What the data for this category looks like
Data for other comprehensive financing daily reports is sourced from channels including public market operation announcements, interbank lending market quotes, licensed financial institution comprehensive financing ledgers, and other sources. It is updated once daily, with daily report documents generated after the close of that day's trading. The core of each document is a structured table, accompanied by a brief summary of that day's financing market. Fields include financing subject category, single financing scale (unit: 100 million yuan), financing term (unit: days), weighted average interest rate range (unit: %), type of connected financial institution, and some entries are marked with financing purpose classification.
What constraints these characteristics impose on the multi-turn dialogue and prompt engineering link
Multi-channel data sources require configuring multiple knowledge base shard recall rules to ensure coverage of financing daily report content from different data sources. The daily update rhythm requires setting a daily automatic knowledge base synchronization task to avoid dialogue calls using outdated data. The structured document core requires the prompt to clearly specify that responses must follow a table or bulleted structured format, to avoid unstructured output. The characteristic that fields include units requires the prompt to mandate retaining corresponding units in responses, to prevent mismatches between numerical values and units. The detailed single financing data characteristics require tracking dimensions such as the subject and term that the user focuses on during multi-turn dialogue, to prevent response deviations caused by lost context.
How to set the configurations
| Configuration Item | Recommended Value | Rationale for This Value |
|---|---|---|
maxContext | 8000–12000 characters | Single documents for other comprehensive financing daily reports are mostly several thousand characters long. This range covers the recent context required for multi-turn dialogue, avoiding context truncation |
RECALL_TOP_N | Top 10–15 entries | This category of daily reports has a large number of valid entries. This value balances recall coverage and token consumption |
similarityThreshold | 0.75–0.85 | Daily report fields have high similarity. This threshold filters irrelevant data while retaining relevant content for detailed financing dimensions |
knowledgeRefreshCron | 0 0 18 * * ? | Other comprehensive financing daily reports typically complete data collection at 18:00 each day. This cron expression synchronizes the latest daily report content daily |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Daily reports include structured tables, which take longer to parse. This duration prevents timeout for standard parsing tasks |
PROMPT_TEMPLATE | Please organize responses based on the provided other comprehensive financing daily report data according to the dimensions specified by the user, must retain the units corresponding to each field, and output in structured format | Matches the structured data characteristics of this category, guiding the generation of responses that meet requirements |
The parameter values given on this page are all conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: After completing knowledge base search, AI dialogue response time exceeds normal range. Cause: No reasonable
RECALL_TOP_Nvalue is set, recalling too many entries increases token consumption and inference time. - Phenomenon: An error is returned when calling the dialogue interface to upload financing daily report files. Cause: The
UPLOAD_FILE_MAX_SIZEparameter is not adjusted, causing the uploaded file size to exceed platform limits, or data is submitted in a non-compliant file format. - Phenomenon: When using prompt engineering to call MCP tools to generate financing data visualizations, some chart elements are missing. Cause: The prompt does not clearly specify the fields and dimensions to be displayed, or the
maxContextconfiguration is insufficient, causing context truncation that affects rendering logic.
How to confirm the configuration is complete
- Initiate a test dialogue that includes specific financing subject and term dimensions, check whether the response retains the units corresponding to each field and meets the preset structured format requirements.
- View the knowledge base synchronization log to confirm that the latest financing daily report is automatically synchronized around 18:00 each day, with no failed records.
- Adjust the
RECALL_TOP_Nparameter, compare the coverage of response content under different values, and confirm that the value meets the recall requirements of the current business. - Call the dialogue interface to upload a financing daily report file of standard size, confirm that no upload errors occur and the interface returns normally.
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.