What the data for this category looks like
Data sources for diversified financial intelligent due diligence reports include regulatory filing public notices, independently disclosed due diligence workpapers from subjects, and third-party compliance rating reports. Update cycles are adjusted per regulatory requirements and subject disclosure schedules. Some real-time trading data requires synchronous integration. Documents include structured fields and unstructured attachments. Structured fields cover subject identification, business qualifications, compliance metrics, and related transaction details. Unstructured sections contain meeting minutes and on-site inspection records. Field units include currency units, rating levels, date formats, and similar categories.
What Constraints These Characteristics Impose on Tool Calling and Plugins
The high proportion of structured fields and specific format requirements mean tool calling must support field-level data validation and format conversion. Significant differences exist in update cycles across data sources: some require real-time synchronization, while others follow periodic update schedules. This requires plugins to support both scheduled pulling and real-time API calling modes. Documents include multi-format attachments, so tools must implement parsing logic for multiple types of unstructured files. Fields involve specific units and rating systems, so plugins must include built-in unit conversion and rating matching rules to prevent data alignment errors.
How to Set Configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 2000 MB | Diversified financial due diligence reports often include multiple workpaper attachments. The single-file upload limit must cover conventional bulk upload requirements |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Due diligence workpapers are typically long documents, containing multi-page meeting minutes and detailed tables. Sufficient parsing time is needed to complete structured extraction |
RECALL_TOP_K | Top 8–12 entries | Due diligence data has many fields and high relevance requirements. Too many recalled entries may introduce irrelevant information, while too few will miss critical compliance indicators |
maxContext | 8000–12000 characters | Due diligence reports combine structured fields and unstructured content. This range balances information completeness and tool calling stability |
TOOL_FIELD_VALIDATE | Enabled | Due diligence data has strict format and unit requirements. Enabling field verification prevents invalid tool calls |
API_REQUEST_TIMEOUT | 60 seconds | Third-party compliance rating and filing data interfaces have response delays. This setting accommodates conventional call durations |
The parameter values provided on this page are common recommendations used as starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Errors
- A
Connection erroris returned when calling semantic retrieval and full-text retrieval tools. Cause: The whitelist for third-party compliance data interfaces has not been configured, or the interface address is misconfigured, preventing successful connectivity. - A
500status code is returned when calling the/api/core/dataset/updateinterface. Cause: Permission parameters for dataset updates are not configured correctly, or the uploaded due diligence documents contain unsupported encrypted formats, leading to parsing failure. - Streaming output cannot be achieved when calling an external compliance rating model in a workflow. Cause: The streaming output switch for the workflow has not been enabled, or the external model interface does not support the streaming transmission format for diversified financial rating data.
How to Verify Proper Configuration
- Upload a standard-format diversified financial due diligence workpaper. Confirm that structured fields are fully extracted using parsing logs, and verify that upload configurations are active.
- Trigger a tool calling test. Verify that recalled dataset entries align with the configured recall rules, and check that field units match the original data.
- Call the third-party compliance data interface. Confirm that no abnormal status codes are returned in the response, verifying that interface connectivity configurations are correct.
- After enabling streaming output-related switches, test the workflow's call to the external model. Confirm that responses are returned in segmented form.
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.