Tool Calling and Plugins for Research Report Retrieval and Q&A

What the data for this use case looks like

This data originates from specialized research reports of subsidiary companies across the group’s various business segments, cross-segment joint research documents, and industry analysis related to holding structures disclosed via public channels. The update schedule syncs with the release cycles of subsidiary financial reports and industry policy milestones. Document structure includes fields such as publishing entity, release date, list of affiliated subsidiaries, segment revenue breakdown, related transaction details, and more. Field units include hundreds of millions of yuan, percentage points, shareholding ratio values, and others. The length of individual documents varies widely; some cross-segment research reports can reach ten thousand words or more.

What constraints these characteristics impose on tool calling and plugins

Because the data includes cross-segment subsidiary affiliation information and multi-dimensional financial fields, tool calling must support multi-data source associated retrieval to avoid bias from single-segment data. The wide variation in individual document length requires plugins to support long text chunk parsing and context concatenation logic, preventing information loss caused by content truncation. The presence of specific fields such as shareholding ratios and revenue units requires tool calling to validate field formats and unit consistency to avoid parameter matching errors. Additionally, the dynamic update schedule requires plugin configurations to support scheduled pulling of the latest research report data, ensuring the timeliness of retrieval results.

Configuration Settings

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. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.

Three Common Misconfigurations

• Issue: Calling a local Ollama model returns empty results. Cause: The correct port path for OLLAMA_BASE_URL is not configured, or the model name parameter does not match the locally deployed model identifier.
• Issue: Calling an OpenAPI interface to upload a file returns no parsing results. Cause: The correct Content-Type of multipart/form-data is not included in the request header, or the permission configuration for the corresponding application is not bound.
• Issue: The image stream returned by the text-to-image plugin cannot be parsed by the workflow. Cause: The plugin response type is not configured as binary, causing the workflow to fail to recognize the binary file stream.

How to Verify Successful Configuration

• Submit a simulated retrieval request, check whether the returned results include business affiliation information of affiliated subsidiaries, to verify that the multi-data source associated configuration is active.
• Upload a single long-form research report document, confirm that no timeout errors occur during the parsing process, to verify that the long text adaptation configuration works correctly.
• Send a test request via the OpenAPI interface, verify that the interface can normally return the expected application identifier or retrieval results, to confirm that the interface permission configuration is correct.
• Trigger a file parsing plugin request, check whether the response content includes complete parsed text, to confirm that the format matches the required specifications.

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.