What the data for this category looks like
State-owned large bank financial report data comes from official investor relations sections and banking regulatory disclosure platforms. The update schedule is that quarterly reports are disclosed within one month after the end of the quarter, and annual reports are disclosed within four months after the end of the year. Most documents are in PDF or structured export formats, including consolidated balance sheets, income statements, cash flow statements and regulatory indicator schedules. Fields cover consolidated statement items, business segment data, regulatory compliance indicator items, with units based on 100 million yuan or 10,000 yuan, no custom non-standard fields. A single annual financial report can reach hundreds of thousands of characters in text volume.
What constraints these characteristics impose on the "citation source and traceability" link
The dispersed multi-channel sources of state-owned large bank financial reports require precise matching of documents from official disclosure channels during traceability, to avoid citing non-authoritative third-party content. The fixed document structure and large number of fields require that retrieved traceability fragments include complete context of statement items, to avoid field confusion. The long length of single documents requires controlling context length during segmented parsing and retrieval, to prevent exceeding model limits. The fixed update frequency requires regular synchronization of the latest disclosed documents in the knowledge base to ensure the timeliness of cited content. The fact that original documents are stored on official websites requires retaining the original URL during traceability, to meet the traceability requirements of information disclosure.
How to set the configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
Knowledge Base Search Max Context | 13000 characters | Matches the default upper limit of independent knowledge base search, adapts to the retrieval needs of long-text financial reports |
Workflow Knowledge Base Retrieval Limit | 3000 characters | Matches the default context limit of workflow nodes, avoids context overflow during multi-node calls |
Citation Source Display Toggle | Enabled | Financial report analysis requires clear disclosure of basis, which complies with general requirements for traceable regulatory information |
Original Link Auto-Binding | Automatically associate with the source URL at upload | Matches the business requirement to display original document links in responses |
Document Segment Length | 2000–3000 characters | Adapts to segmented parsing of long financial report documents, ensuring the integrity of traceability fragments |
Reranked Return Count | Top 3–5 entries | Prioritizes displaying the most relevant authoritative disclosure documents, avoiding excessive redundant information interfering with analysis |
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 case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Phenomenon: The citation limit returned when the workflow calls knowledge base search is only 3000, which does not match the 13000 limit for independent knowledge base search. Cause: Failed to distinguish between independent knowledge base search and independent configuration parameters of workflow nodes, and the context limit of the workflow was inherited by default.
- Phenomenon: The original document link is not displayed in AI responses. Cause: The
Citation Source Display Toggleis not enabled, or the source URL field was not filled when uploading the document. - Phenomenon: Traceability fragments of long financial report documents are truncated or misaligned. Cause: The
Document Segment Lengthis set too small, causing the context of key statement items to be split and lost.
How to Confirm Proper Configuration
- Enter the knowledge base management page, check the configuration value of
Knowledge Base Search Max Context, and confirm adjustment of theWorkflow Knowledge Base Retrieval Limitconfiguration value of the workflow node as needed. - Upload a test financial report document, fill in a real official source URL, initiate a test query, and check if the corresponding link is displayed at the end of the response.
- Initiate a test query involving specific statement items, and check if the returned traceability fragments cover the complete paragraph without truncation.
- Check the
Reranked Return Countconfiguration of the workflow node, confirm it meets the current business retrieval needs.
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.