Bid Document and Quotation Preparation for Basic Chemical Continuous Production: Forms and Interactions

Data for the basic chemical continuous production category comes from DCS/SIS systems, online analyzers, LIMS laboratory management systems, equipment

What the data for this category looks like

Data for the basic chemical continuous production category comes from DCS/SIS systems, online analyzers, LIMS laboratory management systems, equipment condition monitoring modules, energy metering devices, and raw material tank account books. Daily generated documents include operating procedures, process index cards, DCS trend charts, laboratory reports, interlock bypass records, special work permits, and shift logs. Data update frequencies cover real-time, per-shift, and daily. Fields include process pressure, temperature, material flow, tank volume, laboratory concentration, and other metrics, with corresponding industry standard units attached.

What constraints these characteristics impose on forms and interactions

Data sources for this category are scattered, and update frequencies vary significantly. This requires forms and interactions to support real-time pulling and scheduled synchronization of multi-source data, to avoid delays from manual entry. There are diverse document types, so forms must adapt to structured extraction rules for different documents. For example, interlock bypass records need to match number and bypass time fields. Shift logs need to support statistics fields for shift output. Fields come with industry standard units, so interactions must automatically verify unit consistency to prevent parameter matching errors. Bid quotations must be linked to process steady-state data, so forms must support direct calls to historical records from corresponding data sources to reduce repeated data entry.

How to configure the settings

The following configurations are based on FastGPT v4.17.0.

Configuration ItemRecommended ApproachBasis for This Approach
Form field verification rulesEnforce matching of units and data types. Trigger alerts when values exceed reasonable process rangesBasic chemical parameters have fixed reasonable ranges, to avoid invalid bid data
Data source synchronization frequencySynchronize DCS key parameters in real time. Synchronize shift logs and laboratory reports per shiftMatch the category’s data update frequency to ensure timeliness of bid data
userSelect trigger conditionTrigger when formInput cannot extract process parametersAdapt to interactive completion requirements when parameters are missing in bid scenarios
Reranking model switchEnable, take the top 3 high-similarity resultsChemical process parameters have strong correlation. Reranking improves matching accuracy
Context length limit800–1200 charactersAdapt to the standardized document length of bid documents, to avoid context overflow
Result extraction thresholdCalibrate based on actual measurementsMatch document differences across different bid projects

Three common mistakes

  • Phenomenon: formInput fails to extract process parameters, and form fields have no filled content. Cause: No automatic mapping rule is configured between data sources and form fields. Corresponding data from DCS and LIMS systems cannot be automatically pulled.
  • Phenomenon: After enabling the reranking model, only 1 matching result is returned. Cause: No upper limit is set for the number of results taken after reranking. The default setting retains only the highest-similarity result, which cannot meet the needs of multi-parameter combinations in bid documents.
  • Phenomenon: Unit verification fails when submitting the form. Cause: No automatic unit matching rule is configured for fields. Manually entered units do not match industry standard units, resulting in invalid data.

How to confirm successful configuration

  • Simulate passing text without process parameters via formInput, confirm that the userSelect user selection pop-up is triggered.
  • Configure a data source synchronization task, check whether corresponding document data is pulled at the set real-time or per-shift frequency.
  • Submit parameter tests with different units, confirm whether the verification rule triggers the corresponding alert.
  • After enabling the reranking model, check whether the number of returned results matches the set upper limit.

The values provided here are common starting points and should be measured against the reader's own samples.