What the Data for This Category Looks Like
Financial report data for software development scenarios comes from public financial report documents disclosed by domestic and overseas stock exchanges. This includes PDF-format announcement files and XBRL structured files, as well as annual, quarterly and interim reports published by enterprises. Data updates follow quarterly and annual schedules, with some interim reports released alongside major event announcements.
Document structures include consolidated financial statements, accompanying notes, and management discussion and analysis modules. Fields cover core financial metrics, detailed accounting subjects, and accounting policy explanations. Units are mostly based on RMB ten thousand or hundred million. Cross-border disclosure files also include supplementary fields related to foreign currency translation.
Constraints Imposed on Citation Sources and Provenance by These Characteristics
Financial report data uses a mixed format of structured and unstructured content. Provenance tracking requires precise positioning for both XBRL structured nodes and PDF unstructured paragraphs. Periodic batch-updated disclosure files must be linked to the latest version file identifiers to avoid citing expired data. Multi-field hierarchical associations, such as R&D expense details linked to note paragraphs, require provenance support for nested citation backtracking.
Public disclosure compliance rules require provenance information to directly map to original exchange disclosure file page numbers or nodes. Vague file names alone cannot be used to complete provenance tracking.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall_source_type | ["xbrl_node", "pdf_paragraph"] | Covers provenance needs for structured XBRL data and unstructured PDF paragraphs, matching the mixed data format of software development financial reports |
enable_source_trace | true | Financial report analysis requires strict alignment with original disclosure documents. Compliance requirements demand complete and verifiable provenance information |
source_display_mode | "full_path + page_num" | Software development financial report disclosure documents must clearly map to exchange disclosure paths and page numbers to meet compliance provenance requirements |
max_source_context | 800–1200 characters | Financial report note paragraphs are lengthy. Sufficient context must be retained to accurately locate citation sources while avoiding redundant information |
auto_refresh_source_interval | 90 days | Public financial reports are updated quarterly. Refreshing every 90 days ensures citation sources use the latest disclosed versions |
validate_quote_format | "strict" | Financial report field format requirements are strict. This setting intercepts variable citation requests that do not meet format rules and reduces error rates |
The parameter values provided on this page are common recommendations for establishing configuration baselines. Actual values are affected by material format, data volume and business rules. Specific issues require targeted analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Configuration Mistakes
- The symptom is that API call responses do not include cited file names and paths. The cause is that the file path display option for the
source_display_modeparameter is not configured. Only matching text content is returned, with no association to original disclosure file identifier information. - The symptom is that a
quote type errorerror is triggered when citing knowledge base variables. The cause is that the incoming variable format does not match the structured rules of financial report fields, the officially required field citation format is not used, and the correspondence between variables and financial report fields is not verified. - The symptom is that the dropdown menu only supports single-variable citations and cannot select multiple knowledge base variables. The cause is that the
enable_multi_quoteparameter is not enabled. The default configuration limits the number of variables that can be cited in a single request to 1.
How to Verify Proper Configuration
- Submit a test request containing a single financial report field. Check whether the response results include the original file path and page number information to confirm that the provenance configuration is active.
- Pass multiple financial report-related variables for testing. Verify whether multi-variable citations are supported, and confirm that the
enable_multi_quoteparameter is configured correctly. - Intentionally pass variables that do not meet the required format. Check whether a
quote type errorerror is triggered to confirm that the format verification configuration is active. - Adjust the citation display options in the configuration interface. Verify whether knowledge base citation information can be hidden or displayed as needed.
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.