What the data for this category looks like
Home goods financial report data mainly comes from periodic reports and temporary announcements publicly disclosed by listed companies. The update schedule is quarterly reports released every 3 months, annual reports released once a year, and temporary announcements updated at any time alongside business events. Most documents are in PDF format, with structured report attachments and unstructured business analysis text. Fields include revenue by main business category, channel revenue proportion, inventory amount, number of offline stores, etc. Units are mostly RMB yuan, stores, times/year, etc. Some reports also disclose detailed data such as raw material procurement costs and new product sales proportion.
What constraints these characteristics impose on multi-turn dialogue and prompting
The multi-dimensional segmented fields of home goods financial reports require multi-turn dialogue to gradually guide users to clarify the specific sub-category of analysis, to avoid result deviations caused by generalized analysis. The non-fixed update schedule of temporary announcements requires the dialogue system to support dynamic loading of the latest knowledge base entries, to adapt to the analysis needs of sudden business information. The mixed document structure of structured reports and unstructured text requires prompts to clearly distinguish the task boundaries between value extraction and text interpretation. Differences in unit expressions across company financial reports require prompts to uniformly specify numerical units, to avoid calculation and interpretation errors.
How to set the configurations
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | The parsed text of a single home goods annual financial report is relatively long, requiring adaptation to a long context window to avoid truncation of key data such as segmented category revenue |
RECALL_TOP_N | Top 6–8 entries | Home goods financial reports include multi-dimensional data such as segmented categories and channels, requiring enough recalled entries to cover the follow-up inquiry needs of multi-turn dialogue |
SIMILARITY_THRESHOLD | 0.72–0.78 | Distinguish financial report details of companies in the same industry and general home industry terms, to avoid recalling irrelevant content |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Financial report PDFs include multiple pages of structured reports and long text, requiring sufficient time to complete parsing and field extraction |
DEFAULT_QUESTION | Please analyze the changes in segmented category revenue of this home goods company over the past 2 years | Match the user's common initial question for financial report analysis, automatically loading a preset analysis framework |
UPLOAD_FILE_MAX_SIZE | 20 MB | Adapt to the conventional size of a single annual financial report PDF, to avoid upload failures |
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 specific analysis, and it is recommended to test on your own samples before finalizing.
Three common mistakes
- A "knowledge base content limit exceeded" error occurs during dialogue operation, but no error occurs in preview mode. The cause is that the total character limit of the knowledge base is not configured, and the superposition of structured reports and unstructured text of home goods financial reports exceeds the default limit.
- After uploading financial report attachments, a prompt "input character count exceeded limit" is displayed. The cause is that the
UPLOAD_FILE_MAX_SIZEandmaxContextparameters are not adjusted, and the parsed text of a single financial report exceeds the default configuration. - The analysis returned by multi-turn dialogue does not cover the specified home sub-category. The cause is that the initial prompt does not clearly limit the segmented category for analysis, leading the model to perform generalized analysis of all category data.
How to confirm the configuration is correct
- Upload a single annual financial report PDF, check the truncation of the parsed text, and confirm that the
maxContextparameter adapts to the text length. - Initiate multi-turn dialogue, sequentially inquire about revenue data of different home sub-categories, and check whether the recalled knowledge base entries match the corresponding categories.
- Test associating multiple financial report knowledge bases, and check whether the total character count meets the configured limit requirements.
- Enable automatic loading of the default question for dialogue, and check whether the initial question matches the preset financial report analysis framework.
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.