What the data for this category looks like
Data sources for expense statements primarily include electronic spreadsheets exported from hospital billing systems, scanned copies of medical insurance settlement receipts, and scanned paper documents entered into insurance claim systems. Updates are triggered by the submission of corresponding claim applications. Each document is tied to a unique claim batch, with no additional modifications allowed after submission. Document structures typically include a header section and a detail section. The header section contains basic information such as document number, treating institution, and treatment date. The detail section lists entries by charge item, with fields including project name, unit price, quantity, total price, medical insurance payment amount, and personal out-of-pocket amount. Amount fields use yuan as their unit. Quantity units vary by project type, such as time, piece, gram, and others.
What constraints do these characteristics impose on workflow orchestration
Due to diverse data source formats including electronic spreadsheets and scanned images, the workflow must include a pre-configured multi-format parsing step to ensure correct reading of expense statements from all sources. The real-time update feature requires the workflow to use trigger-based startup to match the submission timeliness of claim applications. The large number of fields and amount verification logic require the workflow to add a consistency check step after field extraction, to avoid cases where the out-of-pocket amount does not match the sum of individual items. The multi-source access requirement means the workflow must be configured with multiple file parsing nodes to adapt to document uploads of different formats, and reserve a field mapping step to unify field names from different source documents, providing standardized data for subsequent verification steps.
How to configure
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Multi-page scanned expense statements take longer to parse; this duration covers the parsing needs of most documents |
OCR_ENABLED | Enabled | Most offline-submitted expense statements are in scanned image format, requiring OCR for text extraction |
FIELD_EXTRACT_PROMPT | Extract document number, treatment date, project name, unit price, quantity, total price, personal out-of-pocket amount, verify that total price equals unit price × quantity | Covers core verification fields for claim initial review, clarifies verification rules to reduce subsequent manual review workload |
WORKFLOW_TRIGGER_MODE | File upload trigger | Expense statements are submitted alongside claim applications; trigger-based startup matches business submission timelines |
DB_CONN_POOL_SIZE | 8–12 | Balances database connection count and concurrent processing capacity, avoids increased execution latency caused by connection overload |
CLASSIFY_MODEL_SELECTOR | Use model selected at workflow publishing | In version v4.9.11, model selection must be bound during the publishing step; only the global default model is displayed during editing |
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 case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Issue: Cannot find the identity authentication option in the workflow sharing configuration popup for version v4.9.11. Cause: In this version, authentication configuration has been moved to the workflow global settings page; this configuration item is no longer included in the standalone sharing popup.
- Issue: Attempting to export a single plugin node within a workflow separately results in a system prompt stating "Node cannot be exported independently". Cause: FastGPT workflow plugins must be exported as part of the overall workflow; standalone export of individual nodes is not currently supported.
- Issue: When using the database connection plugin, workflow execution latency in version v4.9.11 is significantly higher than in older versions. Older versions took approximately 0.2 seconds, while the new version can take 1 second or more. Cause: The new version adds database connection pool verification and permission verification steps; adjust the
DB_CONN_POOL_SIZEconfiguration to adapt to concurrent processing needs.
How to Confirm Proper Configuration
- Upload a standard format expense statement scan or spreadsheet, check the workflow trigger log to confirm the trigger condition matches the configured
WORKFLOW_TRIGGER_MODE. - Enter the configuration panel of the field extraction plugin, verify that the
FIELD_EXTRACT_PROMPTcontent matches the preset claim initial review verification rules. - After publishing the workflow, use a test case to trigger execution, check whether the classification results of the
classifymodule meet the expected classification requirements. - View the workflow execution log to confirm that the execution latency of the
DB_CONNplugin does not exceed the reasonable range preset by the business, and there are no obvious timeout errors.
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.