Knowledge Base Retrieval and Recall for Metallurgical Coal Financial Report Analysis

Metallurgical coal financial report data primarily comes from public announcements on domestic and overseas exchanges, monthly and quarterly

What the data for this category looks like

Metallurgical coal financial report data primarily comes from public announcements on domestic and overseas exchanges, monthly and quarterly statistical reports from coal industry associations, and annual and quarterly reports of listed coal enterprises. Data updates follow a fixed schedule: quarterly financial reports are released within 30 days after the end of each quarter, annual financial reports are released before April of the following year, and temporary announcements are updated immediately following changes in industry supply and demand. Most documents are in PDF format, with a structure that includes core operating data sections. Fields cover metallurgical coal dry basis ash content, sulfur content, caking index, output, sales volume, tax-included ex-factory price, and more. Common units include percentage, ton, and yuan per ton.

What constraints these characteristics impose on the knowledge base retrieval and recall workflow

The fixed update schedule requires the knowledge base synchronization cycle to align with financial report release dates, to avoid retrieving expired data. Professionally specialized indicator fields require the retrieval system to accurately match terminology, to prevent generalized searches from mixing in data from unrelated categories. The long document structure requires preserving indicator integrity during segment processing, to avoid damaging professional expressions through incorrect splitting. Multi-source data must be bound with metadata using metallurgical coal-specific classifications, to ensure the retrieval scope is limited to the target category.

How to set configurations

Configuration ItemRecommended SettingRationale
Metadata Filtering RuleFilter by industry classification = metallurgical coal and financial report type = quarterly/annual reportMetallurgical coal financial reports require strict category and report cycle restrictions; filtering only recalls knowledge base content within the target scope
Recall countTop 8-12 resultsMetallurgical coal financial reports contain multiple sets of professional data; sufficient recall volume covers the full context required for complete analysis
Similarity threshold0.75-0.82Professional terminology matching requires high precision, to avoid recalling low-relevance non-metallurgical coal financial report content
Chunk size800-1200 charactersProfessional indicators in metallurgical coal financial reports are often concentrated in continuous paragraphs; this length avoids destroying indicator expression integrity during splitting
PARSE_FILE_TIMEOUT_SECONDS300 secondsParsing a single annual financial report PDF takes a long time; this prevents parsing failure due to timeout
UPLOAD_FILE_MAX_SIZE1000 MBAdapts to the common file size of a single complete annual report PDF

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 settings.

Three common configuration errors

  • Issue: Search results mix in financial report data from other categories such as steel and electric power. Cause: The Metadata Filtering Rule is not configured, or the filtering conditions are not bound to metallurgical coal-specific classification fields.
  • Issue: Retrieved segmented content loses metallurgical coal-specific professional indicators such as caking index. Cause: The Chunk size is set too short, destroying the complete sentence containing the indicator during splitting.
  • Issue: Applications built on the knowledge base can only recall knowledge base content, and cannot invoke the online search function supported by the model. Cause: The application's forced knowledge base retrieval switch is not turned off, or the online permission configuration is not enabled.

How to verify correct configuration

  • Upload a financial report PDF of a listed metallurgical coal company, and check if the parsed document's metadata includes the preset industry classification and financial report type fields.
  • Submit a search request containing metallurgical coal professional terminology, and check if the returned results only include metallurgical coal-related financial report content with no data from other categories.
  • Review the segmented content of search results, and confirm that professional indicators are not split across different paragraphs.
  • Test whether the application triggers an online search process when there is no matching data in the knowledge base.

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.