What the data for this category looks like
Operating procedure data originates primarily from official policy documents published by an enterprise’s internal compliance and operations teams. Update cycles trigger irregularly, aligned with regulatory policy adjustments or internal process optimizations. Documents follow a chapter-based structure, and include fields such as document number, effective date, applicable roles, operation steps, violation judgment criteria, and liability clauses. Individual document lengths vary widely. Some cross-role associated procedures include cross-reference markers. No unified fixed unit format exists. Some fields include custom identifiers such as role numbers and business scenario codes.
What constraints these characteristics impose on tool calling and plugin workflows
Procedure documents have fixed structures and include fields such as effective date and applicable roles. Tool calling must perform precise filtering based on these fields to avoid retrieving inactive or non-applicable content. Documents have varying lengths and may include cross-references. The retrieval range for tool calling must support multi-chapter associated retrieval, and must adapt to long-text contexts. The irregular update cycle requires the knowledge base linked to tool calling to support flexible sync cycle configuration, to meet different update frequency requirements.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recallCount | 8-12 results | Operating procedure documents have many chapters. Too many recalls exceed the context window, while too few miss associated compliance clauses |
similarityThreshold | 0.75-0.85 | Compliance content requires high matching accuracy to avoid incorrectly retrieving irrelevant policy clauses |
syncCron | 0 0 2 * * * | Run sync at 2 AM daily, to adapt to irregular updates of compliance documents |
contextWindowSize | 8000-12000 characters | Individual operating procedure documents may be long, to accommodate retrieved content from multiple chapters |
toolCallTimeout | 60 seconds | Compliance document retrieval may span multiple associated chapters, reserve sufficient response time |
filterByField | ["effectiveDate", "applicableRoles"] | Filter results based on the effective time and applicable scope of procedures, to ensure returned content is compliant and valid |
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 Mistakes
- When calling an external workflow API, no context results are returned. The cause is failure to include the
chatIdorsessionIdparameter in the API request, which prevents the workflow from associating session context. - When calling the MySQL tool, a
400 status code (no body)error is returned. The cause is incorrect configuration of the database connectionconnectionStringparameter, or failure to include valid SQL query fields in the request body. - When calling a tool, the
modelparameter is configured incorrectly. The cause is confusion between the model used in the workflow classification node and the model used in the question answering node, without clarifying whether themodelparameter corresponds to classification or generation tasks.
How to Confirm Configuration Is Complete
- Send a single-round API test request, pass a question that includes a specific compliance scenario, and check whether the returned tool call results match the effective clauses of the corresponding operating procedures.
- Enter the knowledge base management interface, view the execution records of sync tasks, and confirm whether the configured sync cycle triggers as expected.
- Construct a call request that includes invalid database connection parameters, verify that the corresponding error prompt is returned, and confirm that the abnormal handling configuration for tool calling is active.
- Pass a question that includes multiple applicable roles, check whether the retrieved results automatically filter out operating procedure clauses that do not apply to the specified roles.
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.