Tool Calling and Plugin Configuration for Yield and Market

What the Data Looks Like for This Use Case

Data sources include operating data from subsidiary business units, real-time market data APIs for held financial products, and periodic financial disclosure reports. Update cadence includes two types: daily full updates for daily reports after market close, plus quarterly and annual periodic financial report updates. Each daily report has two structural layers: overview and sub-segments. The overview layer includes overall weighted yield and benchmark comparison values. The sub-segment layer includes fields such as daily yield, cumulative yield, and holding market capitalization for each business line. Field units include percentages, currency units, and quantity units, with minor variations across different sub-segments.

Constraints for Tool Calling and Plugin Workflows

Multi-source, multi-structure data requires tool calling workflows to support dynamic field mapping and aggregation logic. This prevents data parsing failures caused by field differences across segments. Daily high-frequency daily report data requires plugins to use a scheduled trigger configuration. This ensures latest data is pulled immediately after market close, while also limiting request frequency to comply with market API call quotas. Hierarchical document structure requires tool calling to support parameter filtering by business segment and time range. This reduces invalid data pulls. Multi-dimensional fields require plugins to support custom return fields. This meets output needs across different scenarios.

Configuration Settings

Configuration Item	Recommended Setting	Rationale
`knowledge_file_usage_log`	Enabled	Tracks which knowledge base files were actually used during this call, to meet traceability requirements for the use case
`plugin_timeout`	`300 seconds`	Accommodates time requirements for multi-source data aggregation and multi-segment data pulling, to avoid mid-process timeout interruptions
`recall_count`	`Top 10 entries`	Covers holding data across multiple business segments, to ensure sufficient relevant information is retrieved
`similarity_threshold`	`0.75–0.85`	Filters low-relevance holding documents, balancing retrieval precision and volume
`api_response_format`	`JSON array` (streaming mode optional)	Supports structured output for multi-dimensional data, facilitating subsequent aggregation and display
`custom_parse_plugin`	`Specify third-party parsing plugin ID`	Adapts to document parsing needs across different business segments, replacing the default parsing tool

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. Each scenario requires individual analysis, and testing against local samples is recommended before finalizing settings.

Three Common Configuration Mistakes

When calling the API and receiving results, the knowledge_file_usage field is empty. This occurs because the knowledge_file_usage_log configuration item is not enabled, and file traceability functionality is not activated.
The plugin call returns a 504 Gateway Timeout error. This occurs because the plugin_timeout setting is too short to complete multi-source data pulling and aggregation.
Streaming output does not return segmented results as expected. This occurs because api_response_format is not correctly configured for streaming mode, or a parameter limiting output length was incorrectly added.

How to Verify Successful Configuration

Initiate a single test call, check if the returned results include the knowledge_file_usage field, and confirm the field contains information about knowledge base files used during this call.
Simulate a full data pull request after market close, review platform logs, confirm no timeout errors are triggered during plugin calls, and that the plugin_timeout setting covers the full process.
Initiate queries for different business segments, confirm returned results include yield and holding data for the corresponding segments, and that the number of retrieved entries matches the recall_count configuration.
Call the streaming output interface, confirm results are returned segment by segment, without outputting full content in a single response.

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.