Multi-turn Dialogue and Prompt Engineering for Construction Machinery Financial Report Analysis

Financial report data for the construction machinery industry comes primarily from publicly disclosed annual reports, quarterly reports, and temporary

What the Data for This Category Looks Like

Financial report data for the construction machinery industry comes primarily from publicly disclosed annual reports, quarterly reports, and temporary announcements from listed companies, plus monthly and quarterly statistical reports released by industry associations. Annual reports must be disclosed by the end of April each year. Quarterly reports are released within one month after the end of each quarter. Temporary announcements, such as those for major orders or capacity changes, are updated as needed. Most documents are in PDF format, with structures including consolidated financial statements, notes to the financial statements, and management's discussion and analysis sections. Core fields include construction machinery main business revenue, attributable net profit, outstanding order amount, and capacity utilization rate. Units are mostly RMB yuan or ten thousand yuan.

Constraints on Multi-turn Dialogue and Prompt Engineering

Construction machinery financial reports include both financial and business data, and individual documents have large text volumes. Multi-turn dialogue must retain context from prior queries, including the company, time, and report dimension, to avoid mixing data from different periods or sections. Financial report update frequencies vary. Multi-turn dialogue must support real-time retrieval of the latest announcement data. Prompts must clearly define data sources and time ranges. Some fields, such as outstanding orders and capacity data, are non-standard financial fields. Prompts must clearly distinguish query logic for business and financial data, and unify unit conversion rules to avoid mixing yuan and ten thousand yuan.

Configuration Settings

Configuration ItemRecommended SettingRationale
maxContext12000–16000 charactersSingle construction machinery annual report has a long text volume, requiring retention of report fields, time, and company entity context in multi-turn dialogue
systemPromptOnly analyze construction machinery-related financial report data. Prioritize using publicly disclosed annual reports, quarterly reports, and temporary announcements. Unify units to ten thousand yuan. Multi-turn dialogue must retain previous query dimensionsClearly define the analysis scope and units to avoid interference from irrelevant information, and unify context rules for multi-turn dialogue
HTTP_REQUEST_TIMEOUT60 secondsReserve sufficient loading and parsing time when retrieving large financial report PDFs or industry statistics APIs
chunkSize1800–2200 charactersBusiness section descriptions in construction machinery financial reports are lengthy, requiring complete retention of business logic and data associations during chunking
recallTopKTop 5–7 entriesFinancial report data has many associated dimensions, requiring sufficient retrieval of report fragments to support multi-turn follow-up questions and cross-verification
corsAllowOriginsConfigure according to deployment domain namesRestrict cross-domain request sources to avoid interface security risks in private deployment scenarios

The parameter values provided on this page are common recommended starting points 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 Misconfigurations

  • Issue: An HTTP request is configured in the workflow to pull financial report data, but the request is not triggered during dialogue, and no HTTP call records appear in logs. Cause: The prompt does not explicitly require calling a network interface to retrieve real-time financial reports, or the workflow's trigger conditions are not bound to the dialogue step.
  • Issue: When the frontend calls the /api/v1/chat/completions interface, the browser console returns the No 'Access-Control-Allow-Origin' header is present on the requested resource error. Cause: No cross-domain whitelist is configured during private deployment, or the whitelist does not include the frontend access domain name.
  • Issue: Mixed yuan and ten thousand yuan appear in financial report data returned by multi-turn dialogue. Cause: The system prompt does not explicitly require unifying data units, or unit-limited context information is not carried during chunk retrieval.

How to Verify Correct Configuration

  • Initiate a single-turn query, enter the specified financial report query instruction, and check whether the returned result includes the preset core fields and units. Adjust configuration items until the result meets expectations.
  • Initiate multi-turn follow-up questions: first query single-quarter financial report data, then add a question about quarter-over-quarter changes. Check whether the returned result retains the previous company and time dimensions. Adjust maxContext until context is not lost.
  • Use a frontend testing tool to call the dialogue interface, confirm there are no cross-domain errors, and check whether the cross-domain configuration's value range covers legitimate access sources.
  • View token consumption statistics in dialogue logs, check whether the calculation logic conforms to preset rules, and adjust related configurations to ensure accurate statistics.
  • View workflow logs, confirm that HTTP request call records appear each time a dialogue is triggered. Adjust workflow trigger logic to ensure requests are normally invoked.

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.