What the Data for This Category Includes
Data related to insurance marketing comes primarily from internal product term libraries, compliance and regulatory documents, historical marketing script libraries, and customer insurance application records. Product term documents contain fixed fields such as insurance type, coverage amount, premium, eligible age, and exclusion clauses. Units are mostly ten thousand yuan (for coverage amount), yuan (for premium), and years of age (for age). The marketing script library is divided into three categories by scenario: customer acquisition, consultation, and closing. Each entry includes applicable audience and compliance reminders. The data update schedule is as follows: product terms are updated when new products launch, the script library is updated monthly, and customer insurance application records are synchronized in real time.
Constraints for Multi-turn Dialogue and Prompting
Compliance requirements for insurance data dictate that multi-turn dialogue must strictly limit response scope, and may not exceed compliant content in the knowledge base. Product fields are numerous and highly segmented. Overly long conversation history can interfere with the model's parameter matching for current questions, so context truncation ranges must be restricted. The scenario-based nature of marketing scripts requires that prompts be bound to rules for the corresponding scenario, to avoid confusion across scenarios. The real-time nature of customer insurance application records requires that conversation contexts prioritize recent interaction content, to ensure recommended content aligns with the current user's status.
Configuration Settings
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
maxContextTokens | 8000–12000 | Single insurance product term documents are mostly 2000–5000 characters in length. Combined with multi-turn conversation history, this range prevents context overflow that causes model errors |
ragRecallTopK | Top 6 entries | Insurance marketing content must cover product terms, compliance reminders, and scenario scripts. A higher recall count covers complete information dimensions |
promptTemplate | Must include "Only respond based on knowledge base content; do not fabricate coverage content outside of exclusion clauses" | Insurance marketing must strictly comply with regulatory requirements, to avoid unauthorized promises of coverage scope |
maxConversationHistory | Most recent 3 turns | Insurance consultations typically involve single-scenario needs. Overly long conversation history interferes with parameter matching and intent judgment for current questions |
fileUploadMaxSize | 200 MB | Insurance product terms are mostly in PDF format. Single files are typically under 150 MB, so this setting reserves reasonable upload space |
similarityThreshold | 0.75 | Insurance product parameters are numerous and highly segmented. This threshold filters irrelevant knowledge base content with low matching accuracy, ensuring recalled content is precise |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific scenarios require specific analysis. It is recommended to test on your own samples before finalizing settings.
Common Misconfigurations
- Issue: Inconsistent model response content between the chat interface and workspace configuration. Cause: Global and application-level prompt templates were not updated synchronously, leading to ununified rules for different scenario calls.
- Issue: Fabricated coverage content still appears after knowledge base recall is enabled. Cause: The prompt did not explicitly enforce binding to knowledge base content, or the recall similarity threshold was set too low, resulting in irrelevant information being included.
- Issue: Unable to upload audio files to the chat interface. Cause: The speech-to-text configuration switch was not enabled, or the configured file upload formats did not include audio types.
How to Verify Proper Configuration
- Test multi-turn dialogue by asking about coverage content and premium calculation methods for different insurance types, and verify that returned content matches corresponding fields in the knowledge base.
- Check the prompt template to confirm it includes compliance constraints and knowledge base binding requirements. This can be verified by viewing the prompt editing interface in the application configuration.
- View the context truncation log to confirm only the specified number of conversation history turns are retained, with no early redundant content.
- Test the file upload function by uploading an insurance term PDF that meets format and size limits, and confirm it can be parsed and recalled normally.
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.