What the data for this category looks like
In financial scenarios, IT service investment research data mainly comes from vendor operation and maintenance manuals, project delivery documents, industry standard specifications, patch update records, and fault troubleshooting logs. Data update frequency follows release cycles: vendor patch documents are updated weekly or monthly, industry standard documents quarterly or annually, and project documents are updated in sync with delivery milestones. Documents contain structured fields such as service ID, version number, fault code, and response time, along with large amounts of unstructured operation step instructions. Individual documents can exceed 10 MB in size, mostly in Word or PDF format.
What constraints these characteristics impose on multi-turn dialogue and prompt engineering
Parsing and retrieving large-volume documents requires longer timeout configurations and reasonable segment lengths to avoid parsing interruptions or context loss. Structured data with multiple fields requires prompts to clearly specify field extraction rules, ensuring that key information such as previously mentioned service IDs and version numbers can be associated across multi-turn dialogues. Frequently updated data requires real-time synchronization logic to prevent the return of outdated operation and maintenance content in dialogues. Mixed structured and unstructured document formats require distinguishing the display form of retrieved content during multi-turn dialogues to ensure the readability of investment research information.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Adapt to the parsing process of Word documents over 10 MB, avoid interruptions due to timeout for large files |
chunkSize | 800–1200 characters | Match the paragraph length of fault troubleshooting steps and configuration parameters in IT service documents, retain context integrity |
recallTopK | Top 6–8 results | Cover retrieval requirements associated with multiple fields in IT service documents, avoid missing key information such as service IDs and version numbers |
similarityThreshold | 0.72–0.85 | Filter low-relevant operation and maintenance logs and scattered documents, focus on core investment research content |
maxContext | Top 12000 characters | Adapt to the concatenation of historical interactions and retrieved documents during multi-turn dialogues, avoid exceeding model context limits |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require case-by-case analysis, and testing on samples is recommended before finalizing settings.
Three Common Misconfigurations
- Timeout errors occur when parsing Word documents over 10 MB, with the interface displaying "Document parsing timed out". The cause is failure to adjust
PARSE_FILE_TIMEOUT_SECONDSto a value suitable for large files. - An error prompting "Missing parameters" appears in debug preview after enabling input guidance. The cause is failure to correctly configure the API interface permissions or address format for the associated knowledge base.
- The question optimization results returned during multi-turn dialogue deviate significantly from the original query. The cause is failure to adjust the prompt instruction logic based on the field characteristics of IT service documents.
How to Confirm Successful Configuration
- Upload a Word document over 10 MB, check whether the parsing progress completes within the preset
PARSE_FILE_TIMEOUT_SECONDS. - Enable input guidance, fill in the custom thesaurus address, enter a test query in debug preview, confirm that the input guidance prompt displays normally and no errors occur.
- Initiate two or more investment research dialogues, confirm that the system can correctly associate key fields such as the service version number or fault code mentioned in the first round.
- Adjust
similarityThresholdto the test range, check whether the relevance of retrieval results meets expectations.
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.