What the data for this category looks like
The data sources for steel trade intelligent due diligence reports include trade subject industrial and commercial qualification documents, factory quality inspection certificates, port customs waybills, downstream purchase contracts, and bank payment vouchers. Update frequency varies by source: real-time (port logistics data), daily (factory ledger), and generated per transaction order (purchase contracts). Document structure primarily mixes structured tables and unstructured text, with fixed fields including trading entity name, product grade (e.g., HRB400E rebar), transaction quantity (unit: ton), transaction amount (unit: CNY), logistics tracking number, quality inspection report number, and more. The text length of a full due diligence report typically falls in the tens of thousands of characters range.
Constraints on tool calling and plugins
Multiple scattered data sources require tool calling to connect to multiple independent data source plugins, such as industrial and commercial, logistics, and finance. Complete due diligence information cannot be obtained using a single plugin. Standardized fixed field requirements mean tool calling must accurately match steel trade-specific fields, to avoid information bias from generalized extraction. Long text and mixed-format document structures require the plugin parsing process to adapt to PDF, Excel, structured tables, and other file types. It also requires controlling the context window to prevent truncation of key fields. High-frequency updated data sources require tool calling to verify data timeliness, to avoid using expired transaction or logistics information.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Adapts to the long text structure of steel trade due diligence reports, avoiding truncation of key fields such as product grade and quality inspection report number |
tool_call_max_retries | 2 times | Balances the success rate and response latency of multi-data source calls, avoiding direct termination of the due diligence process due to a single failed call |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Adapts to the parsing duration of large files such as trade contracts and logistics waybills uploaded in batches |
recall count | Top 8 entries | Matches the multi-source scattered characteristics of steel trade data, recalling sufficient cross-platform data source information |
similarity threshold | 0.75–0.85 | Filters low-match non-steel category data, avoiding mixing in due diligence information from unrelated industries |
Doc2xPluginConfig | Specify steel trade-specific field extraction rules | Adapts to the multi-style format of trade documents, accurately extracting specific fields such as furnace number and transaction quantity |
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.
Three Common Mistakes
- Phenomenon: Tool calling fails, and the AI directly generates natural language responses. Cause: The system prompt does not explicitly specify that only configured steel trade due diligence tools may be used, or the
tool_call_thresholdparameter is set too high, causing the model to determine that tool calling is unnecessary. - Phenomenon: After the Doc2x plugin processes uploaded trade documents, field extraction misses furnace number and quality grade information. Cause: The Doc2x plugin configuration does not specify steel trade-specific field extraction rules, and only a general document parsing template is used.
- Phenomenon: The logistics data returned by tool calling does not match the actual transaction time. Cause: No update time verification logic is configured for the data source, and port logistics cache data that has not been updated for more than 7 days is called.
How to Confirm Proper Configuration
- Upload a PDF of a steel trade purchase and sales contract, trigger tool calling, and check whether the Doc2x plugin is automatically called to parse the document and extract product grade and transaction amount fields.
- View the tool calling log to confirm that multiple data source plugins (such as port logistics, factory ledger) are called in sequence, and there are no records of consecutive failures exceeding 2 times.
- Test adjusting the similarity threshold to verify that the returned due diligence data only contains information related to steel trade categories, with no content from unrelated industries mixed in.
- Check whether the system prompt explicitly marks the specific field requirements for steel trade due diligence, to ensure that key information is not missed during tool calling.
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.