What the Data for This Category Looks Like
Data sources for comprehensive service intelligent due diligence reports include public financial reports, regulatory agency announcements, enterprise industrial and commercial registration information, third-party credit reports, and others. Update rhythms vary by data source type: regulatory announcements are updated in real time, annual financial reports are updated quarterly or annually, and credit reports are updated monthly.
Document structures typically consist of five sections: main overview, risk identification list, compliance clauses, data supporting materials, and final due diligence conclusion. Fields include unified social credit code, risk level, related party transaction amount, rectification time limit, and others. Amount fields use ten thousand yuan as the unit, and time limit fields use the YYYY-MM-DD format.
Constraints on Multi-turn Dialogue and Prompt Engineering
Multi-source and heterogeneous data sources require step-by-step confirmation of data timeliness and credibility during multi-turn dialogue, to avoid introducing expired or irrelevant information. Different update frequencies require prompts to explicitly specify data time ranges, ensuring due diligence conclusions are based on the latest public information. The lengthy document structure and scattered associated data require segmented recall and information integration during multi-turn dialogue, to avoid context overflow. Differentiated units and formats of fields require prompts to uniformly convert to standard formats, ensuring consistency of output content.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Single comprehensive service due diligence report documents often exceed 5000 characters, requiring retention of multi-turn context to avoid information breaks |
RECALL_TOP_K | Top 8–12 entries | Due diligence report associated data is scattered, requiring recall of sufficient entries to cover risk items and supporting materials |
SIMILARITY_THRESHOLD | 0.75–0.85 | Low-association public information must be filtered out, retaining content directly related to the due diligence subject |
UPLOAD_FILE_MAX_SIZE | 500 MB | Due diligence report attachments often include multiple financial reports and regulatory documents, adapting to conventional attachment sizes |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Parsing large due diligence reports takes significant time, avoiding timeout interruptions |
RESPONSE_FORMAT | Specified JSON structure | Structured output of due diligence conclusions to facilitate subsequent system calls and data integration |
The parameter values provided on this page are common recommendations for establishing configuration baselines. Actual values are affected by material format, data volume, and business rules. Specific issues require targeted analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Errors
- Phenomenon: No feedback is displayed after clicking the like or dislike buttons in the dialogue interface, and no relevant records appear in the backend logs. Cause: The
ENABLE_FEEDBACKconfiguration item is not enabled, causing interactive data to fail to sync to the system. - Phenomenon: Content returned by the dialogue interface call does not follow the required JSON format, with redundant natural language descriptions. Cause: The prompt does not explicitly specify the JSON field structure and mandatory closing requirements, or the
RESPONSE_FORMATconfiguration is not locked to JSON. - Phenomenon: After upgrading to version 4.14.3, an error
fail to create post presigned urlis displayed when uploading attachments, or RAG file upload fails. Cause: The access key and bucket permissions of S3 storage are not configured correctly, or the new version has stricter verification rules for S3 signature parameters, causing pre-signed URL generation to fail.
How to Confirm Proper Configuration
- Initiate a test dialogue with multi-round follow-up questions, verify that context is correctly retained with no information gaps.
- Upload a standard due diligence report attachment, confirm that parsing proceeds normally with no timeout or parsing failure prompts.
- Call the dialogue interface, verify that returned content meets preset JSON format requirements with no additional redundant content.
- Click the like and dislike buttons in the dialogue interface, confirm that the backend receives the corresponding interactive 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.