What this category’s data looks like
TCM marketing content used in financial scenarios draws from four main data sources: national pharmacopoeia standard documents, drug record approval documents, internal financial institution product record documents for TCM-themed wealth management or health insurance, and records of common user health questions. The national pharmacopoeia is revised centrally every 5 years. Financial institution product documents are updated alongside the launch of TCM-themed wealth management or health insurance products. Approval documents are only updated when product qualifications change. Document structures typically include TCM product names, properties and meridians, functions and indications, usage and dosage, and contraindications. They also pair with fields for financial products, such as return descriptions and underwriting rules. Common field units include grams, milliliters, degrees Celsius, wealth management investment term units, and insurance coverage amount units.
Constraints for Forms and Interactions
For TCM marketing content in financial scenarios, authoritative data sources require form interactions to strictly follow TCM professional compliance rules and financial product record requirements. Mixing TCM professional terminology and financial marketing language is prohibited. The low-frequency update nature of data sources allows setting long cache periods for form dropdown options and knowledge base recall sources. This reduces repeated API calls and aligns with financial institution compliance review rhythms. Fixed document structures require forms to preset standardized field groups. These groups must include both TCM professional fields and required financial product fields. This avoids compliance risks from user-defined fields. Clear unit and dosage form distinctions require mandatory unit validation and dosage form linkage logic in the interaction flow. This prevents issues like mixed dosage units or incorrect dosage form matching. Marketing scenario forms must also meet financial customer acquisition needs. When collecting user health questions, they must not automatically generate medical advice beyond official scope. They must also comply with financial marketing compliance rules.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | TCM processing documents usually contain long step-by-step descriptions. Parsing time is longer than general documents, and this setting aligns with financial compliance review rhythms |
Segment Length | 800–1200 characters | Core paragraphs of TCM documents, such as functions and indications, usage and dosage, fall within this range. This avoids semantic breaks and aligns with formatting requirements for financial marketing content |
Recall Count | Top 3 | Authoritative TCM documents have rigorous content. Too many recall results increase redundancy in marketing content and reduce the workload of financial compliance reviews |
Similarity Threshold | 0.75–0.85 | Differences in properties and contraindications between similar medicinal materials must be distinguished. This avoids recalling irrelevant content and ensures the professionalism of financial marketing content |
UPLOAD_FILE_MAX_SIZE | 20 MB | Internal enterprise TCM record documents and financial product record documents are mostly in PDF or Word format. Single file size usually does not exceed this value |
FORM_FIELD_VALIDATION | Enable mandatory unit validation and required field linkage | This meets both TCM dosage unit requirements and required field rules for financial forms, reducing compliance risks |
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. It is recommended to test on your own samples before finalizing settings.
Three Common Configuration Mistakes
- Issue: A 400 Bad Request status code is returned after submitting a form. The cause is incorrect configuration of form field input formats, and failure to bind both TCM dosage unit validation and financial product required field validation rules. This causes submitted fields to fail dual compliance requirements.
- Issue: Knowledge base retrieval returns a large number of irrelevant medicinal material contents. The cause is a similarity threshold set too low, and a recall count set too high. This causes irrelevant documents to be prioritized for recall, harming the professionalism of financial marketing content.
- Issue: TCM document upload fails during parsing. The cause is failure to adjust the
PARSE_FILE_TIMEOUT_SECONDSparameter. Excessively long documents cause parsing timeouts, and the setting does not align with financial compliance review time requirements.
How to Verify Correct Configuration
- Submit a test form that includes complete TCM fields (product name, dosage form, dosage, unit) and required financial product fields. Check that the returned result includes all required fields and has no format errors.
- Upload a merged file of internal enterprise TCM processing documents and financial product record documents. Check that parsed segments retain complete semantic blocks with no critical content breaks.
- Trigger knowledge base retrieval. Compare retrieval time with the preset
PARSE_FILE_TIMEOUT_SECONDSparameter. Confirm that no timeout prompt appears, and the setting aligns with financial compliance review rhythms. - Adjust the similarity threshold, then retrieve documents for two similar medicinal materials. Check that the relevance of recall results meets expectations, ensuring the professionalism of financial marketing content.
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.