What this category of data looks like
Data sources for this category include state-owned assets supervision and administration investment supervision systems, enterprise ERP and project management systems, industry market data, audit and financial statements, with updates on a quarterly basis. Daily documents cover annual investment plans, project proposals, feasibility study reports, due diligence reports, asset appraisal reports, investment post-evaluation reports, and similar materials. Documents typically include project approval submission materials, investment decision-making meeting minutes, post-evaluation quantitative indicators, and other relevant content. The primary data subjects involve central enterprise strategic investment departments, project companies, state-owned assets supervision departments, and external consulting and evaluation institutions.
What constraints do these characteristics impose on the knowledge base retrieval and recall link
Multiple data sources require the retrieval function to adapt to structured and unstructured documents of varying formats, to avoid missing cross-system data. The quarterly update rhythm requires the knowledge base synchronization cycle to align with business update frequencies, preventing outdated data from undermining consultation accuracy. Large professional documents make up a significant share, with lengthy feasibility study and post-evaluation reports, so the context length of retrieval and recall must be reasonably controlled to avoid overflow. State-owned assets-related content involves compliance requirements, so the retrieval scope must be strictly limited to exclusive datasets to prevent sensitive data leaks. Investment decision-making meeting materials and risk control opinions are classified as sensitive content, so unauthorized retrieval results must be filtered to ensure compliance of consultation content.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
similarity | 0.75–0.85 | State-owned assets-related documents have high professional rigor, so low-match results must be filtered to avoid irrelevant content interfering with investment decision-making-related consultation and reply |
limit | Top 8 results | Investment project documents contain multi-dimensional data. Retrieving an appropriate number of results covers different consultation scenarios for project approval and post-evaluation, avoiding result overload |
searchMode | vector + keyword | Balances semantic matching and precise keyword hits, adapting to retrieval needs for structured fields such as project numbers and investment amounts, as well as professional terminology |
usingReRank | Enabled | Long documents may have dispersed semantics after segmentation. Re-ranking improves the sorting priority of highly relevant fragments, fitting scenarios requiring precise matching of indicators such as post-evaluation |
datasetSearchUsingExtensionQuery | Enabled | Expands the semantic boundary of consultation questions. For example, expanding "what materials are needed for project approval" into retrieval terms matching project proposals and feasibility study reports, adapting to consultation and reply scenarios |
collectionIds | Bind to exclusive dataset ID for investment projects | Isolates state-owned assets sensitive data from other business data, ensuring the retrieval scope only covers compliant investment project-related documents to meet regulatory requirements |
Reference only; verify against the target FastGPT release and deployment documentation.
Three Common Mistakes
- Phenomenon: After retrieved document fragments are spliced, the response content is incomplete and fails to cover complete project post-evaluation quantitative indicators. Cause: The segmentation length does not match the long-text structure of investment project reports, and key indicator paragraphs are truncated, resulting in missing core information in retrieval results.
- Phenomenon: The system prompts a file upload failure, and documents such as project proposals and feasibility study reports cannot be imported into the knowledge base. Cause:
collectionIdsis not bound to the exclusive investment project dataset, or the dataset permissions do not allow the corresponding file formats, preventing compliant files from being imported. - Phenomenon: When no knowledge base content is matched, the AI returns no text content or returns generic answers unrelated to state-owned asset investment. Cause: The
similaritythreshold is set incorrectly, or the retrieval scope is not limited to the exclusive investment project dataset, resulting in retrieval results that do not meet consultation and reply expectations.
How to Confirm Proper Configuration
- Upload a project proposal to the exclusive dataset, retrieve "approval process for project approval", and verify that the returned results include approval node content from the document.
- Adjust the
similaritythreshold to 0.8, retrieve "negative list of illegal investments", and verify that the returned results only include compliance documents related to state-owned assets supervision, with no irrelevant content. - After enabling
usingReRank, retrieve "core indicators of post-evaluation reports", and verify that the top 3 returned results are the most relevant report fragments. - Enter a question that does not exist in the knowledge base, such as "procurement process for office supplies for non-investment projects", and verify that the AI returns expected results with no irrelevant content.
- Check the dataset synchronization log to confirm that data synchronization triggers automatically once per quarter, matching the business update frequency.
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.