What this category of data looks like
The data source for this category includes the budget management integrated system, centralized treasury payment system, accounting system, and asset management system. The update frequency is an annual cycle of every 365 days. Daily involved documents and materials include department final account statements, balance sheets, income and expenditure final account statements, final account explanations, government financial reports, and more. The length of a single document is usually within 8000 characters, including fixed-format income and expenditure detail fields, unit amount fields, and difference explanation text blocks. It is necessary to match unified fiscal standard fields and unit requirements. Some reports need to aggregate corresponding data from subordinate units.
What constraints do these characteristics impose on the knowledge base retrieval and recall link
Low-frequency annually updated data requires the knowledge base to trigger full refreshes only during the final account cycle, to avoid invalid updates consuming resources. Fixed-format fields and unified fiscal standards require retrieved documents to strictly match professional terminology and field definitions, to prevent caliber errors that lead to returned final account statements or audit issues. Scenarios requiring aggregation of subordinate unit data require retrieval results to be filterable by unit dimension, to ensure recalled historical data matches the current subject hierarchy. The precision of amount and detail fields requires retrieved reference documents to retain original values and units, to avoid information deviation caused by fuzzy matching.
How to Configure Settings
Reference only; verify against the target FastGPT release and deployment documentation.
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
similarity | 0.75–0.85 | Match fiscal professional terminology and precise fields, avoid mixing low-similarity irrelevant documents, and reduce the risk of caliber errors |
limit | Top 10 entries | Control the context length of a single round of retrieval, adapting to the single-page length of department final account documents and system context limits |
searchMode | High-precision mode | Optimize matching logic for fixed-format report fields and official terminology, improving retrieval accuracy |
usingReRank | Enabled | Perform secondary sorting on initial retrieval results by relevance to correct deviations caused by fuzzy matching |
datasetSearchUsingExtensionQuery | Enabled | Automatically expand fiscal-related professional terminology to match standardized expressions in final account documents |
collectionIds | Bind exclusive knowledge base collections of the current and subordinate units, with a total capacity of no more than 1000 MB | Ensure only historical final account data of the corresponding subject is retrieved, avoiding interference from cross-unit irrelevant data |
Three Common Mistakes
- An error occurs when triggering search: "No available channel for model gpt-4o-mini under current group default". The cause is that the call channel for this model is not configured in the corresponding group, or the model called after retrieval does not match the model bound to the group.
- After local deployment, upload final account documents, and the data processing steps show as empty. The cause is that the document parsing dependency environment is not correctly configured, or the uploaded file format is not covered by the supported final account document formats of the system.
- The image links retrieved and recalled show "input an image" in AI replies. The cause is that the direct rendering configuration for knowledge base image external links is not enabled, or the system did not correctly parse the accessible path of the image.
How to Confirm the Configuration Is Correct
- Manually enter a test question containing fiscal final account professional terminology, and check whether the document source of the retrieval result is the bound exclusive knowledge base collection.
- Adjust the
similarityparameter range, verify whether the relevance of the retrieval results meets expectations, and confirm that no irrelevant documents are mixed in. - After enabling
usingReRank, compare the result order before and after reranking, and confirm that the secondary sorting function takes effect. - Upload a test department final account statement document, and verify whether the data processing process is completed normally with no empty data.
The values listed above 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.