Multi-turn Dialogue and Prompt Engineering for Rural Commercial Bank Research Report Retrieval

Data sources for rural commercial bank research reports include public regulatory notifications, regional financial operation reports released by

What the data for this category looks like

Data sources for rural commercial bank research reports include public regulatory notifications, regional financial operation reports released by local financial regulatory bureaus, internal compliance documents of rural commercial banks, and county-level agricultural industry research materials. Update cycles vary by document type:

  • Regulatory notifications are updated monthly
  • Regional financial reports are released quarterly
  • Internal compliance documents are updated alongside business adjustments
  • Industry research materials are updated according to farming seasons or industry cycles

Each single document includes extracted policy original text, operating data of regional agricultural-related entities, detailed credit placement details, risk warning alerts, and compliance operation guidelines. Fields include business date, lending entity, credit limit, repayment status, and other related fields. Units include ten thousand yuan, person-times, natural days.

Constraints on multi-turn dialogue and prompt engineering

Diverse data sources lead to large differences in retrieved document formats and granularity. Prompts must explicitly require verifying the document’s issuing entity and time range first, to avoid including expired or non-target regional data.

Differences in update cycles require multi-turn dialogue to actively mention the update cycle of currently retrieved data, to help users judge information timeliness.

Document structures include multiple subdivided modules. Multi-turn dialogue must guide users to clarify the specific module they are querying, to avoid invalid retrieval caused by vague questions.

Rich field types require precise matching. Prompts must specify the exact format for extracting fields, to reduce unstructured responses.

Configuration Settings

Configuration ItemRecommended ValueRationale
maxContext12000–15000 charactersSingle rural commercial bank research reports are lengthy. Multi-turn dialogue needs to retain sufficient context to link earlier questions about counties and time ranges
RECALL_TOP_KTop 8–10 resultsRural commercial bank research reports have many subdivided dimensions. Too many retrieved results will cause context redundancy, while too few will miss precise data
PARSE_FILE_TIMEOUT_SECONDS900 secondsSingle research reports contain large numbers of tables and detailed data, leading to long parsing times
UPLOAD_FILE_MAX_SIZE500 MBBatch research report packages submitted by rural commercial banks have large file sizes
prompt_templateFor rural commercial bank county-level financial research reports, first clarify the queried region and time range, then extract detailed data for the corresponding fields. If data is missing, explain the source limitationsMatches the multi-dimensional query requirements of rural commercial bank research reports, and standardizes response formats
RERANK_TOP_KTop 3–5 resultsFilters out research report content from non-target counties, improving response accuracy

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

Three Common Misconfigurations

  • Phenomenon: Calling the API to upload a research report file returns a 413 Request Entity Too Large error, or the parsing task times out. Cause: The UPLOAD_FILE_MAX_SIZE or PARSE_FILE_TIMEOUT_SECONDS parameters have not been adjusted, exceeding default configuration thresholds.
  • Phenomenon: Answers returned by the API dialogue interface differ from those in the platform test interface. Cause: The knowledgeBaseIds parameter is not included in the API request, or the default configured retrieval knowledge base does not match the one selected in the test interface.
  • Phenomenon: Subsequent questions in multi-turn dialogue cannot link to the earlier county scope, and responses include cross-regional data. Cause: The maxContext parameter is not configured to retain sufficient context, causing the conversation history to be truncated.

How to Verify Successful Configuration

  • Upload the longest single rural commercial bank research report file, check whether the parsing task status is completed. If not completed, adjust the corresponding timeout parameter.
  • Initiate two linked questions: first query credit data for a specific county, then follow up with a request for risk indicators for the same period. Check whether the response links to the earlier county scope.
  • Compare the input parameters between the platform test interface and API calls, confirm that configurations such as knowledge base ID and prompt template are consistent.
  • Upload a batch of research report packages, check whether the upload request returns a successful status code. If it fails, adjust the file size limit parameter.

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.