Forms and Interactions for General Equipment Marketing Content

General equipment data primarily comes from equipment factory certificates, operation ledgers, sales archives, and device sensor collection logs

What data for this category looks like

General equipment data primarily comes from equipment factory certificates, operation ledgers, sales archives, and device sensor collection logs purchased by financial institutions. Static parameters such as rated power and body size are fixed per model, and are updated when new models launch. Dynamic parameters such as runtime and fault counts are updated in real time or daily as the device is used. Document structures include structured parameter tables and unstructured manuals, with fields including model code, rated voltage (unit V), maximum load capacity (unit kg), serial number, and some devices include multilingual installation and maintenance documentation.

What constraints these characteristics impose on forms and interactions

The fixed nature of static parameters requires forms to pre-configure parameter options linked to models, to prevent parameter mismatches caused by manual input from financial customers, which would disrupt subsequent selection consultations. The scheduled update requirement for dynamic parameters requires adding a manual refresh button to the interaction flow, to ensure that called device data reflects the latest on-sale status for the financial institution. The multi-document structure requires forms to support both structured parameter field entry and unstructured document upload, to cover financial customers’ varied content submission needs from parameter queries to manual downloads. Fields with specific units require built-in unit validation rules in the interaction interface, to block input that does not comply with unit specifications and reduce subsequent processing errors.

How to set the configurations

Configuration ItemRecommended SettingRationale
recall_top_k3-5 entriesGeneral equipment parameters and document paragraphs are moderate in length; excessive recall will exceed the context window limit in financial scenarios, reducing model understanding efficiency
chunk_size800-1200 charactersMost paragraphs in general equipment manuals and parameter tables fall within this range, ensuring semantic completeness and aligning with the reading habits of financial customers during consultations
plugin_run_timeout600 secondsEquipment document parsing and parameter matching require longer processing times; this setting prevents mid-process timeouts that disrupt financial customer consultation flows
form_field_unit_validationEnabled, bound to a preset unit libraryMost general equipment fields have fixed units; this blocks non-compliant input and reduces subsequent processing costs
upload_file_max_size1000 MBGeneral equipment installation manuals are often multi-page PDF files with large individual file sizes, adapting to financial customers’ needs for uploading large documents
form_required_fieldsConfigure core fields per scenarioDifferent customer acquisition scenarios require collecting different core parameters; for example, selection consultation requires collecting device model and usage scenario, while quotation consultation requires adding budget range

The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test on your own samples before finalizing settings.

Three common mistakes

  • Phenomenon: Only a single result is returned after retrieving device-related content, and the top 2 entries cannot be called for processing. Cause: The recall_top_k parameter is set to 1, which does not adapt to the financial customer consultation needs for general equipment with multi-parameter documents.
  • Phenomenon: After referencing the device data parsing plugin, an input error is triggered during the code execution phase, and the interface shows missing parameters. Cause: Core field mapping required by the plugin is not configured in the form, causing the workflow to fail to obtain necessary device parameters.
  • Phenomenon: Device parameters submitted via the form show unit mismatch prompts, or core selection fields are empty. Cause: The form_field_unit_validation configuration is not enabled, and required field validation rules are not set.

How to confirm configurations are correct

  • Submit a test form, check if the interface blocks input that does not meet unit specifications, to verify that the form_field_unit_validation configuration takes effect.
  • Trigger the device document parsing process, check if the number of returned recall results matches the preset recall_top_k value, to confirm the parameter configuration is correct.
  • Upload a single general equipment manual, check if parsing time falls within the range set by plugin_run_timeout, with no timeout errors.
  • Configure core fields as required, submit a test form with empty fields, verify that the system blocks invalid submissions, to confirm the form_required_fields configuration takes effect.

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.