What the data for this category looks like
Data for this category comes primarily from the internal marketing asset management system, public financial regulatory policy database, customer frequently asked question repository, and industry news APIs from partner channels. There is no fixed update cycle. Internal marketing assets are updated on demand. Regulatory policy documents are updated synchronously upon release. The customer question repository is synced once weekly.
Each individual data entry includes the following fields: asset ID, asset type, target audience tag, release time, associated product tag, asset content, and audit status. Asset content is counted in characters. Release time uses the ISO 8601 format. Audience tags are text classification fields.
Constraints on tool calling and plugin workflows
Data formats vary widely across sources. Dedicated plugins must be configured for the internal system, regulatory database, and customer question repository to adapt to their respective interface formats. Assets have no fixed update cycle. Tool calling must support incremental pull triggered by asset ID, release time, or audit status to avoid reprocessing full datasets.
The associated product tag and target audience tag fields must be used as retrieval filter conditions for tool calls. This ensures returned marketing content matches the current business scenario. Asset content length varies significantly. Content truncation or segmentation rules must be configured during the tool calling phase to adapt to length limits of different calling scenarios.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
plugin_source_list | ["internal_market", "regulatory_db", "customer_qna"] | Covers all three data sources for this category. Only allowed plugins may participate in tool calls |
retrieve_filter_rules | [{"field": "audit status", "value": "approved"}] | Filters unaudited marketing assets to ensure externally called content complies with regulations |
chunk_max_length | 800-1200 characters | Adapts to context length limits of most tool calls, prevents content truncation or failures caused by excessive length |
tool_call_qps_limit | Calibrated based on actual testing | Controls tool calling frequency to meet interface security requirements for financial business |
plugin_timeout | 30 seconds | Balances response speed and stability across cross-data-source calls, avoids long-term blocking of workflows |
retrieve_match_threshold | 0.75 | Filters low-match assets to ensure returned content is closely tied to user needs |
The parameter values provided on this page are common recommended starting points for configuring settings. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common configuration mistakes
- A
connect ECONNREFUSED 172.23.0.2:3001error occurs. The cause is that the plugin access address for the internal marketing asset management system was not configured correctly, or the backend service is offline. - The embedding model automatically changes to the
text-embedding-3series when generating knowledge base indexes, and the previously configuredtext-embedding-ada-002becomes invalid. The cause is that the specified embedding model was not locked in the knowledge base plugin configuration; the platform enables the latest recommended model by default. - No results are returned when calling tools to obtain real-time information. The cause is that the corresponding tool node was not bound in the workflow, or the deployed model did not correctly load the tool calling plugin.
How to confirm the configuration is complete
- Access the plugin management page, verify that the configured data source list covers all sources required for the current business.
- Initiate a single test call, confirm that the audit status of all returned results is approved, ensuring the filter rules are active.
- Submit a long asset test, observe whether the content segments returned by the tool call conform to the configured length limits.
- Initiate multiple consecutive calls, check that all interface return status codes are 200, confirming the QPS limit configuration adapts to business peak loads.
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.