What the Data for This Category Looks Like
Data sources for diversified financial intelligent due diligence reports include industrial and commercial public disclosure systems, licensed credit reporting agency databases, interbank transaction ledgers, and quarterly disclosure documents from regulatory authorities. Data update cycles fall into two categories: real-time changes (such as industrial and commercial entity information) and scheduled batch updates (such as regulatory disclosure reports). The document structure mixes structured fields and unstructured drafts. Structured fields include related party shareholding ratios, compliance penalty counts, and capital flow details. Unstructured content includes due diligence interview records and risk assessment descriptions. Field units include ten thousand yuan, percentage, quarter, and similar units.
What Constraints These Characteristics Impose on Multi-round Dialogue and Prompt Engineering
Mixed structured and unstructured data requires prompts to clearly distinguish task boundaries between field extraction and text summarization. The combination of real-time and scheduled update cycles requires multi-round dialogue to support incremental recall of the latest data, avoiding reliance on outdated information. Multi-dimensional field association query needs require context memory to retain cross-round query context. Large document volume requires limiting the single-round context window size to prevent the model from exceeding processing limits.
How to Set the Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Diversified financial due diligence data has many fields and strong context association, to avoid exceeding the model window and losing associated information |
recall_top_k | Top 8–12 entries | Due diligence data covers multiple dimensions such as related parties and penalty records. Too many recalled entries will disrupt context, while too few will miss key information |
markdown_output | false | Due diligence reports require plain text compliant output, to avoid Markdown formatting interfering with official submission requirements |
auto_new_session | false | Due diligence dialogue requires continuous context tracking for multi-dimensional questions, to avoid interrupting the query process with new sessions each time |
multi_user_mode | enabled | Supports one-to-many due diligence collaboration scenarios, meeting the need for multiple positions to query the same due diligence data simultaneously |
side_panel_output | false | Ensure AI responses are directly embedded in the main dialogue window, aligning with the viewing habits of regular due diligence communication |
The parameter values provided on this page are common recommended starting points 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 Mistakes
- Phenomenon: The AI response only displays in the side floating panel, and cannot be directly embedded in the main dialogue window. Cause: The
side_panel_outputparameter is set totrue, which forces results to be output to the sidebar. - Phenomenon: Each new query automatically creates an independent dialogue session, and cannot continue the previous query context. Cause: The
auto_new_sessionparameter is set totrue, which resets the dialogue context with each interaction. - Phenomenon: The AI response automatically generates Markdown-formatted headings and list elements, which do not comply with due diligence report submission specifications. Cause: The
markdown_outputparameter is not disabled, and the format rendering function is enabled by default.
How to Verify Proper Configuration
- Launch a test dialogue with multi-dimensional associated queries, check that the context continues the previous question logic, and no session reset occurs.
- Review the AI output content, confirm that no Markdown syntax elements such as headings, dividers, or code blocks are included.
- Test launching multiple simultaneous queries, confirm that dialogue contexts do not interfere with each other, and meet one-to-many collaboration requirements.
- Check that the output result is directly displayed in the main dialogue window, and does not jump to the side floating panel.
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.