What This Use Case’s Data Looks Like
Financial report data for this use case comes primarily from publicly disclosed annual and semi-annual consolidated financial reports, as well as internal consolidated accounting statements. Data updates follow report cycles: annual reports are updated once per year, semi-annual and quarterly reports are released per their respective cycles. Document structure includes consolidated balance sheet, consolidated income statement, consolidated cash flow statement, plus segmented business revenue and subsidiary operating data modules. Fields include parent company net profit, non-recurring net profit, revenue scale of each entity, net operating cash flow, with units uniformly set to ten thousand yuan or hundred million yuan.
Constraints on Multi-round Dialogue and Prompting
The multi-source data sources for this use case’s financial reports require that initial prompts for multi-round conversations explicitly limit usage to only uploaded consolidated reports and segmented business data. Calls for undisclosed internal information not included in the knowledge base must be avoided. Individual consolidated reports and attached segmented data have large file sizes. Multi-round dialogue context windows must support long-text processing. Prompt templates must guide each conversation to focus on a single report type or single operating entity. This prevents context overflow that causes information loss. Fields cover multi-entity operating data. Multi-round dialogue processes must require explicit specification of analysis dimensions. Prompt templates must include clear entity restriction instructions to avoid mixing data from different subsidiaries.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–16000 characters | This use case’s financial report documents have large individual file sizes. Sufficient historical conversation context must be retained to track multi-round analysis progress. |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Consolidated financial reports and attached segmented data documents are lengthy. Parsing requires additional time to complete text splitting and index construction. |
| Retrieval Count | 10–15 entries | Financial report data has numerous scattered fields. Enough retrieved fragments are needed to cover related information across different report modules. |
| Similarity Threshold | 0.75–0.85 | Low-relevance generic financial report descriptions must be filtered out, only retaining content that highly matches the current conversation topic. |
prompt_template | "Base responses solely on uploaded consolidated financial reports and segmented business data, combined with historical conversation context. Only use information within the specified scope. Explicitly mention the analyzed report type or operating entity." | Restrict data sources and analysis dimensions, avoid interference from irrelevant information, and clarify the analysis boundaries for multi-round dialogue. |
UPLOAD_FILE_MAX_SIZE | 500 MB | Individual consolidated financial reports and attached segmented data documents have large file sizes. Full report files must be allowed for upload. |
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 specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: A text extraction plugin call fails after 6 chat history entries are retained in the workflow. Cause: The long-text characteristics of this use case’s financial reports are not accounted for. The retained historical conversation contains large financial report fragments, exceeding the input length threshold of the plugin node, leading to format parsing failure.
- Symptom: No response occurs after triggering knowledge base search during multi-round dialogue. Cause: The
maxContextparameter is not adjusted to accommodate long-text financial report data. Context window overflow triggers system timeout, leading to service interruption. - Symptom: Model-generated financial report analysis results do not meet preset format requirements. Cause: Output format rules are not explicitly specified in the prompt template. Relying solely on generic prompts for guidance fails to match the standardized output needs of this use case’s financial report analysis.
How to Verify Proper Configuration
- Upload a consolidated financial report document, trigger a knowledge base retrieval, and verify retrieved results only include content from the uploaded document. Adjust the similarity threshold to fit target requirements.
- Initiate a financial report analysis conversation with multiple follow-up questions, and verify historical conversation context is fully retained. Adjust the
maxContextparameter to a value that fits the current conversation length. - Configure a text extraction plugin and bind it to a financial report analysis workflow, trigger the plugin call, and verify returned results include preset financial report fields. Adjust the field restriction rules in the prompt template.
- Upload multiple segmented business financial report attachments, and verify the system correctly identifies operating data for different entities. Adjust the retrieval count to a value that covers all relevant modules.
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.