What the documents look like
Franchise filing management deals with legal disclosure and the commerce department system. It does not deal with specific site engineering. Document sources concentrate on the commercial franchise information management system, enterprise licenses, store lists, and contract ledgers. Daily materials include franchise contracts, operation manuals, filing materials, and information disclosure documents. These materials are updated irregularly and may change on a yearly basis. Product questions and selection questions need to retrieve franchise conditions, filing requirements, and contract clauses from the above documents, then organize them into citable answers. The retrieval step depends on vector models and indexes. Differences in length and semantic density across the materials directly affect recall quality.
Constraints at the vector indexes step
Knowledge bases linked for retrieval must use the same vector model. First check the actual model identifier and input type. One source data block can be linked to multiple indexes. Index content and original content need to be checked separately. Indexes should use complete and focused information. Retrieval coverage and index length need to be weighed against samples. Image retrieval also depends on whether an image description index or image vector index was generated at ingestion time. It is not enough to look only at whether an image was uploaded on the query side.
Hypothetical exercise sample: the legal department of a franchisor headquarters submits an excerpt of the 2024 Regional Franchise Information Disclosure Document. The original text reads: "This document applies to the East China region. The information disclosure target is franchise applicants who have signed a letter of intent. It is valid until December 31, 2024." There is also a draft sentence to be judged: "All franchise applicants may continue to complete selection based on this document in 2025." After checking the original material, the subject scope and validity period of the draft sentence are both inconsistent with the original text. It is unsupported.
Configuration and implementation checks
| Configuration item | Starting point for this hypothetical test | How to check |
|---|---|---|
| Vector model | Same model identifier | Check whether the model identifiers of linked knowledge bases match, and exclude those that do not |
| Index content | Focused clause text | Compare whether the index text and the original block point to the same material |
| Reference cap | Counted by tokens | Record the token amount consumed by a single reference and compare it with material length |
| Minimum relevance | A 0-1 value | Observe the filtering effect only during semantic retrieval or result reranking |
| Search mode | Semantic retrieval or hybrid retrieval | Observe recall separately for numbers, proper nouns, and natural language questions |
| Image index | Check against ingestion records | Confirm whether a description index or vector index was generated when the image was ingested |
Three common errors
- Linking knowledge bases with different vector models together. The input is two knowledge bases with different model identifiers. Compare whether the model identifiers match. The observed result is that when identifiers do not match, they must not be linked together. Record and exclude those that do not conform.
- Treating a retrieval result as an authorization to execute. The input is a filing material pending review. Compare the retrieved reference content with the authorization status field. The observed result is that a retrieval hit does not change the review status of the material. Pending review remains pending review.
- Treating the validity period in the draft sentence as the original validity period. The input is the draft sentence and the original text in the hypothetical sample. Compare the validity period fields of the two. The observed result is that 2025 and December 31, 2024 do not match. The draft sentence is unsupported.
How to verify the setup
- Subject scope check. The input is the original text "applies to the East China region" and the draft sentence "all franchise applicants" in the hypothetical sample. Compare the subject scope fields of the two texts. The condition is met when the subject scope of the draft sentence exceeds the scope of the original text. Judge the draft sentence as unsupported.
- Validity period check. The input is the original text "valid until December 31, 2024" and the draft sentence "continue in 2025" in the hypothetical sample. Compare the validity period fields of the two texts. The condition is met when 2025 and December 31, 2024 do not match. Judge the draft sentence as unsupported.
- Model identifier check. The input is the vector model identifiers of two knowledge bases to be linked. Compare whether the two identifiers are the same. The condition is met when the identifiers match, and only then may they be linked together. When identifiers do not match, record and exclude them. Do not run cross-model retrieval to compare missed recalls.