What the data for this category looks like
Product consultation data primarily comes from financial institution official product manuals, real-time rate disclosure systems, underwriting rule documents, and historical customer service interaction repositories. Update frequencies vary by data type: product clauses are updated quarterly, rate data is synchronized daily, and underwriting rule adjustments follow no fixed schedule. Individual consultation data entries include fields such as product ID, product name, coverage scope, corresponding rate, insured age range, and underwriting admission criteria. Common units include ten thousand yuan coverage, percentage-based rates, and calendar age. Some historical question-and-answer entries include scenario tags from user queries.
What constraints these characteristics impose on tool invocation and plugins
Since product consultation data includes real-time rates and dynamically adjusted underwriting rules, tool invocation must support high-frequency real-time interface pulls. Do not use cached data older than 24 hours. Standardized validation for multiple fields requires tools to match parameters such as product ID, insured age, and coverage unit before invocation, to prevent consultation errors caused by parameter mismatches. Interface response times vary widely across different data sources. Configure independent timeout thresholds for each data source type. Additionally, support must be included for combining vector recall results from historical question-and-answer repositories with real-time interface results, to ensure returned content covers both standardized clauses and the latest dynamic information.
How to set configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
pluginInvokeCacheTTL | 1800 seconds | Aligns with the daily update rhythm of product rates, while avoiding resource consumption from frequent real-time interface calls |
apiCollectionTimeout | 10–15 seconds | Covers response times for most financial institution interfaces, preventing consultation interruptions caused by interface delays |
vectorRecallTopK | Top 8 entries | Balances recall coverage of historical question-and-answer repositories and result processing efficiency, meeting the needs of multi-scenario product consultations |
similarityThreshold | 0.75–0.85 | Filters low-match historical question-and-answer entries, avoiding returns of unrelated product consultation content |
paramCheckStrictMode | Enabled | Strictly validates fields such as product ID and coverage unit, preventing consultation result errors caused by parameter mistakes |
UPLOAD_FILE_MAX_SIZE | 500 MB | Accommodates upload requirements for complete product manuals, avoiding upload failures caused by oversized files |
The parameter values provided on this page are common starting points for configuration setup. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test against your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: Tool invocation nodes only return raw interface data, without generating AI-compiled product consultation responses. Cause: The post-invocation result integration switch for plugins was not enabled, preventing the AI from performing structured organization of raw tool return data.
- Symptom: Calls to the apiCollection interface return the
Invalid URL, code: 500error. Cause: The configured HTTP toolset address lacks a valid protocol prefix, or the interface address contains a spelling error, preventing normal request initiation. - Symptom: Uploading product manual files triggers an error related to
Multimodal file size is. Cause: The uploaded file size exceeds the threshold set by theUPLOAD_FILE_MAX_SIZEconfiguration, or the file format falls outside the range supported by the system's multimodal parsing.
How to Confirm Configurations Are Properly Set Up
- Submit a simulated consultation that includes a specific product ID, and check whether matching product parameters are correctly included in the tool invocation logs.
- Call the configured HTTP toolset interface, and verify that the returned response data format matches the preset field structure.
- Upload a standard product manual file, confirm that the upload progress bar completes without error prompts.
- Adjust the similarity threshold configuration, and verify that the match level of recalled historical question-and-answer results meets 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.