What the Data for This Category Looks Like
The comprehensive service yield rate daily report draws data from compliant financial market APIs and publicly disclosed exchange information. It follows a fixed update schedule: the day’s dataset is generated after market close, and a full refresh is completed the next trading day morning. Structured tables are the core delivery format. The tables include fields such as ticker code, product name, daily net value yield rate, 7-day cumulative yield rate, daily price fluctuation range, trading volume, and turnover rate. Yield rate and turnover rate fields use percentage units. Trading volume uses standard trading units of the corresponding trading market.
Constraints for Multi-turn Dialogue and Prompt Engineering
Each dialogue call must pull the latest day’s dataset, as the daily report data updates daily. This prevents returning outdated information. Structured multi-field data requires prompts to clearly specify the range of fields and units to extract. This stops the model from generating content not included in the data source. Users may switch tickers or ask follow-up details during multi-turn dialogue. Retain context-specific ticker identifiers and historical query conditions to avoid repeatedly prompting users for basic information. The daily report data includes many fields. Limit the number of context-recalled fields to avoid exceeding the model’s context window limit.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | The comprehensive service yield rate daily report has many fields. Multi-turn dialogue requires sufficient context history to be retained, while adapting to the native window limit of most models |
recallCount | top 3–5 entries | User queries about yield rates usually focus on core metrics. A small number of recalls can cover common needs, avoiding redundant information interfering with model responses |
promptTemplate | Answer the user's {query type} question about {ticker name} based on the provided comprehensive service yield rate daily report dataset. Only return fields present in the dataset, and strictly follow the unit requirements specified in the data documentation | Queries for structured data require clear constraints on the model's output scope and format, reducing hallucinations |
apiRequestTimeout | 30 seconds | Response delays for compliant market APIs usually fall between 10-20 seconds. Sufficient buffer time is reserved to avoid request timeouts |
fieldFilter | Only retain: ticker code, name, daily yield rate, 7-day cumulative yield rate | Focus on users' core query needs, filter out non-essential fields to improve model response efficiency |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Phenomenon: After calling the API with dialogue parameters, the Human field is empty in the preview interface. Cause: The content of the user role was not correctly populated in the request body of the conversation history, resulting in lost context.
- Phenomenon: The custom dialogue interface has interactive lag and response delay exceeds expectations. Cause: Reasonable context recall count and API timeout period were not configured, causing the full daily report dataset to be pulled for each dialogue.
- Phenomenon: The content returned by the model does not match the preset yield rate query results, and instead generates generic responses. Cause: The data source and output constraints were not clearly bound in the system prompt, causing the model to rely on general training knowledge instead of using the provided daily report data.
How to Confirm Proper Configuration
- Verify returned results from a single-round yield rate query for a specific ticker only include fields specified in the configuration, and that units match the data source documentation.
- Verify the system correctly recognizes context-specific ticker information during multi-round queries switching between different tickers, without requiring repeated input of basic parameters.
- Test API call response times, and confirm the time does not exceed the configured timeout threshold.
- Confirm both the Human and Assistant fields are correctly populated with no empty values when viewing the dialogue preview interface.
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.