What the data for this category looks like
Marketing-related data for joint-stock commercial banks comes from internal customer management systems, branch operation logs, wealth product issuance systems, and past marketing material libraries. There are three update rhythms:
- Customer tag data syncs daily
- Wealth product information updates dynamically with issuance milestones
- Marketing materials are stored immediately after being uploaded on demand
Structured customer data includes customer unique identifiers, risk levels, and customer group tag fields. Marketing materials are in rich text format, and include product adaptation instructions and applicable customer group range fields. Field units include annualized yield, customer group ranges, characters, and others.
What constraints these characteristics impose on workflow orchestration
The mixed storage of structured customer data and rich text marketing materials requires workflow orchestration to support linked parameter passing for multiple variable types. This avoids limited adaptability caused by single data format restrictions. The daily sync rhythm of customer tag data requires data source nodes to be configured with scheduled trigger rules. This ensures called customer data uses the latest version. The dynamic updates of wealth product information per issuance milestones requires workflows to connect to real-time interfaces. Local cached copies must not be used, to prevent delayed product information issues. The complex formatting of rich text materials requires parsing nodes to retain format rendering capabilities. This avoids layout errors after variable injection.
Configuration Recommendations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
workflow_variable_input_type | "Structured + Rich Text Hybrid" | Meets the mixed data parameter passing needs of joint-stock commercial bank customer tags and marketing materials |
datasource_sync_interval | 86400 seconds | Matches the daily sync rhythm of customer tag data, ensuring data timeliness |
workflow_node_timeout | 600 seconds | Covers the maximum runtime for wealth product interface calls and rich text parsing |
parse_rich_text_enable | Enabled | Retains the rich text format of marketing materials, preventing layout loss after variable injection |
context_window_size | 8000–12000 characters | Meets long-text context calling needs during marketing content generation |
workflow_variable_allow_file | Enabled | Allows uploaded marketing materials to be passed as variables to workflow nodes |
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 Misconfigurations
- Phenomenon: Empty conversation log fields appear after workflow triggers. Cause: No context storage node is configured, and historical conversations are not included in the parameter passing scope of workflow variables.
- Phenomenon: Model testing works normally in a Docker deployment environment, but workflow conversation display fails. Cause: Inter-container communication ports for workflow nodes are not opened, leading to interrupted data transmission between nodes.
- Phenomenon: Uploaded marketing materials cannot be passed as variables to workflows. Cause: The
workflow_variable_allow_fileconfiguration item is not enabled, and the parameter passing permission for file-type variables is not activated.
How to Confirm Configuration Is Complete
- Trigger a test marketing content generation workflow. Check if the passed customer tags and wealth product information are the latest version, and verify that the data source sync configuration is effective.
- Upload a rich text format marketing material. Verify that it can be passed as a variable to workflow nodes, and confirm that the
workflow_variable_allow_fileconfiguration item is enabled. - View workflow operation logs. Confirm that inter-node communication is normal with no timeout errors, and verify that the
workflow_node_timeoutconfiguration covers actual runtime. - Test the historical conversation passing function. Confirm that the workflow can read and use historical conversation data as variables, and verify that the context storage node configuration is correct.
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.