What the Data for This Category Looks Like
Core data for wealth management education services (within the education services industry) originates from official website consultation pop-ups, course detail page lead capture entrances, and offline-to-online interactive lead capture. Data is updated via real-time submission or hourly batch synchronization. Each individual data record includes fields such as consultation scenario, student identity identifier, intended wealth management course type, wealth management budget range, and current wealth management learning stage. Field units include yuan (for budget), learning cycle (month/year), and phone number (contact method). No composite unit fields are used. Data fields combine standardized lead capture items and personalized consultation content.
Constraints for Forms and Interactions
Multiple data sources require form interactions to support multi-channel embedding and unified data reception. This prevents lead capture data from being scattered across different channels. Real-time update requirements demand configuring real-time callback interfaces for the interaction link. This ensures the backend can immediately retrieve results after submission. Fields include standardized items such as wealth management budget range and current wealth management learning stage, alongside personalized consultation content. This requires forms to preset optional fields to reduce invalid input, while supporting custom fields to adapt to consultation needs for different wealth management courses. The need to validate field completeness requires configuring field validation rules in the interaction link. This ensures core information is complete before triggering subsequent AI processing workflows.
Configuration Settings
| Configuration Item | Recommended Approach | Rationale |
|---|---|---|
formCustomFields | Include five required fields: student name, phone number, intended wealth management course, wealth management budget range, and current wealth management learning stage. All other fields are custom adaptive items | Matches core information requirements for wealth management education service lead capture, covers basic judgment dimensions for consultation scenarios |
callbackUrl | Configure the backend receiving interface address for official finance websites | Enables immediate retrieval of lead capture and AI interaction results by the backend after submission |
maxContext | 600–1000 characters | Adapts to the typical length of wealth management education consultation content, avoids redundant context interfering with AI judgment |
fieldValidationRules | Configure 11-digit numeric validation for phone numbers, and positive number range validation for wealth management budget ranges | Reduces invalid input, improves the standardization of lead capture data |
iframeEmbedMode | Adaptive container width, enable mobile adaptation | Adapts to layout requirements for PC and mobile versions of wealth management education official websites, improves user interaction experience |
systemPrompt | "Please check if all required fields are included in the user-submitted wealth management lead information, and only feedback on missing fields" | Focuses on core validation needs for wealth management education marketing scenarios, avoids irrelevant judgment |
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. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfiguration Issues
- Symptom: After configuring iframe embedding, the frontend can display interactive content, but the backend interface does not receive lead capture or AI interaction results. Cause: The
callbackUrlparameter is not configured correctly, or the callback trigger switch after form submission is not enabled. - Symptom: The AI node fails to correctly identify the completeness of wealth management lead capture fields, and incorrectly judges valid information as missing. Cause: The
systemPromptdoes not clearly specify required fields for the wealth management education service scenario, or includes irrelevant judgment logic. - Symptom: Personalized wealth management consultation content cannot be correctly categorized, and cannot match the consultation process for corresponding courses. Cause: Custom fields and scenario-specific
systemPromptare not configured for the wealth management education scenario, leading to generalized AI recognition logic.
How to Verify Correct Configuration
- Submit test wealth management lead capture information, check if the backend receiving interface receives complete lead capture data and interaction results, and verify that fields match the configured
formCustomFields. - Enter content that does not comply with validation rules (such as a non-11-digit phone number, negative wealth management budget), check if the form displays corresponding prompts, and verify that validation rules are active.
- Adjust the
iframeEmbedModeparameter, preview the form display effect on PC and mobile devices separately, and confirm that layout adaptation meets expectations. - Trigger the AI node validation process, enter wealth management lead capture information missing some required fields, and check if the AI feedback accurately points to the missing fields.
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.