What Data for This Category Looks Like
Data for this category primarily comes from licensed financial information service APIs, official exchange market data sources, and compliant regulatory reporting channels. Updates are generated in batches after each trading day’s close, with full updates completed by 20:00 on the same day. Documents use structured JSON or CSV formats. Each record corresponds to a daily report for a single professional service product, with fixed fields including product identifier, full product name, statistical cycle, yield value, benchmark reference value, release date, data source identifier, and more. Field units uniformly follow industry-standard financial conventions.
What Constraints These Characteristics Impose on Tool Calling and Plugins
Compliance requirements for data sources mandate that the tool calling link must configure data source legitimacy verification logic, only allowing access to compliant APIs from licensed institutions. Fixed update times require plugins to be bound to scheduled trigger rules after 20:00 daily, ensuring retrieval of the latest closing data from the same day. Structured fixed fields require that tool calling parameter templates strictly match required fields such as product identifier and release date, preventing data parsing failures due to field mismatches. The batch-generated daily report feature requires plugins to support bulk data retrieval and pagination processing, adapting to the need to fetch market data for multiple products in a single batch.
Configuration Recommendations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
tool_call_timeout | 600 seconds | Professional service market data requires integration with multiple compliant APIs, leading to longer single-request latency |
max_tool_batch_size | 20 | Fetching data for 20 products per batch balances request efficiency and API load |
tool_max_retry | 3 retries | Addresses temporary fluctuations in financial APIs, reducing call failure rates through retries |
system_prompt_trigger | Scheduled trigger + user query trigger | Supports two scenarios: daily automated broadcasting and active inquiries |
plugin_auth_type | api_key authentication | Meets identity verification requirements for licensed financial data APIs |
allowed_request_fields | ["product_code", "publish_date"] | Only allows compliant query parameters to avoid invalid input |
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 individual analysis, and it is recommended to test against your own samples before finalizing settings.
Three Common Misconfigurations
- Scenario: When passing an uploaded file link during tool calling, the workflow node receives empty parameters. Cause: The
file_link_transfer_enableparameter is not configured, and the permission to pass file links to workflows is not enabled by default. - Scenario: Missing fields in market data returned by tool calls. Cause: The
allowed_request_fieldsparameter in tool configuration is not strictly matched, and unauthorized query fields are passed, resulting in incomplete data returned by the API. - Scenario: Scheduled tool calls do not execute at the expected time. Cause: The scheduled trigger rule is not bound to a time after 20:00 daily, leading to retrieval of unupdated previous day’s data.
How to Verify Correct Configuration
- Initiate an active query, enter the specified product code and date, and verify that the fields returned by the tool call match the configured
allowed_request_fields. - Check the scheduled task log to confirm that data retrieval was triggered after 20:00 daily, and verify that the release date of the returned data is the current day.
- Simulate an API call failure scenario, confirm that the tool retries according to the
tool_max_retryconfiguration, with retry counts matching expectations. - Upload a test file and pass it to the workflow, confirm that the workflow node can receive the corresponding file link parameter.
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.