What the Data for This Category Looks Like
Integrated services financial report data comes from publicly disclosed periodic reports, temporary announcements, and official exchange documents of listed companies. Updates follow disclosure cycles, with most releases concentrated in fixed periods at the end of quarters and years. Temporary announcements release as triggering events occur. Each financial report document includes structured report data and unstructured annotation content. Fields cover core financial indicators such as revenue, costs, and cash flow. Units use renminbi yuan or ten thousand yuan uniformly. Some segmented items list percentage proportions.
Constraints Imposed on Multi-turn Dialogue and Prompting
The cycle-bound nature of financial report data requires multi-turn dialogue to retain context identifiers for each reporting period, preventing cross-period data mixing. The mixed structured and unstructured document structure requires prompts to clearly separate instruction formats for structured report queries and annotation interpretation. The fixed update schedule requires prompts to specify queries for the latest disclosed report version, avoiding expired data calls. The multi-field attribute requirement requires prompts to clearly define query scopes, preventing returns of irrelevant financial items.
How to Configure Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Financial report data includes multiple reports and annotations, requiring sufficient historical context to associate comparative analysis across different reporting periods |
CHAT_FILE_EXPIRE_TIME | 7 days (adjust to 30 days if extension is needed) | Financial report disclosure cycles are measured in quarters. A 7-day expiration duration covers conventional analysis cycles; extensions need to match storage resource usage |
PROMPT_TEMPLATE | "Please first retrieve the corresponding structured report data based on the user-specified financial report period, then interpret the annotation content. Retain the confirmed reporting period identifier in multi-turn dialogue" | Adapts to mixed-structure financial report data, clarifying instruction priority and context rules |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | A single financial report document may contain a large amount of annotation content, requiring sufficient time to complete full parsing |
RECALL_CHUNKS_NUM | Top 8–10 chunks | Financial report fields are numerous and scattered. Retrieving an appropriate number of segments can cover core analysis needs while avoiding interference from redundant information |
TOKEN_LIMIT_PER_REQUEST | 15000 tokens | Single-turn dialogue needs to process multiple report data and annotations, requiring control over token consumption per request to avoid exceeding model limits |
The parameter values provided on this page are conventional recommendations used as starting points for configuration. Actual values are affected by material format, 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
- Phenomenon: The called financial report file in dialogue displays "file has expired", and historical analysis data cannot be accessed. Cause: The
CHAT_FILE_EXPIRE_TIMEparameter was not adjusted, the default 7-day expiration duration exceeds the analysis cycle, or the permanent file storage option was not configured. - Phenomenon: Token consumption in multi-turn dialogue exceeds expectations, leading to dialogue interruption or incomplete returned content. Cause: The
maxContextparameter length was not restricted, excessive irrelevant historical dialogue context was retained, and non-analysis-related content was not filtered. - Phenomenon: Multiple AI dialogue tasks in batch execution nodes run serially, and parallel scheduling is not implemented. Cause: Multi-node parallel trigger rules were not configured, or the concurrency limit parameter of the task queue was not set correctly.
How to Confirm Your Configuration Is Complete
- Upload a single complete financial report document, initiate a multi-turn dialogue test, and check whether the confirmed reporting period information is retained in the context.
- Enter the file management interface, view the expiration time settings of uploaded financial report files, and confirm that the
CHAT_FILE_EXPIRE_TIMEparameter meets current analysis cycle requirements. - Run a batch task test, view the task execution logs, and confirm whether multiple AI dialogue nodes execute in parallel as expected.
- View the real-time token consumption prompt during the dialogue, and confirm that the
TOKEN_LIMIT_PER_REQUESTparameter does not exceed the support limit of the currently used model.
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.