What data for this category looks like
Data sources for insurance intelligent due diligence reports include application information from the underwriting core system, accident records from the claims system, non-bank financial filing documents from regulatory authorities, and performance data from third-party credit reporting agencies. The document structure consists mainly of structured fields paired with semi-structured attachments. Structured fields include applicant age, insured amount, insurance type, and similar items. Attachments are mostly scanned documents such as physical examination reports and financial certificates. Field units follow these rules: insured amount is measured in ten thousand yuan, insurance type code uses a six-digit numeric code, claim settlement time uses ISO format timestamps. Data updates are triggered along underwriting process nodes, and regulatory data is updated monthly.
What constraints these characteristics impose on workflow orchestration
The high proportion of structured fields requires configuring field mapping nodes to unify heterogeneous fields from different systems into the due diligence report standard format. The multi-attachment scenario requires integrating OCR parsing nodes to process scanned physical examination and financial certificate files. The requirement that regulatory data is updated monthly requires configuring a scheduled synchronization node to ensure the timeliness of due diligence data. The six-digit encoding rule for insurance type codes requires adding a format verification node to filter input data with invalid codes. Claim records are updated upon settlement node trigger, requiring configuring an event-triggered branch linked to the claims system's callback interface.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300-600 seconds | Insurance due diligence attachments are mostly multi-page scanned documents, which take longer to parse, so timeout duration needs to be extended |
DATABASE_CONNECTION_PORT | Valid port between 1 and 65535 | Insurance due diligence requires connecting to underwriting and claims systems with a wide range of ports, supporting custom configuration |
UPLOAD_FILE_MAX_SIZE | 200 MB | Insurance due diligence attachments include large files such as physical examination reports and financial statements, so upload limits need to be relaxed |
WORKFLOW_TRIGGER_TYPE | Dual mode: scheduled trigger + event trigger | Regulatory data requires scheduled monthly synchronization, and claim records require updates triggered by settlement events |
MODEL_REQUEST_RATE_LIMIT | 10-15 requests per minute | Matches the call quota of the qwen3.5-plus model to avoid triggering 429 errors |
GLOBAL_VAR_FETCH_MODE | System-configured global variable pool | Due diligence reports need to reuse cross-node global variables such as applicant information and insured amount |
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 targeted analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: The port input field of the database connection node is unresponsive or cannot accept input. Cause: The custom connection configuration switch for the node is not enabled, causing the port parameter to be locked.
- Phenomenon: The tool calling qwen3.5-plus node frequently returns 429 Request rate increased too quickly error. Cause: A reasonable request rate limit is not configured, and the call frequency exceeds the model's quota.
- Phenomenon: The workflow cannot trigger the file upload function, or no parsing result is generated after upload. Cause: File upload configuration that meets business requirements is not set, or the file parsing node is not linked.
How to confirm the configuration is complete
- Test the database connection node: Enter a custom port, then save normally and trigger connection verification.
- Simulate a tool call, observe whether a 429 error is triggered, and adjust the rate limit parameter to match the model's call quota.
- Upload a scanned document that meets the configuration limit, confirm that the node can parse normally and extract text content.
- Configure a scheduled trigger task, verify that regulatory data can be automatically synchronized to the workflow according to the preset cycle.
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.