What Data for This Category Looks Like
Product consultation data primarily comes from internal product databases of financial institutions, official product manuals, and regulatory-required public product documents. Update frequency fluctuates with product launches and regulatory adjustments. Core parameters such as fees and return benchmarks update quarterly or per regulatory requirements. Basic information updates in real time when new products launch. Document structure includes both structured and unstructured components. Structured fields include product code, risk level, subscription threshold, investment term, and more. Unstructured components include product risk disclosures and investment strategy explanations. Units follow financial industry standards: annualized yield is measured in percentage, subscription amount in Chinese yuan, and investment term in natural days or natural years.
What Constraints These Characteristics Impose on Model Access and Configuration
Product consultation data includes highly regulated structured parameters and unstructured explanations, with volatile update frequencies. This requires model access workflows to support precise filtering of recall scope using structured fields like product code and risk level. This prevents irrelevant product documents from interfering with answer accuracy. Frequently updated core parameters require automatic synchronization mechanisms. These ensure knowledge base content matches the latest official disclosures. Structured fields have strict numerical precision requirements. Recall processes must prioritize matching core parameter fields. Avoid replacing clear rule explanations with vague unstructured content to prevent compliance risks from information deviations.
Configuration Settings
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
recallCount | Top 8–12 entries | Product consultation requires coverage of both structured parameters and unstructured explanations. 8–12 entries balances recall completeness and information redundancy |
similarityThreshold | 0.75–0.85 | Product parameters have strong uniqueness. A higher similarity threshold avoids recalling information from unrelated products |
maxContext | 8000–12000 characters | Product consultation documents include long clauses, fee schedules, and other content. This range covers complete product information context |
autoSyncCron | 0 2 * | Most product parameters are updated on workdays. Daily midnight synchronization ensures knowledge base content matches official disclosures |
enableStructuredRetrieval | Enabled | Product data includes structured fields. Enabling this allows precise filtering of recall scope using fields like product code and risk level |
modelMaxTokens | Adjust based on actual limits of the connected model | Matches total length of product documents, avoids truncation of critical parameter information due to token limit exceedance |
The parameter values provided on this page are general recommendations used as starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Configuration Mistakes
- Phenomenon: The model configuration page displays "Invalid Token", and the interface returns a 401 status code. Cause: The exclusive model call permission for product consultation was not correctly configured in OneAPI, or the API key entered in FastGPT 4.8.22 and later versions is not associated with the access scope of the corresponding model.
- Phenomenon: Expired product fee information appears in recall results. Cause: No automatic synchronization task was configured, or the trigger cycle of the synchronization task was set too long to cover the regular update rhythm of product parameters.
- Phenomenon: Returned product information includes unrelated content from other categories. Cause: Structured retrieval configuration was not enabled, and the recall scope was not limited to documents related to the current consultation product, resulting in recall of information from other products.
How to Confirm Configuration Is Complete
- Enter parameter-based test questions for a specific product, verify that the fields in the returned result match those in the configured product documents.
- View the execution records of the knowledge base automatic synchronization task, confirm that the task completes normally according to the set cycle with no abnormal errors.
- Enter the model configuration page, confirm that the token status shows normal connection with no invalid prompts.
- Trigger a recall test, verify that the returned document scope only includes content related to the current consultation product, with no cross-category unrelated information.
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.