What the data for this category looks like
Data for this category comes from three main sources: customer tag data from internal CRM systems of financial institutions, custom material libraries from marketing middle platforms, and externally partnered industry news aggregation APIs. The data updates in near real time, adjusting immediately when customer tags are updated, or marketing activities go live or offline. The data uses structured JSON format, including these fields: content_id (unique string identifier), customer_tag (array type containing tags such as customer risk level, asset size), trigger_time (ISO 8601 format timestamp), material_url (material link in standard URL format), content_type (enumerated values such as activity invitation, exclusive notification, etc.). Field units follow general standards: timestamps use millisecond precision, material links use standard URL format, tag fields have no additional units, and content length is measured in characters.
What constraints these characteristics impose on HTTP interfaces and external systems
Multi-source data access requires interfaces to support multiple endpoint calls, with different authentication parameters configured to adapt to different systems such as CRM and marketing middle platforms. Near real-time update cadence requires interfaces to support Webhook callbacks or low-latency polling to avoid delays in marketing content delivery. The presence of the customer_tag array field requires interfaces to support validation and filtering of array-type parameters to prevent invalid requests. The trigger_time field requires interfaces to support time-range queries to ensure only active marketing content is pushed. The material_url field requires interfaces to support HTTPS protocol resource retrieval, which complies with security and compliance requirements for financial scenarios.
How to configure the settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
external_api_timeout | 30 seconds | The interaction chain for other comprehensive marketing content is relatively short. An excessively long timeout will block marketing workflows, and 30 seconds covers the response duration of most external interfaces |
request_retry_times | 2 retries | External marketing material interfaces may experience occasional fluctuations. Retries reduce the rate of delivery failures caused by temporary faults |
tag_filter_batch_size | 50 items per request | The customer tag array should not be queried in too large a batch at one time, to avoid overloading the interface while ensuring query efficiency |
webhook_trigger_mode | Trigger by effective time | Other comprehensive marketing content must be pushed at a preset time, aligning with the schedule of marketing activities for financial institutions |
material_content_max_length | 800–1200 characters | Financial marketing content must adapt to mobile display while containing sufficient activity or notification information |
api_auth_type | Bearer Token Authentication | Financial scenarios require strict interface permission control to comply with data security and compliance requirements |
The parameter values provided on this page are common recommended starting points for configuration. The actual values are affected by material form, 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 mistakes
- Phenomenon: An error "This token does not have permission to use the model" is returned when calling the external model interface, with status code 403. Cause: The permission verification parameter for the corresponding model is not configured, or the token is not bound to the exclusive marketing content call permission for this category.
- Phenomenon: No available channels are prompted even after configuring external channels. Cause: The channel is not bound to the exclusive interface configuration for other comprehensive marketing content, only the general knowledge base channel is configured.
- Phenomenon: External interface calls time out or report errors. Cause:
external_api_timeoutis not adjusted to adapt to long-link scenarios, or shard upload parameters are not configured, resulting in failed large file transfers.
How to confirm the configuration is complete
- Call the test interface with simulated other comprehensive marketing content data, and check that the returned interface response status code is 200.
- View the system log to confirm that the external interface request carries the correct authentication parameters, with no permission errors.
- Trigger the preset marketing content push rule, and check that the corresponding external system is called at the configured effective time.
- Verify the incoming customer tag parameters, and confirm that the interface correctly filters out eligible target customer data.
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.