Multi-turn Dialogue and Prompt Engineering for Large State-owned Bank Research Report Retrieval

Large state-owned bank research report data comes from official documents produced by internal macroeconomic and industry research teams. Some survey

What the Data for This Category Looks Like

Large state-owned bank research report data comes from official documents produced by internal macroeconomic and industry research teams. Some survey results are co-developed with industry associations. Update cadence follows regular monthly industry reports, quarterly macroeconomic outlooks, and special analyses released after regulatory policy updates. Document structure is fixed, including report title, release date, responsible research department, core argument chapters, data support sections, and risk warning sections. Fields include unique report identifier, research domain classification, core indicator values, associated policy document numbers. The word count of individual documents varies widely.

Constraints Imposed on Multi-turn Dialogue and Prompt Engineering

The rigor of official research reports requires multi-turn dialogue to strictly retain original text expressions, to avoid custom deviations generated by the large model. Fixed document structures and clear fields require prompt engineering to specify extraction of specific fields, such as report numbers or release departments. The regular update feature requires the knowledge base sync frequency to match the research report release cadence. Multi-turn dialogue context must be limited to the valid update cycle. The wide variation in individual document word counts requires multi-turn dialogue to limit the total context loaded per session, to avoid exceeding the large model’s processing limits.

Configuration Settings

Configuration ItemRecommended ValueRationale
maxContext8000–12000 charactersThe core argument chapters of individual large state-owned bank research reports are approximately 3000–5000 characters. Retaining 2–3 rounds of context for multi-turn dialogue covers complete logic, and avoids exceeding large model context limits
recallTopKTop 6–8 resultsA large number of related documents exist for reports in the same domain. Too many recalled results cause context overload, while too few fail to cover the complete argument chain
ragThreshold0.75–0.85Large state-owned bank research reports have dense professional terminology. A high matching threshold ensures recalled content is highly relevant to queries
PARSE_FILE_TIMEOUT_SECONDS300 secondsIndividual research reports contain large numbers of tables and long text passages, requiring sufficient time to complete structured parsing
promptTemplateStrictly quote original research report text, retain original fields and units. Multi-turn dialogue must associate context scope from the previous queryOfficial research reports require retention of accurate official expressions, and multi-turn dialogue must avoid context disconnection
UPLOAD_FILE_MAX_SIZE20 MBIndividual research report PDFs typically do not exceed 10 MB. Reserved space supports batch upload of multiple research report documents

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

Three Common Configuration Mistakes

  • Symptom: Uploaded research report documents are not included in the context, and responses do not reference uploaded content. Cause: The ragEnable parameter is not enabled, or the knowledge base has not completed full sync and update.
  • Symptom: Response lag occurs after multi-turn dialogue, or a 504 Gateway Timeout error is returned. Cause: The maxContext value is too large, or recallTopK exceeds a reasonable range, causing the large model to load excessive context content.
  • Symptom: Responses contain professional terminology deviations inconsistent with original research report text, or omit core data units. Cause: The prompt template does not explicitly require strict quoting of original text and retention of original field units, leading the large model to generate custom expressions.

How to Verify Successful Configuration

  • Upload a single large state-owned bank research report document, initiate a targeted query, and verify that the response directly cites specific expressions and data from the document.
  • Initiate two progressive queries. For example, first ask for the core viewpoints of a specific industry’s research report, then follow up with a query for supporting data for that viewpoint, and verify that the second response associates with the scope discussed in the first query.
  • Access the knowledge base management interface, review the document parsing status, and confirm all uploaded research reports display a "Completed" status with no parsing failure prompts.
  • Adjust the query scope to cover multiple research report domains, test recall results across different query scenarios, and confirm that matching results fall within the preset similarity threshold range.

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.