What data for this category looks like
Financial report data for the educational service category comes from three sources: public periodic reports of listed educational service enterprises, filed and public financial reports of private educational institutions, and publicly organized data from industry research institutions. Update cadence follows three patterns: quarterly reports are updated every quarter, annual reports are updated annually, and special school operation data is updated alongside school operation cycles. Document structure primarily uses structured tables, with accompanying explanatory text sections. Covered modules include revenue classification, school operation costs, student and teacher scale, assets and liabilities, and more. Fields include revenue amount (unit: RMB yuan), number of enrolled students (unit: persons), per-class-hour fee (unit: yuan/class hour), school site area (unit: square meters), and other fields unique to the educational service category, such as statistics related to course continuation rate and referral rate.
Constraints on retrieval and recall links
The structured nature of educational service financial reports requires the retrieval link to prioritize matching specified fields. This avoids distracting generic text from interfering with analysis results. Unique school operation-related fields need separate vector training weight configuration. This ensures recall priority for core business data. Alternating updates of quarterly and annual reports require the knowledge base to support incremental synchronization based on report cycles. This prevents old data from being included in current analysis scenarios. The multi-module structure of documents requires setting recall range limits. Only content from core financial report analysis modules is extracted, reducing redundant information.
Configuration settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
| Recall Count | Top 8–12 results | Educational service financial reports include multi-module fields. Too many recalled results cause context overload, while too few fail to cover complete analysis dimensions |
| Similarity Threshold | 0.72–0.85 | Educational service financial report fields are mostly proper nouns. A threshold that is too low introduces irrelevant school operation data, while a threshold that is too high may miss detailed financial report information for segmented businesses |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Single educational service financial report documents have long length, including multiple pages of structured tables. Sufficient parsing time is needed to complete text splitting and vectorization |
| Chunk Length | 800–1200 characters | Single block content from financial report structured tables has moderate length. This chunk length fully preserves text explanations associated with tables, avoiding breaking data relevance |
| Knowledge Base Incremental Update Trigger Condition | Triggered by report release cycle | Educational service financial reports are updated quarterly and annually on a fixed schedule. Triggering updates by cycle ensures data timeliness, avoiding ineffective full synchronization |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, 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
- Phenomenon: When generating an educational service financial report knowledge base using web static links, the error
Validation failed: name: Pathnameis required.is returned. Cause: The required name field of the knowledge base is not filled in, or the submitted name parameter is empty, triggering the platform's field verification interception. - Phenomenon: The generated financial report analysis answer automatically includes retrieved content from the knowledge base, and cannot be hidden. Cause: The citation display configuration item of the answer is not turned off, causing the system to display original text citations from retrieval sources by default.
- Phenomenon: After using a workflow to call knowledge base retrieval, the input and response content of the retrieval link are displayed in the answer. Cause: The parameter to hide tool call details is not configured in the workflow, retaining the original log output of tool execution.
How to confirm correct configuration
- Upload a single educational service financial report document. Confirm that parsing completion time does not exceed the set
PARSE_FILE_TIMEOUT_SECONDSvalue, and there are no system logs indicating parsing failure. - Input query terms targeting unique fields of educational service financial reports. Check that the recall result coverage includes target business data, with no irrelevant content included.
- Trigger a complete financial report analysis workflow. Check that the generated answer only displays analysis conclusions, with no input or output details from the retrieval link.
- Trigger an incremental synchronization task for the knowledge base. Confirm that only newly added financial report documents are updated, and no full re-parsing is triggered.
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.