What the Data for This Category Looks Like
Marketing content data for financial/insurance/wealth management professional chains primarily comes from centrally distributed insurance product promotion materials, wealth management advisor script libraries, customer risk preference data from member management systems, and consultation records from offline stores. Data update rhythms fall into two categories: centrally distributed materials are updated on a fixed weekly or monthly schedule, while temporary marketing content created locally by stores is added in real time. The data documents use standardized structured formats, including fields such as store_no (store number, 6-digit numeric value), content_type (content type, such as product posters, wealth management scripts, exclusive coupons), publish_time (ISO-formatted publish time), valid_period (valid duration, unit: days), coupon_value (wealth management trial fund denomination, unit: yuan). Some stores will add locally exclusive customer consultation statistics fields.
What Constraints These Characteristics Impose on HTTP Interfaces and External Systems
Layered data sources for financial/insurance/wealth management professional chains require HTTP interfaces to support dimension filtering by store ID. This prevents cross-store marketing content confusion. Real-time locally added marketing content requires interfaces to support incremental synchronization or short-interval polling. Fixed full daily synchronization cannot be relied on. The standardized field structure requires external interface returned data to strictly match the preset format. Otherwise, the knowledge base cannot correctly identify and associate customer risk preferences with marketing content. The effective time limits for marketing content require interfaces to support filtering by time range. This prevents expired product promotion content from being imported into the knowledge base. The multi-source data aggregation requirement requires external systems to support cross-store, cross-business system data integration. This ensures returned content includes complete customer association information.
How to Configure Settings
| Configuration Item | Recommended Value | Rationale | |
|---|---|---|---|
external_api_timeout | 30 seconds | Adapts to common network latency fluctuations across chain stores, prevents request interruptions | |
incremental_sync_interval | 5 minutes | Matches the real-time update rhythm of locally created store marketing content, balances synchronization efficiency and interface load | |
response_parse_mode | Strict JSON Structure | Adapts to the standardized field format of professional chain marketing data, reduces parsing failure probability | |
number_of_recalled_entries | Top 8 entries | Matches the characteristic of small total marketing content volume per store, avoids retrieving excessive redundant content | |
similarity_threshold | 0.75–0.85 | Calibrated based on actual testing | Balances relevance and coverage of marketing content |
field_mapping | Map store_no to chain_store_id, map marketing_text to rag_content | Aligns with knowledge base field naming conventions, ensures correct association of content with store dimensions |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Configuration Mistakes
- Symptom: After configuring an external interface, the knowledge base cannot reference returned marketing content. The interface displays empty reference fields. Cause: Mapping rules were not configured according to the standardized field structure of professional chain data, resulting in failure to identify valid content fields.
- Symptom: After restarting the Docker container, all external interface configurations and knowledge base association rules are lost. Cause: Configuration files were not mounted to the Docker persistent storage directory. Configuration data is cleared when the container restarts.
- Symptom: Calls to the external marketing data interface return a
403 Forbiddenerror, and content cannot be pulled. Cause: Correct request header authentication parameters were not configured, or the validity period of the authentication token does not match the verification rules of the store interface.
How to Verify Successful Configuration
- Initiate a single external interface call test, check if returned result fields fully match the configured mapping rules.
- View knowledge base recall logs, confirm that marketing content entries for the corresponding store have been pulled, and no expired content has been recalled.
- Restart the Docker container, check if external interface configuration items retain their original settings.
- Simulate store network fluctuations, verify that interface requests complete normally and return valid data within 30 seconds.
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.