What the data for this category looks like
The data primarily comes from official promotional materials created by gamified marketing teams at financial institutions. This includes activity copy for wealth management experience games, live broadcast scripts, advertising creative briefs, points redemption rule documents, and channel placement material descriptions. Data updates follow no fixed schedule. They are adjusted on demand alongside version iterations, holiday marketing campaigns, and hotspot collaborations. A concentrated update of related materials occurs before new gamified activities launch, with existing materials adjusted on demand during regular periods. Individual documents are mostly long, modular texts. They contain details like activity timelines, participation requirements, reward rules, and participation steps. Fields include unique material identifiers, approved publishing channels, effective time periods, and core keyword tags. Common units include character counts, channel identifier codes, and ISO-formatted timestamps.
What constraints these characteristics impose on knowledge base retrieval and recall
Unfixed, on-demand updates to promotional materials increase incremental synchronization pressure on financial institution knowledge bases. An on-demand trigger update mechanism is required. Long, modular individual documents can cause semantic fragmentation during long-text chunking. A chunking strategy that preserves semantic connections between modules is needed. Materials include time-sensitive and scenario-based fields like effective periods and approved channels. Retrieval must use these field attributes for precise filtering. This excludes expired content or materials for non-matching financial scenario placement channels. Some materials include exclusive benefit redemption rules. Filtering by field dimensions is required to avoid retrieving irrelevant marketing materials.
How to set configuration parameters
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
chunk_size | 800–1200 characters | Financial game marketing materials are mostly long, modular texts. This range preserves complete semantic modules such as activity rules and participation steps, reducing semantic fragmentation |
similarity_threshold | 0.72–0.85 | The matching degree between keywords in financial game marketing content and user queries varies widely. This range balances retrieval precision and coverage |
recall_top_k | Top 8–12 results | A large number of relevant materials exist for financial game marketing content. This range covers valid materials across multiple channels and time periods |
rerank_top_k | Top 3–5 results | When users query marketing content, only the 3-5 most relevant materials are needed for quick reference |
file_update_strategy | Incremental update | Financial game marketing materials have no fixed update schedule. Incremental update reduces synchronization time and resource usage |
filter_by_metadata | Enabled | Financial game marketing materials include metadata such as effective periods and approved channels. Enabling this allows precise filtering of expired or non-matching financial scenario 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 mistakes
- Symptom: Knowledge base retrieval leads to long reply generation times. Backend logs show a
504 Gateway Timeoutstatus code. Cause: Thechunk_sizeandmax_contextparameters were not adjusted for financial game marketing's long-text materials. This leads to excessive retrieved materials and high language model processing load. - Symptom: When a user queries the activity rules for a wealth management experience game, the returned results do not include the corresponding material from the local knowledge base, and the reference field is empty. Cause: The
filter_by_metadataparameter was not configured correctly, or no effective time period metadata filtering conditions were set. This causes expired or non-matching financial scenario materials to be included in retrieval results. - Symptom: Integrated bot replies are output as a single continuous block, with no streaming segmented output. Cause: The
stream_responseparameter was not enabled, and the streaming response switch was not turned on in bot interaction configuration. This prevents segmented delivery of results.
How to confirm proper configuration
- A latest financial game activity marketing document is uploaded. Chunked results are checked to confirm preservation of complete semantic modules such as activity timelines and reward rules. Corresponding parameters are adjusted until the outcome meets expectations.
- A query including activity keywords is submitted. Retrieval results are verified to include materials from the current effective period. The similarity threshold and metadata filtering conditions are adjusted until the outcome meets expectations.
- Batch query tests are run. Retrieval and reply latency are recorded. The number of retrieved results and context window parameters are adjusted until they meet business response requirements.
- Bot interactions are configured. A query is submitted, and the reply is checked to confirm streaming segmented output. Streaming response-related parameters are confirmed as enabled.
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.