What Data for This Category Looks Like
Data sources include public market APIs from licensed financial information service providers, standardized transaction settlement data released by exchanges, and compliant institutional position reporting information. Data is updated once per trading day after market close. No new data is available on non-trading days. Documents are organized by service product, and include fields such as unique product identifier, product name, daily return value, cumulative return value, trading volume for the corresponding period, and position benchmark value. The unit for daily return value is basis points, trading volume is measured in trading lots, and position benchmark value is measured in yuan.
Constraints Imposed by These Characteristics on Multi-turn Dialogue and Prompting
Compliant data sources require prompts to only use provided structured data. External unknown information must not be called. The T+1 update cycle requires multi-turn dialogue to proactively inform users of the data’s time validity range. This avoids confusion between real-time market data and same-day closing data. The product-organized document structure requires dialogue to support precise matching retrieval via product identifiers and names. This adapts to segmented query needs in multi-turn follow-up questions. The multi-field document structure requires prompts to clearly define the returned field range. No extra fabricated information may be included. Unit rules for each field must also be consistently explained.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Structured data for professional service yield daily reports is large. Sufficient context must be retained to support field association queries in multi-turn follow-up questions |
systemPrompt | Only respond using provided structured daily report data. Do not call external information. Clearly inform users that data is from the previous trading day’s close, with units in basis points. Only return included field content. Do not fabricate extra information | Aligns with compliance requirements and data characteristics. Prevents non-compliant or inaccurate responses |
retrievalTopK | Top 8–12 entries | Professional services cover multiple segmented products. A sufficient number of relevant data entries must be retrieved to support multi-round filtering queries |
responseMaxToken | 2000–3000 characters | Daily report data has many fields. Single-round responses must accommodate complete product information and follow-up results |
apiKeyIsolate | Enabled | Different customers must independently manage dialogue and data permissions. This avoids information confusion caused by shared API keys |
maxConversationRounds | 5–8 rounds | Excessive conversation rounds lead to redundant context. This reduces response accuracy in multi-turn dialogue |
The parameter values provided on this page are common starting points for configuration setup. Actual values are affected by material form, data volume, and business rules. Specific issues require targeted analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- A 422 error is returned when calling the OpenAPI interface to initiate a dialogue, while model testing works normally. Cause: The
appIdfield is not correctly included in the request parameters, or the application corresponding to theappIdhas not completed binding with the daily report data source. - Cross-confusion occurs between dialogue records and query data when multiple users share the same API key. Cause: The
apiKeyIsolateconfiguration is not enabled. This causes dialogue contexts from different users to be stored uniformly. - Extra unincluded field information or unstructured external market content appears in responses. Cause: The system prompt does not clearly restrict responses to only using provided structured daily report data.
How to Confirm Proper Configuration
- Initiate a single-round query. Verify that the response only includes fields from the provided daily report data, with no extra information.
- Enable multi-turn dialogue. Submit three consecutive segmented queries for different products. Verify that context association is correct, and no data misalignment occurs.
- View the application configuration page. Confirm that
apiKeyIsolateis enabled, and the values ofmaxContextandresponseMaxTokenmatch preset rules. - Call the OpenAPI interface to create a test dialogue. Verify that the
appIdfield is included in the request parameters, and the return status code is 200.
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.