Multi-turn Dialogue and Prompt Engineering for Photovoltaic Financial Report Analysis

Listed companies publicly disclose quarterly and annual reports. Industry associations release monthly operation data. These are the main sources of

What the Data for This Category Looks Like

Listed companies publicly disclose quarterly and annual reports. Industry associations release monthly operation data. These are the main sources of photovoltaic financial report data. Document structure includes consolidated financial statements, segmented business revenue proportion, component shipment volume, power station installed capacity, and other sections. Fields cover revenue, net profit, per-watt production cost, shipment volume, and similar metrics. Common units include 100 million yuan, yuan/watt, and GW. Quarterly financial reports disclose within one month after the end of each quarter. Annual financial reports release by the end of April of the following year. Industry monthly data publishes in the middle of the next month.

Constraints Imposed on Multi-turn Dialogue and Prompt Engineering

Multi-source data sources for photovoltaic financial reports require multi-turn dialogue to first clarify data caliber. This avoids confusion between publicly disclosed listed company financial reports and industry association operation data. Multi-cycle data updates require prompts to specify exact financial report disclosure cycles. This prevents mixing data across cycles. Long text structures require multi-turn dialogue to set reasonable context retention lengths. This avoids information loss when the model exceeds its context window. Requirements for segmented fields and specific units require prompts to clearly guide extraction of corresponding business fields and mark correct units. This prevents incorrect business data and unit formats in outputs.

Configuration Settings

Configuration ItemRecommended ValueRationale
maxContext8000–12000 charactersSingle annual photovoltaic financial reports have large text lengths. Retain multi-turn dialogue context and avoid context overflow
PARSE_FILE_TIMEOUT_SECONDS300 secondsPhotovoltaic financial reports contain large amounts of segmented business data. The parsing process takes a long time
Recall countTop 6 entriesPhotovoltaic financial reports have many segmented business fields. Recall sufficient data to support multi-turn follow-up questions
Similarity threshold0.75–0.85Filter irrelevant general industry data. Accurately match specific business fields of photovoltaic financial reports
UPLOAD_FILE_MAX_SIZE50 MBSingle photovoltaic financial report PDF usually does not exceed this size. Support batch upload of multiple financial report periods
max_tokens2000–3000 charactersPhotovoltaic financial report analysis requires detailed breakdown outputs. Reserve sufficient output length

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. Each situation requires separate analysis. It is recommended to test on your own samples before finalizing settings.

Three Common Mistakes

  • Phenomenon: After calling the API, the Human field in the conversation history of the response preview is null. Cause: The request body’s history array does not correctly pass user message role and content parameters. The system fails to recognize the conversation context correctly.
  • Phenomenon: When asking follow-up questions about segmented fields of photovoltaic financial reports in multi-turn dialogue, irrelevant general industry data appears in results. Cause: The system does not set a similarity threshold to filter low-match content. Or the prompt does not clearly limit analysis to only photovoltaic business-related financial report fields.
  • Phenomenon: After configuring custom prompts, the model does not output photovoltaic financial report-related content as expected. Cause: The system does not embed the prompt in the initial conversation context. Or the configuration does not specify priority for using custom system prompts.

How to Confirm Configuration is Correct

  • Upload a single photovoltaic financial report PDF. Check if parsed data fields include photovoltaic business-related content such as shipment volume and per-watt cost. Confirm parsing configuration takes effect.
  • Initiate two rounds of dialogue: first query total revenue for a specified financial report period. Then follow up to ask for photovoltaic component shipment volume for the same period. Check if the system retains context correctly. Confirm responses link to the same financial report period.
  • Adjust the similarity threshold. Initiate a query. Check if returned results filter out non-photovoltaic irrelevant general industry data. Confirm threshold configuration meets requirements.
  • Call the API to test conversation history transmission. Check if Human and Assistant fields in the response preview are fully populated. Confirm conversation context configuration takes effect.

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.