What the data for this category looks like
The data source for professional service yield and market daily reports comes from compliant APIs of licensed financial information service institutions and daily settlement data from exchanges. Full updates must be completed within 12 hours after the end of each trading day, and delayed to the next trading day on non-trading days. Documents use a structured table format, including fields such as service ID, service name, statistical cycle, benchmark yield value, interval yield value, service compliance number, data update timestamp, etc. Yield values are measured in yuan. Data update timestamps use ISO 8601 format, and percentage is not used as a yield statistics unit.
Constraints on Forms and Interactions
Compliant data sources require forms to include encrypted authentication items and limit request frequency to match API call quotas. The T+1 update rhythm requires scheduled trigger controls to bind to the trading day cycle by default, to avoid invalid requests on non-trading days. The structured multi-field document structure requires forms to support batch field mapping and add field format verification rules, to prevent non-numeric values from entering yield value fields. The compliance attribute of professional services requires forms to add a required interaction item for compliance filing numbers, and support dynamically binding compliance fields to filter corresponding knowledge bases, to avoid empty reference variable lists. Daily report configuration scenarios with multiple nodes often cause page lag, so limit the number of nodes loaded per page.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
apiAuthKey | Configure as an encrypted stored API key, only allow calls from specified IP ranges | Match the authentication requirements of compliant data sources to prevent unauthorized access |
requestRateLimit | 10 requests per minute | Match the call quotas of most licensed financial data APIs to avoid triggering rate limits |
scheduleCron | 0 18 * * 1-5 (18:00 Beijing Time, Monday to Friday) | Match the update rhythm within 12 hours after the trading day closes, to ensure access to the latest data |
fieldMappingRule | Map API returned field names one-to-one with daily report display fields | Adapt to the field structure of structured documents and reduce manual mapping costs |
workflowNodeBatch | 8 nodes per page | Alleviate page input lag during local deployment and adapt to browser rendering performance |
dynamicKBVariable | Bind the serviceComplianceCode field as a knowledge base filtering condition | Implement dynamic specification of the compliance knowledge base for corresponding services, and meet the multi-scenario data isolation requirements of professional services |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Configuration Mistakes
- Symptom: The voice input control displays "Browser does not support voice input" and voice recognition cannot be triggered. Cause: No browser-compatible voice recognition API interface is configured, or microphone permission verification for the page is not enabled.
- Symptom: In local deployment scenarios, input text lags when workflow nodes exceed the threshold. Cause: The
workflowNodeBatchparameter is not set reasonably, and the browser loads too many node DOM elements at once, causing rendering blocking. - Symptom: When dynamically binding variables for knowledge base search nodes, the reference variable list is empty. Cause: No filtering field for the corresponding service is defined in global variables, or the field type does not match the knowledge base filtering conditions.
How to Confirm Successful Configuration
- Trigger the scheduled task and check if API returned fields fully match the configured
fieldMappingRule, with no missing or misaligned fields. - Call the API for testing and confirm that request frequency complies with the
requestRateLimitlimit and no rate limit errors are triggered. - Test dynamic knowledge base binding to confirm that the reference variable list loads corresponding fields normally and can filter the target knowledge base.
- Adjust the number of workflow nodes and verify that there is no obvious lag when inputting text, meeting local deployment rendering requirements.
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.