What Data for This Category Looks Like
Insurance marketing-related data mainly comes from internal product management systems of insurance companies, regulatory-filed insurance clause databases, existing marketing material libraries, and compliance review archives. Data update rhythm changes with insurance product launches, regulatory policy adjustments, or marketing campaign cycles, with no fixed uniform cycle. Product-related documents include fields such as insurance product name, coverage scope, insured age range, and premium rate standards. Units are mostly ten thousand yuan (sum insured) and percentage (rate). Marketing material documents include fields such as applicable customer group tags, conversion goals, and compliance prompts, with no unified fixed units.
What Constraints These Characteristics Impose on Tool Calling and Plugins
The dispersed sources, non-fixed update cycles, and structured field characteristics of insurance marketing-related data impose clear constraints on tool calling and plugin configuration. First, configure multi-tool linkage logic to separately connect product databases, marketing material libraries, and compliance review systems. Avoid relying on a single tool to cover full-process needs. Second, since data updates have no fixed cycle, enable real-time pull switches for tool calling and disable long-term caching mechanisms. Ensure that called product clauses, marketing materials, and compliance rules are the latest versions. Third, product data includes unit-bearing fields such as sum insured and premium rates. Tool parameter passing must strictly match field names and unit formats. Avoid parameter incompatibility that causes errors in generated content.
How to Configure the Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 100 MB | Insurance marketing-related clause documents and material packages usually do not exceed 100 MB, covering most scenarios |
tool_call_timeout | 120 seconds | Tool calls such as insurance product data queries and compliance verification usually take dozens of seconds. 120 seconds covers complex queries and multi-tool linkage scenarios |
rag_retrieve_top_k | Top 8 entries | Insurance marketing content needs to balance product details, compliance prompts, and customer group adaptation information. Too many recall results cause content redundancy, while too few fail to cover core needs |
plugin_compliance_filter | Enabled | Insurance marketing content must meet regulatory requirements. Forcibly calling the compliance verification plugin filters non-compliant language and inaccurate product information in advance |
tool_param_strict_match | Enabled | Insurance data has clear field format and unit requirements. Strict parameter matching avoids passing incorrect key information such as sum insured and premium rates |
workflow_input_allow_file_link | Enabled | Insurance marketing materials are often uploaded as files. Enabling this allows correct passing of file links into workflows for subsequent processing |
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.
Three Common Mistakes
- Phenomenon: In simple applications configured with workflows for tool calling, uploaded files cannot pass links as parameters to workflows. Workflow received parameters are empty or contain invalid local paths. Cause: The
workflow_input_allow_file_linkconfiguration item is not enabled. The system does not grant permission to pass file links to workflows by default. - Phenomenon: When processing multiple insurance marketing content generation requests simultaneously, knowledge base recall results are duplicated and fail to cover all required product information. Cause: No context deduplication logic is configured for knowledge base recall, and tool calling does not carry context identifiers of historical queries, leading to repeated recall of the same document fragments.
- Phenomenon: A
504 Gateway Timeouterror is returned when calling the compliance verification plugin. Cause: Thetool_call_timeoutconfiguration item is not adjusted to a sufficient duration. Complex logic for insurance compliance verification exceeds the default timeout limit, causing the request to be interrupted.
How to Confirm the Configuration Is Complete
- Upload an insurance clause document, check if the application can correctly extract the file link and pass it to the bound workflow. Verify that the input parameters in the workflow log include valid links.
- Initiate a query involving multiple insurance product-related questions, check if the knowledge base recall results cover core information for different questions and have no obvious duplicate content.
- Initiate a tool calling request that includes compliance verification, check if the tool calling log shows the request completed within a reasonable duration with no timeout errors.
- Enter the plugin management page, confirm that the compliance verification plugin is enabled and related permission configurations meet plugin requirements.
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.