What the data for this category looks like
Investment platform data primarily originates from trading systems, real-time market APIs, user position databases, and marketing activity backends. Transaction records and position change data update in real time alongside user actions. Product net value data is synchronized daily after market close. User behavior tag data is updated in batches each day.
Each individual data document has a clear structure. Transaction-related data includes the following fields, with corresponding units: transaction time (ISO-formatted timestamp), ticker code (6-digit securities code), transaction quantity (shares/units), transaction amount (CNY), commission fee (CNY). User profile fields include user ID (string), risk level (level identifier), investment cycle (month/year).
What constraints do these characteristics impose on tool calling and plugins?
Investment platform data comes from multiple sources with varying update cycles, requiring tool calling to adapt to different data update periods. Real-time market tools must be configured with short timeouts to ensure the timeliness of marketing content. For scenarios requiring combined calls of multiple fields, user position data must first be retrieved before associating corresponding ticker market data, to avoid generating content using outdated static data.
Ticker code formats vary across different assets; plugins must include standardized conversion logic to ensure that calling parameter formats match third-party API requirements. Additionally, marketing content generation often requires batch association of user data, so calling rate limiting rules must be configured to avoid exceeding third-party API call quotas.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
tool_call_timeout | 3–8 seconds | Real-time market API responses typically complete within 5 seconds. An overly long timeout will cause delays in marketing content generation, while an overly short timeout will truncate valid data returns |
parallel_tool_max_count | 2–3 | Investment platform tool calls often require retrieving position data and corresponding ticker market data simultaneously. Excessive parallelism will trigger third-party API rate limiting |
plugin_request_rate_limit | 100–500 requests per minute | Matches a reasonable call upper limit for a typical platform's user scale, avoiding triggering platform risk control blocks |
tool_param_format_validate | Enabled | Investment ticker codes exist in multiple formats (such as with exchange suffixes, pure numeric codes). Validation can intercept parameter errors early |
stream_response_enable | Enabled | Marketing content generation requires gradual output. Streaming returns improve the coherence of content display |
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 case-by-case analysis, and testing on one's own samples is recommended before finalizing settings.
Three common mistakes
- Phenomenon: Tool calls only return a single data result, and the configured multi-tool parallel calling is not triggered. Cause: The
parallel_tool_max_countparameter is not set correctly, or the multi-tool parameter list is not passed as required when calling. - Phenomenon: API calls from some regions return connection timeout or 403 errors. Cause: Region-adapted proxy nodes are not configured, or third-party data APIs have regional access restrictions.
- Phenomenon: Links embedded in streamed marketing content only replace the current page content when clicked, and cannot open in a new tab. Cause: Returned links do not have new window jump attributes configured, or front-end rendering scripts do not correctly handle the jump logic for external links.
How to confirm the configuration is correct
- Call the test tool, pass user position data containing multiple tickers, and check if calls to both position and market APIs are triggered simultaneously.
- View the platform's API monitoring dashboard, confirm that the call frequency does not exceed the preset limit, and there are no regional block logs.
- Initiate a streaming call request, check if the returned content is output in segments, and embedded links have new window jump attributes.
- Simulate abnormal parameters (such as non-standard ticker codes) for calls, check if parameter validation is triggered and clear error messages are returned.
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.