Citation Sources and Traceability for Conglomerate Financial

Data Structure of This Category

Data sources are official annual reports, semi-annual reports and special announcements disclosed by listed companies. The release schedule is as follows: annual reports are published within 4 months after the end of the accounting year, and semi-annual reports are published within 2 months after the end of the interim period. The document structure includes consolidated balance sheet, consolidated income statement, consolidated cash flow statement, as well as modules such as segment operating data, related party transaction disclosures, and details of minority shareholders' equity. Fields include net profit attributable to owners of the parent company, revenue proportion of each segment, related party transaction amount, etc. The unit is usually based on ten thousand yuan or hundred million yuan of RMB, and data is distinguished between consolidated statements and parent company standalone statements.

Constraints on Citation Sources and Traceability

Conglomerate financial reports include both consolidated and segment data modules, and contain a large number of professional terms and structured fields. This requires traceability to accurately locate specific disclosure chapters and paragraphs, to avoid confusion between consolidated and segment data. Second, the update cycle of financial reports is fixed and the disclosure content is rigorous. A version association mechanism must be configured to ensure that the cited data matches the report release time, and avoid using expired or undisclosed information. In addition, related party transactions and segment data are scattered in different chapters. It is necessary to support cross-paragraph context-related recall, and restrict invalid source recall to ensure that citations only come from valid modules disclosed by official sources.

Configuration Settings

Configuration Item	Recommended Value	Basis for This Setting
`rag_recall_top_k`	Top 10-15 entries	Conglomerate financial reports include multiple data modules such as consolidated statements and segment reports. Sufficient recall is required to cover disclosure content of different business segments
`segment_max_length`	800-1200 characters	Financial report paragraphs are mostly structured disclosures. This segment length preserves the context association of report fields and avoids destroying disclosure logic
`source_reference_mode`	Paragraph-level + chapter anchor	Financial report disclosures have clear chapter numbers and paragraph positions. Two-dimensional labeling enables precise traceability
`file_parse_chunk_overlap`	100-150 characters	Fields in consolidated statements and segment reports have cross-segment associations. Overlapping segments preserve the integrity of data context
`reference_citation_threshold`	0.75-0.85	Financial report terms are highly professional. A higher similarity threshold filters irrelevant non-financial report recall content
`max_reference_count`	Top 5 entries	Core citation sources for conglomerate financial reports are concentrated in fixed report modules. Excessive citations will interfere with response readability

The parameter values provided on this page are conventional recommendations used as a starting point for configuration. 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 settings.

Three Common Misconfigurations

Symptom: An error message "No permission to operate this conversation record" appears at the end of the response. Cause: The access permission mapping for the data source is not configured, or the citation anchor points to a restricted document fragment.
Symptom: When entering \n as the citation separator, the response outputs the escape character literally instead of implementing a line break. Cause: Markdown native line break parsing is not enabled in the system prompt, or rendering parameters are not correctly bound.
Symptom: Citation display in responses cannot be turned off, or the number of returned citations exceeds the set max_reference_count. Cause: The enable_citation_display parameter is not configured to false, or the rag_filter_after_rerank parameter is not enabled to filter redundant sources.

How to Verify Proper Configuration

Upload a consolidated annual report PDF for a conglomerate, initiate a query that includes "segment revenue proportion", and check whether the citations at the end of the response are labeled with specific document chapters and paragraph positions.
Adjust rag_recall_top_k to "Top 5 entries", initiate multiple rounds of queries covering different financial report modules, and check that the number of returned citations matches the set value.
Test configuring reference_citation_prefix to "Source: \n", and check that citations in the response correctly implement line break separation.
Upload a non-authorized non-financial report document, initiate a relevant query, and check that the document is not returned as a citation source.

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.