brand agency financial report data is updated monthly. Weekly incremental sync balances update frequency and system load. |
enable_citation | Enabled | Financial report analysis requires clear data sources. This configuration attaches metadata such as document name and update time of recalled fragments to the end of responses. |
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 individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Configuration Errors
- Symptom: Financial report data stored in the knowledge base does not match the brand's latest monthly statement. Cause: No update-time-triggered incremental sync task is configured. Only one-time full import is performed.
- Symptom: Reference information for corresponding knowledge base fragments is not displayed at the end of response paragraphs. Cause: The
enable_citationconfiguration item is not enabled, or document metadata fields are not retained during document parsing. - Symptom: 429 Too Many Requests error is returned when multiple users initiate financial report retrieval requests simultaneously. Cause: The
max_concurrentparameter is not adjusted based on the average size of financial report documents. This causes concurrent requests to exceed the system's carrying limit.
How to Verify Correct Configuration
- Upload a test brand agency financial report document. Confirm that parsed segments retain core business fields without content truncation.
- Initiate a retrieval request specifying a target brand and analysis period. Confirm that the number and filtering logic of returned results match configuration requirements.
- Trigger an incremental update task. Check that the update time of corresponding documents in the knowledge base matches the source data.
- Initiate multiple concurrent retrieval requests. Confirm no errors or timeouts occur, verifying adaptability of concurrent configurations.
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.