What the data for this category looks like
Financial report data of listed companies in the construction machinery industry mainly comes from periodic reports disclosed by the Shanghai and Shenzhen Stock Exchanges, and publicly available operation statistics from industry associations. The data update schedule is as follows: quarterly reports are updated within one month after the end of each quarter, annual reports are updated within four months after the end of each fiscal year, and monthly industry operation data is updated at the beginning of each month. Most financial report documents are in PDF format, with structures including modules such as revenue composition, sales volume of segmented products, cost breakdown, and cash flow. Fields mostly include clear quantitative indicators such as specific product sales volume (unit: units), operating revenue (unit: ten thousand yuan), and attributable parent company net profit (unit: ten thousand yuan).
What constraints do these characteristics impose on the "citation sources and traceability" link
The characteristics of multi-source dispersion, periodic updates, and clear segmented fields of construction machinery financial report data impose multiple constraints on the citation and traceability process. Multi-source data requires exclusive identifiers for different data sources to avoid confusion of the same indicator data from different channels. Data sources with different update cycles need to verify the disclosure time of cited fragments to ensure that the cited content matches the current analysis cycle. There are many quantitative fields for segmented products, so it is necessary to accurately locate the original document paragraphs corresponding to the fields to avoid citation misalignment of cross-category indicators. PDF-format financial report documents need to adapt to precise text block extraction parameters to ensure that traced fragments are completely consistent with the original content.
How to configure the settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall_top_k | Top 8–12 results | There are many segmented product fields in construction machinery financial reports, so sufficient recall volume is needed to cover segmented indicators and avoid missing key data |
source_mark_format | [Serial Number] (Data Source: {source_name}, Disclosure Time: {publish_time}) | It is necessary to clearly mark the data source type and disclosure time to match the time sensitivity and multi-source characteristics of financial report data |
parse_pdf_text_threshold | 0.92–0.98 | The layout of financial report PDFs is standardized, so high text matching accuracy is required to ensure that traced fragments are completely consistent with the original text |
data_source_update_check | Enabled | The update cycles of different data sources vary significantly, so it is necessary to verify that the disclosure time of cited fragments matches the current analysis cycle |
reference_clean_mode | Remove original markers | Avoid the appearance of built-in citation marker text from the knowledge base in the output content |
chunk_max_length | 800–1200 characters | Most financial report paragraphs are long text modules, and the segment length adapts to the information density and structural characteristics of financial reports |
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 the settings.
Three common mistakes
- Phenomenon: Forged citation IDs not associated with valid knowledge base fragments appear in the output content, such as unattributed [99] markers. Cause: The
data_source_update_checkconfiguration is not enabled, or therecall_top_kvalue is too low to cover all segmented indicator fragments that need to be cited. - Phenomenon: Original citation marker text imported with the knowledge base appears in the output content, such as "Citation Marker: [1]". Cause: The
reference_clean_modeconfiguration is not set to remove original markers, or the cleaning mode is not set as expected. - Phenomenon: A timeout error occurs in the generated financial report analysis document, and the log shows the
PARSE_FILE_TIMEOUTerror code. Cause: Thechunk_max_lengthis set too large, or theparse_pdf_text_thresholdis set too high, causing the PDF parsing time to exceed the threshold.
How to confirm the configuration is correct
- Import a quarterly financial report PDF of a listed construction machinery company, trigger a recall test, and check whether the citation markers in the output include the data source name and disclosure time.
- Review the output content to confirm that there are no original citation marker text from the knowledge base, verifying that the
reference_clean_modeconfiguration takes effect. - Check the logs for the
PARSE_FILE_TIMEOUTerror code, and adjustchunk_max_lengthorparse_pdf_text_thresholdto values suitable for the current scenario. - Compare the cited fragments in the output with the corresponding paragraphs in the original PDF document to confirm that the cited content is completely consistent with the original text, verifying the rationality of the
parse_pdf_text_thresholdconfiguration.
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.