What the Data for This Category Looks Like
The marketing content data for multi-finance scenarios primarily originates from product prospectuses, wealth management plan terms, insurance liability descriptions, investor education materials, and marketing activity rules. Data updates follow the same rhythm as product launches and activity adjustments. Some regular investor education content is updated quarterly. Document structures typically include modules such as basic product information, earnings calculation rules, subscription and redemption conditions, activity participation thresholds, and risk disclaimers. Fields cover standardized financial terminology including risk level (R1-R5), annualized yield, subscription threshold (yuan), product term (days/years), and some activity-related data also includes validity periods and participant group restrictions.
How These Characteristics Impact Multi-turn Dialogues and Prompt Engineering
Multi-finance data contains numerous specialized terms and complex fields. Prompt engineering for multi-turn dialogues must add explanations for standardized terms to prevent user misunderstanding of financial concepts. Marketing activity data has clear validity periods. Multi-turn dialogues must dynamically match the current valid cycle of activities to avoid returning expired content. Product and activity data is updated frequently. Knowledge bases must be synchronized regularly, otherwise dialogues will return outdated marketing information. Long documents such as prospectuses have extensive content. The length of single retrieved text must be limited to avoid occupying too much context window and causing truncation of critical information. Marketing content must distinguish between participant groups such as new and existing customers. Multi-turn dialogues must track user identity tags to match corresponding exclusive activity information.
Configuration Recommendations
| Configuration Item | Recommended Values | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Adapts to the long, multi-field nature of multi-finance documents, prevents context overflow and information truncation |
retrieved count | Top 6–10 entries | Covers key information across multiple data types including basic product details, activity rules, and investor education content |
similarity threshold | 0.75–0.85 | Filters out low-relevance interference from specialized financial terminology, accurately matches user queries about marketing content |
reranked returned count | Top 3–5 entries | Reduces redundant long text, ensures dialogue output is concise while covering core marketing information |
show_reference | Enabled | Meets user demand for viewing source text of marketing content |
knowledge base auto-update cycle | Daily | Aligns with the high-frequency update rhythm of multi-finance products and activities, ensures dialogues return the latest content |
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 issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- A 404 status code (no body) appears in dialogues. This occurs when the knowledge base permissions associated with the dialogue application are not correctly configured, or the knowledge base access path is not properly bound.
- Specific dataset searches cannot be initiated via prompt engineering. This occurs when the prompt does not explicitly limit the scope of retrieved knowledge bases, or the system has not enabled the single-dataset retrieval configuration switch.
- Predefined multiple questions in the dialogue opening fail to load normally. This occurs when the opening text length exceeds the context limit, or the configuration format contains syntax errors.
How to Verify Correct Configuration
- Submit a test query containing specific marketing activity and product information, verify that returned results match the latest knowledge base content.
- After enabling the reference display configuration, submit a query, confirm that relevant fragments of the source text are displayed in the dialogue interface.
- After configuring specified dataset retrieval, submit a query unrelated to the target dataset, check that returned results conform to the set retrieval scope.
- Submit a multi-turn progressive query about marketing content, confirm that context information is correctly passed and no abnormal truncation occurs.
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.