What data looks like for this category
Data for general equipment financial report analysis mainly comes from periodic reports of listed companies, industry regulatory disclosure platforms, and internal enterprise equipment management ledgers. Data is updated quarterly and annually. There are two types of documents: summarized PDF financial reports, and detailed Excel ledgers. The latter often contains over 15,000 rows of equipment procurement, maintenance, and production capacity details. Fields include equipment model, factory serial number, purchase amount, service life, current period depreciation, and current period production capacity operating hours. Units are units, ten thousand yuan, and operating hours.
What constraints these characteristics impose on multi-turn dialogue and prompt engineering
Detailed Excel ledgers have a large number of rows. Multi-turn dialogue must adapt to loading and parsing large-volume structured data. Prompts must explicitly specify the granularity of data queries to avoid returning irrelevant details. Data includes publicly disclosed summarized information and internal equipment ledger details. Multi-turn dialogue must support context switching. Prompts must mark the compliance scope of data sources to prevent unauthorized internal data from being called. Data is updated quarterly and annually. Multi-turn dialogue must retain temporal context. Prompts must enforce specifying the query cycle interval to avoid mixing cross-period data. Fields contain technical terms. Prompts must preset field definition rules to ensure consistent understanding of terms during dialogue.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 2000 MB | Detailed Excel ledgers for general equipment financial reports often have tens of thousands of rows, and the corresponding file size usually exceeds that of regular office documents. 2000 MB covers file upload requirements for most scenarios |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Parsing large-volume Excel ledgers requires traversing multiple rows of data. 600 seconds prevents parsing timeout interruptions |
maxContext | 8000–12000 characters | Multi-turn dialogue must retain context information such as equipment model and time interval. This range covers key parameters for multi-turn interactions and avoids context overflow |
Segment length | 1000–1500 characters | Detailed data fields in general equipment financial reports are numerous. Segment length adapts to block parsing of structured data and improves response efficiency for multi-turn dialogue |
Recall count | Top 8 | Fields in general equipment financial reports have strong correlations. The top 8 recall results cover associated data for most queries and avoid interference from redundant information |
Similarity threshold | 0.75 | Low-match content unrelated to equipment models or financial report cycles must be filtered. 0.75 balances recall accuracy and coverage |
The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require targeted analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: A
CORS policy: No 'Access-Control-Allow-Origin' headererror is returned when calling thehttp://localhost:3000/api/v1/chat/completionsinterface, with a 403 status code. Cause: No front-end domain allowed for cross-origin requests is configured in a private deployment scenario, causing the browser to block the cross-origin request. - Phenomenon: Workflow execution times out or returns empty results after uploading a financial report document with 100,000 Chinese characters or an Excel dataset with 15,000 rows. Cause: The
UPLOAD_FILE_MAX_SIZEandPARSE_FILE_TIMEOUT_SECONDSparameters are not adjusted, and large file parsing is interrupted before completion. - Phenomenon: Token consumption statistics for a single dialogue cannot be obtained. Cause: Configuration items related to token statistics are not enabled, and the token collection switch for dialogue logs is not turned on.
How to confirm configurations are set correctly
- Upload a typical detailed file of this category, confirm that the file upload and parsing process has no timeout or interruption prompts.
- Initiate two related queries: first query the procurement cost of a specified model of equipment, then query the maintenance cost for the same period. Check that the returned results do not mix the parameters of the two queries.
- View the dialogue record, confirm that token consumption data for a single dialogue has been generated and can be viewed.
- Initiate an interface call from a non-local domain name, confirm that no cross-domain interception error occurs.
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.