What the data for this category looks like
The financial report data of black home appliance enterprises mainly comes from publicly disclosed regular reports, including quarterly, semi-annual and annual reports. The update schedule aligns with regulatory disclosure requirements. The document structure includes modules such as core financial indicators, product line revenue breakdowns, cost structure, R&D investment, and channel inventory. Fields cover revenue, gross margin, R&D expenses, and more. Common units include 100 million yuan, percentage, days, etc. Revenue breakdown fields for some segmented product lines must be extracted from business segment descriptions.
What constraints these characteristics impose on multi-turn dialogue and prompting
Product line revenue breakdowns are scattered across different paragraphs of the document. Multi-turn dialogue must gradually guide the model to locate financial report data for a specified product line, and prompts must clearly define the extraction scope. Financial reports are updated on a fixed cycle, so multi-turn dialogue must support verification of the data disclosure date to avoid calling expired reports. The diversity of field units requires prompts to explicitly specify the output format to prevent unit confusion. The long-document nature also requires limiting the effective scope of context recall to avoid irrelevant information interfering with dialogue logic.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | A single black home appliance financial report document typically contains 5000–8000 characters. This range preserves multi-turn dialogue context and core financial report snippets |
recallTopK | Top 3–5 entries | Product line revenue breakdowns are scattered across different document paragraphs. A small recall volume focuses on valid information and avoids redundancy |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Financial reports contain multiple tables and split paragraphs, so the parsing process takes longer. Sufficient time must be reserved |
promptTemplate | {{document}}, please answer based on the document content, clearly mark the extracted chapter, and use {{currentDate}} for the signature date | The extraction scope and system time variable must be clearly specified to meet the accuracy requirements of financial report analysis |
historyAutoSave | Enabled | Ensures dialogue content is persistently stored to avoid loss of historical records |
historyRetention | 7 days | Financial report analysis inquiries typically peak within 7 days after disclosure. Excessively long historical records will interfere with current dialogue logic |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Phenomenon: Multi-turn dialogue tasks take significantly longer than during local workflow debugging. Cause: No reasonable context recall upper limit is configured. Each dialogue loads the full financial report document and historical context, increasing model processing overhead.
- Phenomenon: When reopening a created dialogue session, previously generated automatic reply content is empty. Cause: The
historyAutoSaveparameter is not enabled, or the historical record retention period is set incorrectly, resulting in failure to persist dialogue content. - Phenomenon: The signature date set in the prompt template is not correctly replaced with the system's current date, and the original variable placeholder is displayed. Cause: The prompt template does not correctly reference the platform's built-in time variable, or the variable syntax format has errors.
How to Verify Correct Configuration
- Upload a black home appliance financial report document, initiate multiple rounds of questions, and check whether the question and reply content are fully saved in the dialogue history.
- Adjust the prompt template to add the system time variable, initiate a question, and check whether the signature date is the system's current date.
- Test switching questions about different product lines during multi-turn dialogue, and check whether the model output accurately locates revenue data for the corresponding product category.
- Check whether the financial report data in the model output clearly marks the specific chapter from which it was extracted, confirming that the recalled paragraphs meet expectations.
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.