What the Data for This Category Looks Like
Financial report analysis data for integrated services comes primarily from public periodic reports, temporary announcements, and official financial documents disclosed by domestic and overseas stock exchanges. Data updates follow standard disclosure cycles. Quarterly reports release after each quarter ends. Annual reports complete publishing by the end of April of the following year. Document structures include structured financial tables and management discussion and analysis sections. Fields cover reporting periods, accounting account names, ending balances, year-over-year change ranges, and more. Units use yuan, ten thousand yuan, or hundred million yuan as benchmarks. Some cross-border reports disclose both functional currency and converted amounts.
Constraints on Citation Sources and Traceability
The high share of structured financial tables requires precise tracing to specific cell segments on individual report pages, rather than general paragraphs. Regular disclosure schedules require traceability links to support knowledge base synchronization triggered by disclosure cycles, to avoid using outdated financial data. Sudden updates to temporary announcements require traceability chains to identify newly disclosed documents and link them to corresponding financial report analysis requests. Multiple fields and units require simultaneous marking of account names, reporting periods, and units to ensure complete, traceable citation information.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
Recall Count | top 10-15 entries | Integrated service financial reports include multiple types of accounts and sections. A sufficient number of document fragments must be recalled to cover different reports and analysis sections |
Similarity Threshold | 0.75-0.85 | Financial report account names require high precision. A threshold that is too low will introduce irrelevant financial report fragments, while a threshold that is too high will fail to recall relevant content |
Chunk Length | 800-1200 characters | Financial report sections include continuous tables and text. Chunk length should match the length of a single report page or complete analysis paragraph |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Parsing large annual financial report files takes a long time. Extend the timeout period to avoid parsing failures |
Knowledge Base Sync Cycle | once per week | Financial reports are disclosed quarterly. Weekly synchronization can timely cover newly added temporary announcements and updated financial report files |
Re-ranked Return Count | top 5 entries | Prioritize displaying the most relevant core report fragments, to avoid excessive citations interfering with reading |
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. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: No citation details appear in the response results when calling the knowledge base QA API. Cause: The
return reference detailsconfiguration item is not enabled, or thewithReferencefield is not included in the API request parameters. - Symptom: The embedded iframe page does not display the citation source pop-up or sidebar. Cause: The
showReferenceswitch is not enabled in the iframe embedding parameters, or the front-end code does not bind citation click events. - Symptom: After parsing long financial report documents, account segments across tables are incorrectly spliced, making precise traceability impossible. Cause: A single title delimiter is used, and composite hierarchical delimiters are not used for financial report tables and sections.
How to Confirm Configuration Is Properly Set Up
- Upload a test financial report file, start a knowledge base QA session, and check if citation cards with source file names and section names are displayed below the answer.
- Call the API interface, check if the returned results include the
referenceListfield, and that the field contains document fragments, source location information, and other details. - Adjust the
Similarity Thresholdto 0.7, submit a query that includes a specific financial report account, and confirm that the recalled citation fragments match the account name. - Wait for the knowledge base sync cycle to complete, upload a new temporary announcement file, submit a corresponding query, and confirm that the citation source includes the newly uploaded file.
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.