CSO Product Forms and Interaction

Data Characteristics

CSO (Contract Sales Organization) product data primarily involves sales, marketing, and channel information for pharmaceuticals or medical devices. Data sources are diverse, including internal CRM systems, external market research reports, public data from national drug regulatory agencies, and data packages from partner pharmaceutical companies. Update frequencies vary significantly. Sales data may update daily or even in real-time, while marketing strategies and product iteration information might update quarterly or annually. Document structures typically include basic product information (generic name, brand name, dosage form, specifications, indications), market positioning, competitive analysis, sales territory divisions, target customer groups, promotional materials, and pricing strategies. Fields cover product codes, sales figures, payment cycles, channel inventory, market share, physician coverage, and event records. Units include monetary amounts (CNY), quantities (boxes/units), percentages (%), and time (days/months).

Constraints Imposed by Data Characteristics on Forms and Interaction

The high update frequency and complex structure of CSO product data require forms that support rapid data entry and real-time information synchronization. For instance, daily sales data updates mean forms need efficient bulk import or API integration capabilities to avoid manual entry delays. The diverse fields, units, and data sources necessitate robust data validation and conversion features in the interaction interface to ensure data consistency. Complex document structures, including large amounts of unstructured text like promotion plans or competitive analysis reports, require forms and interactions to manage and retrieve both structured and unstructured content effectively. Furthermore, sales territory divisions and target customer group information dictate that query and filtering logic must support multi-dimensional, hierarchical condition selection. The user interface should provide intuitive filters and multi-select boxes to precisely locate target data.

Configuration Guidelines

Configuration Item	Recommended Value	Rationale
`Chunk size` (Segment Length)	`500-800 characters`	Accommodates text length for promotional plans, balancing semantic completeness and recall accuracy.
`Recall count` (Recall Count)	`Top 8`	Ensures coverage of multi-dimensional product information, preventing omission of key sales or market data.
`Similarity threshold` (Similarity Threshold)	`0.75`	Filters out document segments with low relevance, improving answer accuracy.
`maxContext`	`8192 tokens`	Provides sufficient background information to support complex consultation scenarios, such as competitive analysis.
`PARSE_FILE_TIMEOUT_SECONDS`	`600 seconds`	Handles parsing time for large market reports or product manuals, preventing timeouts.
`UPLOAD_FILE_MAX_SIZE`	`100 MB`	Allows uploading large market research reports or promotional materials.

Common Misconfigurations

Symptom: User-submitted form data fails to match corresponding product information correctly, or query results are empty. Cause: A global variable of custom type "Knowledge Base Selection" lacks effective conditions in the discriminator, leading to missing filtering logic or inaccurate field mapping.
Symptom: The large language model references irrelevant product information in its responses, confusing users. Cause: Knowledge base recall count or similarity threshold settings are inappropriate, leading to the retrieval of low-ranking or weakly related background knowledge.
Symptom: After file upload, there is a long period of unresponsiveness, eventually resulting in a parsing failure message. Cause: The PARSE_FILE_TIMEOUT_SECONDS parameter is set too short, insufficient for processing large market analysis reports or promotional documents.

Verification Steps

Conduct multiple rounds of simulated questions covering different product types, sales territories, and market strategies. Verify that the knowledge points cited in the answers are accurate and comprehensive.
Upload CSO-related documents of various types and sizes (e.g., sales reports, market research, promotion plans). Check if file parsing time is within a reasonable range and if content is correctly indexed.
Test form submissions involving multi-level filtering conditions and complex query logic. Confirm that data is correctly stored and retrievable by subsequent query functions.

The values provided are common starting points and should be measured against specific samples.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-21.