Internal System and Data Q&A for Query Result Reports: Knowledge Base Retrieval and Recall

Internal System and Data Q&A for Query Result Reports: Knowledge Base Retrieval and Recall

What this category of data looks like

Data for query result reports originates from monthly and quarterly business statistical reports submitted by internal departments of central state-owned enterprises and state-owned enterprises, plus data summary attachments included in internal system documents. Some reports are submitted in Word document format. The data update rhythm adjusts based on business needs. Regular updates occur monthly, while special business reports are generated on demand. Most documents consist of structured tables paired with explanatory text, with fixed fields including report number, generation time, affiliated business line, statistical indicator name, corresponding value and unit. Some long reports covering multiple business lines display detailed data across multiple pages.

First, the sensitive nature of internal reports and systems requires retrieval to be bound to department permissions, preventing unauthorized access to data outside the user’s department. Second, the monthly update feature requires configuring incremental recall logic, reducing resource consumption from full retrieval and improving retrieval efficiency. The presence of structured fields and fixed units requires retrieval to support field-level precise matching, avoiding invalid results where values and units are mismatched. The structure of long paginated reports requires retaining complete table rows and columns during chunking, avoiding broken data semantics after splitting that reduces retrieval matching accuracy.

How to set up the configuration

Reference only; verify against the target FastGPT release and deployment documentation.

Configuration ItemRecommended ValueRationale
similarity0.72–0.85Match structured indicators and explanatory text of reports, filter low-correlation irrelevant content
limitTop 10–15 entriesControl the number of reports recalled in a single retrieval, avoid context window overflow
searchModevector + keywordBalance semantic vector matching and precise keyword matching, adapt to structured field retrieval needs
usingReRankEnabledPerform secondary ranking on recalled multiple reports, ensure results related to core business indicators are displayed first
datasetSearchUsingExtensionQueryDisabledIndicator names of internal reports are fixed, extended queries easily cause ambiguity and reduce retrieval precision
collectionIdsSpecify exclusive collection ID for business departmentBind department permissions to achieve isolated access to internal data

Three common misconfigurations

  • Phenomenon: Retrieval results include non-department report data, or permission error prompts appear. Cause: The collectionIds parameter is not configured correctly, and the exclusive department dataset is not bound, leading to cross-department data leakage or failure to comply with access compliance requirements.
  • Phenomenon: Detailed data of long reports is split, leading to broken semantics, and complete business indicators cannot be matched during retrieval. Cause: The complete row structure of the table is not retained during chunking, and page-by-page report details are split into independent chunks, losing key context-associated information.
  • Phenomenon: Embedded charts and images in uploaded report documents in the knowledge base cannot be recalled normally, and no corresponding visual content or indicator descriptions appear in retrieval results. Cause: Extraction rules for non-text elements in documents are not configured, only plain text paragraphs are captured, and statistical indicator information bound to charts is lost.

How to confirm the configuration is correct

  • Submit a test report exclusive to the department, initiate retrieval using the corresponding department account, and verify that recalled results only include reports from this department.
  • Upload a test report containing a long table, check that chunking during retrieval retains the complete row and column structure of the table, with no split breaks.
  • Adjust the value range of relevant parameters, initiate a query containing a specific indicator name, and verify that the matching degree of recalled results meets expectations.
  • Enable the usingReRank configuration, compare recall sorting results before and after enabling, and confirm that reports related to core business indicators are displayed first.

The values listed above are common starting points, and should be evaluated against the user’s own sample data.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-28.