Knowledge Base Retrieval and Recall for Electric Power Financial Report Analysis

Electric power industry financial report data mainly comes from publicly disclosed information from the National Energy Administration, annual and

What the data for this category looks like

Electric power industry financial report data mainly comes from publicly disclosed information from the National Energy Administration, annual and quarterly reports of listed electric power enterprises, and public data from regional power trading centers. Data for financial investment analysis scenarios is supplemented by brokerage research reports and financial data platforms. The data update rhythm follows quarterly and annual core cycles, with some regional operation data updated monthly. The document structure includes fixed fields such as installed capacity, power generation, electricity sales, on-grid electricity price, and cost composition. Units mostly use professional measurement identifiers such as ten thousand kilowatt-hours, yuan/megawatt-hour, tons of standard coal, etc. A complete single financial report document is lengthy, with a large number of embedded structured tables and industry-specific statistical content.

Electric power financial reports have many structured fields and professional units, requiring precise matching of field names and units during retrieval to avoid semantic ambiguity. A single document is lengthy and contains a large number of embedded structured tables, requiring accurate splitting of segmented content within tables, otherwise key data fragments will be missed. The update cycle of monthly updated regional operation data differs from that of annual financial reports, requiring the knowledge base to support timestamp alignment of multi-source data to prevent recall of expired information. Industry terminology has high specificity, and ordinary semantic recall is prone to matching deviations, requiring strengthened recall logic for terminology association.

How to set the configurations

Configuration ItemRecommended ValueRationale
segment length800–1200 charactersElectric power financial reports often contain long tables and professional paragraphs; this length can fully retain the contextual association of a single set of structured data
similarity threshold0.72–0.85Electric power industry terminology has high specificity, requiring a balance between recall accuracy and coverage to avoid missing professionally relevant content
rerank return countTop 6–8 resultsLong documents generate many fragments after splitting; reranking can filter low-correlation recall results and focus on core data
PARSE_FILE_TIMEOUT_SECONDS600 secondsA single financial report document is lengthy, requiring sufficient parsing time to complete table splitting and text extraction
knowledge base update frequencySynchronize with the data release cycleMatch the update rhythm of quarterly financial reports and monthly operation data to ensure the timeliness of recalled content
UPLOAD_FILE_MAX_SIZE1000 MBSupport complete upload of a single large annual financial report to avoid parsing failure due to oversized file

The parameter values provided on this page are common recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing.

Three common mistakes

  • Phenomenon: Garbled characters appear after uploading a knowledge base file with a Chinese filename via API. Cause: The Content-Type and character encoding parameters are not specified in the request header. For the domestic SaaS version V4.8.17, additionally check the character encoding configuration in the request header.
  • Phenomenon: Unable to select a locally deployed specified model when creating a knowledge base. Cause: The model access address and authentication key are not correctly configured in the system configuration, causing the model list to fail to sync.
  • Phenomenon: Unable to import document content from Notion links. Cause: The access configuration for the Notion data source is not enabled, or the link does not have public access permissions enabled.

How to confirm the configuration is correct

  • Upload a standard electric power financial report document, check the parsed text splitting result, confirm that the table content is fully segmented and the unit fields are not lost.
  • Initiate a search for electric power professional terminology, verify whether the similarity and count of recall results meet the preset configuration requirements.
  • Check the knowledge base update log to confirm that the synchronization time of multi-source data matches the release cycle.
  • Test uploading a file with a Chinese filename via API, confirm that the filename does not appear garbled in the returned file information.

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.