Tool Calling and Plugins for Account Issue Customer Service

Account-related data mainly comes from user-submitted account consultation tickets, account transaction logs from core business systems, and

What the data for this category looks like

Account-related data mainly comes from user-submitted account consultation tickets, account transaction logs from core business systems, and permission change records. Data updates follow two schedules: real-time updates for immediate issues such as balance and login abnormalities, and daily updates for aggregated data such as monthly bills and annual transaction records. The data uses a standardized structured format, including fields such as user_id, account_no, transaction_time, operation_type, amount, and status. The amount unit is yuan, and the time format follows the standard timestamp YYYY-MM-DD HH:mm:ss.

What constraints these characteristics impose on tool calling and plugins

Real-time account data requires controlling tool call response durations, to avoid obtaining data that does not match the actual state when the user submits their inquiry due to timeouts. Structured data format requires strict matching of preset fields during tool calling, otherwise parameter parsing failures will occur. Account-related fields are financial sensitive information, so tool call logs and return results must be desensitized, otherwise data compliance requirements will be violated. The batch nature of aggregated data requires plugin calls to support pagination parameters, to avoid call failures caused by overload from single requests.

How to set configurations

Configuration ItemRecommended ValueRationale
tool_call_timeout30 secondsAccount data is mostly real-time or near-real-time. Excessively long timeout will lead to prolonged user waiting, and data may be updated
plugin_parameter_mask["accountno", "userid"]Account fields are financial sensitive information and must be masked in plugin call logs to comply with compliance requirements
structured_data_schemaPass in a JSON Schema containing userid, accountno, operation_typeAccount issue data uses structured format, matching the Schema improves parameter accuracy of tool calls
max_tool_calls_per_round2 timesAccount consultations mostly involve single queries or simple operations. Excessive calls will increase response delays and compliance risks
global_variable_scopeSession-levelAccount data is only valid within the current user session. Cross-session sharing will pose data leakage risks
debug_log_sensitive_fieldDisabledAvoid leaking account sensitive information in debug logs, in line with financial industry data security specifications

The parameter values provided on this page are all conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing the configuration.

Three common mistakes

  • The display name of a plugin differs between the system plugin list and the custom plugin management page. The system plugin page shows the name configured in the code, while the custom management page shows the name filled during upload. This is because the system plugin reads the plugin_display_name field configured in the code, while the custom plugin management page uses the display name filled during upload.
  • An extra "0" character appears before the result when debugging tool calls. This is because the model mistakenly mixes the prefix of the tool return status code into the natural language response, and fails to correctly distinguish between tool return content and model-generated content.
  • A specified reply is configured, but the tool still calls automatically. This is because tool_call_trigger_mode is set to automatic trigger, and the mode is not switched to manual trigger. This causes the model to prioritize triggering tool calls instead of executing the specified reply.

How to confirm the configuration is complete

  • Initiate a test request containing account_no, and check whether the account_no field is automatically masked in the debug log.
  • After configuring structured_data_schema, initiate a test call to verify whether the tool call parameters strictly match the preset field names and formats.
  • Switch tool_call_trigger_mode to manual, initiate a test containing a tool call instruction, and confirm that the tool is only called when the trigger instruction appears explicitly.
  • View the session variable management interface, confirm that global_variable_scope is set to session-level, and cross-session access to account-related data from the current session is not possible.

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.