What the Data Looks Like
Joint-stock bank financing daily report data is sourced from corporate credit management systems, interbank borrowing ledgers, and credit reporting submission interfaces. Full data for the prior workday is updated daily at midnight. The documentation uses structured tables as its core carrier. Tables include fields such as full financing entity name, approved credit limit, used balance, due repayment date, effective annual interest rate, handling branch, and approval date. Units for limit and balance are uniformly ten thousand yuan. Interest rate fields retain two decimal places.
Constraints for Multi-turn Dialogue and Prompt Engineering
This category includes many data fields, plus financial values and date items. Prompts must accurately bind field definitions. This avoids confusing approved credit limit and used balance, or effective interest rate and benchmark interest rate. The daily full data update requirement means multi-turn dialogue contexts must automatically filter duplicate historical entries. This prevents redundant interference. Timeliness requirements limit the maximum length of the context window. This stops loading outdated data that disconnects results from the latest daily information. The distribution of financing entities across multiple branches requires multi-turn dialogue to support follow-up screening by handling branch and financing entity type. Prompt engineering must explicitly define context filtering rules.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
enableTokenCount | Enabled | Meets requirements for counting tokens in dialogue inputs and outputs, facilitating monitoring of resource consumption |
maxContext | 8000–12000 characters | Adapts to the character length of a single financing daily report, retains 2-3 rounds of valid dialogue context, and prevents token overflow |
ragTopK | Top 6–8 entries | Covers multi-field screening needs for financing daily reports, while avoiding excessive redundant data interfering with extraction logic |
similarityThreshold | 0.75–0.85 | Balances accuracy and recall for financing field matching, preventing missed extraction of eligible financing entities |
maxOutputTokens | 2000–3000 characters | Meets the display requirement for listing details of multiple financing entities in a single response, avoiding truncation of critical data |
clearHistoryOnRefresh | Enabled | Adapts to the daily update characteristic of financing daily reports, automatically clears outdated context when refreshing the dialogue |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. It is recommended to conduct testing with samples tailored to the deployment before finalizing settings.
Three Common Misconfigurations
- Symptom: The dialogue interface does not display input and output token counts. Cause: The
enableTokenCountconfiguration item is not enabled, so the system does not collect and return token statistics data. - Symptom: Target financing daily report data cannot be retrieved after initiating a multi-turn dialogue. Cause: The prompt does not explicitly specify the data range as the daily updated financing report, or the
maxContextsetting is too small, resulting in failure to load the latest structured entries. - Symptom: The prompt cannot correctly extract financing entity data for the current year or current month. Cause: The prompt does not explicitly bind matching rules for date fields, and does not limit corresponding fields for statistical periods, leading to confused extraction logic.
How to Verify Proper Configuration
- Initiate a single-round test dialogue, input a command that includes data screening requirements, and verify whether the interface displays input and output token values.
- Initiate two consecutive follow-up questions: first specify screening conditions, then add refined requirements, and verify whether the returned results cover the screening rules from both questions.
- Review workflow run logs to confirm that the number of context messages passed to the API matches the configured
maxContextparameter. - Adjust the prompt to include a command limiting data to the current day, and verify whether the returned results only include entries from the latest daily report.
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.