What the data for this category looks like
Logistics enterprise financial report data primarily comes from publicly disclosed annual and quarterly reports of listed companies, plus monthly operational statistics documents released by industry associations. The update cadence is quarterly reports every 3 months, annual reports once per year, and some internal operational reports have higher update frequencies. Most documents are structured reports in PDF format, or detailed data in Excel format, containing core fields such as revenue breakdown, transportation cost, per-unit revenue, and ton-kilometer turnover. Units include RMB ten thousand, shipment volume, and transportation mileage, among others.
What constraints do these characteristics impose on the knowledge base retrieval and recall link
The multi-source and dispersed nature of logistics financial reports requires the retrieval system to support recall across public financial reports and internal operational reports. The fixed quarterly/annual update cadence requires the knowledge base to be configured with regular synchronization tasks to avoid data lag. In Excel-format detailed data, each individual business record corresponds to a single row. Improper splitting rules can lead to cross-row data concatenation, which damages record integrity. Structured fields such as ton-kilometer turnover and per-unit revenue are strongly bound to their units. Retrieval must retain the field association relationship to avoid result deviations caused by generalized matching. Individual financial report documents are lengthy. A reasonable chunk length must be set to retain business context and prevent key information from being lost during splitting.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300–600 seconds | Logistics financial report PDFs are lengthy per document. Sufficient parsing time must be reserved to avoid timeout interruptions |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Supports batch uploading of multiple annual financial report files, adapting to batch knowledge base update scenarios |
| Chunk Length | 800–1200 characters | Balances context integrity and retrieval accuracy of financial report data, avoiding overly fragmented chunks that lose business associations |
| Recall Count | Top 8–10 results | Logistics financial reports have many field dimensions. A sufficient number of candidate results must be recalled to cover business query scope |
| Similarity Threshold | 0.75–0.85 | Distinguishes similar cost and revenue items in financial reports, preventing low-relevance results from being included |
| Reranked Return Count | Top 3–5 results | Focuses on highly relevant core financial report data, adapting to the rapid retrieval needs of analysts |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common errors
- Phenomenon: Multiple single-row records are merged into one chunk after an Excel file is imported. Cause: Custom delimiters are not configured correctly, or rules for splitting Excel tables by row are not specified.
- Phenomenon: An
upstream connect errorerror occurs when uploading a large financial report PDF. Cause: ThePARSE_FILE_TIMEOUT_SECONDSparameter is not adjusted to a duration suitable for long document parsing, or server resources are insufficient leading to connection interruption. - Phenomenon: When searching for "this quarter’s transportation capacity utilization rate", no corresponding financial report data is matched. Cause: Reference resolution and question expansion configuration prior to retrieval are not enabled, preventing the system from identifying the specific financial report period referenced by "this quarter".
How to confirm proper configuration
- Upload a test Excel financial report detail file, and check whether each single-row data is split into an independent chunk.
- Upload a PDF financial report with more than 500 pages, and check that the parsing process does not time out and no
upstream connect errorerror occurs. - Initiate a search for "2024 trunk line transportation revenue", and check whether the returned results include accurate data for the corresponding fields, and the proportion of irrelevant results meets expectations.
- Call the knowledge base retrieval API, and check whether the returned results include associated query content expanded from the original question.
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.