What this category’s data looks like
The data source for investment platform financing daily reports includes public industrial and commercial disclosure information, the platform’s own transaction ledgers, and industry public financing rankings. Data updates follow a daily T+1 schedule, releasing financing events disclosed on the current day. Each daily report contains multiple independent financing records. The document structure uses individual financing events as the basic unit, with six core fields: financing subject, financing amount, financing round, disclosure date, investor list, and affiliated sector. The financing amount unit is fixed at ten thousand RMB. Financing rounds use standardized expressions such as angel round, Pre-A, and Round A, with no additional custom fields.
What constraints these characteristics impose on multi-turn dialogue and prompt engineering
The daily update nature of financing daily reports requires multi-turn dialogue to support filtering data by a user-specified date range. Prompts must explicitly restrict retrieval to disclosed events on the current day or a specified date, to avoid calling historical cached data. Standardized field rules require prompts to strictly match unit and round formats, without unauthorized modification or conversion of field expressions. The multiple record nature of each daily report requires multi-turn dialogue to control per-turn output length, to avoid context overflow, while supporting keyword aggregation or paginated result display. The multiple entity nature of the investor list requires prompts to explicitly specify a separation format, to ensure output readability.
How to set configurations
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | The total character count of a single financing daily report is relatively high. This range adapts to long context processing needs, avoiding truncation of core fields |
systemPrompt | Fixed specification: Only retrieve financing events disclosed on the current day. Output must strictly retain the ten thousand RMB unit and standardized financing round terms. Separate the investor list with Chinese enumeration commas | |
historyWindowSize | Last 3 dialogue rounds | Only retain core filtering conditions during multi-turn interactions, avoiding redundant context from occupying resources and improving dialogue response speed |
responseMaxToken | 2000–3000 characters | Control per-turn output length, avoiding exceeding front-end display limits and context quotas |
rerankTopN | Top 10 entries | Reorder retrieved financing events by disclosure time, ensuring the most recently disclosed financing events are displayed first |
fileParseChunkSize | 800 characters | Split a single financing daily report by individual financing records, avoiding field loss caused by long text truncation |
The parameter values provided on this page are common starting points 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: Dialogue returns financing amounts without the ten thousand RMB unit, or uses non-standard financing round expressions. Cause: Failing to explicitly specify field format constraints via
systemPrompt, and failing to match the inherent field rules of financing daily reports. - Phenomenon: Unable to select a configured GLM model during text extraction. Cause: Failing to bind the target model to the current application’s knowledge base retrieval and dialogue modules, or the model key configuration is not effective.
- Phenomenon: Workflows only output single-turn processing results, and cannot hide intermediate step calculation content. Cause: Failing to enable the "Hide Intermediate Output" configuration item of workflow nodes, and failing to set node visibility ranges as required.
How to Confirm Configurations Are Complete
- Upload a test financing daily report document, initiate the query "List all financing events from today", and verify that the returned result field formats meet requirements.
- Enter the application’s model management page, confirm that the configured GLM model is bound to the dialogue and knowledge base retrieval modules.
- Configure workflow nodes, set intermediate nodes to hidden status, initiate a test request, and confirm that only the final dialogue result is displayed.
- View dialogue context records, confirm that only core filtering conditions are retained during multi-turn interactions, without occupying excessive context quotas.
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.