What the Target Data Looks Like
Investment research data for large state-owned commercial banks comes from four primary sources: internal compliance research reports, central bank public macroeconomic indicators, industry association monthly statistics, and self-operated credit ledgers. Two update schedules are in place. Macroeconomic data updates on a fixed cycle. Industry special research reports are released on demand. All documents follow a fixed structure. They include report number, publishing entity, publish date, and core indicator fields. Most indicator units are billions of yuan or absolute numerical values. Single document length varies significantly. Some long research reports are split into multiple knowledge base entries.
Constraints for Multi-turn Dialogue and Prompt Engineering
Data sources are scattered, and update schedules differ sharply. Multi-turn dialogue must support cross-source context association to avoid conflicts between data from different sources. The fixed document structure requires prompt engineering to clearly specify the format for extracting fields such as report number and publish date. This ensures consistent answer formatting. Unified data unit requirements mean multi-turn dialogue must check for consistent indicator units. This prevents responses that mix up units. Knowledge base entries split from long documents require context association during multi-turn dialogue. This avoids broken logic caused by disjoint recalled fragments.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContextTurns | 3–5 turns | Investment research conversations for large state-owned commercial banks often involve cross-cycle indicator comparisons. 3–5 turns covers context needs for standard investment research dialogues, and avoids excessive context redundancy from too many turns |
contextWindowSize | 8000–12000 characters | Split single investment research documents have considerable length. 8000–12000 characters can accommodate context from multi-turn dialogues and recalled knowledge base fragments |
referenceDisplayMode | Display only when explicitly triggered by the user | In the investment research scenario for large state-owned commercial banks, displaying references by default disrupts professional analysis workflows. Users can view reference sources on demand |
quickReplyButtons | Configure 3–5 high-frequency investment research questions | Investment research staff at large state-owned commercial banks frequently focus on high-priority topics such as macroeconomic indicators and industry trends. Quick buttons improve interaction efficiency |
apiFileUploadEnabled | false | Investment research data for large state-owned commercial banks is mostly imported in bulk through compliant channels. Disabling file upload during dialogue scenarios avoids compliance risks |
similarityThreshold | 0.75–0.85 | Investment research data has high precision requirements. A threshold that is too low introduces irrelevant content. A threshold that is too high may miss relevant knowledge base entries |
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 specific analysis. It is recommended to test against your own samples before finalizing settings.
Three Common Misconfiguration Issues
- Symptom: Reference sources are automatically appended to the end of dialogue responses, and cannot be hidden directly. Cause: The
referenceDisplayModeparameter was not configured to the on-demand display mode. The default logic that automatically displays references is enabled. - Symptom: A "no permission to operate this dialogue record" error is returned when calling the dialogue API or accessing dialogue history. Cause: Permission verification rules for dialogue context were not configured, or the corresponding access role was not bound to the investment research knowledge base.
- Symptom: Configured quick reply buttons do not appear in the dialogue interface. Cause: High-frequency question text was not correctly entered in the
quickReplyButtonsconfiguration item, or the interface rendering switch for quick reply buttons was not enabled.
How to Verify Proper Configuration
- Initiate an investment research dialogue with multiple follow-up questions. Check that reference sources only appear when explicitly triggered. Confirm the
referenceDisplayModeconfiguration takes effect. - Configure 3 high-frequency investment research questions as quick reply buttons. Click the buttons in the dialogue interface. Check that the corresponding questions are sent directly. Confirm the
quickReplyButtonsconfiguration takes effect. - Call the dialogue API to initiate an investment research query. Check that the returned results include correct knowledge base reference fields. Confirm context recall matches the configured parameters.
- Attempt to upload a file via the dialogue API. Check that the interface returns a disabled prompt. Confirm the
apiFileUploadEnabledparameter is configured correctly.
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.