Multi-turn Dialogue and Prompting for Coal Chemical Industry Financial Report Analysis

Coal chemical industry financial report data mainly comes from periodic reports of listed companies disclosed by domestic and overseas exchanges

What the data for this category looks like

Coal chemical industry financial report data mainly comes from periodic reports of listed companies disclosed by domestic and overseas exchanges, monthly operation data released by industry associations, and temporary public announcements of enterprises. The update cycle takes quarters and years as core cycles, and temporary announcements are released with project progress or major changes. The document structure includes modules such as consolidated financial statements, discussion and analysis of operating conditions, and detailed production capacity and output. Fields cover total revenue, output and unit cost of each segmented product such as methanol, olefins, and tar. Units adopt professional measurement standards such as 10,000 tons/year, kg standard coal per ton of product, and 10,000 yuan. There are no unified simplified fields for the general industry.

Constraints on multi-turn dialogue and prompting

The coal chemical industry financial report has many segmented product fields and complex professional units. Multi-turn dialogue must track the report period and product type specified by the user to avoid information confusion across periods and categories. Long document content leads to excessive redundant information in single-round recall. The total length of the context window must be reasonably limited, while ensuring that the recalled content accurately matches the user's professional query. In addition, the irregular update of temporary announcements requires the dialogue system to flexibly switch data sources for different reporting periods. The prompt must clearly restrict the model to only answer using associated coal chemical-specific data, to avoid introducing irrelevant information from the general coal industry.

Configuration Settings

Configuration ItemRecommended ValueRationale
maxContext8000-12000 charactersSingle segmented content of coal chemical financial reports is lengthy, and context such as report periods and segmented product fields in multi-turn dialogue must be retained
recall_top_kTop 6-8 entriesCovers multiple types of segmented data including total revenue, product output, and unit cost in coal chemical financial reports
similarity_threshold0.72-0.78Filters general coal industry data to accurately recall coal chemical-specific financial report fields
PARSE_FILE_TIMEOUT_SECONDS300-420 secondsPDF files of single coal chemical annual reports have more pages, and parsing time is longer than that of general documents
system_prompt_templateAnswer only based on associated coal chemical financial report data, clearly mark the report period and unit of measurement, and state that the answer cannot be provided when data is insufficientRestrict the model to focus on professional scenarios, avoiding confusion between general terms and coal chemical-specific parameters

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 settings.

Three Common Mistakes

  • Phenomenon: Knowledge base association error occurs during formal dialogue, with no abnormality in preview mode. Cause: Knowledge base permission verification is enabled for formal dialogue but not for preview mode, and the permission of the knowledge base file associated with coal chemical financial reports is not correctly configured.
  • Phenomenon: The model confuses coal chemical product data from different reporting periods during multi-turn dialogue. Cause: The system prompt does not enforce the requirement to clearly mark the report period, and the context does not track the report period parameters specified by the user.
  • Phenomenon: Markdown format is lost after copying dialogue content to external tools. Cause: No format conversion rule for dialogue output is configured, and the default output is plain text instead of structured format.

How to Verify Proper Configuration

  • Upload a single coal chemical annual report PDF, trigger the parsing task, and check whether the parsing completion status and extracted fields include coal chemical-specific parameters.
  • Initiate a multi-turn dialogue, ask for total revenue, methanol output, and unit coal consumption in sequence, and check whether the model retains the report period information from the previous round.
  • Adjust the similarity threshold, initiate a test query, and check whether the recall results only include coal chemical-specific financial report data without irrelevant content from the general coal industry.
  • Copy the dialogue output content to an external tool, and check whether the format meets the preset structured 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.