Policy and Regulatory Basis Q&A for Department Final Accounts and Financial Reports: Knowledge Base Retrieval and Recall

Policy and Regulatory Basis Q&A for Department Final Accounts and Financial Reports: Knowledge Base Retrieval and Recall

What This Category of Data Looks Like

Typical data for this category comes from the unified budget management system, centralized treasury payment system, accounting system, and asset management system. The update frequency is annual. Daily documents include department final account statements, balance sheets, income and expenditure final account statements, final account explanations, and government financial reports. Structured statements contain fields such as unit code, income and expenditure subject, and amount. Unstructured explanations include budget execution difference explanations, statement preparation explanations, and similar content. Amount fields are denominated in yuan. Document structure is fixed, and caliber requirements are strict.

What Constraints Do These Characteristics Impose on Knowledge Base Retrieval and Recall

The annual update frequency means the knowledge base does not require frequent incremental synchronization. Annual updates can be completed via bulk import. The mixed structured and unstructured document type requires the retrieval system to support both precise field matching and semantic understanding. Data from multiple systems must use unified calibers. Retrieval must avoid returning irrelevant data across systems or units. Errors in annual final accounts have serious consequences, so retrieval results must meet business compliance requirements for matching accuracy and relevance. Content with incorrect calibers or inconsistent book and actual records must not be included in results.

How to Configure Settings

Reference only; verify against the target FastGPT release and deployment documentation.

Configuration ItemRecommended SettingRationale
Similarity Threshold0.75–0.85Department final account data has strict caliber requirements. Low-match irrelevant documents must be filtered to avoid introducing incorrect subjects or amounts
Single Search LimitTop 10 resultsFinal account documents are concentrated in a single year. Too many results will exceed context capacity and reduce answer coherence
Chunk Length800–1200 charactersAdapts to the paragraph length of final account documents. Avoid overly fragmented chunks that cause semantic breaks, or overly long chunks that lead to retrieval bias
Rerank SwitchEnabledMixed retrieval of structured statements and unstructured explanations requires reranking to prioritize highly relevant results
Question Expansion SwitchDisabledQ&A for policy and regulatory basis requires strict matching with original text. Expanded queries may introduce content with non-target calibers
Retrieval Collection RestrictionCollection ID corresponding to this unit’s final account documentsRestricts retrieval scope to avoid retrieving irrelevant data across units or categories
Citation Limit~300Adapts to the content length of single-year final account documents and meets context requirements for compliance review

Three Common Mistakes

  • Retrieval results separated by vertical lines: Returned search results include vertical line separators. This occurs when the default search result display format setting in the interface is not disabled.
  • Garbled text in online-deployed imported final account documents: Documents such as department final account statements and final account explanations imported during online deployment display garbled text. No such issue occurs in local deployments. This is caused by the online environment lacking encoding parsing rules matching the documents.
  • Unable to select mid-range values for citation limit: When setting the citation limit, only 100 and 900 are available as selectable options, and the ~300 range cannot be chosen. This is due to the interface component restricting the selectable range. The parameter must be adjusted directly via the configuration item.

How to Confirm Successful Configuration

  • Upload a single department final account explanation document, set the retrieval collection restriction to the collection ID of this document, and submit the question "What is the income and expenditure final account situation of this unit for a specific fiscal year". Confirm that only documents within this collection are retrieved.
  • Adjust the similarity threshold to 0.78, submit a question containing a specific budget subject code, and check whether the matching accuracy of the returned results meets business caliber requirements.
  • Enable the rerank switch, compare the order of retrieval results before and after enabling, and confirm that final account explanation content with higher relevance to the question is displayed first.
  • Enter the citation limit setting in the configuration interface, confirm that any value within the 100–900 range can be set by manually modifying the parameter.

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.