What data in this category looks like
Three public channels provide city commercial bank financial report data: official annual report disclosure sections of city commercial banks, public databases of the National Interbank Funding Center, and public platforms of local financial supervision administrations. Annual reports must be disclosed by April 30 each year, and semi-annual reports must be disclosed by August 31 each year. Structured tables form the core of the document structure, paired with text explanations for corresponding subjects. The document includes fields such as 机构统一社会信用代码, 报告期, 总资产, 核心一级资本充足率, 不良贷款余额. Asset subjects use ten thousand yuan as their unit, and capital adequacy indicators use values in the 0 to 100 range to represent corresponding proportions.
What constraints do these characteristics impose on the "citation source and traceability" link
Three public channels host city commercial bank financial report data. Configure deduplication and matching rules for multi-source data to avoid repeated citation of the same report. Set trigger timing for synchronization tasks based on fixed disclosure time nodes to ensure only the latest disclosed reports are retrieved. Configure hierarchical rules for field parsing for the document structure of structured tables with nested fields to ensure cited fields correspond accurately to their positions in the original document. Retain the original document's disclosure subject and page link for regulatory indicator fields to enable direct jumps to the official disclosure page of the corresponding city commercial bank during traceability.
How to set the configurations
| Configuration Item | Recommended Value | Basis for This Setting |
|---|---|---|
file_sync_cron | 0 0 2 1,5 * * | City commercial bank annual reports are disclosed before April, semi-annual reports before August. This cron expression runs synchronization at 2:00 on January 1 and May 1 each year, ensuring data updates after the disclosure window |
similarity_top_k | Top 8 entries | City commercial bank financial reports contain many business and regulatory fields. Retrieve sufficient associated content to avoid missing key indicators, while controlling the context length of a single round of conversation |
rerank_top_n | Top 3 entries | Structured financial report data has strong field correlation. Retaining the 3 most relevant data sources after reranking meets the requirements of accurate traceability and content citation |
reference_field_whitelist | ["机构统一社会信用代码", "报告期", "总资产", "核心一级资本充足率"] | Only retain mandatory fields required by regulations and core business indicators, avoiding redundant citation content and simplifying information display during traceability |
source_url_enable | Enabled | Traceability of city commercial bank financial reports requires clear jumps to official disclosure pages. Enabling this parameter ensures the system generates directly accessible source links |
parse_chunk_size | 800–1200 characters | The row content of tables in city commercial bank financial reports is long. This segment length retains complete subject titles and corresponding values, avoiding field association breaks caused by splitting |
The parameter values provided on this page are common recommended starting points for determining configurations. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing the settings.
Three common errors
- The phenomenon is that after using the
{{id}}variable when configuringreference_template, the corresponding unique data identifier cannot be obtained. The reason is that thesource_url_enableparameter is not enabled, so the system does not generate a unique ID and jump link for the cited data. - The phenomenon is that retrieved financial report data includes old reports from non-disclosure periods. The reason is that the
file_sync_cronparameter is not configured, and the synchronization task is not executed at a fixed cycle, causing the system to retrieve expired historical reports. - The phenomenon is that the cited fields do not match the original document content. The reason is that the
parse_chunk_sizeparameter is not configured, and the document is incorrectly split, causing the context association of fields to break and making it impossible to match the accurate content of the original document.
How to confirm the configuration is correct
- Trigger a manual data synchronization task, check whether the system log shows that the financial report files of the target city commercial banks have completed parsing and storage.
- Initiate a financial report query for a single city commercial bank, check whether the citation module of the returned results includes the fields in the preset
reference_field_whitelist. - Click the jump entry of the citation source, confirm that it can jump to the corresponding page of the corresponding public disclosure platform.
- Modify the configuration value of
similarity_top_k, verify whether the number of retrieved results changes with the configuration.
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.