Form and Interaction for In-terminal Natural Language Search

What the data for this category looks like

Historical query record data is sourced from user interaction logs of financial terminals. It covers user input and system response tracks in business scenarios including wealth management consultation, policy inquiry, and account detail query. The update rhythm follows the write rules of the business system, supporting two modes: real-time write or daily batch synchronization. The structure of a single document is fixed, with six core fields: query timestamp, user unique identifier, query keyword, triggered interaction node, returned result ID, and operation type. The units of each field are ISO 8601 format time, string-type unique identifier, plain text keyword, enumerated value, numeric ID, and enumerated operation type.

What constraints these characteristics impose on the form and interaction link

Fixed document structure requires forms to predefine core query fields, preventing field mismatches caused by free input and reducing parsing costs for subsequent retrieval. Real-time or batch synchronization update rhythm requires forms to support configuration items for filtering by query time range, adapting to retrieval requirements of different synchronization cycles. The user unique identifier field involves financial user privacy, requiring forms to bind terminal permission verification logic, only allowing authorized users to query historical records for the corresponding ID. For enumerated operation type fields, the common practice is to provide dropdown selections in forms instead of manual input, reducing the probability of input errors.

How to set configurations

Configuration Item	Recommended Value	Rationale
`search_history_max_age`	`7 days`	The valid traceability period for user historical queries in financial scenarios is typically 7 days, and retrieval requests beyond this range account for a very low proportion
`form_field_required`	`["query_keyword", "user_id"]`	These two fields are core filtering conditions for historical query retrieval; their absence will lead to uncontrolled retrieval scope
`input_max_length`	`200 characters`	Historical query keywords are usually short business terms, and overly long input has no practical retrieval significance
`retrieve_top_k`	`top 10 entries`	The interaction interface of financial terminals usually only displays a limited number of items, and too many results will increase user screening costs
`form_json_support_var`	`Enabled`	Batch retrieval of historical query records requires passing multiple sets of user IDs or time ranges in JSON format, and supporting variables simplifies batch configuration
`permission_check_enable`	`Enabled`	The user unique identifier field involves financial user privacy, so permission verification must be enabled to prevent unauthorized queries

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, and it is recommended to test on your own samples before finalizing.

Three common mistakes

Phenomenon: Submitting a form triggers a "missing required field" error, with the message missing required field. Cause: The core field query_keyword is not added to the form_field_required configuration list, allowing submission with empty input.
Phenomenon: JSON-format batch retrieval configuration cannot associate system variables. Cause: The form_json_support_var configuration item is not enabled, or the variable name does not follow the fixed {{variable name}} format.
Phenomenon: Retrieval results return unexpected historical records. Cause: The search_history_max_age configuration value exceeds the business traceability range, or the query_time field is not bound for time filtering.

How to confirm the configuration is complete

Access the terminal form editing interface, verify that the form_field_required configuration item includes the query_keyword and user_id fields.
Submit a form with no query_keyword filled in, and confirm that the parameter missing error prompt is triggered.
After configuring the JSON input box, attempt to bind the built-in system variable current_user_id, and confirm that the variable can be referenced normally.
Retrieve historical records for a specified time range, and verify that the returned result time range meets business requirements.

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.