Data Profile for This Category
Core data for customer requirement pool management comes from ticketing systems, customer interview records, CRM systems, and product roadmaps. Updates occur weekly or per product release cycle. Teams produce daily documents including requirement pool lists, requirement evaluation forms, customer feedback records, and version planning descriptions. Data fields include requirement source identifiers, associated customer information, priority tags, and version scheduling items. A joint team of product operations, customer success staff, and product managers maintains this data.
Constraints for Citation and Traceability Links
Customer requirement pool data comes from dispersed sources, and its update rhythm adjusts with product versions. The citation and traceability link must support cross-system data association. Each cited requirement must be traceable back to its original ticketing record, interview note, or CRM entry. Daily documents come in diverse types. Teams must clearly mark the specific document type and version of cited content, to avoid confusion between requirement evaluation results from different cycles. Frequent requirement merging and scheduling communication also require the traceability link to quickly locate original submission records for duplicate requirements, reducing information deviation.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
quoteMaxToken | 800–1200 token | Matches the average length of a single complete customer requirement pool record, to avoid truncating critical traceability information |
responseData | Return only requirement source and associated customer fields | Focuses on core identifiers required for traceability, reducing unnecessary data transmission |
detail | Enable full-link traceability | Supports displaying the complete tracking path of a requirement from its original ticket to version planning |
| Timeout wait duration | 300 seconds | Adapts to cross-system query times for customer requirement pool data, preventing workflow interruptions from excessive waiting |
| Cache validity period | 7 days | Matches the weekly update frequency of customer requirement pools, ensuring cited requirement data is always the latest version |
| Variable reference trigger rule | Calibrated via actual testing | Adapts to dynamic specification of knowledge bases, matching the multi-data-source nature of customer requirement pools |
| Number of traceability entries returned per request | Top 3–7 entries | Controls returned data volume, avoiding page load delays from excessive associated records |
Three Common Misconfigurations
- Symptom: The reference variable dropdown in the knowledge base search node of a workflow is empty, and dynamic knowledge bases cannot be selected. Cause: No variable associated with the customer requirement pool data source was created in the global variable configuration, or the variable scope does not cover the current workflow.
- Symptom: After test case execution, redundant citations from non-requirement pool sources appear in defect analysis results. Cause: The
responseDataparameter was not configured to filter irrelevant fields, resulting in non-target data from other systems being included. - Symptom: Cited content is truncated during traceability, and complete requirement records cannot be viewed. Cause: The
quoteMaxTokenvalue is too small, failing to cover the full character length of a single requirement pool record.
How to Verify Correct Configuration
This verification process is based on FastGPT v4.17.0.
- Navigate to the knowledge base search node in a workflow, view the reference variable dropdown, and confirm that the associated customer requirement pool data source variable can be selected.
- Trigger test case execution, view the traceability information in the defect analysis results, and confirm that only requirement pool-related source fields are included.
- Adjust the
quoteMaxTokenparameter, then verify that the returned traceability content is not truncated. - Simulate a multi-requirement merging scenario, and confirm that the traceability link can quickly locate the original submitted customer feedback record.
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 2026-10-19.