Conversation Logging and Auditing for Insurance Investment Research Knowledge Base Construction

Data sources for insurance investment research include industry public research reports, official documents released by regulatory bodies, insurance

What data for this category looks like

Data sources for insurance investment research include industry public research reports, official documents released by regulatory bodies, insurance product actuarial reports, policy clause templates, and third-party industry databases. Update frequencies vary by data type: regulatory files are updated in real time alongside policy releases. Product actuarial reports are updated periodically alongside rate adjustments. Policy clause templates are static but undergo version iterations. Document structures cover long-text research reports, structured regulatory notices, and semi-structured actuarial parameter tables. Core fields include product code, coverage scope, rate parameters, payment period, and others. Units include yuan, year, percentage, and more.

What constraints do these characteristics impose on conversation logging and auditing

The coexistence of structured actuarial parameters and long-text research reports requires conversation logs to record both natural language interaction content and structured parameter call links. This avoids fragmented information during audits. The real-time update attribute of regulatory documents requires logs to link corresponding knowledge base versions and data update times. This ensures audits can trace the timeliness of data sources. The version iteration requirement for policy clauses requires retaining knowledge base version information in logs. This facilitates locating interaction differences across different versions. The strict compliance requirements of insurance industry audits require retaining complete contextual conversation records and full interaction links. No critical nodes may be omitted.

How to configure

Configuration ItemRecommended ValueRationale
LOG_RETENTION_DAYS180 daysMeets compliance requirements for insurance industry audit retention
DIALOG_API_LOG_ENABLEEnabledCovers audit requirements for API call scenarios
LOG_DETAIL_FULL_SYNCEnabledEnsures conversation details match actual returned content
MAX_LOG_EXPORT_SIZE1000 MBAdapts to storage and transfer limits for bulk exports
LOG_FIELD_INCLUDE["user_input", "assistant_reply", "kb_version", "data_update_time"]Covers core fields required for insurance investment research audits
LOG_ALERT_THRESHOLD0.7Identifies abnormally deviated conversation interactions

The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material formats, data volumes and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.

Three common configuration mistakes

  • After calling the v4.8.10 version conversation API, viewing log details displays content that does not match the actual returned response. Details repeat across multiple conversations. The root cause is that the LOG_DETAIL_FULL_SYNC configuration is not enabled, and only the first conversation’s content is cached.
  • Omitting the context_history field when configuring LOG_FIELD_INCLUDE prevents audits from viewing interaction logic associated with context. The root cause is failure to match the insurance investment research requirement to trace complete decision links.
  • After adjusting the maxContext parameter to increase context length, context fragments are not fully recorded in logs. The root cause is that the CONTEXT_LOG_ENABLE configuration is not enabled at the same time, so context content is not synchronized to logs.

How to verify successful configuration

  • Call the conversation API to initiate a test interaction, view log details, and check whether returned content matches actual responses.
  • Export bulk log files and verify that all core fields specified in the configuration are included.
  • Check log retention duration and confirm that logs older than the configured period can still be queried normally.
  • Trigger a question outside the knowledge base coverage range and check whether the log alert rule is triggered.

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.