Knowledge Base Retrieval and Recall for Baijiu Financial Report Analysis

Baijiu enterprise financial report data mainly comes from periodic reports disclosed by the Shenzhen Stock Exchange, Shanghai Stock Exchange and Hong

What the data for this category looks like

Baijiu enterprise financial report data mainly comes from periodic reports disclosed by the Shenzhen Stock Exchange, Shanghai Stock Exchange and Hong Kong Stock Exchange. These include annual reports, semi-annual reports and quarterly reports, with a fixed update schedule of quarterly, semi-annually and at the end of each year.

Document structures include consolidated balance sheets, income statements, cash flow statements, and operating discussion and analysis sections. Most segmented data for baijiu business is concentrated in revenue breakdown, production and sales volume, and channel structure sections. Common fields include "operating revenue", "baijiu series sales volume", "comprehensive gross margin". Common units are ten thousand yuan, kiloliter and percentage. Some enterprises disclose data related to per-ton liquor ex-factory price and terminal sales rate.

What constraints do these characteristics impose on knowledge base retrieval and recall?

Fixed-cycle updated financial report data requires the knowledge base to support precise filtering and recall based on disclosure time, to avoid including expired data.

There are large naming differences for segmented business fields. Some enterprises use "high-end liquor revenue" instead of "baijiu series revenue". This requires retrieval to support synonym expansion.

Single annual financial report documents can reach tens of thousands of words. Single-document chunking granularity must be limited to avoid fragmented context.

Supplementary data from temporary announcements must be included in the incremental recall scope, to ensure analysis results cover the latest operating dynamics.

How to set the configurations

Configuration ItemRecommended SettingRationale
chunkSize800–1200 charactersBaijiu financial report documents have a large word count. This range preserves associated business field information and avoids losing context after chunking
recallTopKTop 8–12 entriesBaijiu financial reports have multiple segmented business sections. A sufficient number of candidate fragments must be recalled to cover business data across dimensions such as revenue, production volume and channels
similarityThreshold0.72–0.78Segmented business fields in baijiu financial reports have low similarity differentiation. This range balances precision and recall coverage, avoiding missing valid segmented data
PARSE_FILE_TIMEOUT_SECONDS600 secondsParsing a single annual financial report takes a long time. The timeout threshold must be extended to prevent parsing failures
ragQueryRewriteEnable coreference resolution + question expansionBaijiu financial report analysis often involves coreferences such as "this enterprise" and "its Q3 sales volume". Expansion enables matching more precise document fragments
enableIncrementalSyncTrigger incremental sync quarterlyBaijiu financial report data is updated quarterly. Incremental sync reduces repeated parsing overhead

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 specific analysis, and it is recommended to test on your own samples before finalizing.

Three common errors

  • Phenomenon: Non-baijiu food and beverage category data is mixed into retrieval results. Cause: No synonym matching rules for baijiu financial report segmented fields are configured, leading to recall scope covering irrelevant documents.
  • Phenomenon: Exclusive fields such as "Q3 per-ton liquor price" and "high-end liquor revenue" cannot be recognized during retrieval, resulting in missing key information in recall results. Cause: No retrieval term expansion for unique fields of baijiu financial reports is performed, only general financial report keywords are used for matching.
  • Phenomenon: A 408 Request Timeout error is triggered when parsing a single annual financial report. Cause: PARSE_FILE_TIMEOUT_SECONDS is not adjusted to a value suitable for long document parsing, leading to interruption of the parsing process.

How to confirm the configuration is correct

  • Upload a single baijiu enterprise annual financial report, check the parsed document chunks, confirm that the word count of each chunk falls within the range set by chunkSize.
  • Enter a query containing coreferences, such as "the baijiu sales volume of this enterprise", check whether the retrieval results match the baijiu business data of the corresponding enterprise, confirm that the ragQueryRewrite function is active.
  • Trigger an incremental sync task, check that the sync log only contains newly added financial report documents, confirm that the enableIncrementalSync configuration is correct.
  • Enter a segmented business query term, such as "per-ton liquor ex-factory price", check whether the retrieval results include document fragments corresponding to the field, confirm that the synonym expansion rules are active.

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.