Workflow Orchestration for Intelligent Due Diligence Reports in Advertising and Marketing

Intelligent due diligence reports for financial and wealth management advertising use three data sources: real-time reports from financial institution

What the data for this category looks like

Intelligent due diligence reports for financial and wealth management advertising use three data sources: real-time reports from financial institution advertising backend platforms, third-party advertising monitoring APIs, and partner qualification filing documents. Delivery behavior data refreshes every 15 minutes. Qualification documents only update when partner qualification information changes. Document structure includes three sections: core metrics page, material effect details page, and compliance verification page. Core fields include impressions (unit: count), clicks (unit: count), ctr (unit: %), and qualification_score (unit: points). Some fields have a nested structure of 3 to 5 layers.

What constraints these characteristics impose on workflow orchestration

Financial and wealth management advertising delivery data refreshes every 15 minutes. Workflow trigger intervals must not exceed 15 minutes, otherwise latest delivery performance data cannot be captured. Multi-source data access requires adaptation to different API authentication methods. Calls for qualification documents have low frequency, so separate current limiting rules must be configured. The material effect details page has a nested field structure of 3 to 5 layers. Workflows must be configured with sufficient JSON parsing depth, otherwise deep fields cannot be extracted. Compliance verification for financial advertising requires configuring validation rules for the fixed-value qualification_score field to filter abnormal values and meet regulatory requirements.

How to Set Configurations

Configuration ItemRecommended ValueRationale
WORKFLOW_TRIGGER_INTERVAL10 minutesMatches the 15-minute update cycle of advertising delivery data, avoids pulling outdated unupdated data
MCP_RATE_LIMIT60 requests per minuteAdapts to the current limiting rules of third-party advertising monitoring APIs, while meeting the demand for pulling high-frequency delivery data
JSON_PARSE_MAX_DEPTH5Adapts to the nested field hierarchy of the advertising material effect details page, avoids parsing failures
WORKFLOW_MAX_RETRY_TIMES3Handles retry scenarios for temporary API current limiting or network fluctuations, reduces the probability of workflow interruption
WORKFLOW_MAX_BATCH_INPUT100 itemsMatches the reasonable volume of batch advertising data pulls, avoids exceeding API limits for single requests
WEBHOOK_TIMEOUT30 secondsAdapts to the response time requirements of Feishu Webhooks, avoids process interruption due to timeout

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 specific analysis, and it is recommended to test on your own samples before finalizing settings.

Three Common Configuration Mistakes

  • Phenomenon: DB node query results return JSON or JSON arrays, but text nodes cannot read target field values. Cause: No JSON parsing node is configured to structurally convert the query results, so subsequent nodes cannot recognize the fields.
  • Phenomenon: When calling MCP nodes with high concurrency, the workflow returns none results. Cause: The MCP_RATE_LIMIT parameter is not configured, exceeding the current limiting threshold of the third-party API, resulting in temporary interface ban.
  • Phenomenon: After a loop node splices text and calls a Feishu Webhook, message sending is not triggered. Cause: The length of the spliced text is not checked against the Webhook sending limit, resulting in request interception.

How to Verify Successful Configuration

  • Trigger a complete workflow, check the DB node output logs, confirm that the JSON parsing node successfully extracts target fields such as impressions and ctr.
  • Simulate 2 to 3 concurrent calls per second, check the MCP node return results, confirm there are no none error messages.
  • Configure a loop node to splice text, then call the Feishu Webhook, check whether the message is sent normally, confirm there are no length over-limit issues.
  • Check the workflow running logs, confirm that the trigger interval matches the WORKFLOW_TRIGGER_INTERVAL setting, with no repeated triggers or delayed triggers.

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.