What data looks like for this category
Data for securities intelligent due diligence reports comes from exchange public disclosure documents, periodic reports of listed companies, and industry regulatory announcement information. Update rhythm falls into two categories: fixed cycle and real-time trigger. Quarterly and annual reports are updated per regulatory requirements on a fixed schedule. Temporary announcements are synced in real time after release.
Document structure includes four core content types: basic information of the disclosure subject, financial data module, compliance check items, and risk reminders. Fields include disclosure date (YYYY-MM-DD format), revenue amount (unit: RMB yuan), compliance document number, risk level, and more. Some long documents can reach tens of thousands of characters per single file.
What constraints these characteristics impose on tool calling and plugins
Multi-format public disclosure documents require tool calling plugins to support parsing multiple file formats such as PDF and HTML. The combined fixed and real-time update rhythm requires plugins to support two calling modes: scheduled batch fetching and on-demand triggering. Structured content with multiple fields and fixed units requires plugins to include built-in field standardization processing logic, to avoid unit confusion and data type errors. Long document characteristics require the context window and parsing duration of tool calling to adapt to large text processing needs, preventing mid-run interruptions or result truncation.
How to Configure Settings
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
plugin_parse_timeout | 300–600 seconds | Securities due diligence reports are mostly long text documents, requiring sufficient time for full parsing |
structured_extract_threshold | 0.75–0.85 | Adapts to the fixed format of financial report structured fields, balancing extraction accuracy and recall |
batch_fetch_interval | 3600 seconds | Matches the update rhythm of periodic reports, avoiding frequent fetching that triggers interface restrictions |
max_context_length | 8000–12000 characters | Adapts to the long text characteristics of single due diligence reports, avoiding context truncation |
plugin_log_enabled | Enabled | Fully records parameters and return results of tool calls, facilitating compliance checks and problem troubleshooting |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and testing on available samples is recommended before finalizing.
Three Common Errors
- The "module not found" error appears when executing plugin code. The cause is that third-party data processing libraries required for securities analysis are not preinstalled in the plugin runtime environment.
- Parameters passed during MCP tool calling are not parsed correctly. The cause is failure to follow the JSON parameter format defined by the tool, and failure to match the units and data types of securities fields.
- No conversation logs are generated after the workflow calls the plugin. The cause is that the
plugin_log_enabledconfiguration item is not enabled, or the workflow node is not bound to a log recording link.
How to Verify Correct Configuration
- Run a parsing test for a single listed company annual report, and verify that the extracted structured fields match the content of the original document.
- Trigger a batch fetch task, and check that the number of fetched documents matches the set update frequency.
- View the tool call logs, and confirm that parameter transfers and return results are fully recorded.
- Run a test code snippet, and confirm that third-party dependency libraries can be loaded normally.
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.