Citation Sources and Traceability for Minor Metals Financial Report Analysis

Minor metals financial report data mainly comes from annual and quarterly reports of listed companies publicly disclosed by domestic and overseas

What the data for this category looks like

Minor metals financial report data mainly comes from annual and quarterly reports of listed companies publicly disclosed by domestic and overseas stock exchanges, as well as monthly industry operation data released by non-ferrous metal industry associations. Data update rhythm follows disclosure cycles: annual financial reports are updated once a year, quarterly financial reports are updated every quarter, and monthly industry data is updated once a month. Documents mostly combine structured tables and paragraphs, and include fields such as production volume, inventory, spot price, smelting cost, and import and export volume. Units are mostly tons, yuan/ton, ten thousand yuan, and some import data include USD-denominated fields.

The multi-source, periodic update and detailed field characteristics of minor metals financial reports impose three constraints on citation traceability. First, there are many detailed structured fields. It is necessary to accurately match the production volume, price and other fields of specific minor metal varieties to avoid recalling data of unrelated categories. Second, update cycles vary across different data sources. During traceability, it is necessary to mark data collection time and disclosure nodes to ensure citation timeliness. Third, it is necessary to distinguish source identifiers between listed company financial reports and industry association data to avoid confusing individual enterprise data with overall industry data. It is also necessary to associate with specific chapters or release pages of original disclosure documents.

How to Set Configuration

Configuration ItemRecommended ValueRationale
recall countTop 8-12There are many detailed fields in minor metals financial reports, sufficient recall volume is needed to cover data of different dimensions, while avoiding redundant content interfering with responses
similarity threshold0.75-0.85The similarity of detailed variety fields for minor metals is relatively high. A threshold that is too low will recall irrelevant data, while a threshold that is too high will miss valid business content
reordered return countTop 3-5Core data of minor metals financial reports is concentrated in a small number of structured paragraphs. Retaining the top 3-5 after reordering can ensure citation accuracy
citation source file typestructured tables + PDF textMinor metals financial reports include both structured data tables and text explanations, both types of content need to be recalled to cover complete business scenarios
PARSE_FILE_TIMEOUT_SECONDS300 secondsSome large monthly industry data documents from industry associations have relatively long lengths, resulting in longer parsing time, so a longer timeout period needs to be adapted
segment length800-1200 charactersThere are many structured fields in minor metals financial reports. Too long segments will destroy field relevance, while too short segments will split data context

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, and it is recommended to test on your own samples before finalizing.

Three Common Mistakes

  • Phenomenon: The generated result only displays a citation list with no valid response content. Cause: The recall count is set too low, or the similarity threshold is set too high. This results in failure to recall valid content matching the minor metals financial report query, and only file citation metadata is returned.
  • Phenomenon: In FastGPT 4.9.6, when accessing the application via a non-login share link, the citation view button is displayed but cannot be clicked to jump to the original text. Cause: The external link access permission for citation sources is not enabled in the non-login share permission configuration. The permission verification logic of this version has a deviation, which prevents loading the external link address of the original file.
  • Phenomenon: The citation display format does not follow the field classification of minor metals financial reports, and source identifiers are chaotic. Cause: No custom citation template is configured to adapt to structured financial report data, so the system default template cannot accurately associate fields with original sources.

How to Confirm the Configuration Is Correct

  • Upload a PDF of a minor metals listed company's financial report and monthly industry data documents, then initiate a query targeting specific detailed fields. Check whether the returned result includes citation identifiers for the corresponding sources.
  • Enter the knowledge base configuration page of the application, and verify one by one whether the values of parameters such as recall count and similarity threshold match the preset configuration.
  • Click the citation link in the generated response, and confirm whether it jumps to the corresponding chapter or release page of the original file.
  • Enable multi-turn conversation mode, then initiate two consecutive related minor metals financial report queries. Check whether subsequent responses associate context citations from the previous round.

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.