Knowledge Base Retrieval and Recall for Minor Metals

What the data for this category looks like

Minor metals financial report data primarily comes from periodic reports of domestic and overseas listed companies, monthly supply and demand statistics from industry associations, and customs import and export declaration data. There are three update schedules: quarterly financial reports are disclosed within 15 days after the quarter ends, annual financial reports are published by the end of April of the following year, and industry supply and demand and spot price data are updated monthly and daily.

Document structures include fields such as product revenue proportion, unit production cost, metal ton unit price, grade parameters, and inventory turnover days. Units include yuan/metal ton, ton, day, and some documents include detailed production capacity and import and export data for sub-categories.

What constraints do these characteristics impose on the knowledge base retrieval and recall link?

The data characteristics of minor metals impose multiple constraints on the knowledge base retrieval and recall process.

Data sources with multiple update schedules require splitting index tasks by daily and quarterly cycles. This avoids full index timeouts or excessive resource usage. Professional units such as yuan/metal ton and grade parameters must be matched with context during retrieval. This prevents recall of mixed data with unrelated units.

Multi-format documents require unified parsing rules. This ensures consistent extraction of structured fields from listed company financial report PDFs and industry statistical Excel files. The large number of sub-category labels requires the recall link to support filtering by category. This avoids invalid cross-category results interfering with analysis.

Additionally, the chapter structure of concentrated product data in financial reports requires retaining associated information from adjacent paragraphs during segmentation. This prevents loss of critical data due to incorrect splitting.

How to set configurations

Configuration Item	Recommended Value	Rationale
`PARSE_FILE_TIMEOUT_SECONDS`	`600 seconds`	Minor metals financial report PDFs contain multi-chapter structured data, which requires long parsing time. This duration covers the parsing needs of most single documents
`UPLOAD_FILE_MAX_SIZE`	`200 MB`	Single annual report PDF of minor metals listed companies usually does not exceed 150 MB. This value reserves reasonable margin to accommodate large industry statistical documents
`chunk_size`	`1200–1500 characters`	Product data paragraphs in minor metals financial reports have moderate length. This segmentation range retains contextual association while avoiding overly long single content blocks
`recall_top_k`	`Top 8 results`	Minor metals financial report analysis requires a balance between comprehensiveness and accuracy. 8 recall results cover core data points
`vector_model_switch`	`Match by scenario`	Structured financial report data and unstructured industry data require adaptation to different vector models. Switching support improves retrieval accuracy
`filter_by_metadata`	`Enabled`	Minor metals categories have multiple sub-category labels. Enabling this allows filtering recall results by category and update time, reducing invalid data

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 individual analysis. It is recommended to test on your own samples before finalizing settings.

Three common mistakes

Symptom: The index_status field returns pending for more than 24 hours, and the console shows a backlog of index task queues. Cause: Index tasks are not split according to the multiple update schedules of minor metals data. Full index occupation of excessive computing resources causes blocking.
Symptom: Embedded images in retrieval results fail to load normally, returning a 404 Not Found error. Cause: The external link storage whitelist for embedded charts in minor metals financial reports is not configured, or the parsing link does not extract valid local storage paths for images.
Symptom: When calling the create file collection API, structured table data in PDF files is not correctly extracted. Cause: The pdf_parse_mode parameter is not passed in the API request body and specified as structured mode. Parsing in plain text format causes loss of table information.

How to confirm correct configuration

Check the start_time and end_time of index tasks. Confirm that tasks split by daily and quarterly cycles are completed within the preset time.
Call the retrieval interface, pass a query term containing minor metals professional units. Verify that the returned results include matching unit fields.
Check if the pdf_parse_mode parameter is included in the API request body. Confirm that the parsing mode matches the document format.
View the vector model options on the knowledge base configuration page. Confirm that the target model can be switched and saved to take effect.

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.