What the Data for This Use Case Looks Like
Intelligent due diligence report data is primarily sourced from public financial reports, industrial and commercial registration information, and industry regulatory disclosure documents of the parent company and its wholly-owned, controlling subsidiaries. Update cycles are centered on quarterly financial report releases. Industrial and commercial related information updates in real time when entities change, but public disclosure has delays. Document structure includes multi-level content: the top level contains consolidated financial statements and group overall risk assessment reports, while lower levels include individual financial reports of each subsidiary, related transaction details, and equity penetration tables. Fields include consolidated revenue proportion, subsidiary net assets, related transaction amount, and others. Units are mostly ten thousand yuan or hundred million yuan. Some fields require cross-entity association and verification.
Constraints Imposed on Multi-turn Dialogue and Prompt Engineering
The multi-level data structure requires multi-turn dialogue to distinguish entity scope, to avoid confusing disclosure information of the parent company and subsidiaries in context. The characteristics of long documents and cross-field association require prompt engineering to clearly specify the queried report period and entity, to prevent retrieval of irrelevant data. Frequently updated public information requires dialogue to dynamically specify the latest disclosure period, to avoid using outdated data. At the same time, multi-turn dialogue must retain query context for different subsidiaries, to ensure subsequent questions can carry out associated analysis based on previous results. This places higher requirements on context management capacity.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Due diligence data has a multi-level structure. Context for multi-turn dialogue involving parent and subsidiary entities must be retained to avoid loss of critical information caused by context overflow |
UPLOAD_FILE_MAX_SIZE | 500 MB | Due diligence reports include large documents such as consolidated statements and subsidiary financial reports. Support for large file uploads is required |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Parsing long documents requires longer processing time. This avoids interrupting the parsing process due to timeout |
Chunk Length | 1500–2000 characters | Fields in due diligence reports are closely associated. Chunk length should not be too short to avoid breaking associated information, nor too long to negatively impact retrieval accuracy |
Number of Retrieval Results | Top 8 results | Multi-turn dialogue needs to cover disclosure information for different subsidiaries. Too many results will cause context redundancy, while too few will miss critical associated data |
Similarity Threshold | 0.72–0.8 | Accurate matching of cross-entity related transactions and equity information is required. This avoids interference from low-relevance content during analysis |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume and business rules. Each scenario requires specific analysis. It is recommended to conduct testing on relevant test samples before finalizing settings.
Three Common Misconfigurations
- Dialogue records disappear after refreshing the dialogue window, but the session list is visible in the backend. The cause is that
session_save_modeis not configured for persistent storage, and only in-memory caching is used for sessions. Cache content is cleared after container restart or page refresh. - Attachments can be uploaded and summarized normally in local development environments. After deploying via packaged images, uploaded attachments cannot be recognized and no error prompt is displayed. The cause is that the local file parsing dependency directory is not mounted during image deployment, or
UPLOAD_FILE_ALLOW_EXTdoes not include the.pdfand.xlsxformats commonly used for due diligence reports. - Incorrect configuration of file link variables causes associated data retrieval to fail. The cause is that variables such as
{company_name}and{report_period}are not bound to the data source path of due diligence reports, making it impossible to dynamically match financial report documents for corresponding subsidiaries.
How to Verify Proper Configuration
- Multi-turn dialogue is initiated, and revenue data for the parent company and subsidiaries is queried in sequence. Context is checked to confirm if entity information from prior queries is retained, and if subsequent questions can conduct associated analysis based on previous results.
- A due diligence report larger than 200 MB is uploaded. Parsing is checked to confirm if it completes within 300 seconds and no error logs are generated.
- After configuring dynamic variables, different report periods and subsidiary names are entered. The system is checked to confirm if it automatically loads documents for the corresponding period and entity.
- The dialogue window is refreshed. The backend session list is checked to confirm if the current session exists, and if the previous dialogue process can be resumed after restoration.
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.