What the Data for This Category Looks Like
Data for insurance marketing content primarily originates from internal product libraries, policy record libraries, and marketing material libraries. Product library data includes fields such as product code, coverage responsibilities, insured age range, and rate tables. Updates follow product clause revisions and rate adjustments, and are typically completed monthly or quarterly. Policy record libraries include fields such as user insured age, payment method, and sum insured selection, and are updated in real time as users submit insurance applications. Marketing material libraries include product introductions, event copy, and insurance guidance content, with fields including applicable product scope, effective date, and compliance reminders, and are updated regularly alongside marketing campaigns. Standard financial units are used uniformly: yuan (premium), ten thousand yuan (sum insured), years of age (age), and other similar standard units.
What Constraints These Characteristics Impose on the Forms and Interactions Link
The multi-field nature of insurance marketing content requires forms to support linked validation. For example, insured age must match the product’s insured age range to prevent users from entering invalid parameters. Professional fields such as product code and rate tables must be synchronized in real time with the internal product library. The interaction link must support automatically pulling the latest data to avoid using expired content. Long-text coverage responsibility content occupies significant context space, so the interaction link must limit the length of single-round input and output to prevent exceeding the model’s context window limit. Additionally, field validation under compliance requirements must strictly align with regulatory standards. The interaction link must provide clear error prompts to help users correct non-compliant inputs.
How to Configure Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
Retrieval Count | Top 3-5 Entries | Insurance marketing material content is professional and lengthy. Too many retrieved entries will exceed the context window, while too few will fail to cover core coverage information |
Similarity Threshold | 0.75-0.85 | Insurance clause content has high professionalism, so a high matching degree is required to filter irrelevant materials and avoid interfering with large model output |
Knowledge Base Refresh Interval | Once Weekly | The update frequency of insurance products and marketing activities is usually monthly or quarterly. Refreshing weekly balances timeliness and resource usage |
Form Field Validation Rules | Configured according to insurance regulatory field standards | Ensure that insurance-related fields comply with compliance requirements and avoid submitting invalid or non-compliant user inputs |
Context Window Length | 8000-12000 Characters | Insurance content includes multiple sections of coverage responsibilities and rate explanations. A longer window can fully carry core information |
Single-Round Interaction Timeout | 300 Seconds | Insurance consulting requires extensive explanation and guidance content. A longer timeout prevents interrupting the interaction mid-process |
The parameter values provided on this page are all common recommendations used as 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 Misconfigurations
- When configuring judgment rules, the global variable option is empty, and the global variable of the custom knowledge base type cannot be selected. The cause is that the "Available for Conditional Judgment" switch was not enabled in the global variable settings.
- Plugin prompt content repeats in multi-turn conversations. The cause is that no conversation-level status marker was configured, and the plugin was not restricted to triggering only once.
- Retrieved background knowledge contains too much non-target content, interfering with the large model's output. The cause is that the
Rerank Return Countparameter was not set, and only basic retrieval results were used.
How to Confirm Proper Configuration
- Access the form configuration page, verify that the validation rules for each field match the field formats required by insurance regulatory requirements, and confirm that validation prompts trigger normally.
- Trigger a knowledge base call, review returned materials to confirm they include the latest effective dates and product information, and verify that refresh interval settings are active.
- Configure a judgment rule, attempt to select the global variable of the custom knowledge base type, and confirm that the option loads and selects normally.
- Initiate a multi-turn conversation, trigger the plugin once, then trigger the same trigger condition again, and confirm that the plugin prompt appears only once.
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.