What this category of data entails
Typical stakeholders include budget unit finance departments, treasury departments of finance bureaus, and finance divisions of competent authorities. Daily documents cover department final account statements, balance sheets, income and expenditure final account statements, final account explanations, and government financial reports. Data sources are the unified budget management system, centralized treasury payment system, accounting system, and asset management system. Update frequency follows an annual cycle. The most time-consuming steps are reconciling account statements with treasury payment data, explaining budget execution variances, and compiling subordinate unit statements. Consequences of errors include rejection of final account statements, discovery of book-actual discrepancies during audits, and incorrect public data standards. This category of business occurs after the end of the fiscal year, focuses on actual income and expenditure, assets and liabilities, and variance explanations, and has clear differences from budget preparation business.
What constraints do these characteristics impose on the knowledge base retrieval and recall link
The annual update feature means the knowledge base does not require frequent refreshes. A single data integration and index build must cover structured statements and explanatory texts exported from multiple systems, and handle cross-system field associations. Documents contain a large number of structured numerical values and professional terms. Retrieval must accurately match subjects, standards, and variance explanations to avoid mixing irrelevant content. In service inquiry scenarios, responses must strictly correspond to public or internal final account standards. This sets a high confidence requirement for recall results, and low-match content must be filtered out. Each stakeholder’s final account data has a dedicated scope, so retrieval must be limited to the corresponding department’s dataset to avoid interference from cross-stakeholder data.
How to configure the settings
Reference only; verify against the target FastGPT release and deployment documentation.
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
similarity | 0.75–0.85 | Department final account data fields are rigorous, requiring a high match rate to avoid irrelevant content being included in service inquiry responses |
limit | Top 3–5 results | Service inquiries require precise results; too many entries will increase response complexity and reading burden |
searchMode | Semantic search | Final account data includes structured numerical values and explanatory texts; semantic search can cover subject association and variance explanation scenarios |
usingReRank | Enabled | Recall results must be sorted by relevance to ensure that content directly related to final account subjects and standards is returned first |
datasetSearchUsingExtensionQuery | Disabled | Final account data standards are fixed, no additional query expansion is needed to avoid introducing business-irrelevant content; extension query character limit is set to 0 |
collectionIds | Bind the dedicated dataset ID for the corresponding department’s final accounts | Retrieval scope must be limited to annual final account-related documents to avoid interference from cross-stakeholder and cross-category data |
Three common misconfigurations
- Phenomenon: Retrieval results include non-department final account documents, or income and expenditure data with inconsistent standards. Cause: The retrieval scope is not limited via
collectionIds, causing irrelevant content to be mixed in from cross-datasets. - Phenomenon: Knowledge base index creation fails in a PostgreSQL database Docker deployment environment. Cause: Insufficient memory resources are allocated to the PG vector database, or the Docker mount path configuration is incorrect, causing index write failures.
- Phenomenon: AI automatically generates non-document content after
datasetSearchUsingExtensionQueryis disabled. Cause: The extension query switch is not properly disabled, or the configuration has not been synchronized to take effect.
How to confirm the configuration is correct
- View the dataset binding list, confirm that only documents such as department final account statements and final account explanations are included, and check whether
collectionIdspoints to the dedicated dataset. - Simulate a business inquiry, enter a query such as "2023 annual income and expenditure final account statement subject details", check whether the number and match rate of returned results meet expectations, and confirm that the
similarityandlimitconfigurations are in effect. - After disabling
datasetSearchUsingExtensionQuery, test entering a vague query to confirm that no additional irrelevant expanded content appears. - Clear the test knowledge base, initiate an inquiry, and confirm that the workflow triggers the empty knowledge base processing logic without calling the large model to generate irrelevant responses.
The values provided here are common starting points and should be evaluated 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.