What Data for This Category Looks Like
Hotel and catering financial report data mainly comes from store POS transaction systems, supply chain inventory ledgers, monthly business summary tables, and public industrial and commercial disclosure information. Data update rhythm is divided by accounting cycles: store-level transaction data is updated daily, and monthly/quarterly financial report data is updated 3-7 working days behind the natural accounting cycle. Single documents are mostly in structured table format, including fields such as revenue classification, labor costs, ingredient spoilage, sales per square meter, average customer ticket, etc. Units are mostly yuan, person-times, and square meters. Some cross-store summary documents include regional revenue breakdown entries.
Constraints Imposed by These Characteristics on the Citation Sources and Traceability Link
The scattered and structured nature of hotel and catering financial report data requires the citation traceability link to accurately match the accounting cycle and store scope corresponding to the document, to avoid mixing data across cycles and stores. The frequently updated transaction data requires prioritizing recall of documents from the past 7 working days during traceability to ensure data timeliness. The multi-dimensional cost and revenue fields require attaching field names and unit annotations during traceability, to prevent incorrect association of cost items from different categories. In addition, cross-store summary documents have many detailed entries, so it is necessary to clearly mark the summary dimension of the document during traceability to avoid misleading users with traceability information.
How to Configure the Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
RECALL_TOP_K | Top 6-8 entries | Hotel and catering financial reports include multi-dimensional fields, requiring sufficient recall volume to cover multiple types of data such as revenue and costs, while avoiding interference from redundant results |
MAX_DOC_AGE | 7 days | Store-level transaction data is updated daily, and monthly financial report data is delayed by no more than 7 working days. Documents exceeding this time frame are no longer included in the recall scope |
CHUNK_SIZE | 800-1200 characters | Single hotel and catering financial report documents include multiple sets of detailed entries. The segment length must cover complete cost or revenue groups to avoid splitting breaks |
PARSE_FIELD_MAPPING | Map standard fields using "revenue/cost/sales per square meter/average customer ticket" | Custom fields exist in hotel and catering financial reports, and unified mapping is required to ensure field consistency during traceability |
SIMILARITY_THRESHOLD | 0.75-0.85 | Multi-dimensional fields are prone to cases where semantics are similar but actually different, requiring an increased threshold to filter irrelevant recall results |
CITE_FORMAT | Retain accounting cycle and store tags | It is necessary to clearly specify the time and scope of data during traceability to avoid mixing data across cycles and stores |
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. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Three Common Misconfigurations
- Phenomenon: The document fragments displayed by the context citation module only show plain text, and cannot restore the Markdown format of financial report tables. Cause: The Markdown rendering switch for document parsing is not enabled, or the format parsing configuration is not enabled when uploading to the knowledge base, resulting in the table structure of structured financial reports being flattened.
- Phenomenon: Questions targeting specific financial report dimensions cannot recall corresponding documents, and the number of recall results is 0. Cause: The
PARSE_FIELD_MAPPINGfield mapping rule is not configured, causing custom fields such as ingredient costs to not be recognized by the retrieval logic, orMAX_DOC_AGEis set too short, missing monthly financial report documents that are updated with a delay. - Phenomenon: The citation source does not mark the corresponding store or accounting cycle, making it impossible to confirm the applicable scope of the data. Cause: No metadata extraction rules are added to the traceability configuration, and fields such as store and accounting cycle are not included in the citation display items, resulting in missing traceability information.
How to Verify Correct Configuration
- Upload a standard monthly hotel and catering financial report document, access the knowledge base parsing preview page, and confirm that the parsed segments retain the structured display of revenue, cost and other fields.
- Initiate a query that includes a specific store name and accounting cycle, and check whether the document source of the recall results matches the query conditions.
- View the citation source module below the answer, confirm that metadata information such as accounting cycle and store scope is marked, and that the table format is displayed correctly.
- Modify the recall count and similarity threshold configuration, and verify whether the number of recall results changes correspondingly with the adjustment of the configuration.
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.