Citation Sources and Traceability for Carbon Steel Financial Report Analysis

Carbon steel financial report data primarily comes from listed company periodic reports, industry information platforms, and third-party data

What the Category’s Data Looks Like

Carbon steel financial report data primarily comes from listed company periodic reports, industry information platforms, and third-party data institutions. Data updates follow quarterly and annual disclosure schedules. Quarterly reports are released within 15 working days after each quarter ends. Annual reports are disclosed by April 30 of the following year. A single financial report document includes structured tables and body text. Core fields include crude steel output, operating revenue, tonnage steel gross profit, inventory turnover days, and others. Units include ten thousand tons, hundred million yuan, yuan/ton, and similar units. Most documents use PDF format, with some structured data provided as Excel attachments. The parsed text length of a single annual financial report ranges from 5,000 to 8,000 characters.

Constraints on Citation Traceability

The multi-field, multi-source nature of carbon steel financial reports creates multiple constraints for citation traceability. First, core indicators such as crude steel output must be accurately matched to the corresponding financial report chapter and table cell. Fuzzy keyword matching alone cannot complete traceability. Second, the frequent updates of quarterly and annual reports require the traceability system to automatically identify the latest disclosed versions, to avoid citing expired data. Third, the mixed structure of structured tables and body text requires distinct traceability logic for field references within tables and body text descriptions, to ensure accurate citation positions. Finally, differences in field units across data sources—such as some documents using thousand yuan as the revenue unit—require retaining original unit information during traceability to prevent confusion.

Configuration Settings

Configuration ItemRecommended ValueRationale
recall countTop 8-12Carbon steel financial report quarterly data covers multiple core indicators including crude steel output, revenue, gross profit, etc. A sufficient recall volume is needed to cover all core fields
similarity threshold0.75-0.85Carbon steel financial report field naming is standardized. An overly high threshold will filter out some strongly relevant documents, while an overly low threshold will introduce irrelevant industry information content
PARSE_TABLE_STRICT_MODEtrueCarbon steel financial reports contain a large number of structured tables. Strict mode retains the original field names and unit information of cells, avoiding data distortion after parsing
maxContext6000-8000 charactersThe parsed text of a single annual carbon steel financial report is relatively long. Context length must be limited to avoid context overflow errors during model calls
reranked return countTop 3-5Prioritize returning documents strongly related to core carbon steel indicators, reducing redundant information for model processing
UPLOAD_FILE_MAX_SIZE20 MBAnnual carbon steel financial report PDF files are usually large in size, requiring adaptation to the single-file upload maximum limit

The parameter values provided on this page are common recommended starting points for configuration setup. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test on your own samples before finalizing settings.

Three Common Misconfigurations

  • Setting recall count to 2. After a call, returned results only label 1 knowledge base citation. This happens because the recall volume fails to meet the multi-index requirements of carbon steel financial reports, and the default recall amount is insufficient to cover all core fields.
  • In FastGPT 4.8.22, when calling after configuring multiple knowledge bases, the prompt "Knowledge Base Citation (1 entry)" appears. This happens because the cross-knowledge base recall switch is not enabled, or the target financial report knowledge base is not correctly bound, resulting in only a single document being retrieved.
  • After parsing carbon steel financial reports, unit information for table cells is not shown in citation traceability. This happens because PARSE_TABLE_STRICT_MODE is not enabled, causing the parsing process to automatically merge cell field names and units, losing original traceability information.

How to Verify Correct Configuration

  • Upload a single quarterly carbon steel financial report PDF, trigger parsing, and check the parsed field list to confirm that core fields such as tonnage steel gross profit and crude steel output fully retain their original unit information.
  • Enter "2024 carbon steel tonnage steel gross profit" as the query term, check the number of source documents for recall results, and confirm that more than 3 results are returned.
  • During a test call, review the citation traceability module of the returned results to confirm that each citation includes the document name, corresponding chapter, or page number information.
  • Upload an annual carbon steel financial report file larger than 10 MB, confirm that the upload succeeds and no timeout error occurs during parsing.

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.