What the data for this use case looks like
Data sources for joint-stock bank yield and market quotation data include internal asset management systems, public product ledgers disclosed by regulators, and standardized data interfaces provided by interbank cooperative institutions. Fixed daily updates pull full product yield data from the prior calendar day. Some open wealth management products sync their latest net value snapshots every four hours. Data is structured as tables, with fields including product code, full product name, risk level, return benchmark, unit net value, subscription period, and more. Unit net value uses the unit "yuan per share". Return benchmark values are annotated on an annualized basis.
What constraints these characteristics impose on tool calling and plugins
Multiple data sources require configuring data deduplication and priority verification rules during tool calls. This prevents conflicting data from different sources from reducing briefing accuracy. Fixed daily update windows mean scheduled tool call tasks must align with bank data update times. Pulling data outside these windows retrieves unvalidated old data. Fixed structured fields require plugin field mapping rules to exactly match the field names provided by the bank. Mismatched names cause missing fields or mapping errors. Standardized unit for unit net value requires plugins to automatically attach the unit identifier when returning results. This prevents user confusion over data meaning. Real-time update requirements for some products mean tools must support on-demand pull interface configurations. This logic is separate from the batch pull process used for full daily reports.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
tool_request_timeout | 120 seconds | Internal system interfaces for joint-stock banks typically respond within 60-90 seconds. A 30-second buffer is added to avoid timeout failures |
multi_source_merge_strategy | Prioritize regulator-disclosed data | Regulator-disclosed data meets compliance briefing requirements, and avoids compliance risks associated with internal undisclosed data |
scheduled_trigger_time | Daily 09:30 | Most joint-stock banks complete internal validation of prior day yield data by 09:00 daily. A 30-minute waiting window ensures complete data is available |
field_mapping_mode | Strictly match field names | Structured data fields provided by banks are fixed. Strict matching prevents field missing or mapping errors |
real_time_update_switch | Enable only for open-ended products | Fixed-income products only require daily updates. Open-ended products need real-time net value snapshots |
plugin_auth_type | OAuth2.0 Client Credentials Mode | Internal bank interfaces typically use enterprise-level authentication. This mode meets security and compliance requirements |
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 case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Symptom: Tool call history logs cannot be viewed in the FastGPT backend. Cause: The
enable_tool_call_logconfiguration item is not enabled, so logs are not persistently stored. - Symptom: Calls return a prompt indicating incorrect
$schemafield format. Cause: The$schemafield is not defined correctly per plugin development specifications, leading to failed parameter validation. - Symptom: Using curl to call a tool returns a parameter parsing failure. Cause: Special characters in the request body are not properly escaped, so FastGPT cannot parse the incoming parameters.
How to confirm configurations are correct
- Run a manual tool call, and verify that returned fields exactly match those from the bank’s data source.
- Check tool call logs, and confirm that each call’s response time falls within the preset timeout range.
- Review scheduled task trigger records, and confirm that the latest yield data is automatically pulled at the fixed daily time.
- Verify the MCP connection status, and confirm that the data source authentication and data pull link is operational.
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.