What the data for this category looks like
IT services industry financial report data mainly comes from periodic reports and temporary announcements publicly disclosed by domestic and overseas stock exchanges. The update rhythm follows fixed quarterly and annual cycles, with temporary disclosures issued for major contract signings, strategic adjustments and other events. Document formats are primarily encrypted PDF and structured XBRL files. Core fields include revenue, net profit, R&D investment, contract liabilities, gross margin and others. Units are mostly ten thousand yuan or hundred million yuan. Segmented industry tracks will also add operational fields such as per capita output and project delivery cycle.
What constraints these characteristics impose on multi-turn dialogue and prompting
The long-text nature of financial report data requires multi-turn dialogue to retain contextually relevant financial report periods and comparison benchmarks, to avoid mixing cross-period data. The clarity of structured fields requires prompts to accurately specify the scope of extracted fields, preventing the model from confusing non-financial public information. The non-periodic nature of temporary disclosures requires dialogue to support dynamic switching of financial report versions, while limiting redundant information in dialogue context to avoid interference with core data extraction and analysis.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000-12000 characters | Adapts to the average segment length of single-quarter financial report documents, avoiding context overflow |
disable_markdown_output | Enabled | Matches user requirements for output without Markdown formatting |
enable_multi_round_memory | Enabled | Retains context information such as financial report periods and comparison benchmarks, supporting multi-turn related queries |
rag_top_k | Top 6-8 entries | Covers the recall requirements for core financial report fields, avoiding interference from redundant information |
file_parse_chunk_size | 1000-1500 characters | Adapts to the natural segment structure of financial report paragraphs, improving parsing accuracy |
persist_session_memory | Configured per session cycle | Supports long-term retention of session context, avoiding creating a new session for each dialogue |
The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material format, data volume and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing.
Three common misconfigurations
- Phenomenon: An
Unexpected end of JSON inputerror appears in dialogue. Cause: The ChatGLM2 model, when processing long financial report segment parsing, outputs an incomplete response that is truncated, resulting in returned content that does not meet JSON format requirements. - Phenomenon: Dialogue results must be manually opened in the sidebar and cannot be displayed directly in the dialogue area. Cause: The
inline_message_outputconfiguration item is not enabled, causing reply content to not be directly rendered in the main dialogue window. - Phenomenon: A new session is automatically created for each dialogue, and context cannot be continued. Cause: The
persist_session_memoryis not configured to enabled, or the session expiration threshold is set too short, resulting in context not being retained.
How to confirm the configuration is correct
- Upload a single-quarter financial report PDF, initiate a query of "Extract the core revenue data for this quarter", and check if the reply is displayed directly in the main dialogue area.
- Initiate two consecutive related queries, such as first asking "Full-year net profit for 2023" and then asking "Corresponding gross margin", and check if the context is retained.
- Initiate a query of "Output financial report key indicators in plain text format", and check if the reply does not use Markdown syntax formatting.
- Check the system returned logs to confirm that no
Unexpected end of JSON inputrelated errors appear.
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.