What the Data for This Category Looks Like
Data for this category originates from the unified budget management system, centralized treasury payment system, accounting system, and asset management system. Updates follow an annual cycle. Daily documents include department final account statements, balance sheets, income and expenditure final account statements, final account explanations, and government financial reports. Fields cover income and expenditure details, asset and liability balances, budget execution difference explanations, and similar content. Units adhere to fiscal measurement standards such as yuan and ten thousand yuan. Document structures use fixed formats specified by fiscal reporting standards.
Constraints Imposed on Knowledge Base Retrieval and Recall by These Characteristics
The annual update cycle requires retrieval to only trigger during the final account cycle, to avoid invalid recall of old data. Data from multiple systems must be recalled by report type, to ensure retrieval results match the field requirements of the current final account statements. Fixed-format documents require precise keyword matching to prevent non-final account documents from being included. The unit consistency requirement for fiscal measurement fields requires associating unit information during retrieval, to avoid caliber errors. For scenarios where subordinate unit statement summaries are processed, historical data for the corresponding entity must be recalled. The retrieval scope must be limited to archived files of the current budget unit, to prevent cross-unit data confusion.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
similarity | 0.75–0.85 | Matches precise fields of fiscal reports to avoid mixing in low-relevance non-final account documents |
limit | Top 3–5 items | Final account documents have relatively long individual length; excessive recall will exceed the context token limit |
searchMode | Semantic Retrieval | Adapts to retrieval of unstructured explanatory content such as budget execution differences and asset and liability details in statements |
usingReRank | Enabled | Improves the sorting priority of highly relevant final account documents and corrects biases in semantic retrieval |
datasetSearchUsingExtensionQuery | Disabled | Final account documents have fixed structures, no need to extend query terms, which avoids introducing irrelevant content |
collectionIds | Bound to final account archive collections for budget units | Limits retrieval scope to annual final account data of the current entity to prevent cross-unit data confusion |
Three Common Misconfigurations
- Symptom: Retrieval results do not trigger automatically, only generic large model responses are returned. Cause: The knowledge base retrieval node is not configured as a required pre-step in the workflow, or the
datasetSearchUsingExtensionQueryconfiguration is incorrect, causing retrieval to fail to activate. - Symptom: Token limit is exceeded for a single response, and logs show an excessive number of recalled documents. Cause: The
limitconfiguration value is too large, without accounting for the length of individual final account documents, leading to cumulative token count of recalled content exceeding the context upper limit. - Symptom: Retrieval results are directly displayed in the interface, duplicated with subsequent AI responses. Cause: No result hiding logic is configured after the knowledge base retrieval node in the workflow, causing the retrieval output to overlap with content generated by the large model.
How to Confirm Proper Configuration
- Manually trigger the workflow, check if the recall results of the retrieval node only include annual final account documents for the current budget unit.
- Adjust the
similarityconfiguration, verify whether the relevance of recall results meets expectations across different values. - Simulate a final account statement verification scenario, input query terms related to budget execution difference explanations, confirm that the retrieval results include the corresponding final account explanation documents.
- Check the workflow logs in FastGPT v4.17.0 to confirm that the retrieval node only triggers during the final account cycle, with no invalid recall across cycles.
The values provided are common starting points, and should be assessed 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.