Multi-turn Dialogue and Prompt Engineering for Identity and Timing Insurance Claim Initial Review

This category of data mainly comes from public security identity verification APIs, internal workflow node logs of insurance business systems, and

What the Data for This Category Looks Like

This category of data mainly comes from public security identity verification APIs, internal workflow node logs of insurance business systems, and third-party travel or logistics timing traceability APIs. Data update rhythm is divided into two types: real-time and scheduled. Identity verification data is synchronized immediately after the user submits claim materials, while process timing data is synchronized every hour. Data is stored in structured JSON format, including identity verification fields (full name, ID number, verification status, verification time) and timing fields (claim reporting time, accident occurrence time, material submission time, deadline for each review node). Field units are uniformly ISO 8601 time format or 18-digit pure string identity identifiers.

What Constraints These Characteristics Impose on Multi-turn Dialogue and Prompt Engineering

The structured fields for this category are numerous, and data sources are divided into real-time and scheduled types, which impose three core constraints on multi-turn dialogue and prompt engineering: Strictly align with exclusive field names for identity and timing, avoid confusing fields such as full name, ID number, claim reporting time, and review deadline. Real-time identity verification data must call the API immediately when the dialogue starts, and the prompt must explicitly prohibit caching old verification results. Strictly validate ISO 8601 format for timing fields. Multi-turn dialogue should guide users to input standardized times, or automatically parse non-standard format inputs. Additionally, limit the length of historical context to avoid repeatedly pulling outdated process timing data.

Configuration Settings

Configuration ItemRecommended ValueRationale
maxContext800–1200 charactersThis category requires transmitting numerous identity and timing fields. An overly long context will cause the model to confuse field ownership, while an overly short context will lose historical dialogue verification request records.
apiRequestTimeout15 secondsThe identity verification API relies on real-time responses. A 15-second timeout balances API call success rate and user waiting time.
structuredOutputEnabledIdentity and timing data uses structured fields. Enabling this option forces the model to return results that conform to preset fields, avoiding omission of key information.
fieldWhitelistOnly includes full name, ID number, claim reporting time, review deadlineLimit the range of fields that the model can call, preventing data confusion caused by calling irrelevant data sources.
contextRefreshInterval1 hourProcess timing data syncs every hour. Setting this interval ensures that the latest process node times are used in the dialogue.
promptTemplateWritten in the order of "first verify identity, then validate timing, finally generate initial review results"Aligns with the business logic of insurance claim initial review, guiding the model to process dialogue requests in a fixed workflow.

The parameter values provided on this page are common starting points for configuration setup. Actual values are affected by material format, data volume and business rules. Each scenario requires individual analysis, and it is recommended to test on your own samples before finalizing settings.

Three Common Misconfigurations

  • Phenomenon: The configured identity verification form inputs do not display in the dialogue interface, and the interaction content is empty. Cause: No form field invocation instruction is added in promptTemplate, or the form rendering switch of the dialogue module is not enabled.
  • Phenomenon: The AI dialogue returns a 504 Gateway Timeout error. Cause: No reasonable apiRequestTimeout parameter is set, and identity verification API call timeout is not handled correctly.
  • Phenomenon: The model cannot correctly distinguish between user input and system prompt timing verification rules in the dialogue. Cause: The systemRole parameter of the dialogue is not configured correctly, leading to blurred role permissions and logical boundaries.

How to Verify Successful Configuration

  • Trigger an identity verification request, check whether the preset form input fields are displayed on the dialogue interface.
  • View the running logs of the dialogue module, confirm that each identity verification request calls the configured data source API.
  • Submit time inputs that conform and do not conform to ISO format, check whether the model can correctly identify and process timing fields.
  • Check the systemRole configuration of the dialogue, confirm that the business logic sequence of identity verification and timing verification is clearly marked.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.