What the data for this category looks like
Financial leasing due diligence data sources cover multiple official channels and internal business systems. These include lessee business registration information, official credit reports, lease property ownership certificates, past lease contract ledgers, and lessee financial statements. Data update frequency adjusts based on business process progression: real-time data for individual projects updates immediately when transaction nodes advance. Lessee basic information syncs monthly. Lease property ownership changes require immediate supplementary entry. Single due diligence report documents have four modules: main entity qualification, lease asset evaluation, repayment capacity calculation, and risk warning. Fields include lease asset original value, lease term, rent payment frequency, lessee net asset scale, and others. Corresponding units are ten thousand yuan, month, times/year, and ten thousand yuan respectively.
What constraints these characteristics impose on workflow orchestration
Multi-source heterogeneous data sources require the workflow to configure multi-node cross-data source pull links. These links connect separately to industrial and commercial, credit, real estate registration, and internal business systems. Real-time update requirements mean the workflow must support incremental synchronization and breakpoint continuation. This avoids repeated full data pulls that consume resources. The multi-module document structure requires the workflow to split content extraction nodes by modules such as main entity qualification and lease asset evaluation. This prevents long text from exceeding context window limits. Inconsistent field units require the workflow to configure unit conversion nodes. These nodes unify measurement standards for data from different sources, ensuring consistency in subsequent analysis.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
rag_chunk_size | 800–1200 characters | Financial leasing due diligence reports are mostly long texts. This segment length balances context window utilization and extraction accuracy |
rag_top_k | Top 8–12 entries | Due diligence reports need to cover multi-module content. This recall range balances information completeness and context pressure |
workflow_timeout | 600 seconds | Cross-data source pulling and long text processing require long execution cycles. This duration covers most standard project workflows |
global_variable_persistence | Session-level persistence | Financial leasing due diligence projects need to retain variable values across links, such as lessee ID and lease asset ID. Session-level persistence ensures variables remain available throughout the session |
mcp_multi_param_trigger | Question-and-answer parameter completion | MCP calls require multi-dimensional business parameters. Guiding users to supplement missing parameters via workflow nodes improves call accuracy |
file_access_scope | Full public access | Due diligence workflows need free access to any business-related files. No permission restrictions meet flexible extraction requirements |
The parameter values provided on this page are common recommendations used as starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Phenomenon: Workflow local test results do not match front-end actual test results. Cause: The temporary context cache used for local debugging does not match the vector database version of the formal knowledge base used for front-end calls, and the
rag_top_kparameter is not unified across configurations. - Phenomenon: Global variable values set in the workflow are lost after session restart. Cause:
global_variable_persistenceis not configured as session-level persistence, so variables are only stored in temporary memory. - Phenomenon: Parameter missing errors are triggered when calling MCP nodes, preventing successful completion of the call. Cause:
mcp_multi_param_triggeris not configured as question-and-answer parameter completion, so users are not guided to supplement the additional business parameters required for MCP calls.
How to Confirm the Configuration Is Complete
- Run a workflow test for a single due diligence project, check if the field units returned by each data source pull node are unified, and verify that the unit conversion configuration takes effect.
- Restart the workflow session, check the global variable panel to confirm that the set variable values have not been lost.
- Call the MCP node, verify that parameter supplement questions are triggered, and confirm that all required parameters can be correctly collected.
- Randomly select a due diligence report from the knowledge base, verify that specified field content can be accurately extracted, and confirm that document splitting and recall configurations meet requirements.
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.