What the data for this category looks like
Logistics financial report data mainly comes from public periodic reports of listed logistics enterprises, monthly statistical bulletins from transportation industry associations, and operation ledgers of logistics parks. Data update rhythms fall into two categories: periodic financial reports are released quarterly and annually, while industry operation data is updated monthly. Document structures mostly combine structured tables and paragraphs, including fields such as freight volume, per-ton transportation cost, and trunk line turnover rate. Units are mostly yuan/ton-kilometer, trip counts, 10,000 square meters of warehouse area, and some data includes regional breakdown dimensions.
What constraints do these characteristics impose on the citation source and traceability link
The multi-source and scattered nature of logistics financial report data requires the traceability link to associate multiple data sources such as corporate financial reports and industry statistics, and clarify the publishing entity of each citation. Periodic financial reports updated quarterly and annually require the traceability link to record the data release cycle and update nodes, to avoid citing expired information. The specificity of professional fields and units requires the traceability link to retain original field names and units, without unauthorized modifications to expressions. The existence of regional breakdown dimensions requires the traceability link to mark the coverage area corresponding to the data, to ensure accurate citations.
How to configure the settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall count | Top 8-12 entries | Logistics financial report data is mostly structured entries. Too many recalls introduce irrelevant information, while too few fail to cover core data |
similarity threshold | 0.72-0.80 | There are many logistics professional terms. A threshold that is too low introduces non-relevant industry data, while a threshold that is too high may miss valid financial report entries |
PARSE_FILE_TIMEOUT_SECONDS | 300-600 seconds | Large financial report documents contain multi-page tables and charts, which take a long time to parse |
citation source retention fields | publishing entity, publishing time, original unit, regional dimension | Traceability for logistics financial reports requires clear professional attributes, time ranges, and coverage ranges |
data source refresh cycle | Quarterly | Financial reports of listed logistics enterprises are updated quarterly. Refreshing quarterly covers core data update nodes |
reorder return count | Top 4-6 entries | Prioritize displaying the most relevant core financial report data, to avoid redundant information interfering with analysis |
The parameter values provided on this page are conventional recommendations used to determine the starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Only returning citation links without corresponding content fragments after retrieval. Cause: The
citation content retentionconfiguration is not enabled, only data source metadata is stored and original text fragments are not retained. - Receiving a
400 Bad Requesterror when calling the traceability API. Cause: Required parameters for thesource_metadatafield are not passed as required, such as missing publishing time or unit information. - The generated financial report analysis cites expired quarterly data. Cause: The
data source refresh cycleis not set, and the knowledge base still stores old versions of financial report data.
How to confirm the configuration is complete
- Upload a test logistics financial report document, and check whether the retained fields after parsing include preset retention items such as publishing entity and original unit.
- Initiate a financial report analysis request, and check whether the returned results include complete metadata information for each citation.
- Adjust the data source refresh cycle, and verify whether the financial report data in the knowledge base has been updated according to the set cycle.
- After triggering retrieval, confirm that the number of returned citations matches the configured recall count.
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.