What the Data for This Category Looks Like
Data sources for publishing marketing content in the financial, insurance, and wealth management sectors include:
- Material libraries from internal content management systems: financial books, insurance product brochures, and fund manager interview copy
- Copyright-licensed material libraries
- Third-party industry book review platforms and e-commerce platform user review data
- Cross-channel exposure and conversion data
Updates are issued in concentrated batches during new book launch periods, and iterated alongside ongoing marketing activities.
Document structures include structured metadata fields: ISBN, book title, author, publication date, marketing material type, material release channel. They also include unstructured content such as copy text and short video duration parameters.
Field units are as follows:
- Characters (for copy length)
- Seconds (for short video duration)
- Items (for number of materials)
- Times (for exposure counts)
How These Characteristics Impose Constraints for Tool Calling and Plugins
Publishing marketing content in the financial, insurance, and wealth management sectors has compliance requirements. Structured metadata includes unique identifiers like ISBN, so tool calling must support precise recall by unique identifiers. This avoids compliance risks caused by fuzzy matching.
Marketing material types are diverse, with significant field differences between types. Plugin configurations must support multi-data source field mapping to adapt to different formats of wealth management and insurance material data.
Update rhythms are concentrated and highly iterative. Tool calling must support incremental pull configurations to avoid timeouts and excessive resource usage from full synchronization.
Long-text marketing copy and short material assets coexist. Tool calling context parameters must support dynamic adjustment to adapt to content inputs of varying lengths.
Cross-channel exposure and conversion data requires plugins to support multi-dimensional statistical field association. This improves analysis efficiency for marketing content.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
embedding_chunk_size | 1000–1500 characters | Marketing copy for financial, insurance, and wealth management sectors is typically long-form text. Splitting chunks must preserve semantic integrity and avoid losing compliance-related information |
maxContext | 8000–12000 characters | Marketing content often includes complete promotional paragraphs and aggregated user reviews. Long context input must be supported to retain full information |
RECALL_TOP_K | Top 8–12 items | The number of single-category marketing materials is limited. Excessive recall will lead to redundant results, affecting calling efficiency and compliance review |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Parsing long copy and multi-format marketing materials takes a long time. This avoids timeout errors interrupting release schedules |
PLUGIN_DATA_SYNC_INTERVAL | 3600 seconds | Financial, insurance, and wealth management marketing materials are updated daily. Hourly synchronization balances timeliness and resource usage |
The parameter values provided on this page are common recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing values.
Three Common Configuration Errors
- Phenomenon: A
403 Forbiddenerror is returned when calling the knowledge base query interface with an application key. Cause: Application keys only support calls from the frontend interface. Backend interface calls require an API key, and corresponding data access permissions must be configured. - Phenomenon: The configuration entry for custom plugins cannot be found, or empty custom fields are returned during plugin calls. Cause: The plugin's metadata and data source mapping configuration was not completed on the platform's plugin management page, and the target data fields were not correctly bound.
- Phenomenon: The returned API call results do not include the referenced file name. Cause: The
return_source_fileparameter was not enabled, or thefile_namefield of file metadata was not associated during configuration.
How to Confirm Configuration Is Complete
- Initiate a tool call test, check if the returned results include the configured data source fields, and verify that the field format matches the metadata of financial, insurance, and wealth management marketing materials.
- View plugin call logs to confirm that the call duration does not exceed the configured timeout threshold, and there are no timeout error records.
- Upload a test marketing material, check that the embedding and recall processes work normally, and confirm that the number of recall results matches the configured recall range.
- When calling the API interface, check if the returned response body includes the
source_filefield, and confirm that the file name information is returned normally.
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.