What Data for This Category Looks Like
Education services financial report data primarily comes from public annual reports and quarterly operation announcements of private education institutions and education groups, as well as industry statistical disclosure documents released by education authorities. Data is updated at fixed quarterly or annual time points. Most documents are multi-page PDF formats containing nested tables and annotation paragraphs. Document structures include modules such as revenue classification, cost structure, student and teacher enrollment scale, cash flow, and compliance qualifications. Revenue fields are denominated in RMB yuan. Student and teacher scale is measured in person-times or enrolled headcount. Compliance-related fields are described using qualification categories or compliance requirements.
Constraints Imposed on Citation Sources and Provenance Workflows
The multi-module nested structure of education services financial reports requires provenance to accurately locate specific chapters, page numbers, and paragraphs. Vague citations that only display the file name must be avoided. The fixed quarterly or annual update rhythm requires the provenance system to synchronize the knowledge base corresponding to the cycle. This ensures that cited financial report data is the latest released version. The multi-source PDF document format requires the provenance system to support location marking of embedded tables and annotation paragraphs. Effective provenance cannot be completed only through plain text fragments. The segmented business classification fields require provenance to be associated with specific revenue or cost classifications. Only displaying the overall financial report content cannot ensure the targeting of citations.
How to Set the Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
segment_length | 800–1200 characters | Paragraphs in education services financial reports usually contain complete report explanations and annotations. Excessive length will lose context association, while insufficient length cannot cover complete disclosure logic |
recall_count | Top 6–8 entries | Core data of education services financial reports is scattered across multiple chapters, requiring a sufficient recall volume to cover key modules such as revenue, cost, and compliance |
similarity_threshold | 0.72–0.85 | There are many professional terms in education services financial reports. A threshold that is too low will introduce irrelevant compliance document fragments, while a threshold that is too high will miss accurate financial report chapters |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | PDF files of education services financial reports usually contain multi-page tables and annotations, resulting in longer parsing time |
enable_reference_detail | Enabled | Education services financial reports require displaying specific page numbers and paragraph positions. Only displaying the file name is not conducive to those completing provenance |
knowledge_base_sync_cycle | Once per quarter | Matches the quarterly release rhythm of education services financial reports, avoiding citing outdated data |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to conduct testing using samples relevant to the actual deployment before finalizing settings.
Three Common Configuration Errors
- Phenomenon: The citation source link displayed in the interface returns a 404 error. Cause: The
reference_file_storage_pathparameter is not configured, or the public access permission of the storage path is not set correctly. - Phenomenon: The exported citation data only includes the knowledge base name, and does not display specific financial report chapters, page numbers, or paragraph positions. Cause: The
enable_reference_detailconfiguration is not enabled, and only basic file metadata is retained. - Phenomenon: The
referencesfield returned by the API call is empty. Cause:need_referenceis not specified as true in the request parameters, or the recalled text fragments are not associated with valid document provenance identifiers.
How to Verify Configuration Completion
- Upload a PDF file of an education services financial report, initiate a corresponding query, and check the citation module attached to the reply to confirm that the module includes the file name, page number, and corresponding paragraph fragment.
- Call the query API, check whether the returned result contains the
referencesfield, and whether the field includes sub-fields such asfile_name,page_number, andcontent. - Export the knowledge base data, check whether the exported file includes specific provenance information for each citation. Only including summary content at the knowledge base level does not meet inspection requirements.
- Click the link in the citation module, confirm that the specified position of the corresponding document can be opened normally.
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.