Forms and Interactions for In-App Natural Language Retrieval for Market Data Terminals

Market data primarily comes from official securities trading interfaces and compliant market data service providers. Update frequency adjusts based on

What this category's data looks like

Market data primarily comes from official securities trading interfaces and compliant market data service providers. Update frequency adjusts based on trading hours: high-frequency pushes during trading hours, fixed-interval updates outside trading hours. Each market data document uses a standardized structure, including fields such as symbol code, symbol name, latest transaction price, price change percentage, trading volume, trading amount, and update timestamp. Price fields use Renminbi yuan as the unit. Trading volume uses shares or trading lots as the unit. Trading amount uses Renminbi yuan as the unit.

What constraints these characteristics impose on the forms and interactions workflow

The high-frequency update feature of market data requires the interaction layer to display data update times in real time, to avoid returning expired information. The standardized field structure requires that filter conditions for form retrieval correspond to fixed fields such as symbol code, price change percentage, and trading volume, to prevent retrieval failures caused by custom fields. High-frequency pushes during trading hours require that the cache duration for retrieval results adapts to trading rhythms, and data update status must be clearly marked outside trading hours. Multi-dimensional market indicators require form interactions to provide multi-condition combined filter entry points, supporting sorting of results by single or multiple indicators.

How to set configurations

Configuration ItemRecommended ValueRationale
topKTop 10-20 entriesMarket data has multiple indicator dimensions, so enough symbols must be covered for filtering while avoiding result overload
scoreThreshold0.75-0.85Matching accuracy for market data symbol codes and names is high; a threshold that is too low may return unrelated symbols
cache_ttl30-60 secondsMarket data updates frequently during trading hours, so cache duration must adapt to real-time requirements
display_fields["symbol code", "symbol name", "latest price", "price change percentage", "update time"]Matches standard market data fields to meet core viewing needs of terminal users
refresh_intervalAdjust based on trading hoursShorten refresh interval during trading hours; extend to 5 minutes or more outside trading hours
filter_rulesPrioritize matching by symbol code/nameThe core requirement of market data retrieval is to locate specific symbols, so prioritize matching identifying fields

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 case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.

Three common mistakes

  • Issue: When selecting knowledge base documents via variable references, returned results do not match the entered market data query, or return empty content. Cause: The matching field range configured for variable references is not clearly defined, and retrieval is not limited to standardized fields related to market data.
  • Issue: Retrieval results are not updated for an extended period, showing non-real-time market data. Cause: Cache validity duration is set too large, and the refresh interval is not adjusted based on trading hours.
  • Issue: After entering a symbol code, retrieval returns a large number of unrelated non-symbol data. Cause: The similarity threshold is set too low, failing to filter text matching results unrelated to market indicators.

How to confirm correct configuration

  • Initiate a query containing a specific symbol code, verify that the fields included in the returned results fully match the configured display fields.
  • Wait for the preset refresh interval, then initiate the same query again, verify that the update time of the results conforms to the configured refresh logic.
  • Adjust the similarity threshold, then enter a vague symbol name, verify that the matching accuracy of returned results meets expectations.
  • Enter non-market data query text, verify that the system returns a prompt indicating no relevant results, to avoid accidental matching of market 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.