What the data for this category looks like
This category’s data primarily comes from special reports released by public educational research institutions in the financial education field, investor education survey materials publicly issued by financial regulatory authorities, and annual public white papers from leading financial education service enterprises. Updates follow a regular quarterly rhythm, with temporary supplementary versions released alongside industry policy adjustments and major market developments. Individual document lengths vary widely, ranging from dozens of pages of policy interpretation briefings to hundreds of pages of full-track analysis reports. Document structures usually include four core modules: policy background, market analysis, segmented business case studies, and core indicators. Fields include the unique research report identifier, full name of the publishing institution, release date, covered financial education service segmented tracks, and core argument summary. Scale-related content uses ten thousand yuan and person-times as units.
What constraints do these characteristics impose on tool calling and plugins?
Multi-source heterogeneous document sources require tool calling plugins to adapt to multiple document formats including PDF, Word, and Markdown. Plugins must also support standardized extraction of metadata fields, to ensure financial education service research reports from different publishing institutions can be uniformly filtered by track and release time. Wide variation in document length requires plugins to support dynamic segmented retrieval. This avoids excessively long single segments exceeding context window limits, while requiring reasonable configuration of segment length parameters. Quarterly-dominated update rhythms require tool calls to default to retrieving research reports from the last 12 months. This prevents introduction of outdated information. Financial education service research reports often involve policy-related content such as investor suitability management and financial literacy improvement. Plugins must support secondary filtering by policy release time and covered region, to improve retrieval accuracy.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
recallTopK | 8-12 entries | There are many segmented tracks for financial education service research reports. This value balances retrieval coverage and context window usage |
parseSegmentLength | 800-1200 characters | Adapts to wide variation in research report length. This balances content completeness and context resource consumption |
filterTimeRange | Last 12 months | Matches the update rhythm of the financial education service industry. This ensures the timeliness of retrieved content |
pluginTimeout | 600 seconds | Adapts to time requirements for long document parsing and multi-source research report retrieval. This avoids mid-call failures |
apiBaseUrl | Exclusive domain path of the deployed instance | Replace the default sample address to ensure the plugin points to the actual interface of the private deployment |
toolCallRetryTimes | 2 times | Addresses occasional issues such as network fluctuations. This improves the stability of tool calls |
The parameter values provided on this page are conventional recommendations used as starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require targeted analysis. It is recommended to perform actual tests on applicable samples before finalizing values.
Three common configuration errors
- A
AxiosError 404status code is returned during plugin calls. This occurs when the plugin interface address is not replaced with the actual private deployment path, and the default sample address is retained. - The address returned by the BI chart plugin is fixed to
api.example.com. This occurs when theapiBaseUrlparameter in the plugin configuration is not modified, and the actual deployed interface path is not replaced. - Deep thinking tools cannot be added in the chat interface. This occurs when the corresponding tool is not enabled in the plugin management interface, and trigger rules are not properly configured.
How to confirm successful configuration
- The plugin management interface is accessed. Check that the
apiBaseUrlparameter has been replaced with the actual deployed interface address, and no sample domain name remains. - A single test call is initiated. Verify that returned research report data includes expected metadata fields such as
release dateandcovered track, and that standardized extraction functions properly. - Adjust the
recallTopKparameter, then initiate multiple tests. Confirm that the number of retrieved entries changes with the configuration, and falls within the expected range. - Upload a long document for testing. Confirm that segmentation follows the
parseSegmentLengthconfiguration, with no content truncation or context overflow.
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.