Multi-turn Dialogue and Prompt Engineering for Chemical Raw Materials Financial Report Analysis

The financial report data for the chemical raw materials category mainly comes from annual reports, quarterly reports of listed companies, and

What the Data for This Category Looks Like

The financial report data for the chemical raw materials category mainly comes from annual reports, quarterly reports of listed companies, and publicly disclosed exchange announcements. Supporting industry data comes from monthly briefings of the basic chemical industry association. The data update schedule is as follows: full annual financial reports are updated collectively at the end of each year; core production capacity and revenue data are updated synchronously with quarterly reports each quarter; industry segment data is updated monthly. The document structure includes fields such as company business overview, segment product production capacity and output, revenue proportion, unit cost, and gross margin. Most field units use industrial measurement standards such as tons, yuan per ton, and ten thousand yuan.

What Constraints Do These Characteristics Impose on Multi-turn Dialogue and Prompt Engineering

The multi-time granularity data of the chemical raw materials category requires multi-turn dialogue to clearly specify the data time range. The prompt must include built-in time dimension verification logic to avoid cross-cycle data confusion. The multi-field splitting feature of segment products requires the prompt to guide users to clarify specific categories, to prevent information deviation from generalized questions. The differences across data sources (listed company financial reports and industry association data) require multi-turn dialogue to actively mark the applicable scenarios of data sources, to avoid mixing statistical data of different calibers. The structural feature of long documents requires multi-turn dialogue to recall content by field topics, to prevent loading all financial report content at once which exceeds the context window.

How to Set the Configurations

Configuration ItemRecommended ValueRationale
maxContext8000–12000 charactersThe core field paragraphs of a single chemical raw materials financial report document are mostly 5000-8000 characters. Reserving sufficient context supports field-related queries in multi-turn dialogue
maxHistoryTurnsFirst 3–5 turnsOnly retain historical questions and replies related to the current financial report analysis in multi-turn dialogue. Excessive history will interfere with accurate matching of current fields
promptTemplateFixed prefix + category-specific field prompt + user questionClearly specify the fields (such as production capacity, unit cost) and unit requirements for the chemical raw materials category, to avoid the model generating results that do not conform to industrial measurement standards
toolCallMaxRetry2–3 timesField missing or format exceptions may occur during financial report data parsing. Retries can supplement calls to document parsing nodes to obtain complete fields
PARSE_FILE_TIMEOUT_SECONDS300 secondsSingle annual financial report documents have large volume, and sufficient time is required for text splitting and field extraction during parsing
similarityThreshold0.75–0.85There are many chemical raw material segment categories. A relatively high similarity threshold is required to ensure that the recalled financial report paragraphs are strongly related to the queried chemical raw material category

The parameter values provided on this page are conventional recommendations used to determine the starting point 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 the settings.

Three Common Mistakes

  • Phenomenon: Multi-turn dialogue response time exceeds 60 seconds, and the backend log shows a request_timeout error. Cause: The upper limit of maxContext is not restricted, and loading all financial report documents at once causes excessive model inference time.
  • Phenomenon: When calling the chart tool to generate a raw material cost trend chart, the chart returns empty, and the front-end interface displays a blank placeholder. Cause: The prompt does not clearly specify the unit fields in the financial report (such as yuan per ton), and the model cannot correctly match the data dimensions, resulting in chart generation failure.
  • Phenomenon: The AI dialogue node returns an empty field or system error, and the front-end displays no clear prompt. Cause: The retry logic for toolCallMaxRetry is not configured. A single tool call failure directly returns an empty result, and the exception capture process is not triggered.

How to Confirm the Configuration Is Complete

  • Upload the quarterly financial report document of the target listed chemical raw materials company, initiate multi-turn related queries, and check whether the fields returned by the model include category-specific indicators such as production capacity and unit cost.
  • Initiate 3 consecutive category-limited queries, and check whether the dialogue context retains the category-limited conditions from the previous round, with no cross-category information deviation.
  • Simulate a tool call failure scenario, and check whether the system triggers the retry mechanism and returns a clear exception prompt, instead of directly returning an empty result.
  • Adjust the value of similarityThreshold, test the recall results under different thresholds, and ensure that the matching degree with the current chemical raw material category meets business requirements.

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.