Multi-turn Dialogue and Prompt Engineering for General Steel Financial Report Analysis

General steel financial report data primarily comes from periodic reports and temporary announcements of listed companies disclosed on the Shanghai

What Data for This Category Looks Like

General steel financial report data primarily comes from periodic reports and temporary announcements of listed companies disclosed on the Shanghai and Shenzhen Stock Exchanges and Hong Kong Stock Exchange, supplemented by monthly operating data released by industry associations. Updates follow a rhythm centered on annual and quarterly reports, with temporary announcements released alongside major corporate events. Document structures include modules such as consolidated financial statements, cost breakdown details, production capacity and output statistics, and more. Core fields include crude steel output (unit: 10,000 tons), operating revenue (unit: yuan), per-ton steel gross profit (unit: yuan/ton), raw material procurement proportion, and others. Some reports include regional and product-specific operating data.

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

The scattered nature and inconsistent update rhythms of general steel financial report data require multi-turn dialogue to support precise data source filtering by report type and reporting period. The units and detailed definitions of professional fields require prompt engineering to clearly specify data statistical caliber and units to avoid output confusion. The differences in information density caused by long document structures require the dialogue module to support segmented recall and context association, ensuring that core indicators for a specified company and reporting period can be tracked during multi-round follow-up questions. The sudden release of temporary announcements requires prompt engineering to allow users to supplement newly disclosed non-periodic data at any time without restarting the dialogue.

Configuration Settings

Configuration ItemRecommended ValueRationale
maxContext8000–12000 charactersSingle general steel financial report documents often exceed 5000 characters, requiring retention of complete context association for the full financial reporting period
relevanceThreshold0.75–0.85General steel financial report fields have high professional complexity, requiring an increased similarity threshold to filter irrelevant recall results
recallCountTop 6–8 entriesFinancial report data is mostly concentrated in core report modules, requiring sufficient recalled segments to cover complete indicators
PARSE_FILE_TIMEOUT_SECONDS300 secondsParsing a single financial report document requires processing large numbers of tables and detailed data, requiring sufficient parsing time reserved
UPLOAD_FILE_MAX_SIZE50 MBListed company annual report PDFs often reach 30–40 MB, requiring allowance for larger financial report file uploads
promptTemplateTriggered by reporting period + company name + indicator dimensionGeneral steel financial report analysis requires binding clear analysis subjects and time ranges to avoid ambiguity

The parameter values provided on this page are common recommended starting points for configuration setup. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test against your own samples before finalizing settings.

Three Common Misconfigurations

  • A Request Time or 504 Gateway Timeout error occurs during dialogue. The cause is failure to adjust the PARSE_FILE_TIMEOUT_SECONDS parameter; the time required for single financial report parsing exceeds the default setting of version v4.9.0.
  • Custom parameters for the dialogue URL cannot be obtained. The cause is failure to enable the parameter passthrough switch in system configuration, causing request parameters to not be passed along the dialogue chain.
  • After uploading a financial report document via the API, the dialogue does not return matching financial report data. The cause is failure to set a relevanceThreshold adapted to general steel financial reports, or failure to correctly extract table fields during document parsing.

How to Confirm Proper Configuration

  • Upload a standard listed company annual report PDF for general steel, and check if the parsed results include preset core fields such as crude steel output and per-ton steel gross profit.
  • Initiate a multi-turn dialogue: first specify the 2023 Q3 financial report of a listed company, then follow up with a question about the raw material cost proportion for the same period, and check if the dialogue context retains the specified reporting period and company subject.
  • View system operation logs to confirm that the timeout duration of dialogue requests matches the configured value of PARSE_FILE_TIMEOUT_SECONDS.
  • Call the API document upload interface, and check that the returned status code is 200 and includes the identification field for successful document parsing.

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.