Data Profile for This Category
This category falls under the daily payment execution stage of fiscal management, and is distinct from budget and final account work. It serves financial staff of budget units, financial audit positions at the national treasury payment center and competent departments. Data is sourced from government centralized payment systems, unified budget management systems, electronic invoice platforms, and contract management systems, with a daily update frequency. Daily processed documents include payment applications, fund plans, invoices, contracts, acceptance receipts, reimbursement approval forms, and payment vouchers. Core fields involve budget indicators, economic classifications, approval status, payment amounts, and contract-related information.
Constraints for Knowledge Base Retrieval and Recall
Multi-source data access requires the retrieval link to support unified indexing of cross-system documents. The daily update frequency requires retrieved documents to be the latest synchronized daily data, to prevent use of expired approval or payment information. Diverse document types, including structured approval forms and unstructured contracts and invoices, require retrieval to adapt to content splitting and field matching across different formats. The high compliance requirement for single payment audits means retrieval must accurately match core fields such as budget indicators and economic classifications. This reduces interference from irrelevant results during audit work, and avoids compliance consequences such as payment returns or incorrect fund allocation caused by retrieving incorrect documents.
Configuration Settings
Reference only; verify against the target FastGPT release and deployment documentation.
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
similarity | 0.75–0.85 | Matches core audit fields such as budget indicators and economic classifications. Avoids too low a threshold leading to irrelevant results, and too high a threshold missing compliant related documents |
limit | Top 6–8 results | Covers related documents such as contracts, invoices, and approval forms required for single payment audits, and controls context length within model limits |
searchMode | Hybrid vector retrieval + keyword retrieval | Adapts to mixed retrieval needs for structured fields and unstructured text, balancing accurate matching and semantic recall |
usingReRank | Enabled | Re-ranks initial retrieval results by business relevance, prioritizing documents strongly associated with budget indicators and payment amounts |
datasetSearchUsingExtensionQuery | Enabled | Automatically expands query terms in audit scenarios, supplements industry terminology such as economic classifications and payment voucher types, improving recall coverage |
Three Common Configuration Errors
- The symptom is that all document content is visible in the knowledge base page, but the model returns an empty knowledge base during conversations. The cause is that documents are not correctly associated with the corresponding government centralized payment audit business collection, or the
collectionIdsparameter is not configured with the knowledge base collection ID for this scenario. - The symptom is that the total number of chunks after knowledge base document splitting exceeds 3000, resulting in missing retrieval results or slow loading during retrieval. The cause is that splitting does not follow the business logic of category documents, and the upper limit of chunks per split file is not set, leading to index loading exceptions.
- The symptom is that retrieval results do not return associated invoice or contract documents, only displaying general text content. The cause is that
datasetSearchUsingExtensionQueryis not enabled, and industry-specific query terms are not supplemented, making accurate matching of core fields such as economic classifications impossible.
How to Verify Successful Configuration
- Initiate a simulated payment audit query, and confirm whether retrieval results include fund plans, invoices, and contract documents from the corresponding budget unit.
- Check knowledge base synchronization records to confirm that daily updated payment vouchers, approval forms and other documents have completed index loading.
- Adjust the
similarityparameter and compare retrieval results, verifying that the threshold range filters irrelevant content and covers necessary related documents. - Verify the tool call interface, confirming that the knowledge base collection for this category is configured as an optional call source.
The values provided are common starting points and should be measured against the reader's own samples.
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.