What the data for this category looks like
Financial report data for large state-owned banks mainly comes from official annual, semi-annual, and quarterly performance reports and regulatory disclosure documents. The update schedule is fixed: annual reports are released by the end of April of the following year, semi-annual reports are released by the end of August, and quarterly reports are released within 15 days after the quarter ends. Most documents are in PDF or DOCX format. Their structure includes financial statement main text, business analysis chapters, risk management explanations, and detailed notes. Fields cover asset scale, net profit, non-performing loan ratio, and similar metrics. Units are mainly RMB 100 million yuan, with some indicators using percentage as the measurement unit.
What constraints these characteristics impose on knowledge base retrieval and recall
The fixed update schedule of large state-owned bank financial reports requires configuring scheduled synchronization tasks for the knowledge base. This ensures retrieved data matches the latest disclosed content. The multi-chapter long document structure requires retaining cross-paragraph context associations during retrieval. This avoids breaking the logical connection between business analysis and financial data. The multi-field feature with specific measurement units requires matching field names and units during retrieval. This reduces irrelevant recall results. The mixed PDF and DOCX document formats require the parsing module to support text extraction for both formats. This ensures detailed content such as notes can be retrieved normally.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Complete financial report single files from large state-owned banks have large file sizes and long parsing times |
maxContext | 800–1200 characters | Long financial report documents require sufficient context to associate business analysis and financial data |
Recall Count | Top 8–10 entries | Financial report indicators are numerous and closely related; appropriate recall volume covers core analysis dimensions |
Similarity Threshold | 0.75–0.85 | Financial report terminology is highly professional; high matching accuracy is needed to filter irrelevant content |
UPLOAD_FILE_MAX_SIZE | 500 MB | Complete annual financial report PDF or DOCX files usually reach hundreds of megabytes in size |
PARSE_CHUNK_OVERLAP | 100–150 characters | Logical connections between financial report chapters are tight; overlapping segments preserve context coherence |
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. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Calling the knowledge base
contentinterface returns a415 Unsupported Media Typeerror, while the corresponding link can be downloaded normally via a browser. Cause: DOCX format parsing support whitelist is not added in the knowledge base configuration, or the interface request header does not declare compatible document types. - Quarterly financial report attachments stored in multi-level directories cannot be fully retrieved, and financial table content in some DOCX documents is not extracted. Cause: The multi-level directory recursive scanning function of the knowledge base is not enabled, and the DOCX table text extraction enable parameter is not configured.
- A large number of non-financial report internal management documents are mixed in retrieval results, and the recall count exceeds the preset range. Cause: No document classification tag filtering rules are set for the knowledge base, or the similarity threshold is set too low, leading to recall of irrelevant content.
How to confirm the configuration is correct
- Upload a complete large state-owned bank annual financial report PDF file, check if the parsed text segments retain the association between chapter titles and core data.
- Manually trigger a scheduled synchronization task, verify whether the document update time in the knowledge base matches the official disclosed financial report release time.
- Enter professional terminology related to financial reports, check if retrieval results only include financial report documents and the recall count conforms to the preset configuration.
- Call the knowledge base
contentinterface, verify whether the returned text format and parsed segment structure meet expectations.
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.