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研究生: 吳俊昇
Wu, Chun-Sheng
論文名稱: 代理式知識管理系統之設計與實現:以商業情報自動化摘要與產業標籤化為例
Design and Implementation of an Agentic Knowledge Management System: A Case Study of Automated Business Intelligence Summarization and Industry Tagging
指導教授: 賴槿峰
Lai, Chin-Feng
學位類別: 碩士
Master
系所名稱: 工學院 - 工程科學系
Department of Engineering Science
論文出版年: 2026
畢業學年度: 114
語文別: 中文
論文頁數: 92
中文關鍵詞: 代理式知識管理系統商業情報檢索增強生成metadata filter文件級檢索
外文關鍵詞: Agentic Knowledge Management System, Business Intelligence, Retrieval-Augmented Generation, Metadata Filter, Document-level Retrieval
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  • 本研究旨在設計與實作一套代理式知識管理系統,應用於商業情報文件之自動化摘要、產業標籤化與問答查詢。面對企業常見之 PDF 產業文章、商業報告與非結構化文字資料,本研究整合 PyMuPDF、ChromaDB、Ollama 與 gemma:2b 等工具,建立從文件解析、產業分類、文件級入庫、向量檢索到回答生成的完整流程。系統採用文件級檢索設計,將單篇 PDF 視為一筆 document,並於 metadata 中記錄產業類別、來源檔名與檢索單位,以強化來源追溯與知識庫管理。

    為比較不同檢索流程之效果,本研究將傳統 RAG 與 Agent RAG 作為主要比較對象。傳統 RAG 不使用產業條件,直接於整體知識庫中進行全庫檢索;Agent RAG 則在檢索前加入產業條件與 metadata filter,以限制檢索範圍並降低跨產業文件干擾。為避免概念混淆,本研究進一步區分 target-category mode 與 routing mode,前者使用標準目標產業驗證 metadata filter 的降噪效果,後者則由模型依問題內容自行判斷產業,以評估端到端代理式路由能力。

    實驗結果顯示,系統於單文件入庫測試中達到 96.67% 的產業標籤化正確率,並在多數題目中維持良好的回答語意一致性。在多產業混合知識庫實驗中,Agent RAG target-category mode 可將平均 Noise Ratio 由傳統 RAG 的 0.3611 降至 0.0000,來源命中率由 48.33% 提升至 61.67%,平均回答評分亦由 2.88 提升至 3.13。Routing mode 雖可降低部分跨產業干擾,但其效果仍受模型產業路由正確率影響。整體而言,本研究證明以文件級檢索、產業標籤化與 metadata filter 結合之代理式知識管理系統,能提升多產業商業情報知識庫之檢索範圍控制與實務應用可行性。

    This study designs and implements an agentic knowledge management system for automated summarization, industry labeling, and question answering of business intelligence documents. To address the difficulty of organizing PDF-based industry articles, business reports, and other unstructured textual information, the system integrates PyMuPDF, ChromaDB, Ollama, and the gemma:2b local language model into a complete workflow covering document parsing, industry classification, document-level ingestion, vector retrieval, and answer generation.

    The study compares traditional Retrieval-Augmented Generation (RAG) with Agent RAG. Traditional RAG retrieves documents from the entire knowledge base without industry constraints, while Agent RAG applies an industry condition and metadata filter before retrieval to narrow the search scope and reduce cross-industry interference. To avoid conceptual ambiguity, Agent RAG is further divided into target-category mode and routing mode. The former uses the standard target industry to examine the denoising effect of metadata filtering, whereas the latter allows the model to infer the query industry and evaluate the end-to-end routing capability of the agentic workflow.

    Experimental results show that the system achieved 96.67% industry labeling accuracy in the single-document ingestion test. In the multi-industry mixed knowledge base experiment, Agent RAG in target-category mode reduced the average Noise Ratio from 0.3611 to 0.0000, improved the source hit rate from 48.33% to 61.67%, and increased the average answer score from 2.88 to 3.13. Although routing mode also reduced part of the cross-industry interference, its performance remained constrained by industry routing accuracy. Overall, the proposed system demonstrates that combining document-level retrieval, industry labeling, and metadata filtering can improve retrieval scope control and provide a feasible prototype for business intelligence knowledge management.

    摘要 I Extended Abstract II 誌謝 VI 目錄 VII 表目錄 IX 圖目錄 XI 第一章 緒論 1 1-1 研究背景與動機 1 1-2 研究目的 2 1-3 研究問題 3 1-4 研究範圍與限制 5 1-5 本研究之貢獻 6 1-6 論文架構 7 第二章 文獻探討 10 2-1 知識管理與商業情報 10 2-2 大型語言模型與文字生成技術 12 2-3 AI Agent 與代理式任務流程 13 2-4 檢索增強生成與向量資料庫 14 2-5 Metadata Filtering 與文件標籤化 16 2-6 PDF 文件解析與文字擷取 18 2-7 小結 20 第三章 研究方法 22 3-1 研究架構與系統流程 22 3-2 系統功能模組設計 24 3-3 文件處理與文件級知識單元設計 26 3-4 產業標籤化與 Metadata 設計 28 3-5 傳統 RAG 與 Agent RAG 流程 29 3-6 模型與開發環境設定 32 3-7 小結 36 第四章 實驗設計 37 4-1 實驗環境與工具 37 4-2 測試資料集說明 39 4-3 實驗 A:文件入庫產業分類測試 41 4-4 實驗 B:同產業資料集檢索比較 42 4-5 實驗 C:多產業混合知識庫干擾測試 44 4-6 評估指標 46 4-7 小結 49 第五章 實驗結果與分析 50 5-1 實驗 A:產業標籤化能力分析 50 5-2 實驗 B:同產業檢索比較分析 53 5-3 實驗 C:多產業混合知識庫降噪效果分析 57 5-4 綜合比較與討論 60 5-5 系統實務應用分析 61 5-6 小結 63 第六章 結論與未來展望 64 6-1 研究結論 64 6-2 本研究限制 68 6-3 未來展望 70 6-4 總結 73 參考文獻 74 附錄 A 測試資料集文件清單 78

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