What data for this product category looks like
White goods financial report data sources include public disclosure documents from the Shanghai Stock Exchange, Shenzhen Stock Exchange, and Hong Kong Stock Exchange, plus announcements from corporate investor relations sections. Update frequency follows a fixed schedule: annual reports are released once per year, quarterly reports once per quarter, and semi-annual reports once every six months. Most documents are in PDF format, with structures including consolidated financial statements, product category revenue breakdowns, R&D investment, channel layout, and other modules. Fields include revenue, gross margin, inventory turnover days, online and offline channel share, and more. Some enterprises disclose single-product revenue data for refrigerators, washing machines, air conditioners, and other segmented product lines.
What constraints do these characteristics impose on the citation source and traceability process
Segmented revenue fields require precise recall, and data from different home appliance categories must not be confused. Keyword matching rules must be adjusted to focus on target content. Fixed update cycles require regular refreshes of the knowledge base data source to avoid using expired financial reports that reduce analysis accuracy. Structured tables in PDFs are easily split by standard parsers, so table structure must be preserved to ensure accurate page-level pointing during traceability. Unit differences across segmented fields require synchronous annotation of corresponding units during traceability to avoid confusing data calibers. The overall length of financial reports requires controlling the total number of recalled tokens, to ensure complete context required for analysis while avoiding exceeding model input limits.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
chunk_size | 800–1200 characters | White goods financial report segmented revenue paragraphs are relatively long, to avoid splitting and destroying the contextual integrity of segmented product data |
recall_top_k | Top 6 entries | Sufficient segmented product revenue paragraphs must be recalled to cover all segmented data required for analysis |
similarity_threshold | 0.75–0.82 | Precisely match segmented revenue keywords, to avoid recalling irrelevant data from other home appliance categories |
max_context_token | 12000–15000 tokens | Balance financial report contextual integrity and model input costs, while avoiding exceeding model input limits |
parse_pdf_mode | structured_table | Preserve the structure of structured financial tables in financial reports, to facilitate accurate pointing to specific table page numbers during traceability |
source_mark_format | [page: {page}, filename: {filename}] | Clearly mark specific source information for financial reports, in line with audit traceability specification requirements |
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 specific analysis, and it is recommended to test on your own samples before finalizing.
Three Common Errors
- Phenomenon: Knowledge base query times out, returning a
504 Gateway Timeoutstatus code. Cause: Themax_context_tokenparameter was not adjusted, and overly long financial report text was sent to the model, exceeding the model's processing limit. - Phenomenon: Workflow tool call module fails to output knowledge base citation content. Cause: The
enable_source_citationconfiguration item was not enabled, or the knowledge base data source was not correctly bound to the tool call node. - Phenomenon: Garbled citation markers appear at the end of AI output content. Cause: The
source_mark_formatparameter was not configured correctly, and unescaped special characters were used, causing format exceptions during parsing.
How to Verify Correct Configuration
- Upload a public financial report PDF from a white goods enterprise, review the parsed chunked content, and confirm that segmented revenue paragraphs and structured tables are not incorrectly split.
- Initiate a query targeting segmented revenue, review the citation markers in returned results, and confirm that markers include page numbers and filenames with no garbled formatting.
- Initiate multiple consecutive queries, monitor response times, and confirm that no timeout exceptions occur.
- Review the configuration of the workflow tool call module, confirm that the knowledge base data source has been correctly associated, and the citation switch has been enabled.
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.