What the data for this category looks like
Joint-stock bank financial report data is sourced from core accounting systems, credit management systems, interbank business ledgers, and regulatory reporting templates. Quarterly financial reports are finalized internally within 15 working days after the quarter ends. Annual financial reports are officially released by the end of April of the following year. Document structures include consolidated balance sheets, income statements, cash flow statements, and special business notes. Fields cover core operating indicators, asset and liability details, and provisioning data. Units are uniformly ten thousand yuan and hundred million yuan.
Constraints on multi-turn dialogue and prompt engineering
Dispersed data from multiple systems requires multi-turn dialogue to first guide users to clarify data scope, such as consolidated versus standalone statements and statistical reporting periods. Fixed update schedules require prompts to pre-set quarterly and annual time anchors to avoid index confusion across cycles. Long documents and multiple fields require multi-turn dialogue to gradually break down requests, preventing the model from missing pre-defined constraints. Unique professional fields require prompts to pre-set interbank indicators unique to joint-stock banks to improve recognition accuracy.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | A single joint-stock bank financial report document often exceeds 5000 characters. Sufficient context must be reserved to carry indicator follow-ups in multi-turn dialogue |
maxHistory | Previous 6 turns of dialogue | Preceding report type and indicator dimension requirements in multi-turn financial report analysis are covered within 6 turns. Excessively long history will interfere with current requests |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Joint-stock bank financial report attachments include multi-page notes, leading to long parsing times |
similarityThreshold | 0.75–0.85 | Financial report fields are mostly professional terms. A high similarity threshold is required to avoid mistakenly recalling irrelevant indicators |
reRankTopN | Top 3 entries | Financial report core indicators are concentrated. Rearranging too many entries will distract the model |
UPLOAD_FILE_MAX_SIZE | 500 MB | Joint-stock bank annual financial reports include multiple attachments, so large file upload support is required |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: Dialogue returns
401 No auth credentials founderror. Cause: Authentication key for calling external financial report data interfaces is not configured, or the key has expired and was not updated. - Symptom: No text transcription output after voice input. Cause: Automatic transcription configuration for the voice model is not enabled, or the call quota for the transcription model has been exhausted.
- Symptom: BLOB files returned by HTTP nodes cannot be downloaded in the dialogue window. Cause: The
Content-Typefor file return is not configured asapplication/octet-stream, or theContent-Dispositionheader specifying the download file name is not set.
How to Confirm Proper Configuration
- Initiate a single-round query for financial report indicators, verify that the fields and units returned by the model match the preset configuration.
- Launch 3 consecutive rounds of indicator inquiries from different dimensions, verify that the model correctly associates context from previous conversations.
- Upload a single quarterly financial report document, verify that the parsing time does not exceed the preset timeout configuration.
- Trigger voice input transcription, verify that the transcribed text correctly matches the user's voice command.
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.