What the data for this category looks like
Financial report data for auto parts enterprises comes primarily from periodic reports publicly disclosed by domestic stock exchanges, including quarterly, semi-annual, and annual reports. Quarterly reports launch 1 to 2 months after each quarter ends. Annual reports are disclosed by the end of April of the following year. Document structures include consolidated financial statements and detailed notes for business segments. Fields cover revenue, net profit, gross margin, sales volume of segmented products, and more. Most monetary values use ten thousand RMB as the unit, while sales volume uses ten thousand units or sets.
What constraints these characteristics impose on multi-turn dialogue and prompting
The high-frequency update cycle of auto parts financial reports requires multi-turn dialogue contexts to link to the latest disclosed report version, to avoid calling expired historical data. The detailed business segment document structure requires multi-turn dialogue to track the specific business line the user queries, to prevent cross-segment data confusion. The high information density across multiple fields requires contexts to retain the user-specified query dimensions, without reloading the full document. Differing unit standards across fields require prompts to define clear unified unit mapping rules, to avoid incorrect output data units.
How to set the configurations
| Configuration Item | Recommended Range | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | The text length of a single quarterly financial report for auto parts is mostly 5000-8000 characters. Multi-turn dialogue needs to retain 2-3 rounds of context, to avoid exceeding the model window limit |
recallCount | Top 6–8 entries | Financial reports have many business segment fields, so sufficient segment detail data needs to be recalled to support cross-segment comparisons for follow-up inquiries |
similarityThreshold | 0.75–0.85 | Quarterly and segment fields in financial report data have high similarity, so low-match irrelevant documents need to be filtered to avoid data mixing |
chunkSize | 1000–1500 characters | Financial report notes contain long paragraphs. This segment length adapts to the integrity of field splitting and reduces cross-field truncation |
clearContextOnCondition | Triggered when switching business segments | When the user switches the queried business segment, clear the current context to avoid interference from cross-segment historical data |
The parameter values provided on this page are common recommended starting points for configuration. The 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
- Symptom: After consecutive multi-turn dialogue queries, the knowledge base returns misaligned or missing data, and normal operation resumes when opening a new conversation. Cause: The
maxContextlimit for context length is not configured, and redundant content from historical conversations squeezes the model's input window, making it impossible to load complete financial report data. - Symptom: When executing a query for a different financial report segment in a workflow, the returned data is still from the previous segment. Cause: The rule to clear context based on query conditions is not configured, so historical cross-segment context is not reset.
- Symptom: Shared conversation links cannot restrict access permissions, or cannot turn off knowledge base reference display. Cause: The authentication switch for conversation sharing is not enabled, and the global knowledge base reference is mistakenly set to off, without adjusting for individual sessions.
How to confirm the configuration is correct
- Initiate more than two rounds of cross-business segment financial report queries, and verify that the returned data matches the currently queried business segment with no historical data residue.
- Check the conversation context panel to confirm that the content of historical conversations does not exceed the configured context length limit.
- Test the function to turn off knowledge base references within a single session, and confirm that the reference display status for that session meets expectations without modifying global settings.
- Initiate multiple consecutive financial report data comparison queries, and verify the accuracy and completeness of the returned results, with no obvious data truncation or misalignment.
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.