Multi-turn Dialogue and Prompting for Chemical Pharmaceutical Financial Report Analysis

Financial report data for the chemical pharmaceutical industry comes primarily from public periodic reports and temporary announcements disclosed by

What the data for this category looks like

Financial report data for the chemical pharmaceutical industry comes primarily from public periodic reports and temporary announcements disclosed by domestic and overseas stock exchanges, as well as official investor relations pages of enterprises. The primary update schedule follows regular disclosures: annual reports are updated once per year, semi-annual and quarterly reports are updated every six months and every quarter respectively, and temporary announcements are released when major R&D or capacity events occur. Document structures include consolidated financial statements, R&D investment details, pipeline progress, and capacity and revenue breakdown modules. Core fields include R&D capitalization rate, active pharmaceutical ingredient (API) production capacity, pipeline clinical trial phase, and revenue segment proportion. Common units include ten thousand yuan, hundred million yuan, percentage, and production capacity in tons.

What constraints these characteristics impose on multi-turn dialogue and prompting

The scattered data sources and multi-module structure of chemical pharmaceutical financial reports require multi-turn dialogue to retain contextual connections across financial statements, R&D pipelines, and capacity disclosures, avoiding fragmented information in single queries. The combination of regular and irregular update schedules requires prompt configuration to support dynamic pulling of newly disclosed temporary announcements, rather than relying on static knowledge base caches. The need for unified expression of professional fields such as R&D capitalization rate and API production capacity requires preset standard definitions of industry terminology in prompts to reduce ambiguity. The large length of individual financial report documents requires the multi-turn dialogue context window to adapt to long-text retrieval, avoiding loss of key information. The uncertainty of temporary announcements requires multi-turn dialogue to support supplementary queries for user-provided newly disclosed information, adapting to flexible business needs.

How to set the configurations

Configuration ItemRecommended ValueRationale
maxContext8000–12000 charactersThe core module text length of a single chemical pharmaceutical financial report is relatively large. It is necessary to retain contextual connections across finance, R&D, and capacity in multi-turn dialogue to avoid truncation of key information.
retrieval countTop 8–12 entriesFinancial report data is scattered across multiple disclosure modules. It is necessary to retrieve enough related documents to cover multi-dimensional information, while avoiding redundant content interfering with dialogue logic.
similarity threshold0.72–0.80There are many professional terms in chemical pharmaceuticals. It is necessary to balance retrieval accuracy and coverage, avoiding missing related content of segmented fields.
PARSE_FILE_TIMEOUT_SECONDS300 secondsA single financial report contains multiple detailed attachments. The parsing process requires sufficient time to complete text splitting and field extraction, avoiding timeout interruptions.
system_prompt_templateCalibrated based on actual testingIt is necessary to preset guiding rules for professional terms of chemical pharmaceutical financial reports, clarify the contextual connection logic of multi-turn dialogue, and unify term expressions.
UPLOAD_FILE_MAX_SIZE50 MBChemical pharmaceutical financial reports include multiple attachments such as pipeline details and capacity reports. It is necessary to support large-volume file upload parsing to adapt to complete financial report imports.

The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.

Three common mistakes

  • Phenomenon: Session logs are not fully recorded in workflows that call other applications or plugins. Cause: The context synchronization switch for nested nodes is not enabled. Only dialogue data within the current workflow is cached, and it is not synchronized to the global session.
  • Phenomenon: The dialog box automatically hides when configuring form input nodes within a single workflow. After nesting to the parent workflow, the dialog box still displays normally. Cause: The display rules for input nodes of nested workflows are not configured. The default inherits the dialog box configuration of the parent workflow, and does not override the hidden logic of the independent workflow.
  • Phenomenon: Only plain text links are displayed in the dialog box, and clickable web interactive content cannot be rendered. Cause: The HTML rendering permission of the dialog box is not enabled. The default restriction only supports basic rich text and plain text output, and external link interaction configuration is not enabled.

How to confirm the configuration is complete

  • Initiate a financial report query dialogue covering multiple dimensions of finance, R&D, and capacity. Check whether the dialogue history retains contextual connections across modules, and confirm that the maxContext configuration takes effect.
  • Upload a single complete financial report document, check that the parsing completion time does not exceed the preset threshold, and confirm that the file parsing configuration is normal.
  • Call nested applications or plugins, check whether the session logs are synchronized to the global session, and confirm that the context synchronization configuration is correct.
  • Configure form input nodes and nest them into the parent workflow, check that the dialog box display status meets expectations, and confirm that the input node display rules are configured.

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.