What the Data for This Category Looks Like
Business data for diversified finance mainly comes from risk assessment questionnaires submitted by end users, asset information returned by position query APIs, and touch logs from marketing activity backends. Data update rhythm falls into three categories:
- Risk assessments submitted by users take effect in real time
- Position data is synchronized on a T+1 basis per calendar day
- Marketing touch logs are updated in batches as activities are executed
Single user data documents include fields such as user ID, risk level, investable asset size, past product consultation records, and touch count in the last 30 days. Investable asset size is measured in ten thousand yuan. Touch count is a positive integer. Risk level is an enumeration with three values: low, medium, high.
What Constraints These Characteristics Impose on Forms and Interactions
Real-time updated risk assessment data requires forms to immediately validate input compliance and link to downstream product recommendation logic. T+1 updated position data requires forms to display the data update time when showing asset information, to avoid information discrepancies. Batch marketing touch logs require forms to support filtering user groups in batches by touch count and touch channel. Multi-field forms must ensure correct field linkage logic. For example, forms for users with high risk levels must display high-risk product options and hide low-risk product selection options. Long-text consultation record fields must support collapsible display to prevent overly long form pages from affecting operation.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
json_path_extract | $.user_data.* or business-specific path | Diversified financial user data is typically nested under the user_data field. Extracting via business paths allows precise acquisition of target fields such as risk level and asset size |
custom_form_component_enable | Enabled | Diversified financial marketing forms need to support custom controls such as risk level sliders and investable asset input boxes. Built-in controls cannot cover all business scenarios |
form_field_validation_rule | Risk level is low/medium/high enum value, asset size ≥ 0 | Diversified financial businesses have strict requirements for field validity. Intercepting non-compliant inputs in advance can reduce errors in downstream processes |
workflow_http_timeout | 30 seconds | Response delays for diversified financial position data APIs are relatively high. 30 seconds covers most normal request durations |
knowledge_base_retrieve_length | 800–1200 characters | Diversified financial marketing content needs to include long text such as product terms and risk warnings. Excessively long content will exceed the context window, while excessively short content will lack sufficient information |
form_submit_batch_limit | 100 items per request | The scale of batch user groups for diversified financial marketing touches is usually limited. Setting a single submission limit of 100 items balances API load and operational efficiency |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Phenomenon: HTTP request nodes return status code 400, or variables obtained by downstream nodes are empty. Cause: The extraction path for
json_path_extractis not configured correctly, and the nested field structure unique to diversified financial data is not matched, resulting in failure to extract target content. - Phenomenon: Insufficient number of knowledge base retrieval results, or returned content is truncated. Cause: The value of
knowledge_base_retrieve_lengthis not adjusted. Excessively long marketing content text exceeds the system default limit, resulting in filtering during retrieval. - Phenomenon: Field verification fails after form submission, or custom controls cannot render normally. Cause: The
custom_form_component_enableswitch is not enabled, or the verification rules do not cover the unique field formats of diversified finance, such as unit verification for asset size.
How to Confirm Configuration Is Successful
- Submit a test form, check the verification prompts returned by the interface, and confirm that all unique field rules for diversified finance have taken effect.
- Initiate a simulated HTTP request, check the parsed variable values in the response, and confirm that the extraction path of
json_path_extractcorrectly matches the target fields. - Enter the knowledge base management page, adjust the value of
knowledge_base_retrieve_length, and verify that the length of retrieval results meets business requirements. - Enable the custom control switch, add custom controls in the form editor, and confirm that the controls can render normally and submit 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.