What this category of data looks like
Data for this category originates 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. This data supports business needs for finance departments of budget units, treasury departments of finance bureaus, and finance divisions of competent authorities. The data includes both structured report fields and unstructured explanatory text. Fields are structured around fiscal accounting content such as actual revenue and expenditure, assets and liabilities, and variance explanations.
What constraints these characteristics impose on the knowledge base retrieval and recall link
The annual update feature means the knowledge base does not need frequent refreshes. Batch synchronization update methods can be used. Data from multiple systems requires cross-dataset associated retrieval. This meets the core business need of reconciling account statements and treasury payment data. Documents include both structured report fields and unstructured explanatory text. Retrieval must support both precise field matching and semantic understanding. Fixed business scenarios and document types require the retrieval scope to be strictly limited to department final account-related data. This avoids mixing in irrelevant fiscal documents and reduces extra manual screening time.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
similarity | 0.75–0.85 | Department final account data has high professional specificity. A higher matching threshold prevents irrelevant reports or explanatory documents from interfering with retrieval results |
limit | Top 8 entries | The number of final account-related documents is relatively fixed. Excessive results increase the reconciliation workload for business personnel |
searchMode | Hybrid retrieval | Balances precise matching of structured report fields and semantic understanding of unstructured explanatory text |
usingReRank | Enabled | Final account data contains many fields. Reranking improves the sorting priority of highly relevant results and optimizes reading experience |
datasetSearchUsingExtensionQuery | Enabled | User questions may be simplified to vague phrases such as "account statement reconciliation". Extended queries can associate cross-system payment data and report documents |
collectionIds | Bind dedicated department final account datasets | Avoid mixing fiscal data from other categories, ensuring the retrieval scope accurately matches business requirements |
Three Common Configuration Errors
- Phenomenon: Irrelevant fiscal documents appear in retrieval results. Cause:
collectionIdsis not configured correctly, and datasets containing other fiscal categories are bound. - Phenomenon: The number of returned results is far lower than the set
limitvalue. Cause: Thesimilaritythreshold is set too high, and too few documents meet the matching criteria. - Phenomenon: Corresponding final account explanations and treasury payment data cannot be retrieved when a user asks about budget execution variance explanations. Cause:
datasetSearchUsingExtensionQueryis not enabled, and cross-system associated data from extended queries is not linked.
How to Verify Correct Configuration
- Access the dataset management page of FastGPT v4.17.0. Check whether the currently bound
collectionIdsonly include datasets related to department final accounts. - Submit a test query. Enter "2023 Income and Expenditure Final Account Statement", then verify that returned document types are department final account-related documents.
- Adjust the
similaritythreshold. Test changes in result counts across different thresholds to confirm matching degrees meet business reconciliation needs. - After enabling
usingReRank, submit the same test query again. Check whether highly relevant results are sorted to the top positions.
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.