What this category’s data looks like
Data for diversified financial financing daily reports primarily comes from internal business systems of non-bank financial institutions, over-the-counter transaction matching platforms, and local financial supervision reporting ports. Full data aggregation for the previous trading day is completed before 18:00 on the current day as part of the daily update cycle. Each daily report document has a fixed structure, including core fields such as the full name of the financing entity, financing amount (unit: ten thousand yuan or hundred million yuan), financing term, attributes of the funding party, targeted segmented industry, announcement release date, and other core fields. Some entries include a link to the financing agreement summary.
What constraints these characteristics impose on multi-round dialogue and prompt engineering
The multi-source data aggregation feature requires that multi-round dialogue clearly distinguish the ownership of entries from different data sources, to avoid mixing financing records from different institutions. The daily update cycle requires the knowledge base synchronization cycle to match the T+1 update frequency, to prevent calling outdated data. The financing amount field includes units, so prompts must mandate retaining the original units, and prohibit automatic conversion or omission of units. Attached agreement summary links must require complete retention of the original format in prompts, and no modification of link content, spaces, or case sensitivity. The standardization of full financing entity names is limited, so multi-round dialogue must guide users to supplement complete entity names to match data entries.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Financing daily reports have large individual data volumes, and multi-round dialogue requires sufficient historical context to match complete financing entries |
knowledgeBaseRefreshInterval | 86400 seconds | Financing daily reports are updated daily, so synchronization must align with the data source update cycle to ensure access to the latest data |
PARSE_LINK_PRESERVE_FORMAT | Enabled | Must fully retain the original format, spaces, and case of agreement links to avoid compromising data accuracy |
similarityThreshold | 0.75–0.85 | Financing entity names have abbreviation variants, so this range balances recall precision and coverage |
recallTopK | Top 6 entries | Each daily report has a moderate number of entries; excessive recall increases context redundancy |
promptTemplate | Pre-configured as "Match the financing daily report entries corresponding to the user's question, retain the original field format and units, and do not modify link content" | Clearly constrain model output to comply with financing daily report data specifications and avoid format errors |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, 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
- The first issue: Model output includes extra spaces in financing daily report links, and some English letters are automatically converted to uppercase. The cause is that the prompt does not explicitly require retaining the original text format, and the model enables text formatting optimization logic by default.
- The second issue: When using the
deepseek-r1model, the file parsing tool is not triggered, and knowledge base links cannot be loaded correctly. The cause is that the file parsing trigger switch is not enabled in the model configuration, or the timeout setting for the parsing tool is too short. - The third issue: In multi-round dialogue, historical records include execution logs of specified reply plugins, which interferes with subsequent context matching. The cause is that context inclusion of plugin execution logs is not excluded in the dialogue configuration, leading to invalid content being included in the context window.
How to confirm the configuration is complete
- Initiate a test query that includes the full financing entity name and a specific date, and verify that the returned results include matching financing amounts, units, and original links.
- View the knowledge base synchronization logs to confirm that data refresh is completed at the fixed daily time, with no abnormal error records.
- Trigger a test input that includes a link, and check that the model output fully retains the original format and case of the link.
- Simulate consecutive multi-round queries, and verify that the historical context only includes valid dialogue content, with no plugin execution logs or invalid instructions.
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.