What this category of data looks like
Daily yield and market report data for state-owned large banks comes from daily disclosure documents released via official self-operated channels. Updates are published the day after each trading day closes. Most documents use structured table formats, with fields including product identifiers, return types, return metrics, release dates, and more. Data fields do not include non-standard additional notes, and only focus on core return indicators, with no additional derived data items. Updated data does not retroactively modify previously published content, only adding new daily records.
What constraints do these characteristics impose on multi-turn dialogue and prompt engineering
Data sources are fixed to official documents. Prompt engineering for multi-turn dialogue must explicitly restrict the model to only use uploaded local document data, and prohibit calls to external public information, to avoid data inconsistencies. The update cadence is T+1 release. Each response during dialogue must label the latest update date of the data, to prevent confusion between historical and current data. Structured table fields are relatively fixed. Multi-turn dialogue must support context association based on product identifiers and return types. For example, after a product is specified, subsequent questions can directly reference that product without retyping the full name. Single documents have a large number of fields. Multi-turn dialogue contexts must reserve sufficient token space, to avoid loss of historical conditions due to context overflow.
Configuration Settings
| Configuration Item | Suggested Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | State-owned large bank yield documents have many fields. Multi-turn dialogue needs to retain 3–5 rounds of filtering conditions. This range covers context requirements for most scenarios, and is compatible with token calculation rules for v4.8.10 and later versions |
relevanceThreshold | 0.75–0.85 | Precise matching of product names and return metrics is required. A threshold that is too low will retrieve irrelevant documents, while a threshold that is too high will miss valid data. This aligns with retrieval logic for structured documents |
recallTopK | Top 6–8 entries | State-owned large bank wealth management products have a large number of entries. Retrieving too many will increase context load, while retrieving too few will not cover user needs for cross-product comparisons |
streamResponse | Enabled | Yield broadcasts require real-time data return. Streaming output improves dialogue response speed and avoids long text waiting times, and is compatible with front-end rendering rules for login-free windows |
promptPrefix | Fixed template, must include "Only use uploaded state-owned large bank official document data, clearly label the data update date, and filter products and return metrics as requested by the user" | Restrict the model to only use local documents, avoid calling external data, and clarify data timeliness and filtering rules |
parseChunkSize | 1000–1500 characters | Structured document segmentation must retain field integrity, to avoid losing product and return associations after splitting. This is compatible with parsing logic for PDF/CSV formats |
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 Misconfigurations
- Issue: Subsequent questions in multi-turn dialogue cannot associate previously applied product filtering conditions, and context memory fails. Cause: The
maxContextparameter is not adjusted to meet token requirements for multi-turn dialogue, or retrieved documents have no association with historical context. - Issue: After enabling the login-free window, response content does not use streaming output, and long text stalling occurs. Cause: The
streamResponseconfiguration is not correctly enabled, or front-end default parameters override back-end settings. This issue is common in default configurations for v4.8.10. - Issue: Retrieved yield data does not match the product specified in the user's question, and irrelevant results appear. Cause: The
relevanceThresholdis set too low, or the prompt does not explicitly restrict product filtering rules, leading the model to retrieve non-target documents.
How to Verify Proper Configuration
- Upload a state-owned large bank yield daily report document, initiate the first question "Query the yield of a specified product", confirm that the subsequent question "Compare returns over the past month" can automatically associate the previously specified product without retyping the full name.
- After initiating multi-turn dialogue, check the token count in the context panel, confirm that the count does not exceed the configured
maxContextthreshold, and no context overflow prompts appear. - Initiate a question in the login-free window, confirm that response content is returned in streaming segments, without loading the full text at once, and the interface shows segment-by-segment updates.
- Adjust the
recallTopKparameter, initiate the question "Compare yields of 3 products", confirm that the number of retrieved documents matches the configured value range, with no excessive or insufficient retrieval results.
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.