What the data for this category looks like
Data related to shipping port financial reports mainly comes from official public announcements of port authorities, monthly/annual transportation statistical bulletins from the Ministry of Transport, and annual and semi-annual financial reports of listed port enterprises. Public statistical data is mostly monthly summaries, updated in the first 10 days of the following month. Corporate financial report data is disclosed quarterly and annually, with annual financial reports updated before April of the next year. Document formats include full PDF financial reports, structured Excel statistical tables, and web-based announcements. Data fields include cargo throughput (unit: 10,000 tons), container throughput (unit: TEU), number of berthing ships, berth utilization rate, per-container operation cost, and some data is categorized by foreign trade and domestic trade routes.
What constraints do these characteristics impose on the citation source and traceability link
The multi-source, multi-update frequency, and multi-format characteristics of shipping port data impose multiple constraints on the citation and traceability process. In multi-source scenarios, different traceability identification rules must be configured for official statistical data and corporate financial report data to avoid confusion between data source types. Content with different update frequencies needs to match corresponding recall priorities: monthly throughput data should prioritize recalling the latest entries from the past 3 months, while annual financial reports need to retain complete fiscal year traceability records. Parsing results from structured Excel tables and unstructured PDF financial reports must retain original cell positions and page line numbers as traceability bases respectively, while also retaining the units and classification labels of original fields to ensure that the original dimensions of the data can be restored during citation.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
Recall Count | Top 10-15 entries | Shipping port financial report data entries are scattered. Too many recalls will exceed the context window, while too few will fail to cover complete analysis dimensions |
Similarity Threshold | 0.75-0.85 | Port data fields have a high degree of standardization. An overly high threshold will miss comparative data of the same dimension, while an overly low threshold will introduce irrelevant port operation data |
PARSE_TABLE_STRICT_MODE | Enabled | Shipping financial reports contain a large amount of structured table data. Strict mode retains traceability markers for original cells and avoids field misalignment |
maxContext | 8000-12000 characters | The post-parsing text length of a single annual financial report is relatively long. The context must be able to hold core data fragments of at least two complete financial reports |
Rerank Return Count | Top 5-8 entries | Reranking filters low-relevance redundant data and retains traceability entries that best fit analysis requirements |
SOURCE_TAG_PREFIX | [Port Data Source] | Unified prefix for traceability identifiers, making it easier to later verify the type and scope of referenced sources |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Analyze specific issues on a case-by-case basis, and it is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Phenomenon: Only fixed options can be selected when configuring
Recall Count, and intermediate values between 100 and 900 cannot be customized. Reason: The front-end interface's drop-down options have gear-based restrictions. Modify the value range of the corresponding configuration item via the back-end parameter file to enable custom recall counts. - Phenomenon: When attempting to reference content returned by an HTTP interface, the system pops up an error prompt indicating unsupported format. Reason: The
HTTP_SOURCE_ENABLEparameter is not enabled, or the traceability identification rules for interface return content are not configured, resulting in the inability to include interface data in the traceable knowledge base scope. - Phenomenon: After setting the
Similarity Thresholdto 1, the response result still contains a large number of non-target reference contents. Reason: TheRerank Return Countparameter is not configured synchronously, or the default redundant recall rule is retained, causing the system to bypass the similarity filter and return unscreened data sources.
How to Confirm Configuration is Complete
- View the knowledge base's traceability configuration panel to confirm that the value of
SOURCE_TAG_PREFIXmatches the preset rules. - Upload a test port financial report PDF, and check whether the parsed result retains traceability fields such as original page numbers and cell positions.
- Initiate a financial report analysis request, and check whether each referenced content in the response result is attached with a traceable data source identifier.
- Adjust the value of
Similarity Threshold, and verify whether the number of referenced entries in the response result fluctuates as expected with changes in the threshold.
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.