What the data for this category looks like
The data for comprehensive service marketing content primarily comes from the enterprise-level comprehensive service middle platform, covering omnichannel service interaction records, official material libraries for associated insurance and financial products, and customized promotional content synchronized from the advisor terminal. The update rhythm is near real-time: core marketing materials are updated synchronously with changes to product terms and activity rules, while customized content is pushed when triggered by the advisor terminal. The data is provided in structured JSON format, including the fields content_id, product_type, customer_tag, effective_time, expire_time, content_text, jump_url, and material_type. The unit for content_text is characters, effective_time and expire_time are ISO 8601 format timestamps, and customer_tag is a string array.
What constraints these characteristics impose on HTTP interfaces and external system integration
The data source structure and update rhythm of comprehensive service marketing content impose multiple constraints on HTTP interface and external system integration. First, since the data comes from the enterprise-level middle platform, the interface must be compatible with the middle platform's unified authentication protocol, and support identity verification via access_token or api_key. Second, the near real-time update feature requires the interface to support incremental pull mode, and must provide last_update_time as a filtering parameter to avoid resource waste from full synchronization. Third, the structured fields include multi-value tags and time range attributes, so the interface must support multi-value filtering by product_type and range queries by effective_time and expire_time. Finally, jump links must be bound to the enterprise's internal domain name whitelist, and external systems must verify the legitimacy of the jump URL to prevent unauthorized redirects.
How to configure the settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
external_data_sync_interval | 30 seconds | Adapts to near real-time update requirements, balances synchronization frequency and server resource consumption |
field_filter_list | ["content_id", "product_type", "customer_tag", "content_text", "jump_url"] | Only synchronizes core fields required for business purposes, reducing data transmission volume and processing overhead |
auth_type | api_key | Adapts to the lightweight security authentication specification commonly used by comprehensive service middle platforms, simplifying integration processes |
white_list_domain | ["*.fin-service.com"] | Binds the enterprise's official service domain names, ensuring the legitimacy and security of jump links |
incremental_sync_param | last_update_time | Adapts to the near real-time update data characteristics, accurately pulling updated marketing content |
max_sync_batch_size | 200 entries | Balances interface call frequency and the efficiency of single-time data processing, avoiding timeout risks |
The parameter values provided on this page are all common starting points for configuration. The actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Symptom: The interface returns duplicate
content_iddata, and multiple identicalPOST /sync/marketingrequests appear in logs. Cause: The incremental synchronization parameter is not configured, and full synchronization mode is used, pulling all historical data each time synchronization is performed. - Symptom: The interface returns a
403 Forbiddenstatus code after being called, and the jump link cannot be accessed normally. Cause: Thewhite_list_domainparameter is not configured, and the jump domain name is not added to the whitelist, triggering enterprise security verification interception. - Symptom: The interface response times out, returning a
504 Gateway Timeouterror. Cause: Themax_sync_batch_sizeparameter is not set, and the single synchronization batch is too large, exceeding the interface response time limit.
How to confirm the configuration is complete
- Call the test interface, pass the
last_update_timeparameter, and check that the returned results only include content updated after that time, confirming that the incremental synchronization configuration is effective. - Check the interface authentication logs, confirm that the
access_tokenorapi_keycarried in the request passes the middle platform authentication, verifying that the authentication configuration is correct. - Submit a jump link with a non-whitelist domain name, check that the interface returns a verification failure prompt, confirming that the domain name whitelist configuration is effective.
- Adjust the
max_sync_batch_sizeparameter, observe that the number of data items synchronized in a single interface call does not exceed the set value, verifying that the batch configuration is effective.
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.