What the Data for This Category Looks Like
Business data for this category primarily comes from the centralized treasury payment system, unified budget management system, electronic invoice platform, and contract management system. The update frequency is daily. Commonly processed documents include payment applications, fund use plans, invoices, contracts, acceptance reports, reimbursement approval forms, and payment vouchers. A single payment business typically links multiple documents from different sources. Document structures usually include structured fields such as budget indicator number, economic classification code, payment amount, and audit nodes, along with corresponding attachments. Service roles include financial staff of budget units, audit staff of fiscal treasury payment centers, and financial audit staff of competent departments. All data centers around compliance audits for single fund payments.
What Constraints Do These Characteristics Impose on Knowledge Base Retrieval and Recall
Data characteristics of this category impose multiple constraints on the knowledge base retrieval and recall link. Heterogeneous data sources from multiple systems lead to differences in document formats and field naming. The system must support structured data and attachments from different systems. The daily update frequency requires the retrieval pipeline to support incremental synchronization, to avoid excessive resource usage from full index rebuilding. The feature that a single payment business links multiple documents from different sources requires recall results to accurately match the current audit’s payment number and budget indicator, to avoid mixing historical data from other businesses. Audit links have extremely high compliance requirements. The accuracy of recall results directly affects audit efficiency and fund safety. Low-relevance content must be strictly filtered.
How to Set Configurations
Reference only; verify against the target FastGPT release and deployment documentation.
| Config Item | Suggested Value | Basis for This Setting |
|---|---|---|
similarity | 0.75-0.85 | Filters low-relevance historical documents, ensures recall results match the current payment’s budget indicator and economic classification |
limit | Top 5-8 entries | Controls the number of documents recalled per request, avoids excessive non-current business content interfering with context |
usingReRank | Enabled | Addresses heterogeneous document formats across systems, uses re-ranking to raise the ranking priority of high-compliance documents |
datasetSearchUsingExtensionQuery | Enabled | Automatically expands business terms, for example, associates "reimbursement approval form" with corresponding "fund use plan" and "contract" documents |
collectionIds | Specify knowledge base collections for treasury payment and unified budget management | Isolates irrelevant business data, ensures only documents required for this category are recalled |
Three Common Mistakes
- Phenomenon: Knowledge base retrieval can only use a single built-in model, and cannot switch to other text understanding models. Cause: Multi-model adaptation is not enabled in the dataset configuration, only the default retrieval model is retained, and optional models are not configured according to business needs.
- Phenomenon: When importing a knowledge base, indexes cannot be created using custom content, and default chunking destroys the field integrity of business documents. Cause: Custom chunking rules are not enabled, fixed-length chunking is used, causing key fields such as budget indicator number and economic classification code to be split.
- Phenomenon: After expanding the context window, retrieval results are irrelevant to the current reimbursement audit task, and the association with historical chat records is not reflected. Cause: The
similaritythreshold is set too low, a large number of historical documents unrelated to the current payment are recalled, interfering with effective context association.
How to Confirm the Configuration Is Correct
- View the knowledge base configuration page, confirm that
collectionIdsonly binds datasets related to this category such as centralized treasury payment system and unified budget management system, and does not include knowledge bases of irrelevant businesses. - Initiate a simulated reimbursement audit query, check that the number of returned retrieval results falls within the range specified by the
limitconfiguration, and no excessive redundant content appears. - Verify that
usingReRankis enabled, check whether the sorting of retrieval results prioritizes matching the current payment’s budget indicator and economic classification code. - Check whether the <Reference> tag in the System prompt is filled with the retrieved business document content, confirm that
datasetSearchUsingExtensionQueryis effective and automatically associates relevant documents.
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.