What the data for this category looks like
Data is sourced from publicly disclosed financing announcements of the group and its various holding subsidiaries, as well as bank credit approval documents. The system runs full daily data collection every midnight. The system splits each daily report document into chapters based on holding entity hierarchy. Each chapter includes five core fields: financing occurrence date, financing amount (unit: ten thousand RMB), financing method, counterparty name, and fund usage direction. Some large financing items additionally include the approval document number field. The total length of the document fluctuates based on the number of holding entities.
Constraints for Multi-Turn Dialogue and Prompt Engineering
Since the data is layered by holding entity and includes multi-dimensional fields, multi-turn dialogue systems must fixedly track the currently focused holding entity to avoid mixing data across entities. The daily updated data source requires that the dialogue context must be reset daily or incrementally synchronized with the day’s new data to prevent calling expired information. Each document has many fields, so the prompt must clearly limit the range of recalled fields to avoid invalid token usage. For cross-entity financing comparison scenarios, historical filter conditions must be retained in multi-turn dialogue to ensure accurate contextual association for subsequent questions.
How to Configure Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Adapts to multi-entity layered data and multi-field content, retains complete dialogue context and filter conditions |
knowledgeBaseRecallFields | Financing Date, Financing Amount, Financing Method, Partner | Filters non-core fields, reduces invalid token usage, and improves dialogue response speed |
systemPrompt | Prepend the prompt "The currently focused holding entity is {selectedEntity}" | Clarifies the subject filter scope of the dialogue context, avoids mixing data across entities |
contextRefreshCycle | Automatically refresh daily between 00:30–01:00 | Matches the daily update rhythm of the financing daily report, ensures that the latest day’s financing data is called |
maxDialogTurns | 3–5 turns | Limits redundant context, prevents response exceptions caused by token overflow after multiple dialogue turns |
The parameter values provided on this page are common starting points for configuration. The actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing the settings.
Three Common Configuration Errors
- Phenomenon: After calling the financing daily report knowledge base, the returned content is unrelated to the currently asked holding entity, resulting in off-topic responses. Cause: The current focused holding entity is not clearly defined in the system prompt, resulting in recalled data including financing information from non-target entities.
- Phenomenon: After multiple consecutive questions, subsequent questions cannot associate with the historically filtered holding entity, and contextual association fails. Cause: The context cache of the
selectedEntityglobal variable is not fixedly retained in the dialogue configuration, resulting in loss of the variable after turn switching. - Phenomenon: When configuring the prompt, the tool call logic is not triggered correctly, and the returned content does not include the expected financing data. Cause: The MCP call instruction is not placed in the correct position in the system prepended prompt, resulting in the parsing logic not taking effect.
How to Verify Correct Configuration
- Initiate a single-entity financing query, verify that the returned data only includes the target holding entity’s day’s financing information, and confirm that the recalled fields meet the configuration requirements.
- Initiate multiple consecutive questions, verify that subsequent questions can associate with the historically filtered entities and conditions, and that the context cache is not lost.
- Trigger an MCP tool call, verify that the tool can correctly obtain real-time data from the financing daily report, and that the returned content matches the fields configured in the prompt.
- Wait for the daily refresh cycle to end, then initiate a query for the day’s financing data, verify that the returned content includes the newly updated financing entries.
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.