What the Data for This Category Looks Like
The data used for integrated service marketing content comes from four sources: internal customer relationship management systems, compliance-audited marketing material libraries, historical conversation interaction records, and official financial product documentation. Data updates follow three frequencies:
- Marketing materials are synced with newly compliance-audited versions weekly
- Customer risk level data is updated daily
- Real-time information such as product yields is synced hourly
All documents use a structured format with five core fields, each with clear value constraints:
material_id(string, unique material identifier)target_crowd(enumeration, applicable customer groups)compliance_note(text, regulatory compliance requirements)content_body(multimedia content)update_time(timestamp)
Constraints Imposed on Multi-turn Dialogue and Prompt Engineering
Structured data fields require multi-turn dialogue flows to extract and verify the compliance_note and target_crowd fields. This ensures reply content meets regulatory requirements and matches the target user group. Real-time updated product yield data requires dialogue flows to pull the latest information in real time, to avoid returning outdated content. Weekly refreshed marketing materials require prompt templates to regularly link to the latest material_id list, preventing the model from using outdated compliance materials. Multi-source data synchronization also requires limiting the number of non-essential fields loaded in the context window, to avoid redundant information disrupting core dialogue logic.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Integrated service marketing conversations usually involve multi-round product introductions and compliance explanations. Excessively long context will cause the model to forget key compliance requirements |
speech_recognition_model | Financial scenario-specific speech model | Speech recognition in financial scenarios requires accurate identification of professional terms, to avoid misrecognition of terms such as "annualized yield" |
rag_recall_top_k | Top 3–5 entries | Marketing materials for integrated services are mostly compliance-audited content. Excessive recall will cause redundant information to interfere with user conversations |
prompt_template | Includes three fixed modules: compliance verification, customer group matching, and material association | Financial marketing content must strictly comply with regulatory requirements, so material compliance verification must be enforced before each dialogue |
download_file_max_size | 500 MB | Integrated service marketing materials may include large files such as product specification PDFs and demonstration videos. A single file size limit is required to avoid transmission timeouts |
auth_required | Enabled | Financial scenarios require ensuring that conversation users are authenticated customers, to prevent sensitive information leaks |
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 case-by-case analysis, and it is recommended to test on your own samples before finalizing.
Three Common Misconfigurations
- Phenomenon: Voice input is enabled, but the conversation interface displays no converted text. Background logs indicate speech-to-text failure. Cause: The
speech_recognition_modelis not configured as a financial scenario-specific model. General models cannot accurately recognize professional financial terms. - Phenomenon: A
401 No auth credentials founderror triggers during a conversation, and interaction cannot continue. Cause: Theauth_requiredconfiguration item is enabled, but no user identity verification logic is configured at the conversation entry point, and valid authentication credentials are not carried. - Phenomenon: No compliance prompt content is returned during multi-turn dialogue, or outdated compliance requirements are returned. Cause: The
rag_recall_top_ksetting is too low, failing to recall the latest updatedcompliance_notefield, or the context window does not include the latest material update time information.
How to Verify Correct Configuration
- Trigger voice input, read a sentence containing financial professional terms such as "annualized yield" and "risk level", and check whether the conversation interface generates accurate text content.
- Access the conversation interface without carrying authentication credentials, confirm whether the
401 No auth credentials founderror is returned, and verify that normal conversation initiation is possible after carrying valid credentials. - Initiate a consultation involving compliance requirements, and check whether the reply content includes the corresponding
compliance_notefield information. - Upload a marketing material file that does not exceed 500 MB, confirm that it can be downloaded normally, and check that a size limit prompt triggers when uploading a file exceeding the threshold.
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.