What this category of data looks like
This category of data originates from State-owned Assets Supervision and Administration Commission investment supervision systems, enterprise ERP and project management systems, industry market data, and audit financial statements. Daily documents include annual investment plans, project proposals, feasibility study reports, due diligence reports, asset appraisal reports, and post-investment evaluation reports. Fields cover project numbers, investment amounts, approval nodes, post-evaluation scores, and other relevant items. The update frequency is quarterly. Data exists in both structured and semi-structured formats. Individual document lengths vary widely, ranging from a few pages of approval application files to dozens of pages of complete post-evaluation reports. Some documents contain internal control content.
What constraints these characteristics impose on knowledge base retrieval and recall
Data sources are scattered across multiple systems. Retrieval functions must support cross-collection document recall. This ensures full coverage of category business data. The quarterly update frequency requires the knowledge base incremental sync cycle to match business update rhythms. This prevents data lag from affecting the accuracy of policy basis. Document lengths vary widely. Chunking strategies must adapt to different text lengths. Overly short chunks lose semantic integrity. Overly long chunks reduce retrieval precision. Business fields include precise identifiers such as project numbers and investment amounts. Retrieval must support field-level matching. This narrows recall scope. Recall of investment decision meeting materials and risk control opinions has high timeliness requirements. Long retrieval wait times must be avoided to protect decision efficiency.
How to set up configurations
The following configurations are formulated for FastGPT v4.17.0.
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
similarity | 0.75–0.85 | Meets semantic relevance requirements for policy and regulatory text, avoids recalling irrelevant non-investment state-owned assets documents |
limit | Top 10 entries | Adapts to the multi-document reference needs of investment decision meeting materials, controls context length to avoid exceeding model input thresholds |
usingReRank | Enabled | Re-ranks initial recall results, improves precise matching of policy basis, and adapts to long-text retrieval needs |
searchMode | Semantic retrieval | Adapts to complex semantic understanding requirements for policy text, replaces the limitations of keyword retrieval |
datasetSearchUsingExtensionQuery | Enabled | Automatically expands synonymous expressions of questions, covers different industry terminologies and expression habits for policies and regulations |
collectionIds | Specify the collection IDs of investment project documents for this category | Limits retrieval scope, avoids mixing in non-category state-owned assets supervision documents, and improves retrieval precision |
Three common misconfigurations
- Scenario: After batch uploading large PDF project documents or importing multi-sheet Excel files, vectorization and retrieval response times exceed 10 seconds. Cause: Chunking parameters were not adjusted for this category’s long documents, and the number of chunks per document exceeded the system’s default processing limit.
- Scenario: Retrieval results show document download links in debug mode, but the links are empty after publishing the application. Cause: Public access permissions for the corresponding dataset were not configured, or document external link generation related settings were not enabled.
- Scenario: Parsing errors occur when importing Excel files containing project fields. Cause: The import template was not adjusted to match the standard field format of category documents, leading to mismatched field mappings.
How to confirm configurations are properly set
- Input typical business questions, such as "What policy basis must be followed for a project’s approval". Check whether the relevance of recall results meets business expectations.
- Check retrieval response times, confirm that the time meets business experience requirements. Adjust parameters based on actual scenarios.
- After publishing the application, check whether document download links on the retrieval result page display normally. Permission configurations must comply with state-owned assets supervision requirements.
- Trigger an incremental update task, confirm that quarterly updated documents can be automatically synced to the knowledge base without omissions or errors.
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.