What the data for this category looks like
Data for this category comes from licensed financial market APIs and exchange public disclosure ports. The update rhythm is batch aggregation after each trading day close, with the official daily report released the next day. The core carrier of the document is structured tables, including fields such as unique product ID, full product name, same-day yield data, cumulative yield data, benchmark comparison data, release timestamp, and more. Yield fields use standardized yield valuation units. The document also includes data source descriptions and verification identifiers to ensure compliance.
What constraints these characteristics impose on workflow orchestration
Data source compliance requirements mean the workflow can only call financial data interfaces that have completed qualification verification. A data source whitelist node must be configured to restrict unauthorized access. The daily batch update rhythm requires setting a scheduled trigger rule for the workflow to avoid redundant overhead from frequent API calls. The structured table document structure requires configuring a structured data parsing node in the workflow to automatically extract specified fields, without relying on LLM general recognition. For multi-field output requirements, a field mapping node must be configured to align original data fields to the fixed format of the publishing daily report, and a data verification link must be reserved to filter abnormal field values.
How to set the configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
trigger_type | Scheduled trigger, fixed daily time | Matches the daily batch update release rhythm of this category to reduce invalid calls |
structured_parse_mode | Table column extraction mode | Adapts to the structured table data format of this category to accurately extract target fields |
field_mapping_list | Configure field correspondence according to the publishing daily report format | Aligns with the fixed output field requirements of publishing products |
data_source_allowlist | Add compliant financial data interface domain names | Meets data source compliance requirements and restricts unauthorized access |
max_parallel_runs | 1 | Batch data processing requires serial execution to avoid API call conflicts |
system_prompt_override | Clear default system prompt | Avoids fixed platform identification copy in outputs, complies with publishing content specifications |
The parameter values provided on this page are common recommendations used as a starting point for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing.
Three common mistakes
- Phenomenon: Multiple tool nodes configured in the workflow do not execute in the expected order, and some nodes are not triggered. Cause: The sequential execution configuration item of the workflow is not enabled. In the default parallel mode, the tool trigger logic is independent of the configuration order.
- Phenomenon: Fixed platform identification copy is attached to the end of the final output content, which does not match the configured output format. Cause: The default system prompt is not overwritten, and the built-in guide text of the platform is retained.
- Phenomenon: Continuous multi-line typesetting in the daily report content fails, and line breaks are automatically merged into a single line. Cause: The line break format is not explicitly specified in the output prompt, or the Markdown rendering configuration item is not enabled, resulting in line breaks being filtered out.
How to confirm the configuration is complete
- Trigger the workflow once, check the trigger log to confirm that the trigger time matches the configured scheduled rule.
- Parse the structured data returned by the data source, check the field extraction results to confirm that all target fields are correctly mapped.
- Check the final output content to confirm that there is no fixed platform identification copy, and the typesetting meets the requirements.
- Run multiple rounds of tests to confirm that all configured tool nodes are triggered and executed in order.
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.