What this category of data looks like
Insurance yield data originates from insurer actuarial systems, regulatory filing modules, and policy business ledgers. Update frequency varies by insurance product type. Dividend products update calculated data quarterly. Universal life products update current settlement data monthly. Each data document includes fields such as accounting cycle, applicable product type, minimum guaranteed return benchmark, current actual return calculated value, and applicable policy scope. Data fields include accounting cycle identifier, guaranteed return benchmark value, actual return calculated value, and applicable product category identifier. Accounting cycle units are natural months or natural quarters. Return values use annualized benchmark units.
Constraints imposed by these characteristics on the sharing and embedding workflow
Differentiated update frequencies by product type require embedded components to use adaptive caching strategies. Set a cache period of no more than 24 hours for universal life product data, which updates monthly. Extend the cache period to 7 days for dividend product data, which updates quarterly. This prevents expired calculated data from displaying on the embedded page. The association between multiple fields and product categories requires embedded parameters to pass applicablePolicyType and accountingCycle. If these parameters are omitted, the embedded page displays full sets of irrelevant redundant data. Regulatory filing data source verification requires embedded configurations to bind officially authorized data interfaces. Using non-authorized data sources to generate displayed content is prohibited. Yield data linked to individual user accounts must restrict sharing scope. Only authorized users may access private data.
How to configure settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
embed_cache_ttl | Set to 24 hours for universal life product scenarios, set to 7 days for dividend product scenarios | Matches the official data update rhythm of the corresponding product type, prevents the embedded page from displaying expired calculated data |
share_required_params | ["applicablePolicyType", "accountingCycle"] | Insurance yield data must be filtered by product type and accounting cycle to ensure the embedded page displays matching content |
embed_authorized_data_sources | ["internal_actuarial", "regulatory_filing"] | Binds officially authorized data sources, complies with regulatory compliance requirements for insurance data display |
embed_private_data_permission | Only authorized users may access | Yield data associated with individual user accounts involves policy privacy, non-authorized access must be restricted |
embed_request_timeout | 10 seconds | Adapts to the standard response duration of insurance actuarial interfaces, prevents embedded page loading timeouts |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three common configuration errors
- The embedded iframe page displays no matching yield data, while the debug area preview works normally. Cause: The
applicablePolicyTypeandaccountingCycleparameters are not included in the sharing link. The full dataset returned by the interface cannot match the display requirements of the embedded page. - The embedded page cannot receive custom policy dimension parameters. Cause: The pass-through function for the
share_paramsconfiguration is not enabled. Custom parameters carried in the URL are not parsed and relayed by the embedded component. - The embedded page fails to load and returns a
504 Gateway Timeoutstatus code. Cause: Theembed_request_timeoutconfiguration value is set too short, and does not adapt to the standard response duration of insurance actuarial interfaces.
How to confirm successful configuration
- Check the parameter section of the embedded link. Confirm that the
applicablePolicyTypeandaccountingCyclefields are included, and that their values match the target product type and accounting cycle. - Open the debugging tool for the embedded page. View the interface request return data. Confirm that only insurance yield content matching the current parameters is returned.
- Verify the cache update rhythm of the embedded page. Wait for the official data update cycle corresponding to the product type, then refresh the page to confirm that the latest data is displayed.
- Test accessing the private data embedded link with a non-authorized user. Confirm that yield data associated with individual user accounts cannot be obtained.
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.