What the data for this category looks like
Steel trade is a segmented category of commodity supply chain finance in the financial sector. Its financial report data mainly comes from internal corporate business systems, public statistical reports from industry associations, and periodic disclosures from exchanges. Data update cycles include monthly operating briefings, quarterly operating reports, and full annual financial reports. Document structures typically include core trade data, cost breakdowns, cash flow status, and inventory count information. Fields cover steel product types, trade volume, revenue amount, procurement costs, and more. Trade volume is mostly measured in ten thousand tons. Revenue and cost are measured in ten thousand RMB. Some documents also include auxiliary statistical fields such as upstream supplier share and downstream customer distribution.
What constraints do these characteristics impose on knowledge base retrieval and recall
Compared with financial reports from retail, fast-moving consumer goods, and other categories, steel trade financial reports have more segment dimensions, and have higher requirements for field association during retrieval. Multi-dimensional classification attributes of data require linking category and period fields during retrieval, to avoid mixing irrelevant cross-category results into financial risk control or trade financing analysis requirements. Differences in update frequency require the knowledge base to support periodic incremental update tasks, to avoid excessive compute resource usage from full updates. Documents have large volume and complex structure. When chunking, retain core business connections, and do not split continuous trade data for the same category. When field similarity is high, retrieval matching requires more precise threshold control, to prevent irrelevant chunks from being recalled.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
segment overlap rate | 10%-15% | Steel trade financial reports contain cross-category associated data; too low overlap will split context connections for same-category trade |
recall count | Top 8-10 results | Single financial report has many chunks; sufficient recall entries to cover trade analysis needs across different categories |
similarity threshold | 0.72-0.78 | Steel trade financial reports have high field similarity, such as revenue fields across different categories; too low threshold will introduce irrelevant chunks |
PARSE_FILE_TIMEOUT | 300 seconds | Single annual financial report file has large volume; requires sufficient time for parsing and chunking |
METADATA_FILTER | ["report_period", "trade_type"] | Steel trade financial reports need filtering by report period and trade type to accurately match retrieval needs |
UPLOAD_FILE_MAX_SIZE | 500 MB | Adapt to batch upload scenarios for annual financial report collections |
The parameter values provided on this page are common starting points for configuration. 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.
Three common mistakes
- An
Invalid URL, code: 500error is returned when uploading knowledge base files viaapiCollection. The cause is that the configured knowledge base collection API address does not correctly point to the storage directory for steel trade financial reports, or the request does not carry valid authentication credentials. - Retrieval results only match the main content within chunks, and do not associate auxiliary field information. The cause is that metadata association configuration is not enabled, or fields corresponding to auxiliary data are not written to the
metadataparameter during chunking. - When passing the
metadataparameter when creating a file collection, results are not filtered by the specified fields during retrieval. The cause is that metadata filtering rules are not enabled in the retrieval interface, or the passed metadata field names do not match the configured filtering rules.
How to confirm the configuration is correct
- Upload a single quarterly steel trade financial report, check if chunked results retain associated information for core fields such as trade category and report period.
- Initiate a retrieval for revenue of a specific steel product category, verify that the similarity scores of recalled results fall within the preset threshold range.
- Call the retrieval interface and pass the specified
report_periodmetadata, check if returned results only include financial report chunks for the corresponding period. - View the knowledge base update log, confirm that incremental update tasks only synchronize newly added financial report data, and do not repeat full update operations.
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.