Tool Calling and Plugins for State-owned Large Bank Research

What the data looks like

Research report data for state-owned large banks comes from public reports released by headquarters and direct research institutions of six state-owned commercial banks. Updates primarily follow a quarterly regular report schedule, paired with monthly industry tracking and temporary special reports. Document structure follows a fixed format. It includes an abstract page, core data table, industry trend analysis, and risk reminder module. Fields included are: research report unique ID, full publishing institution name, release date, covered first-level industry, rating result, target price (unit: RMB yuan), total research report word count, and others. The word count of individual research reports varies significantly.

Constraints on Tool Calling and Plugin Workflows

Fixed data sources and document structures impose multiple constraints on tool calling and plugin workflows. Official published attribute rules require tool calling to validate the compliance of the publishing institution field, and filter non-official derivative content. Fixed update schedules require plugins to use timed synchronization triggers instead of real-time pulling, to balance data timeliness and server resource usage. Numeric fields with clear units require tool calling parsing rules to include unit verification, to prevent mismatches between values and their units. Wide variation in single-report word counts requires plugin segmentation and recall parameters to support long text processing requirements.

Configuration Settings

Configuration Item	Recommended Value	Rationale
`plugin_sync_interval`	`7200 seconds`	State-owned large bank research reports are primarily updated quarterly. A 2-hour sync interval covers temporary special reports while reducing server resource usage
`top_k`	`Top 3 entries`	The volume of industry-specific research reports from state-owned large banks is relatively concentrated. A small number of recall results covers core analytical content
`similarity_threshold`	`0.75–0.85`	Research reports from state-owned large banks have strong industry relevance. A higher threshold filters low-relevance redundant content
`max_context_length`	`8000–12000 characters`	The word count of individual state-owned large bank research reports varies widely. This range adapts to long text context windows to avoid truncating core analysis modules
`tool_call_timeout`	`300 seconds`	Long document parsing and field extraction require sufficient processing time to prevent tool calling workflows from being interrupted by timeouts
`plugin_custom_card_enable`	`Enabled`	Allows customization of standardized fields such as research report ratings and target prices, adapting to the display specifications of state-owned large bank research reports

The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Each scenario requires individual analysis. It is recommended to test on your own samples before finalizing settings.

Three Common Misconfigurations

Phenomenon: The tool_call field returned by tool calling contains invalid plugin names, such as meaningless random characters. Cause: The plugin_whitelist parameter is not configured, and the legitimacy of the plugin name is not verified, allowing unauthorized tool calling requests.
Phenomenon: No tool call termination node is added at the end of the workflow orchestration. After triggering tool calling, a 504 Gateway Timeout status code is returned. Cause: The workflow orchestration termination rules are not followed, and no termination node is set for the tool calling logic, causing the system to repeatedly trigger calls and exceed timeout limits.
Phenomenon: The conversation interface only displays tool call results, and no custom research report card is loaded. Cause: The plugin_custom_card_enable configuration is not enabled, or core research report fields are not correctly mapped to the card template.

How to Verify Correct Configuration

Log in to the platform's plugin management module, and confirm that the configured value of plugin_sync_interval matches the preset sync cycle.
Initiate a single research report retrieval request, and check whether the number of returned results meets the top_k configuration requirements.
Export tool calling logs, confirm that no timeout errors related to tool_call_timeout appear, and that parsed fields include preset core business fields.
Initiate a test conversation, confirm that the custom card module loads normally and displays standardized research report information.

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.