Knowledge Base Retrieval and Recall for Water Utility Financial Report Analysis

Water utility financial report-related data comes from three main sources: annual, semi-annual, and quarterly reports publicly released by listed

What Data This Category Includes

Water utility financial report-related data comes from three main sources: annual, semi-annual, and quarterly reports publicly released by listed water utility enterprises, monthly industry operation reports published by municipal public utility regulatory agencies, and completion settlement archives for water utility projects.

Data update schedules follow regulatory requirements. Annual reports are updated once per year. Semi-annual reports are updated every six months. Monthly operation data is updated each month.

Document structures include standard financial statements and special water utility business notes. These notes contain dedicated fields such as average daily water supply volume, sewage treatment compliance rate, pipe network leakage rate, and unit water supply cost. Supported units include ten thousand cubic meters, yuan per ton, percentage, and others.

Constraints on Knowledge Base Retrieval and Recall

Dispersed data sources require independent recall trigger rules for each source. This prevents mixing monthly operation data and annual financial report content.

Water utility-specific fields require matching both field names and units during retrieval. Only fragments containing "average daily water supply volume (ten thousand cubic meters)" will be recalled, without generalized matching for "water supply volume".

Long document structures mean a single financial report note may hold multiple related data sets. When performing segmented recall, context between fields and their corresponding values must be retained. This avoids losing data association relationships after splitting.

Differences in update frequencies across data sources require configuring differentiated synchronization cycles for incremental knowledge base updates, grouped by data source type.

Configuration Settings

Configuration ItemRecommended ValueRationale
segment_length800–1200 charactersWater utility financial report special notes contain multiple sets of related data. This range preserves context binding between fields and their corresponding values to avoid split breaks
recall_countTop 6–8 resultsWater utility financial report-specific fields are concentrated. Too many recall results will introduce irrelevant standard financial content, while too few will fail to cover complete business scenarios
similarity_threshold0.72–0.85Semantic matching accuracy requirements for dedicated business fields are high. This range filters low-correlation non-water utility content
PARSE_FILE_TIMEOUT_SECONDS900 secondsSingle annual financial report files have large file sizes and long parsing times. This duration avoids mid-parsing timeout failures
knowledge_base_groupingGroup by data source typeDistinguish between annual financial reports, monthly operation data, and project archives to enable precise recall of content within specified ranges
answer_modeKnowledge base content only, preset prompt for no resultsStrictly limit responses to retrieved results, which complies with compliance requirements for water utility financial report analysis

The parameter values provided on this page are standard recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and testing on samples specific to the deployment is recommended before finalizing settings.

Three Common Configuration Errors

  • Symptom: Responses include standard financial explanatory content not uploaded to the knowledge base. Cause: The answer_mode configuration was not set to knowledge base only mode, leading the large language model to use pre-trained knowledge.
  • Symptom: Retrieval results mix water utility data across different cycles, preventing precise recall of operation information for a specified quarter. Cause: Knowledge base grouping was not configured by data source type, or grouping rules were not bound to the source tags of uploaded files.
  • Symptom: Single annual financial report file parsing fails, with an ETIMEDOUT error displayed in the interface. Cause: The PARSE_FILE_TIMEOUT_SECONDS configuration value is lower than the actual parsing time required for the file.

How to Verify Correct Configuration

  • Upload a test water utility monthly operation data file, trigger knowledge base synchronization, and verify that the source tag of this file is automatically associated in the knowledge base grouping.
  • Initiate a query including "2023 average daily water supply volume", and verify that retrieval results only include text fragments matching this field and unit.
  • Trigger a test with answer_mode set to knowledge base only mode, input a standard financial question outside the knowledge base, and verify that the preset custom prompt content is returned.
  • Call the knowledge base file export interface, and verify that the returned file list includes all uploaded water utility financial report-related files.

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.