Test Cases and Defect Analysis for Delivery Effect Optimization: Citation Sources and Traceability

Data for this category primarily comes from ad platform backends, attribution tracking systems, CRM customer management systems, and landing page

What Data Looks Like for This Category

Data for this category primarily comes from ad platform backends, attribution tracking systems, CRM customer management systems, and landing page analytics tools. Update frequency is typically daily or real-time. Core fields include delivery time periods, cost amounts, conversion volumes, lead IDs, and landing page bounce rates. Units include yuan, counts, percentages, and others. Daily produced documents include daily and weekly delivery reports, price adjustment operation records, material AB test data tables, and optimization review notes. Most documents use a format of structured tables paired with brief text explanations. Some review notes include unstructured adjustment ideas, but core traceability information remains primarily structured fields.

Constraints on Citation and Traceability

Data sources for this category are scattered and linked to unique identifiers across multiple systems. The traceability link must associate identifiers from different data sources such as ad platforms and attribution systems, to avoid cross-system data confusion. Data update frequency is flexible. Real-time data citations must match the latest status of the current delivery cycle. Daily-level data must clearly mark the statistical time period. Daily documents are mostly structured tables. Traceability requires precise matching of field dimensions in the tables, otherwise corresponding delivery operations or material test results cannot be located. The core goal of delivery effect optimization is to control customer acquisition cost. The accuracy of the traceability link directly determines the effectiveness of adjustment strategies. Therefore, configuration must balance information completeness and retrieval efficiency.

Configuration Settings

Configuration ItemRecommended ApproachRationale
quoteMaxToken800–1200 charactersMatches the single-page structured content length of delivery daily reports and material test sheets, avoids truncating key traceability fields
responseDataIncludes ad platform ID, attribution lead ID, landing page URLAdapts to the traceability requirements of multiple data sources for this category, ensures citations can associate cross-system unique identifiers
detailEnabledUsed to display specific parameters of price adjustment records and material AB tests, matches the viewing logic of optimization review documents
Maximum context length3000–5000 charactersAdapts to the total content volume of real-time data and daily-level reports, avoids exceeding model processing limits
Single search limitTop 3–5 entriesControls redundancy of traceability results, focuses on the most relevant delivery adjustments or data records

Three Common Misconfigurations

  • After connecting the knowledge base via the tool call module, no citation information is output, or the dialogue request interface does not return a cite reference ID. The cause is that the return of citation identifiers and ID fields is not enabled in the responseData configuration, resulting in traceability-related data not being passed through the call chain.
  • Citation numbers in dialogue outputs appear garbled and are automatically converted to quotation marks. The cause is that the detail configuration does not correctly match the document's format encoding, leading to abnormal rendering of special characters.
  • When searching for delivery-related questions that do not exist in the knowledge base, file citations are still returned. The cause is that the quoteMaxToken configuration value is too large, causing the model to forcibly call unmatched traceability data during content generation, without triggering the empty result filtering logic.

How to Verify Proper Configuration

  • Initiate a query containing delivery consumption or material test content, check whether the returned results include traceability identifiers such as ad platform ID and attribution lead ID.
  • Review the citation format in dialogue outputs, confirm there is no garbled text or format abnormalities, and match the enabled status of the detail configuration.
  • Input a delivery-related question that does not exist in the knowledge base, verify that irrelevant file citations are not returned, and the empty result logic is triggered.
  • Call the dialogue request interface, check whether the returned data contains cite-related fields, confirm that the current FastGPT version is v4.17.0 to ensure configuration compatibility.

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 2026-10-19.