What the Data for This Category Looks Like
Securities yield data primarily comes from official market APIs of the Shanghai, Shenzhen, and Beijing Stock Exchanges, public benchmark yield datasets from official Chinese index services, and compliant third-party market data aggregation services. Real-time income-related metrics corresponding to each transaction push during trading hours. The system updates full daily yield statistics at a fixed time each day after market close. It updates weekly and monthly data the day after the end of their respective statistical cycles. The platform stores data in structured format, including fields such as asset code, statistical date, yield value, and daily trading volume value. All fields use standardized units, with no custom formats added.
What Constraints Do These Characteristics Impose on Multi-turn Dialogue and Prompt Engineering
The real-time and multi-cycle update requirements require that all yield queries during multi-turn dialogue call the latest data source API, and do not rely on historical data cached in the context. Multi-dimensional statistical cycles (daily, weekly, monthly) and field combinations require that the prompt clearly specifies the supported statistical cycle range and the list of callable fields, to avoid generating undefined query parameters. The standardized format of structured fields requires that the prompt defines the field order and unit format of returned results, to ensure consistency of context during multi-turn dialogue. The compliant data source requirement means the prompt must clearly state that only official or legally authorized datasets may be used, and calls to unauthorized third-party APIs for data are prohibited. Users may switch query assets or cycles during multi-turn interactions, so the prompt must support dynamic parameter replacement to adapt to different query needs.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Securities yield data has many structured fields. Multi-turn dialogue context must accommodate parameters and historical results from multiple queries. This length covers context needs for conventional multi-turn interactions. |
toolCallInterval | 3000 milliseconds | Real-time market data updates occur at relatively long intervals. Setting this interval avoids frequent API calls that trigger rate limits, while ensuring data timeliness. |
promptTemplate | Query corresponding yield data according to the user-specified securities asset code and statistical cycle, only return agreed-upon fields, hide model thinking process | Clear query rules and hiding logic must be defined for the prompt, to avoid generating fields beyond compliance scope or exposing unnecessary thinking processes, and to meet the standardized format requirements of securities data. |
contextRefreshThreshold | 600 seconds | Real-time market data updates multiple times in short cycles. Context data exceeding this threshold must be refreshed by re-calling the API, to ensure the accuracy of returned results during multi-turn dialogue. |
maxToolCalls | 3 times maximum | Securities yield queries typically require a maximum of 2 tool calls (obtain asset code, query yield). Limiting the number of calls avoids invalid circular calls. |
The parameter values provided on this page are common recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- The model's thinking process logs display in the dialogue, which interferes with users viewing the final yield results. This occurs when the rule to hide thinking processes is not configured in
promptTemplate, or the hide thinking process switch in the dialogue interface is not enabled. - Undefined non-agreed fields return in multi-turn dialogue, such as unspecified trading volume-related values. This happens when the prompt does not clearly limit the list of returnable fields, causing the model to generate fields beyond compliance scope.
- Frequent rate limit errors (returning
429status codes) occur when calling market data APIs. This is caused by not setting a reasonabletoolCallIntervalparameter, where the API call frequency exceeds the data source's rate limit threshold.
How to Verify Proper Configuration
- Initiate a test dialogue with multi-round parameter switching, such as first querying the daily yield of a single asset, then switching to weekly yield, and verifying that the returned fields and statistical cycle match expectations.
- View the tool call logs of the dialogue, verify that the interval between each call matches the configured
toolCallIntervalparameter, and confirm that no rate limits have been triggered. - Check the prompt template configuration, confirm that it clearly specifies the queryable asset range, statistical cycles, and return fields, with no ambiguous statements.
- Wait for a duration exceeding the configured
contextRefreshThreshold, then initiate the same query, and verify that the returned results have been updated to the latest market data.
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.