What the Data for This Category Looks Like
Data sources for diversified finance include internal business management systems, regulatory disclosure platforms, historical marketing material libraries, and compliance review archives. Data update cycles are irregular:
- Product parameters are updated irregularly alongside business adjustments
- Marketing materials are adjusted on demand for customer acquisition campaigns
- Compliance documents are updated at any time per regulatory requirements
Document structure falls into three categories:
- Product documents include product number, business type, eligibility criteria, service period, and fixed rate tiers
- Marketing documents include touch channels, target customer groups, script templates, and material dimension requirements
- Compliance documents include review number, effective date, and compliance clause number
There are no unified mandatory formats for fields and units. Configurations must match the custom field rules of internal systems.
Constraints for Deployment and Upgrade
Dispersed data sources include internal business data and external compliance files. During deployment, configure permission checks for multi-source data synchronization to prevent unauthorized access to sensitive business information.
Marketing material and product parameter update frequencies are irregular. After deployment, reserve configurable scheduled synchronization nodes to support on-demand full or incremental updates.
Documents have many fields and complex relationships. Vector database chunking and index configurations must match field association logic to avoid losing business context during retrieval.
Compliance document review requirements are strict. During upgrades, retain the configuration entry for compliance check nodes to prevent disruption to compliance workflows.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Compliance documents and product manuals are typically lengthy, requiring sufficient time for text parsing |
UPLOAD_FILE_MAX_SIZE | 500 MB | Marketing material libraries include high-resolution posters and long-form video content, requiring support for large file uploads |
maxContext | 800–1200 characters | The context length of marketing scripts and product parameters is moderate, avoiding truncation due to exceeding model window limits |
recall count | Top 8 results | Diversified financial products have many alternative categories, requiring a sufficient number of candidate results for reference |
similarity threshold | 0.72–0.8 | Balance precise matching and coverage of relevant products, avoiding missed or incorrect judgments |
WORKFLOW_AUTO_REFRESH_INTERVAL | 3600 seconds | Marketing material and product parameter update cycles typically do not exceed one week; refreshing hourly ensures content timeliness |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: When deploying privately in an environment without external network access, opening the workflow editing interface displays
Application error: a client-side exception. Cause: Local offline dependency packages are not loaded, and front-end static resources cannot be retrieved normally. - Symptom: After configuring concurrent access parameters, request timeouts occur when multiple users submit questions simultaneously. Cause: The
MAX_CONCURRENT_REQUESTSparameter was not adjusted based on server computing power, leading to request queue overflow. - Symptom: When deploying the Qwen2.5 model using Ollama, tool call nodes do not respond. Cause: Tool call permissions were not enabled in the model configuration, and the model's API callback path was not correctly configured.
How to Verify Proper Configuration
- Upload one compliance document and one marketing material. Check that parsed text blocks fully retain field association relationships, and verify that parsing time matches the configured
PARSE_FILE_TIMEOUT_SECONDSthreshold. - Run a multi-user concurrent test. Observe request processing status, confirm that concurrent requests do not experience queue timeouts, and align with the concurrency limit corresponding to server computing power.
- Trigger a tool call node test. Confirm that the model correctly responds to preset tool call requests, and verify that the configured similarity threshold and recall count match business requirements.
- Manually trigger a full data synchronization. Check that the knowledge base content matches the latest product parameters from internal systems.
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.