What the data for this category looks like
Data for this category comes primarily from official reimbursement management documents released by the enterprise’s internal finance department, annually updated expense reimbursement guidelines, and archived approval records for past compliant reimbursement requests. Updates follow policy adjustment timelines, typically quarterly or annually. Temporary supplementary rules are updated immediately via internal notifications. Documents use a chaptered, clause-based structure, with sections covering scope of application, reimbursement standards, approval workflows, and special scenario explanations. Fields include clause number, applicable scenario, amount threshold, voucher requirements, and more. Common units are CNY, days, copies, and similar units.
What constraints do these characteristics impose on the knowledge base retrieval and recall process
The clause-based document structure requires retrieval to link clause numbers with scenario descriptions, to avoid semantic recall that deviates from specific clauses. Amount threshold fields require numerical matching, which cannot rely solely on general semantic retrieval. Uncertain update frequency requires index refresh cycles to align with policy adjustment timelines, to avoid recalling outdated rules. Extensive use of internal proprietary finance terminology requires custom term mapping configuration, to reduce recall bias. Multi-condition combined reimbursement scenarios require retrieval to support multi-field linked matching.
How to set the configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
similarity | 0.75–0.85 | Reimbursement rules require precise clause matching, to avoid irrelevant rules with low similarity appearing in results |
limit | Top 6 entries | Individual reimbursement rule content is moderate in length; 6 entries can cover associated clauses for common scenarios |
searchMode | semantic + keyword | Balances semantic understanding and precise matching of clause numbers and amount thresholds |
usingReRank | Enabled | Performs secondary sorting of recall results by relevance, to correct bias from single semantic recall |
datasetSearchUsingExtensionQuery | Enabled | Automatically expands employees’ colloquial questions into standard finance terminology, to adapt to internal proper nouns |
collectionIds | Bind to the dedicated finance reimbursement knowledge base collection | Isolates data from other category knowledge bases, to avoid recalling irrelevant content |
Reference only; verify against the target FastGPT release and deployment documentation.
Three common misconfigurations
- The symptom is that images embedded in uploaded reimbursement rule MD documents fail to load normally. The interface displays placeholders or error prompts indicating the resource does not exist. The cause is that only the MD text file was submitted during upload, and image resources were not uploaded to the associated storage directory of the knowledge base.
- The symptom is that only the default text understanding model can be selected during retrieval, and no other custom models can be added to the retrieval configuration. The cause is that multi-model binding permissions were not enabled in system configuration, or custom models were not associated with the dedicated reimbursement rule knowledge base collection.
- The symptom is that when importing reimbursement rule documents, the generated retrieval index is not split by clause, but recalls full-page long text, leading to reduced precise matching accuracy. The cause is that the automatic chunking configuration based on document structure was not enabled, so long clauses cannot be split and recalled accurately.
How to confirm the configuration is complete
- Upload a test reimbursement rule MD document, and check that embedded images in the document display normally.
- Submit a query that includes specific reimbursement scenarios and amount thresholds, to verify that matching rule clauses appear in retrieval results.
- Enter the knowledge base configuration page, confirm that the dedicated reimbursement rule collection is bound, and required retrieval enhancement configurations are enabled.
- Trigger a manual index update, wait for the system to complete the process, then retrieve the updated rule content to confirm normal recall.
The values provided here 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.