Multi-turn Dialogue and Prompt Engineering for Residential Development Intelligent Due Diligence Reports

Residential development intelligent due diligence reports fall under the real estate credit due diligence scope of the financial sector. Data sources

What the data for this category looks like

Residential development intelligent due diligence reports fall under the real estate credit due diligence scope of the financial sector. Data sources primarily consist of government public approval documents, project filing materials, and publicly disclosed industry information. Update frequency fluctuates with project milestones: land-related data is updated quarterly, while construction and funding-related data is updated in real time alongside project progress. Documents are mostly multi-page PDFs or structured Excel files, containing fields such as project location coordinates, land transfer term, planned plot ratio, total construction area, capital budget, and surrounding competing property unit parameters. Units include square meters, ten thousand yuan, plot ratio in decimal form, yuan per construction square meter, and similar units.

Constraints on Multi-turn Dialogue and Prompt Engineering

Due diligence data for residential development is scattered across sources and varies in format. Multi-turn dialogue workflows must first complete format alignment for cross-source data. Prompts must clearly specify the units and information priority of fields. Update frequency fluctuates with project milestones, so dialogue flows must include a timeliness verification step. Prompts must require the latest update time for returned data. Documents have lengthy content and diverse field units, so the context recall length for a single dialogue turn must be limited to avoid redundant information interfering with core Q&A. Fields cover multiple professional dimensions, so prompts must clearly define standardized conversion rules to ensure unit consistency across data from different sources.

Configuration Settings

Configuration ItemRecommended Value RangeRationale
maxContext10000–15000 charactersAligns with the core field recall length of a single residential development due diligence report, avoiding dialogue interruptions caused by context overflow
recallTopKTop 8–10 entriesBalances the comprehensiveness of due diligence data and dialogue response speed, covering core project information related to land, planning, and funding
similarityThreshold0.72–0.85Filters low-match non-core due diligence data, avoiding irrelevant surrounding supporting information from interfering with core Q&A
PARSE_FILE_TIMEOUT_SECONDS600 secondsAdapts to the parsing time of long documents, ensuring that multi-page due diligence reports are fully parsed before triggering dialogue
rerankTopKTop 3–5 entriesPerforms secondary screening on recalled due diligence data, focuses on core project parameters, and simplifies dialogue context
UPLOAD_FILE_MAX_SIZE2000 MBAdapts to the file size of a single residential development due diligence report, supporting complete upload of due diligence documents containing multiple types of attachments

The parameter values provided on this page are common recommended starting points for configuration setup. Actual values are affected by material form, data volume, and business rules. Specific scenarios require targeted analysis, and it is recommended to test on your own samples before finalizing values.

Three Common Mistakes

  • Phenomenon: Dialogue flows trigger incorrect branch operations, and the question classification module fails to correctly match due diligence-related questions. Cause: Trigger rules for question classification are not clearly defined in the prompt, leading to misclassification of non-due diligence questions.
  • Phenomenon: After calling the API to start a dialogue, returned results include a duplicate historical record. Cause: Dialogue context deduplication parameters are not configured correctly, resulting in duplicate due diligence document fragments being added to the context window.
  • Phenomenon: Dialogue responses time out or no results are returned. Cause: The PARSE_FILE_TIMEOUT_SECONDS parameter is not adjusted to a value adapted to long documents, resulting in dialogue requests being triggered before parsing is complete.

How to Verify Proper Configuration

  • Upload a single complete residential development due diligence report, check the knowledge base parsing log, and confirm that parsing time does not exceed the configured PARSE_FILE_TIMEOUT_SECONDS value.
  • Submit a test question asking for land transfer term and total construction area, verify that field units in returned results comply with preset standardized rules, and confirm that the prompt template is configured correctly.
  • Call the API to initiate two consecutive due diligence-related questions, check that returned context history contains no duplicate fragments, and confirm that the context deduplication logic is active.
  • Adjust the similarity threshold, then submit a low-match non-due diligence question, verify that irrelevant information is filtered from returned results, and confirm that the similarityThreshold value is adapted to the current scenario.

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.