What the data for this category looks like
Data for intelligent due diligence reports on investment platforms mainly comes from public listed company financial reports, financial regulatory disclosure platforms, enterprise industrial and commercial registration systems, operating data submitted by business counterparties, and public industry research reports. Update cadence varies by source: financial reports are updated quarterly and annually, regulatory disclosure information is pushed in real time, industrial and commercial information is synchronized with enterprise changes, and industry research reports are released weekly or monthly. Documents include structured financial fields (total assets, net assets, revenue growth rate, etc.), unstructured announcement text, related party lists, and risk rating fields. Most field units are RMB yuan, ten thousand yuan, or percentage. Date format is uniformly YYYY-MM-DD.
What constraints these characteristics impose on the tool calling and plugins workflow
Structured fields from public financial reports have fixed formats but require cross-database associated queries. Tool calling must support multi-table JOIN operations and field mapping. Regulatory disclosure information has high real-time requirements. Short-interval scheduled calling tasks must be configured to avoid data lag. Unstructured announcement text requires text splitting and entity extraction first. A document parsing plugin must be bound for preprocessing. Operating data submitted by business counterparties has format differences. A data cleaning plugin must be configured to unify field structures and ensure consistency for subsequent analysis.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
DB_CONNECT_TIMEOUT | 30 seconds | Due diligence data sources are mostly enterprise-level databases, so sufficient time must be reserved for connection establishment to avoid connection failures caused by short timeouts |
PLUGIN_INVOKE_INTERVAL | 6 seconds | Adapts to the call frequency limits of regulatory disclosure data to avoid triggering data source rate limiting |
PARSE_DOC_MAX_LENGTH | 8000 characters | Public announcement text in due diligence reports is mostly long single-page documents, and this value covers most announcement content |
DATA_CLEAN_FIELD_MAP | Preset rules per data source | Field names vary across different data sources, and preset mappings reduce the workload of manual configuration |
MAX_INVOKE_RETRIES | 3 retries | Retries can improve success rates when occasional network fluctuations occur during tool calls, avoiding process termination from a single failure |
SYNC_SCHEMA_INTERVAL | 24 hours | The update cycle for financial report data is quarterly, and daily synchronization ensures that field structures remain consistent with data sources |
The parameter values provided on this page are all common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require targeted analysis, and testing should be conducted against local samples before finalizing configuration values.
Three common mistakes
- Symptom: Tool calling returns the error
400 InternalError.Algo.InvalidParameter: messages with role "to. MongoDB visualization tools can normally connect to the database. Cause: The recipient parameter of the email sending plugin does not follow standard email format requirements, resulting in parameter verification failure. This is unrelated to the MongoDB connection status. - Symptom: Only due diligence data from three preset databases can be called. Oracle database connections are not possible. Cause: The dedicated connection plugin for Oracle databases is not installed, and the built-in connection drivers of the current system do not cover this data source type.
- Symptom: After parsing the announcement text of a due diligence report, no content is returned for the related party field. Cause: The
ENABLE_ENTITY_EXTRACTIONconfiguration item is not enabled, and the entity extraction function is not activated, resulting in failure to identify and extract related party information.
How to confirm configurations are set correctly
- A database query task for a single data source is executed, and returned fields are checked for alignment with preset due diligence data fields.
- A scheduled plugin calling task is triggered, and call frequency in the execution log is verified against the configured call interval parameter.
- A public company announcement is uploaded to the document parsing plugin, and returned entity extraction results are checked for inclusion of target fields such as related parties and risk ratings.
- A test for the email sending plugin is manually triggered, and receipt of a test email in the inbox is verified to confirm proper functioning of the plugin link.
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.