What the data for this category looks like
Data sources are periodic reports of listed companies disclosed by domestic and overseas stock exchanges, and public financial report documents from corporate investor relations sections. Update frequency: annual reports once per year, quarterly reports once per quarter, semi-annual reports once every six months. Most documents are in PDF format, with structures including consolidated balance sheets, income statements, cash flow statements, and business operation notes. Fields related to small home appliances include small home appliances business revenue, gross margin, sales volume, and unit selling price. Units are renminbi yuan and units.
What constraints these characteristics impose on multi-turn dialogue and prompting
Small home appliances financial report data is scattered across multiple disclosure files with different cycles. Multi-turn dialogue must link financial report fragments from different quarters and years, so conversation window configurations that retain context associations are required. Financial report document formats vary; some PDFs have nested tables or garbled text, so document parsing parameters must be adapted to ensure accurate field extraction. Small home appliance businesses include non-standard financial fields such as sales volume and unit selling price. Prompts must clearly specify extraction rules to avoid missing segmented data. Fixed disclosure cycles require that financial report periods be explicitly specified in dialogue to prevent confusion across cycles.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–16000 characters | Segmented content of individual small home appliances financial report documents is lengthy. Multi-turn dialogue must retain context of financial report cycles and field requirements |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Small home appliances financial report PDFs contain a large number of business segmented tables, resulting in long parsing time. The timeout threshold must be extended |
RECALL_CHUNK_COUNT | Top 6–8 entries | Segmented data for small home appliance businesses is scattered across different document segments. Sufficient recall volume is required to cover business fields |
SIMILARITY_THRESHOLD | 0.75–0.85 | Segmented content of small home appliance businesses must be accurately matched, and irrelevant fragments from overall corporate financial reports must be excluded |
PROMPT_TEMPLATE | Predefined as "Based on the small home appliance business financial report data for the specified period, extract the fields of revenue, gross margin, sales volume, and unit selling price, and organize by period" | Clearly specify exclusive extraction rules for small home appliances to avoid missing segmented data with general templates |
UPLOAD_FILE_MAX_SIZE | 50 MB | Individual small home appliances financial report PDFs typically do not exceed this size, preventing upload timeouts |
The parameter values provided on this page are conventional recommendations used to establish a starting point for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- The symptom is empty results after calling the chart tool to generate a small home appliances revenue trend chart. The cause is failure to explicitly specify the use of segmented revenue data for small home appliance businesses in the prompt, and only irrelevant fragments from the overall corporate financial report are called.
- The symptom is longer-than-expected dialogue response time. The cause is failure to adjust the
PARSE_FILE_TIMEOUT_SECONDSparameter to a reasonable range, or an excessively largemaxContextsetting that increases context processing time. - The symptom is the dialogue window failing to automatically trigger an initial question. The cause is failure to configure the workflow's startup trigger node, or failure to bind the initial question to the dialogue launch event.
How to confirm correct configuration
- Upload a small home appliance enterprise's financial report PDF, trigger dialogue, and verify that the extracted fields include specified content such as small home appliance business revenue, gross margin, and sales volume.
- Initiate multi-turn dialogue, sequentially ask for small home appliance business data for different quarters, and verify that the context retains the previously specified financial report cycle requirements.
- Trigger a chart tool call, and verify that the generated chart is based on segmented data for small home appliance businesses, and does not use overall corporate data.
- Test whether the preset question is automatically triggered when the workflow starts, and verify that the initial content of the dialogue window meets the configuration 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.