What the data for this category looks like
Joint-stock bank marketing content data comes primarily from four sources: internal marketing asset libraries, CRM customer management systems, third-party public opinion monitoring platforms, and partner channel asset libraries. Data updates follow three rhythms: real-time (for public opinion data), daily (for customer tag updates), and weekly (for bulk marketing asset updates).
Document structures include structured fields and unstructured content. Structured fields are asset ID, applicable customer group, delivery channel, and effective end time. Unstructured content includes copy text, poster images, and event rule documents. Field units are household (for customer group size), MB (for asset file size), and YYYY-MM-DD HH:MM (for timestamps).
Constraints on tool calling and plugins
The multi-format nature of marketing assets requires the tool calling module to support parsing and cross-format adaptation for images, documents, and videos. Real-time public opinion data and customer tag update needs require workflows to support both scheduled and manual trigger modes to adapt to flexible marketing rhythms. Bank external APIs commonly use signature verification mechanisms. Tool calling must configure the corresponding signature algorithm to ensure request legitimacy. Sensitive customer group data must go through desensitization processing via plugins to comply with financial industry data compliance requirements. Multi-field API responses require accurate field mapping to ensure the accuracy of workflow variable binding.
Configuration settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
HTTP_REQUEST_TIMEOUT | 30-60 seconds | Joint-stock bank marketing APIs often connect to core business systems, which typically have high interface response delays. Too short a timeout will trigger unnecessary failures, while too long a timeout will reduce overall workflow efficiency |
PLUGIN_DATA_MASK_RULE | Replace customer phone numbers and ID numbers with * | Marketing content involves customer group privacy information, which must comply with financial data compliance requirements to avoid leakage of sensitive fields during output or transfer |
PARSE_MEDIA_MAX_SIZE | 500 MB | Bank marketing assets include high-definition posters and product promotional videos. The single-file limit must match the storage specifications of the internal asset library |
WORKFLOW_TRIGGER_MODE | Dual mode: scheduled periodic + manual trigger | Marketing content updates do not follow a fixed unified cycle. Scheduled triggers ensure regular asset synchronization, while manual triggers address temporary marketing campaign needs |
API_REQUEST_SIGN_ALGORITHM | HMAC-SHA256 | APIs from bank third-party cooperation channels (such as SMS, official account push) commonly use signature verification mechanisms, matching industry general security standards |
RESPONSE_PARSE_STRATEGY | Bind variables via field name mapping | Bank marketing APIs return a fixed and large number of fields. Mapping by field name avoids variable parsing errors and improves workflow stability |
The parameter values provided on this page are common recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Three common configuration errors
- Phenomenon: Workflows return a
400 Bad Requesterror directly when reaching the tool calling step. Cause: TheAPI_REQUEST_SIGN_ALGORITHMparameter is not configured. Bank APIs require signature verification. Requests without valid signatures are intercepted by the interface. - Phenomenon: The HTTP request module cannot parse the Set-Cookie field in the response header. Subsequent steps cannot reuse session information. Cause: The
HTTP_REQUEST_PARSE_COOKIEconfiguration item is not enabled. The default module only parses response body content and does not process Cookie-related response headers. - Phenomenon: After calling a third-party API to obtain marketing assets, knowledge base uploaded images cannot be displayed in the third-party system. Cause: The binary stream returned by the image API is not converted into a publicly accessible standardized link format. Directly outputting binary content cannot be rendered by external systems.
How to confirm correct configuration
- Initiate a test call. Check the response status code of the tool calling step in the workflow log. Confirm that the status code matches the success status defined in the API documentation.
- Simulate a request containing sensitive fields. Check the plugin output results. Confirm that sensitive information has been desensitized according to the configured rules.
- Trigger a scheduled workflow. Verify that the number of synchronized marketing assets matches the update count of the internal asset library.
- Test the image link generation process. Confirm that the generated link can be loaded and displayed normally in the third-party system.
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.