What the data for this category looks like
Joint-stock bank yield data primarily comes from the institution’s retail business system, corporate financial product ledger, and daily market quote aggregation system. The system aggregates and updates full daily product yield data after market close each day, and generates standardized daily report files per calendar day. The document structure is nested hierarchically by product type. Each product entry includes a unique business identifier, product category tag, benchmark yield value, and data update timestamp. Field units use numeric values without percentage markings, and include supplementary information such as issuing entity and product term.
What constraints do these characteristics impose on multi-turn dialogue and prompting
Since data updates daily and is generated per calendar day, multi-turn dialogue must bind to the current day’s data timestamp to avoid mixing cross-day data. The hierarchical nested document structure by product type requires that multi-turn dialogue first guides users to specify product categories to narrow search scope. Fields include unique business identifiers, so multi-turn dialogue must retain contextually relevant product identifier parameters to prevent mixing yield data across different products. The rule of using numeric values without percentage markings requires prompts to explicitly specify the output format to avoid extra symbols. Additionally, the nested structure of daily report files may contain many entries, so the multi-turn dialogue context window must accommodate long document retrieval and parsing.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 1800–2200 characters | Adapts to the nested document structure of joint-stock bank yield daily reports, retains sufficient context to identify product categories and timestamps |
| `RECALLTOPN | Top 8–10 entries | Covers full yield data for the same product type, meets user query needs for detailed products during multi-turn dialogue |
SIMILARITY_THRESHOLD | 0.75–0.85 | Differentiates products of the same type with different terms, avoids retrieving irrelevant yield data |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Addresses the parsing complexity of nested multi-product daily report files, prevents parsing interruptions |
PROMPT_TEMPLATE | Fixed binding to current day’s data timestamp, prioritize matching user-specified product categories and business identifiers, output numeric benchmark yield values | Adapts to the daily data update characteristic, avoids mixing cross-day data, complies with the rule of no percentage markings in fields |
CONTEXT_RESET_TRIGGER | Automatically reset when user mentions a new date or product type | Prevents mixing yield data across periods or products, adapts to multi-turn dialogue context management needs |
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 case-by-case analysis, and it is recommended to test on the reader's own samples before finalizing.
Three common mistakes
- Symptom: In version 4.9.10, only two global variable options are displayed on the `PROMPT_TEMPLATE configuration page. Cause: This version has refactored the global variable configuration entry, which must be added in the application settings' "Variable Management" module before it can be called in prompts.
- Symptom: The conversation API returns a
401 Unauthorizederror code. Cause: Used a global API key intended only for knowledge base management, did not use the application-specific conversation API key. - Symptom: Cannot separately receive uploaded files for the front and back of ID cards during multi-turn dialogue. Cause: Did not configure independent upload entry identifiers for different file types, leading to confusion in file storage and association logic.
How to confirm configuration is complete
- Initiate a multi-turn dialogue that includes specified product categories and time ranges, verify that returned yield data matches the latest daily report content for the current day.
- Call the conversation API, check that the returned result format complies with the numeric requirements specified in the prompt template, with no extra symbols.
- Upload test files of different types, verify that the system can separately receive and process them according to the configured entry identifiers.
- View the application’s context management logs, confirm that the context automatically resets when the user mentions a new date or product type.
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.