Data Overview for This Category
General equipment financial report data comes from three main sources: periodic reports of listed companies disclosed by the Shanghai and Shenzhen Stock Exchanges and the Hong Kong Stock Exchange, plus industry operation data published by relevant national general machinery industry associations.
Data updates follow quarterly, semi-annual, and annual cycles. Single disclosure documents range from dozens to hundreds of pages long.
Document structures include core financial statements, business operation details, and related party transaction notes. Subfields cover equipment production capacity, maintenance costs, and parts inventory.
Units use combinations of physical and monetary metrics, such as ten thousand yuan, units, and hours.
Constraints for Citation Sources and Traceability
The long document structure and detailed business fields of general equipment financial reports require accurate citation traceability to single-page or single-paragraph disclosure content. Generalized citations will cause data misalignment.
Multi-dimensional measurement units and detailed fields require simultaneous labeling of field names and corresponding reporting periods during traceability. This prevents data confusion across categories or reporting periods.
Fixed-period disclosure rhythms require regular knowledge base synchronization tasks. This ensures cited data uses the latest available version.
Cross-report associated disclosures require traceability systems to link multiple-period reports of the same entity. This verifies data continuity and rationality.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recall_top_k | Top 8-12 entries | General equipment financial report documents have large volume. Too many recalled entries will introduce irrelevant business fragments, while too few will fail to cover core financial and operational data |
chunk_size | 800-1200 characters | Detailed business paragraphs in general equipment financial reports are mostly hundreds of words long. This segment length preserves the integrity of field names, business logic and data associations |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Single annual financial report documents can reach hundreds of pages. Sufficient time must be reserved for parsing and index generation |
enable_cite_source | Enabled | Financial report analysis must comply with compliance traceability requirements. Forcing output of citation sources ensures the verifiability of analysis results |
cite_report_period_filter | Q1, Q2, Q3, Q4, Annual | General equipment financial reports are disclosed by reporting period. Filtering citation data from non-target cycles prevents cross-period data confusion |
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 case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Errors
- Phenomenon: Garbled citation markers appear in conversation outputs, eventually displayed as non-standard mixed half-width/full-width quotation marks. Cause: The unified output format of the
cite_formatparameter is not configured, leading to inconsistent citation marker generation logic across different parsed segments. - Phenomenon: After connecting the knowledge base in the tool call workflow, no citation source information is returned. Cause: The
enable_cite_sourceconfiguration item is not enabled, or the text fragment index function is not enabled during the knowledge base parsing phase. - Phenomenon: When calling the conversation interface, the returned result does not include the citation ID information in the
citefield. Cause: The interface return switch for citation traceability is not enabled in the system configuration, or no unique index ID is generated for the recalled fragments.
How to Confirm Proper Configuration
- Upload the annual financial report document of a general equipment listed company, perform parsing, and check the index generation log to confirm that the segment configuration matches the actual parsing results.
- Initiate a query containing specific general equipment financial fields, and check whether the output result includes complete citation information of field names, reporting periods and document sources.
- Call the conversation interface to verify whether the returned result contains the
citefield, and whether the field content is a traceable document index identifier. - Adjust the recall-related configuration, compare the number of recalled fragments under different values, and confirm that the recall range meets business needs.
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.