What the Data for This Category Looks Like
Market and yield data for automated equipment comes primarily from two sources: real-time market data push APIs from securities exchanges, and structured data APIs from institutional trading terminals. Update frequency follows fixed intervals during trading hours, 9:30 to 15:00 on each trading day. Only post-settlement data updates occur outside trading hours. Each data entry includes these fields:
- Unique device identifier (string type)
- Associated trading product code (string type)
- Operating status enumeration value
- Real-time yield parameter (floating-point number)
- Cumulative yield parameter (floating-point number)
- Data update timestamp (ISO-formatted string)
The unit for yield parameters aligns with the pricing rules of the associated trading product.
Constraints for Multi-turn Dialogue and Prompting
Fixed update windows require multi-turn dialogue flows to automatically switch data sources between trading and non-trading hours. This prevents errors caused by calling real-time market APIs outside valid trading periods. The strong link between unique device identifiers and trading product codes means multi-turn dialogue contexts must retain device query parameters from previous turns. This eliminates the need to re-enter identifiers for each conversation. The enumeration-based operating status field requires prompts to explicitly specify that only yield data for specified valid statuses should be returned. This prevents the model from including information from abnormal devices. The interval-based push of real-time data requires limiting the number of recalled conversation context entries. This stops outdated data from interfering with current broadcast logic. Yield parameter units vary by trading product. Prompts must mandate that returned results include the corresponding pricing unit to avoid mixing yield values across different products.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Retains context for device identifiers and multi-period yield data across multi-turn conversations, preventing loss of critical parameters |
toolCallMode | auto | Automatically triggers market data tools for automated equipment data calls, no manual confirmation required, to support real-time broadcast needs |
systemPrompt | Configured as: Only return structured content related to yield and market data for the specified automated equipment, include the data update timestamp | Restricts model output scope, prevents inclusion of unrelated data for non-target devices |
recallCount | Top 3 entries | Limits the number of recalled historical conversation entries, prevents outdated device query parameters from interfering with current dialogue logic |
retryTimes | 2 times | Addresses temporary fluctuations in market APIs that cause tool call failures, reduces the chance of dialogue interruptions |
apiTimeout | 15 seconds | Matches typical response times for market data APIs, prevents dialogue timeouts from excessive wait times |
The parameter values provided on this page are general recommendations to serve as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfiguration Issues
- Empty chart tool output Symptoms: When a dialogue node calls a chart tool to generate a yield curve, the returned content has no image link or the image placeholder is empty. Causes: Failure to explicitly require the tool to return renderable chart links in the prompt, or failure to bind the chart tool parameters to the corresponding market data source for the automated equipment.
- AI dialogue node returns empty content or error without fallback logic Symptoms: Returns an empty string or a
400 Bad Requesterror message, and no preset error handling flow is executed. Causes: Failure to configure fallback output rules beyond error retries, and failure to specify an alternative format for empty results in the system prompt. - Failed dialogue record deletion Symptoms: After calling the POST request to delete dialogue records, a
200 OKstatus code is returned but the corresponding session remains in the database, and the expected deletion effect is not achieved. Causes: Failure to include the dialogue session identifier associated with the automated equipment in the request parameters, or failure to enable dialogue deletion permissions for the corresponding device group via the API.
How to Verify Correct Configuration
- Initiate a multi-turn query that includes a specified automated equipment ID, verify that the device identifier and historical yield parameters are retained in the context of each conversation.
- Trigger a tool call to retrieve market data, check that the returned results include the specified fields and have no unrelated content.
- Simulate a tool call failure scenario, confirm that the preset retry or fallback logic is triggered.
- Call the dialogue deletion interface, verify that the corresponding session record is removed from the dialogue list.
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.