What the data for this category looks like
Financial lease yield daily report data comes from internal project management systems, lease asset registration and public disclosure platforms, and third-party industry data service providers. Daily updates provide full project data for the previous calendar day, stored as structured tables. Individual data entries include fields such as unique project identifier, leased asset category, lease start time, contract term, annualized yield value, remaining principal amount, repayment cycle, and others. Amount units are yuan. Yield is presented as a decimal. Time fields use the YYYY-MM-DD format.
What Constraints These Characteristics Impose on Multi-turn Dialogue and Prompt Engineering
Multiple data sources require configuring recall priorities for multi-source data, to ensure accurate internal project data is called first. The daily update feature requires prompts to explicitly specify use of daily-generated daily report data, and prohibit calling historical old data. The large number of structured fields requires prompts to clearly map fields to user questions, to avoid model confusion about field meanings. Users may switch filter conditions repeatedly during multi-turn dialogue, so conversation context must be retained until the user explicitly modifies it, to reduce repeated questions.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 1500–2000 preceding characters | Financial lease project data has many fields per record. Excessively long context causes model confusion. 1500–2000 characters covers complete data for 3–5 typical projects, while adapting to context window limits of most models. |
recallTopK | Top 8–12 entries | Daily report data contains many project entries. Too many recalled entries increases model inference load. Too few fails to cover the project range the user cares about. 8–12 entries balances recall accuracy and efficiency. |
similarityThreshold | 0.75–0.85 | Filter conditions for financial lease projects are mostly exact matches. A threshold that is too low recalls irrelevant projects. Too high may miss eligible entries. This interval balances precision and recall rate. |
promptTemplate | Fixed prefix + user question + context data | Must explicitly specify use of daily-generated yield daily report data, prohibit calling historical data. Require the model to organize results by project dimension, to ensure output conforms to business logic. |
chatId | Generate unique identifier per user session | Must retain multi-turn dialogue context. Sessions of different users must be isolated. Unique identifiers ensure conversation history is not confused, and comply with standard API parameter requirements. |
globalVariableLoadMode | Load per session | Users may switch different filter conditions during dialogue. Loading per session ensures global variables for each session take effect independently, avoiding cross-session data interference. |
The parameter values provided on this page are general recommendations for starting point configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis. Testing on local samples is recommended before finalizing settings.
Three Common Mistakes
- Symptom: After passing the
chatIdparameter when calling the API, the background conversation log does not associate the corresponding session identifier, and multi-turn dialogue context is lost. Cause: The session ID binding function is not enabled in platform configuration, or the passedchatIdformat does not meet platform requirements. - Symptom: When using the login-free link of open source version V4.9.7, after the user deletes local conversations, the operation logs retained in the background are also cleared. Cause: Independent storage rules for background logs and user sessions are not configured, and the front-end session deletion logic is synchronized to the background log database.
- Symptom: Workflow nodes cannot load global variables saved in previous sessions in new conversations. Cause: The global variable loading mode is not set to load per session. The default global shared mode is used, so new sessions cannot obtain variable data from historical sessions.
How to Confirm Proper Configuration
- Initiate a dialogue containing multiple rounds of filter conditions, check whether the model's returned results conform to the previously specified date, leased asset type and other conditions, to confirm that the context is correctly retained.
- Call the API with a custom
chatId, check whether the background log displays the session identifier, to confirm that the parameter takes effect. - Test whether the background still retains the corresponding operation logs after a login-free link user deletes local conversations, to confirm that the storage rule configuration is correct.
- Trigger the global variable loading action in a new session, check whether the variable data saved in the previous session can be obtained, to confirm that the loading mode configuration is correct.
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.