What data for this category looks like
Data sources include public periodic disclosures from domestic and overseas stock exchanges, and financial report files released on official investor relations platforms of companies. The update schedule is as follows: quarterly reports are disclosed within 45 days after the end of the quarter, and annual reports are disclosed within 120 days after the end of the year. Document structures usually include consolidated financial statements, discussion and analysis of operating conditions, detailed R&D investment, revenue proportion of core business segments, and other modules. Fields cover single-quarter revenue, cumulative revenue, gross margin, R&D expense ratio, contract liability amount, and more. Units are marked in RMB yuan, ten thousand yuan, or hundred million yuan.
What constraints these characteristics impose on the multi-turn dialogue and prompt engineering link
Single financial report files are lengthy and contain data across multiple business segments. Multi-turn dialogue must support contextually linked segment-specific queries. Prompts must clearly define business scope to avoid mixing data across segments. There are unit differences among financial report fields, so prompts must pre-unify unit conversion rules to ensure consistent output data units in multi-turn dialogue. Financial report disclosure has a fixed lag period, so prompts for multi-turn dialogue must add disclosure status verification logic to avoid generating undisclosed financial data. Naming of financial report modules varies across companies, so prompts must accommodate common business segment naming variations to improve query adaptability.
How to set the configuration
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–16000 characters | The text volume of a single-quarter financial report for telecommunications equipment is approximately 3000-7000 characters. Reserve context margin for multi-turn interactions to avoid truncation of key information |
Number of retrieved entries | Top 6–8 | Core indicators of telecommunications equipment financial reports are scattered across multiple modules. Retrieving 6-8 entries can cover required data while avoiding interference from irrelevant content |
Similarity threshold | 0.75–0.85 | Filter low-match non-financial report text and retain financial report fragments strongly related to user queries |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Parsing large annual financial report files takes a long time. 300 seconds covers the parsing process for most conventional files |
Segment length | 1000–1500 characters | Adapt to the text structure of multiple business segments in financial reports, avoiding confusion caused by single segments containing cross-segment data |
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 case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: Stuttering or delayed response occurs in the multi-turn dialogue interface. Cause: The
maxContextparameter is not set reasonably, causing an overly large context window that triggers model loading timeout. - Phenomenon: Model output does not comply with preset instructions, and fails to answer around telecommunications equipment financial reports as required. Cause: The prompt is not configured in the pre-system prompt position for dialogue startup, and is only appended after user queries, so it is not prioritized by the model for recognition.
- Phenomenon: Parsed financial report data fields have mixed units. Cause: Unit conversion rules are not clearly defined in the prompt, causing the model to mix values in ten thousand yuan and hundred million yuan.
How to confirm the configuration is complete
- Upload a single telecommunications equipment quarterly financial report file, initiate the first query, and verify whether the text returned by the model includes core financial report indicators and has consistent units.
- Initiate two or more linked queries, such as first querying operator business revenue, then querying R&D expenses for the corresponding quarter, and verify whether the model can associate the context to retain the previous business restriction.
- Check the conversation history export function to confirm that complete interaction records and parsed financial report fragments can be obtained.
- Adjust the
maxContextparameter, initiate a long-text query, and verify that the model does not have missing information caused by context truncation.
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.