Tool Calling and Plugins for Banking Marketing Content

Marketing-related data for this use case comes primarily from four sources: internal customer management systems, offline branch operation ledgers

What the data for this use case looks like

Marketing-related data for this use case comes primarily from four sources: internal customer management systems, offline branch operation ledgers, online service platform messages, and marketing activity filing archives.

Data update schedules vary. Customer profile data syncs in daily batches. Online service platform messages are received in real time. Marketing activity filing data updates as activity preparation progresses.

Most data is stored in structured table formats. Fields include customer unique identifier, customer business scenario, marketing touchpoint channel, and activity execution status. Field units include individual customer, total interactions, and calendar day.

What constraints these characteristics impose on tool calling and plugins

Structured customer data and compliance filing requirements for this use case mean tool calls must precisely match predefined fields. Fuzzy recall must be avoided, as this can lead to marketing content that does not align with customer business scenarios.

Real-time online message data access requires plugins to support short-text streaming input processing. This adapts to fast-response marketing consultation scenarios.

The presence of marketing activity filing data requires tool calling workflows to validate generated content against filing archives. This ensures compliance.

Multi-channel touchpoint requirements mean plugins must support generating marketing content in formats tailored for both offline branches and online service platforms. Plugins must also bind to exclusive interfaces of the institution’s internal systems. This guarantees data accuracy and compliance.

How to set configurations

Configuration ItemRecommended SettingRationale
TOOL_CALL_MAX_RETRIES2–3 attemptsInternal system interface stability for this use case is moderate. Retrying 2–3 times covers temporary network fluctuations, and avoids excessive calls that consume internal resources.
PLUGIN_DATA_SOURCE_BINDBind to the institution’s internal customer management system interfacesCustomer data for this use case is internal compliance data. It must be pulled via exclusive interfaces to guarantee data accuracy and compliance.
TOOL_INPUT_STRUCTUREEnable structured input validationMost marketing data for this use case uses structured fields. Enabling validation prevents invalid parameter inputs, and improves call success rates.
STREAM_OUTPUT_ENABLEEnabledReal-time online messages require fast responses. Streaming output enables incremental display during generation, which adapts to marketing consultation scenarios.
PARSE_MARKDOWN_IMAGE_URLConfigure to the internal file storage domain nameMarketing material images for this use case are stored in internal systems. The domain name must be replaced to allow access by third-party systems, ensuring proper image display.
TOOL_TIMEOUT600 secondsInternal system bulk data pulls have inherent delays. 600 seconds covers most bulk query scenarios.

The parameter values listed on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Each scenario requires individual analysis. It is recommended to test on your own samples before finalizing settings.

Three common configuration mistakes

  • Issue: Third-party systems fail to load uploaded marketing content images, returning 403 Forbidden or 404 Not Found errors. Cause: Image links were not replaced with accessible domain names for internal file storage. The FastGPT temporary storage path was retained instead. Third-party systems lack permission to access or cannot locate these resources.
  • Issue: When calling the API to generate marketing content, streaming output is not implemented. Only the full completed result is returned. Cause: The STREAM_OUTPUT_ENABLE configuration item was not enabled, or data was not received in the standard streaming response format.
  • Issue: Calling the current time plugin returns an INVALID_REQUEST error, with no valid result returned. Cause: The time zone parameter required by the plugin was not provided. Marketing content for this use case must adapt to local time zones. Missing time zone specification causes plugin validation to fail.

How to confirm configurations are correct

  • Initiate a tool call test. Check if returned customer data includes exclusive fields from the institution’s internal systems. Confirm the data source binding is correct.
  • Upload a marketing material image. Generate marketing content that includes the image. Preview the content in a third-party system. Confirm the image displays correctly.
  • Enable the streaming output switch. Call the API to generate marketing content. Check if generated results are received in segments. Confirm the streaming configuration is active.
  • Call the current time plugin. Check if the returned result includes time information for the local time zone. Confirm plugin parameter settings are correct.

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.