What Data for This Category Looks Like
Heating industry financial report data primarily comes from annual and semi-annual financial reports of publicly disclosed heating supply enterprises, heating industry operation briefings from local housing and construction departments, and industry statistical data released by provincial energy regulatory offices. Update schedule: Annual financial reports are disclosed by April 30 of the following year. Semi-annual financial reports are disclosed by August 31 each year. Industry briefings are updated monthly. The structure of a single document includes fields such as revenue details, heating cost composition, heating scale (heating area, number of connected users), government subsidy details, and operational efficiency indicators. Field units are mostly ten thousand yuan, ten thousand square meters, ten thousand households, and tons of standard coal. Some indicators have accompanying explanations but no percentage statistics.
What Constraints Do These Characteristics Impose on the Citation Sources and Traceability Link
The data sources for heating industry financial reports are scattered across enterprise public documents and government industry briefings. Separate recall rules and weights must be configured to avoid missing core information across data sources. Differences in update schedules across data sources require the traceability link to distinguish timestamp markers for historical versions and real-time data, ensuring citation timeliness. The industry-specific unit system requires verification of consistency between field units and document metadata during traceability, avoiding unit confusion across data sources. Some industry data released by the government must be bound with traceability information including the issuing authority and release time to ensure citation authority. Relying solely on non-public data disclosed within enterprises is not permitted.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
datasource_match_threshold | 0.72–0.80 | Heating industry financial report fields are mostly structured numerical values. This threshold filters low-matching cross-industry documents, covers synonym-based matching of industry fields, and avoids missing core information |
recall_top_k | Top 8 results | Key information for heating industry financial reports is scattered across multiple modules including revenue, costs, and scale. 8 results can cover core data fragments across multiple modules and avoid excessive redundant recall |
rerank_top_k | Top 3 results | Core citation fragments for heating industry financial reports must prioritize matching business questions. Retaining the top 3 results after reranking ensures accurate traceability information |
source_time_range | Last 24 months | The analysis cycle for heating industry financial reports mostly covers two years of operational data. This range covers the latest policy adjustments and operational changes |
file_parse_chunk_size | 1000–1200 characters | Structured fields in heating industry financial reports are mostly short paragraphs. This segment length preserves the integrity of fields and units, avoiding loss of contextual association after splitting |
enable_source_metadata | Enabled | Metadata such as data source issuing authority, release time, and document type must be retained to meet traceability authority requirements for heating industry financial report analysis |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test on your own samples before finalizing.
Three Common Configuration Mistakes
- Phenomenon: Generated financial report analysis includes citation fragments from non-heating industries, and the corresponding data source cannot be traced. Cause: A reasonable threshold for
datasource_match_thresholdwas not configured, leading to recall of low-matching cross-industry documents. - Phenomenon: Forced knowledge base citation markers are added to generated responses, and they cannot be canceled via standard configuration. Cause: The
enable_auto_referenceparameter was not disabled, or a forced citation node was accidentally enabled in the workflow. - Phenomenon: Field units in generated citation fragments do not match the original financial report, or empty fields appear. Cause: A reasonable segment length for
file_parse_chunk_sizewas not set, resulting in loss of unit information or contextual association of structured fields after splitting.
How to Verify Correct Configuration
- Upload a single annual financial report document from a heating enterprise, trigger a test query for revenue and heating costs, and check if returned citation fragments include corresponding fields from the financial report.
- View the citation traceability panel to confirm each citation fragment is labeled with data source name, release time, and document type.
- Adjust the value of
datasource_match_thresholdand verify that recall result counts change as expected across different thresholds. - Generate a complete financial report analysis report and check that citation markers display in accordance with preset configuration requirements.
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.