What the Data for This Category Looks Like
In marketing and customer acquisition scenarios for finance, insurance, and wealth management, TCM-related marketing data primarily comes from national pharmacopeias, industry processing specifications, internal enterprise quality standards, and clinical application literature. Data update cycles follow the 5-year revision schedule of national pharmacopeias. Internal enterprise standards are adjusted irregularly alongside process optimizations. Individual documents typically include fields such as product name, nature, taste and meridian tropism, functions and indications, usage and dosage, processing methods, and compatibility contraindications. Some specialized scenarios require additional information such as decoction piece specifications and harvesting times. Measurement units combine traditional and modern standards, including grams, milliliters, daily dosage, and similar units.
Constraints on Multi-turn Dialogue and Prompt Engineering
In finance, insurance, and wealth management marketing and customer acquisition scenarios, these data characteristics impose the following constraints on multi-turn dialogue and prompt engineering:
- Dispersed data sources require multi-turn dialogue to retrieve content across multiple knowledge bases. Prompts must explicitly limit the scope of retrieved data sources to avoid non-compliant content unrelated to financial marketing.
- Differences in update cycles require the dialogue system to support incremental synchronization for knowledge bases. This prevents use of outdated processing standards or efficacy descriptions, and ensures marketing content aligns with latest regulatory requirements.
- Fine-grained fields and multi-unit measurement demands that prompts explicitly specify target field dimensions for retrieval. It also requires standardizing measurement terminology across multi-turn interactions to prevent dosage ambiguity that erodes customer trust.
- Sensitive content such as compatibility contraindications requires pre-validation during multi-turn dialogue. This avoids generating non-compliant or misleading marketing content.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | TCM-related documents have lengthy content. Multi-turn dialogue requires sufficient retained context to handle details such as compatibility, dosage, and processing methods, preventing information loss from context truncation |
Recall count | Top 6–8 results | TCM knowledge bases contain multi-dimensional fields. Too many retrieved results exceed context window limits, while too few fail to cover core marketing information such as functions and contraindications |
Similarity threshold | 0.75–0.85 | Precise matching of user needs related to efficacy, usage, and other marketing scenario requirements is needed. This avoids interference from low-relevance medicinal material information in dialogue results |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Individual TCM processing documents or compatibility descriptions may include multi-step content, leading to long parsing times. Sufficient parsing time must be reserved |
CHAT_HISTORY_RETENTION_DAYS | 30–90 days | Marketing scenarios require reviewing user consultation history to optimize follow-up content. Excessively long retention occupies unnecessary storage resources, while excessively short retention fails to meet compliance traceability requirements |
Rerank result count | Top 3–5 results | TCM information must be sorted by relevance. This prioritizes content most relevant to user marketing needs, preventing irrelevant information from appearing first |
The parameter values provided on this page are common starting points for configuration setup. Actual values are affected by material form, data volume, and business rules. Each scenario requires tailored analysis, and testing against local samples is recommended before finalizing configurations.
Three Common Configuration Mistakes
- Issue: Dialogue records cannot be retained for the set duration, or appear empty when queried. Cause: The
CHAT_HISTORY_RETENTION_DAYSparameter is not configured correctly, or its value falls outside the range supported by the system. - Issue: Knowledge base content returned by the dialogue agent exceeds permission limits, including unauthorized medicinal material information. Cause: Knowledge base permission rules are not bound to the corresponding dialogue agent, or permission configurations do not take effect.
- Issue: Uploaded TCM document content fails to load correctly when using the
<FilesContent>tag. Cause: The prompt does not explicitly specify the reference priority of content within the tag, or document parsing times out before completion.
How to Confirm Proper Configuration
- Navigate to the system settings page, check the configured value of
CHAT_HISTORY_RETENTION_DAYS, initiate a test dialogue, and verify that historical records can be queried normally after the corresponding duration has passed. - Create test accounts with different roles, attempt to access the bound knowledge base, and confirm that unauthorized roles cannot view sensitive content such as compatibility contraindications for medicinal materials.
- Upload a TCM document, trigger a dialogue using the
<FilesContent>tag, and verify that the reply accurately references information from the document such as functions, indications, usage, and dosage. - Initiate a multi-turn dialogue about medicinal material compatibility or dosage, confirm that context is retained correctly, and check that the reply contains no contradictory information.
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.