What the Marketing Content Data Looks Like
Joint-stock bank marketing content data is primarily sourced from internal marketing management systems, customer segment tag libraries, and offline event registration documents. Data update rhythms are adjusted according to marketing campaign cycles. Full synchronization is completed before a single campaign launches, and incremental updates are performed during daily maintenance for copy revisions and customer group changes. Each individual marketing document includes fields such as activity ID, activity type, applicable customer group tags, multi-version copy, delivery channel restrictions, and compliance reminder fields. Field units include character count, customer group hierarchy code, activity validity timestamp, and similar metrics.
Constraints on Multi-turn Dialogue and Prompt Engineering Workflows
Marketing documents have multiple versions and are updated frequently. Multi-turn dialogue requires prompts to explicitly specify calling the latest version of materials to avoid returning expired content. The applicable customer group tag field has multiple hierarchy levels. Multi-turn dialogue needs to gradually guide users to confirm customer group segmentation dimensions to prevent prompts from failing to cover all tags. Compliance reminder fields require that corresponding compliance statements must be attached to dialogue outputs. Prompts need to embed compliance templates fixedly, while also limiting generated content to stay within compliance scope. Long-text activity rules may cause context length to exceed model limits, requiring configured reasonable context truncation rules.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Joint-stock bank marketing content includes multiple sections of activity rules, customer group descriptions, and compliance reminders. This range covers context requirements for most single-turn dialogues and avoids content truncation |
systemPrompt | Fixed template embedding "Only use the latest version of marketing materials, attach compliance reminders for corresponding activities, and gradually confirm user customer group segmentation needs" | Adapts to the multi-version, compliance, and customer group segmentation requirements of bank marketing content, and clarifies model output boundaries |
recallTopK | Top 6 entries | A single marketing document is associated with multiple dimension tags. Recalling 6 entries can cover associated materials for most user inquiries and avoid redundant recall |
similarityThreshold | 0.75–0.85 | Keywords in marketing content have high similarity. This range can filter low-relevance results while retaining matching content for segmented customer groups |
ragTriggerThreshold | 0.6 | Triggers knowledge base recall when user inquiries involve marketing activities or customer group adaptation, avoiding irrelevant content interfering with dialogue |
fileParseChunkSize | 800 characters | Compliance reminders and activity rules in individual marketing documents are relatively long. This chunk length balances context completeness and model processing efficiency |
The parameter values provided on this page are common recommended starting points for configuration work. Actual values are affected by material format, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to conduct tests on your own samples before finalizing settings.
Three Common Configuration Mistakes
- A dialogue page crashes when using version
4.8.20, and knowledge base page loading fails on other versions. The cause is failure to adapt to the context caching mechanism of this version, with long marketing materials causing memory usage to exceed thresholds. - Guide prompts do not function as expected when selecting an ollama model. The cause is failure to correctly configure the
systemPromptformat to adapt to the model's inference tags, and failure to embed the prompt into the model-recognizable input structure. - Created dialogue applications cannot be connected to integrated plugins. The cause is failure to enable the
pluginEnableconfiguration switch, and failure to configure trigger conditions for plugin invocation in the dialogue workflow.
How to Verify Successful Configuration
- Initiate a test dialogue with more than 3 rounds of marketing-related inquiries, and check whether historical context is fully loaded without content truncation.
- Enter a query containing activity version and customer group segmentation details, and check whether returned results match the latest marketing materials and compliance reminders.
- When calling an integrated plugin, trigger the corresponding trigger condition, and check whether the plugin interface is normally invoked and returns expected data.
- Switch between different test model types, and check whether guide prompts are normally embedded in the dialogue workflow without prompt failure occurring.
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.