What this use case’s data looks like
The data used for infrastructure construction financial report analysis primarily comes from listed companies’ periodic reports, public project filing documents from housing and urban-rural development authorities, and settlement materials disclosed by project owners. Update frequency varies by data type: financial reports related to listed companies are updated on a fixed quarterly and annual schedule. Public project data is updated as projects progress, and stops changing once completed and archived. Individual documents typically include project overviews, detailed financial revenue and expenditure records, contract clause summaries, selected audit opinions, and other content. Fields cover total contract price, cumulative settled amount, remaining unsettled funds, project duration, and more. Amounts are denominated in RMB yuan, and project duration is measured in calendar days or months.
What constraints do these characteristics impose on knowledge base retrieval and recall?
Multi-source and heterogeneous data sources require the retrieval link to support varying document field formats, so cross-source index mapping rules must be configured in advance. The wide variation in document length requires reasonable segmentation of long texts, to avoid individual segments exceeding model context limits. The coexistence of fixed-cycle updates and node-based updates requires flexible switching between incremental recall and full reindexing, to adapt to different data update frequencies. Financial reports for infrastructure projects in the same region and of the same type have high content homogeneity, so a date weight parameter must be used to adjust ranking logic, ensuring recently disclosed content is returned first. The presence of structured financial fields requires retrieval to support exact matching of numeric keywords, to avoid invalid results from fuzzy matching.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall_count | top 10-15 entries | Financial reports for infrastructure projects have high homogeneity; this range balances recall coverage and context load |
similarity_threshold | 0.72-0.85 | Financial reports for projects in the same region and of the same type have high similarity; this interval filters irrelevant content while retaining relevant detailed information |
segment_length | 800-1200 characters | Adapts to the wide variation in length of infrastructure construction financial report documents, balancing single-segment context completeness and retrieval efficiency |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Large infrastructure project financial report documents have long lengths; this setting reserves sufficient time for document parsing |
incremental_update_trigger_frequency | 2:00 AM daily | Most public project data is updated outside working hours; scheduled incremental updates synchronize the latest information in a timely manner |
re_ranked_return_count | top 5-8 entries | Ranking is optimized using date weight, prioritizing recently disclosed valid financial report content |
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, and it is recommended to test on your own samples before finalizing settings.
Three Frequently Made Mistakes
- Symptom: After importing knowledge base documents via
mongorestore, no matching results are returned during retrieval, and recall results are empty. Cause: The import operation did not trigger vector index rebuilding, or the vector database connection configuration was not updated synchronously. - Symptom: When multiple sets of homogeneous content exist in the knowledge base, retrieval results are not sorted by date, with older documents displayed first. Cause: The
date_weightparameter was not configured, or the weight parameter value did not match business requirements. - Symptom: When performing batch retraining of knowledge documents, some documents fail training, and a
timeouterror is returned in the interface. Cause: ThePARSE_FILE_TIMEOUT_SECONDSparameter was not adjusted to a reasonable value, or the batch training concurrency count was too high, exceeding system load.
How to Confirm Proper Configuration
- Run a parsing test for a single infrastructure construction financial report document, verify that the post-parsing segment length falls within the preset interval, and no timeout errors occur.
- Import a recently updated project financial report document, perform a retrieval test, and confirm that the recall results include this document and the ranking meets expectations.
- Trigger an incremental update operation, verify that the vector index for newly added documents in the knowledge base has been generated.
- Retrieve keywords that include numeric financial fields, confirm that retrieval results can accurately match the corresponding data.
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.