Technical Documentation and API Q&A for Renewal Health Management: Citation Sources and Traceability

Data for this category typically comes from CRM systems, product usage backends, ticket statistics ledgers, and contract management systems.

This configuration is based on FastGPT v4.17.0.

What the data for this category looks like

Data for this category typically comes from CRM systems, product usage backends, ticket statistics ledgers, and contract management systems. Update cycles follow weekly or monthly schedules. Core documents include customer health reports, renewal forecast sheets, high-risk customer lists, and cross-department meeting minutes. Data fields include customer unique identifiers, health scores, renewal risk levels, contract expiration dates, recent cycle usage frequency, and more. There are no unified fixed units. Adaptation is required based on the document's usage scenario.

Multi-data source collection logic requires the traceability link to bind unique data identifiers for each system. This ensures cited content can be traced back to the original ledger. Weekly or monthly update cycles limit the valid time window for cited data. Configurations must restrict calls to datasets that have completed updates in the current cycle. Diverse document formats require traceability rules to adapt to mapping logic for different fields. This avoids field mismatches during cross-document citations. Clear business risk consequences require traceability information to include complete operation links. This facilitates subsequent verification and adjustments.

How to set the configuration

Config ItemRecommended SettingRationale for This Setting
Maximum citation token count800–1200 tokenMatches the typical content length of renewal health reports, avoids exceeding context limits
Number of citations per requestTop 3–5 entriesAdapts to the typical display quantity of high-risk customer lists, avoids information overload
Citation data scopeDatasets from the most recent update cycleAdapts to weekly or monthly update cycles, ensures data timeliness
Citation field mapping rulesBind corresponding fields by document typeAdapts to diverse daily document structures, avoids field mismatches
detail parameter switchEnabledUsed to output complete citation source details, meets traceability verification needs
responseData return formatStructured JSONFacilitates automated parsing of citation links later, adapts to reporting needs of customer success teams
quoteMaxToken parameterCalibrated based on actual testingAdapts to high-risk customer list content of different scales, avoids truncation of critical information

Three common mistakes

  • Phenomenon: The API returns status code 200, but the responseData field is empty. Cause: The return configuration for the responseData parameter is not enabled, or the citation data scope exceeds the valid dataset of the current update cycle.
  • Phenomenon: Cited content displays messy formatting, including redundant original document field names. Cause: No field mapping rules bound by document type are configured, and full field content of raw data is cited directly.
  • Phenomenon: Cited content is truncated or garbled. Cause: The quoteMaxToken parameter value is too small, causing long text content to be forcibly truncated, or the encoding format of multi-system data sources is not adapted.

How to confirm the configuration is complete

  • Check the detail field returned by the API, confirm it includes the source system, update time, and original document identifier of the cited data.
  • Randomly select one dataset corresponding to a document type, verify the matching degree between the returned cited content and the original document fields.
  • Call the API to test the return of long text content, confirm no forced truncation occurs.
  • Compare the currently updated dataset with the citation data scope configuration, confirm only content within the valid cycle is called.

The values provided here are common starting points, and should be evaluated using samples from the specific deployment in use.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-10-19.