What the Data for This Category Looks Like
The data for this category primarily comes from the backend of financial institution advertising platforms, professional financial content creation tools, and campaign performance reports. The update rhythm falls into three categories:
- Real-time synchronization of click and conversion data for individual campaigns
- Daily generation of full campaign performance reports
- Synchronization of material metadata when uploading materials on demand
The document structure includes fields such as unique material ID, delivery channel, material format (financial copy, product images, promotional videos), impressions, clicks, conversions, target audience tags, and delivery time windows. Units of measurement: impressions, clicks, and conversions are counted in "counts", copy materials are counted in "characters", and video materials are measured in "seconds".
What Constraints These Characteristics Impose on Tool Calling and Plugins
Multi-source data requires plugins to support connecting to multiple financial institution advertising platform APIs. Each platform has different authentication rules, so the plugin must adapt to multiple authentication methods including API Key and OAuth2.
Real-time updated campaign data requires tool calling to support scheduled triggers or real-time callbacks. This avoids delayed adjustments to financial marketing content caused by data lag.
Multi-format material content requires plugins to be configured with automatically adaptive parsing rules. These rules handle extraction logic for financial copy, product images, and promotional videos separately.
The multi-field document structure requires tool calling parameters to precisely match the field definitions of financial advertising and marketing data. This prevents invalid call results caused by field mismatches.
How to Set Configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Advertising and marketing content includes multiple types of information such as campaign data, material copy, and audience tags, so sufficient context must be accommodated for call requests |
rerank_top_n | Top 3–5 entries | In advertising and marketing scenarios, the core reference materials are recently highly relevant campaign content. Recalling too much redundant data will reduce call efficiency |
plugin_timeout | 60 seconds | Most financial advertising platform APIs have response times within 30 seconds. Reserve buffer time to avoid call failures due to network fluctuations |
tool_call_max_retry | 2 retries | Financial advertising campaign APIs occasionally experience rate limiting. Setting a reasonable number of retries can reduce call failure rates |
plugin_auth_type | Multi-platform mixed authentication | Financial advertising and marketing data comes from multiple delivery platforms, each supporting different authentication methods. The plugin must adapt to rules including API Key and OAuth2 |
parse_file_format | Auto-adaptive | Financial advertising and marketing materials include multiple formats such as copy, images, and videos. Corresponding parsing logic must be automatically matched |
The parameter values provided on this page are all common recommendations for starting point configuration. Actual values are affected by material type, data volume, and business rules. Each scenario requires specific analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Issue: A parameter error is prompted when calling GLM-4V-plus. Normal calls can be made when connecting directly to the interface using the OpenAI protocol. Cause: The plugin's model protocol adaptation parameters are not configured correctly, and the exclusive request headers or parameter formats for GLM-4V-plus are not written into the plugin configuration.
- Issue: The reranker tool deployed via Docker calls successfully, but returns false. Cause: The target field matching rule for the reranker is not configured. Advertising and marketing data includes multiple types of fields, and failure to specify the core fields to be reranked (such as clicks, conversions) leads to matching failure.
- Issue: After upgrading to version 4.8.12, the plugin editing page always displays "unsaved" prompt at the top regardless of whether changes are saved. Cause: The cache synchronization request for plugin configuration is not submitted correctly. The save trigger logic for plugin configurations in the new version differs from previous versions. Manually refresh the page and save again to resolve.
How to Confirm the Configuration Is Complete
- Execute a plugin call test, verify that the returned result includes the fields required for the advertising and marketing scenario, and that the field formats match the preset values.
- View the authentication logs in the plugin configuration, confirm that all configured financial advertising platform APIs have been successfully connected, with no authentication failure records.
- Check the call logs of the reranker tool, confirm that the sorting logic of the returned results matches the preset core fields.
- Test the scheduled trigger function of the plugin, confirm that it automatically calls and syncs the latest advertising campaign data within the set update time window.
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.