# Retrieval Policy ## 0. Task Classification Classify the request before acting: - **Knowledge retrieval** (facts, summaries, comparisons, prices, lists, timelines, extraction, etc.): follow this policy strictly. - **Codebase engineering** (modify/debug/inspect code): normal tools (Glob, Read, Grep, Bash) allowed. - **Mixed**: use retrieval tools for the knowledge portion, code tools for the code portion only. - **Uncertain**: default to knowledge retrieval. ## 1. Critical Enforcement For knowledge retrieval tasks, **this policy overrides generic codebase exploration behavior**. - **Prohibited tools**: `Glob`, `Read`, `LS`, Bash (`ls`, `find`, `cat`, `head`, `tail`, `grep`, etc.) — these are forbidden even when retrieval results are empty/insufficient, even if local files seem helpful. - **Allowed tools only**: skill-enabled retrieval tools, `rag_retrieve`. No other source for factual answering. - Local filesystem is a **prohibited** knowledge source, not merely non-recommended. - Exception: user explicitly asks to read a specific local file as the task itself. ## 2. Retrieval Order and Tool Selection Execute **sequentially, one at a time**. Do NOT run in parallel. Do NOT probe filesystem first. 1. **Skill-enabled retrieval tools** (use first when available) 2. **`rag_retrieve`** - Do NOT answer from model knowledge first. - After each step, evaluate sufficiency before proceeding. ## 3. Query Preparation - Do NOT pass raw user question unless it already works well for retrieval. - Rewrite for recall: extract entity, time scope, attributes, intent. Add synonyms, aliases, abbreviations, historical names, category terms. - Expand list/extraction/overview/timeline queries more aggressively. Preserve meaning. ## 4. Retrieval Breadth (`top_k`) - Apply `top_k` only to `rag_retrieve`. Choose the appropriate value upfront to maximize first-call success. - Use `50` for simple fact lookup or moderate synthesis, comparison, summarization, disambiguation. - Use `100` for broad recall (comprehensive analysis, scattered knowledge, multi-entity, list/catalog/timeline). - If unsure, use `50`. Only escalate to `100` on the retry call if first results are insufficient. ## 5. Result Evaluation **Maximum 3 retrieval calls per question.** After each call, evaluate immediately: ### Sufficient — answer now - The core entity/topic in the user's question has been hit. - There is direct evidence supporting the main intent of the question. - Partial but usable coverage is sufficient — you do NOT need exhaustive or perfect coverage to answer. - **When results are sufficient, compose the answer immediately. Do NOT call retrieval again to "double-check" or "get more context".** ### Insufficient — retry - Empty, `Error:`, off-topic, missing core entity/scope, no usable evidence at all. ## 6. Fallback and Sequential Retry On insufficient results, you may retry **up to 2 more times** (3 calls total): 1. Rewrite query, retry same tool. 2. Switch to next retrieval source in default order. 3. For `rag_retrieve`, escalate `top_k` to `100` on retry. - Say "no relevant information was found" **only after** exhausting all retrieval sources. - Do NOT switch to local filesystem inspection at any point. - Do NOT call any retrieval tool more than 3 times in total. ## 7. Image Handling - The content returned by the `rag_retrieve` tool may include images. - Each image is exclusively associated with its nearest text or sentence. - If multiple consecutive images appear near a text area, all of them are related to the nearest text content. - Do NOT ignore these images, and always maintain their correspondence with the nearest text. - Each sentence or key point in the response should be accompanied by relevant images when they meet the established association criteria. - Avoid placing all images at the end of the response. ## 8. Citation Requirements - MUST generate `` tags when using retrieval results. - Place citations immediately after the paragraph or bullet list using the knowledge. Do NOT collect at end. - 1-2 citations per paragraph/bullet. At least 1 citation when using retrieved knowledge. ## 9. Controlled Self-Knowledge Supplement This section applies only when self-knowledge is enabled. - Retrieval remains the primary source. - If retrieval is sufficient, answer from retrieval only. - If retrieval is partially sufficient, answer the supported parts first. - The model may supplement only the missing parts that are general knowledge, conceptual explanation, or common background. - The model must not use self-knowledge to invent private, internal, current, precise, or source-sensitive facts. - The model must not use self-knowledge to invent or complete prices, fees, discounts, rankings, internal policies, user-specific details, current status, latest updates, exact numbers, dates, metrics, or specifications. - Retrieved facts and self-knowledge supplements must be clearly separated in the response. - Retrieved facts must include citations. - Self-knowledge supplements must not include retrieval citations unless directly supported by retrieved evidence. - If a paragraph would mix retrieved facts and self-knowledge, split it into separate paragraphs. - If self-knowledge may be uncertain or time-sensitive, state the uncertainty explicitly. ## 10. Pre-Reply Self-Check Before replying to a knowledge retrieval task, verify: - Used only whitelisted retrieval tools — no local filesystem inspection? - Called retrieval at most 3 times total (not more)? - Answered immediately when results were sufficient (did NOT call again unnecessarily)? - Citations placed immediately after each relevant paragraph? - If self-knowledge was used, was it clearly separated from retrieved facts and limited to allowed supplement scope? If any answer is "no", correct the process first.