What data for this category looks like
Financial leasing research reports primarily come from public industry association reports, periodic reports disclosed by leasing entities, and compliance documents from regulatory authorities. Updates follow two schedules: monthly industry updates and quarterly full-category research reports. Most documents combine structured tables and analytical text, including fields such as lease asset scale, project term, funding source, and business coverage areas. Common units include RMB and months. Some documents include multi-project details and cross-period data comparisons.
What constraints these characteristics impose on tool calling and plugins
The mixed structure of financial leasing research reports requires tool calling to support both structured field extraction and non-contextual question answering, with additional configuration for structured parsing rules. The dual update schedule of research reports requires plugins to pull data sources of different dimensions by cycle, while handling incremental updates to avoid duplicate indexing. Fields containing amount and term units require the tool to preset unit recognition logic to prevent cross-field unit confusion. A single research report may include multi-project details, so the context association range after single-document splitting must be limited to prevent loss of cross-paragraph information.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
chunkSize | 800–1200 characters | Adapts to the mixed structure of structured tables and analytical text in research reports, avoiding damage to table logic during splitting |
chunkOverlap | 150–200 characters | Retains project-related information across split paragraphs, preventing structured fields from being broken by splitting |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Addresses multi-project details that may be included in a single research report, avoiding timeout during long-document parsing |
similarityThreshold | 0.72–0.78 | Matches professional terms such as sub-sectors and leasing projects in research reports, reducing false recalls |
toolCallMaxRetries | 2 times | Handles temporary network fluctuations when pulling third-party industry data sources, avoiding tool call failures |
UPLOAD_FILE_MAX_SIZE | 20 MB | Adapts to the common file size of single quarterly research reports, preventing uploads from being blocked |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and testing against local samples is recommended before finalizing settings.
Three Common Mistakes
- Symptom: When scoring research reports via tool calls, long documents return significantly deviated scores. Cause: No reasonable context splitting parameters are configured, causing the model to fail to obtain complete core information of the research report.
- Symptom: No results are returned after calling the industry data source plugin, and points are deducted. Cause: No access permission verification is configured for the data source, or the timeout threshold is set too short, causing the request to terminate before completion.
- Symptom: Plugin calls cannot be triggered after configuration is complete. Cause: The trigger rules for tool calls are not correctly bound, or plugin permissions are not enabled in the application.
How to Confirm Proper Configuration
- Upload a standard financial leasing research report, and check whether the split paragraphs retain complete structured table rows.
- Trigger a tool call test, and verify whether the returned results include the preset field extraction logic and core analytical content of the research report.
- Configure a scheduled pull task, and check whether the data source updates according to the preset cycle and completes indexing.
- Simulate an abnormal request, and verify whether the tool call retry mechanism takes effect as configured.
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.