What the data for this category looks like
Joint-stock bank marketing-related data sources include customer lead data from internal CRM systems, online channel interaction logs, offline branch form data, and marketing campaign supporting materials such as product brochures, event posters, and H5 assets. Customer data is updated daily with incremental updates. Marketing assets are updated in real time when campaigns launch. Documents fall into two categories. Interactive form data includes fields such as customer name, 11-digit mobile phone number, risk assessment level, and intended product type. These fields use enumerated values or standard character formats. Asset documents include structured content such as product parameters, event rules, and audience tags. Some assets are scanned documents or long PDF documents.
Constraints imposed by these characteristics on the forms and interactions workflow
The presence of sensitive fields requires form interactions to meet data security checks. This prevents sensitive information leakage or loss. Long text and scanned format marketing assets require the form's file upload module to support OCR parsing and large file processing. Frequent updates to products and events require the form's dynamic options to support real-time synchronization. This avoids displaying outdated marketing content. There is a certain delay in internal bank system interaction chains. The form submission timeout setting must adapt to existing system response speeds. This prevents submission failures.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 200 MB | Joint-stock bank marketing assets are mostly product manuals and event posters, single files usually do not exceed 200 MB, which adapts to conventional business scenarios |
FORM_FIELD_VALIDATION_RULES | `mobile phone number: 11-digit numbers; risk level: R1-R5 enumeration; intended products: dropdown menu linked to real-time product library | Meets bank regulatory field verification requirements and adapts to the standard structure of business data |
FORM_DYNAMIC_OPTIONS_SYNC_INTERVAL | 5 minutes | Bank products and events have high update frequency, so form options need to be synchronized in a timely manner to avoid displaying outdated content |
PARSE_FILE_OCR_ENABLE | Enabled | Most marketing assets are scanned documents or non-text-only PDFs, so OCR is required to extract text for knowledge base association |
FORM_SUBMIT_TIMEOUT | 30 seconds | The internal bank system interaction chain is long, so sufficient time must be reserved for data verification and submission |
FORM_FIELD_ENCRYPTION | Enabled | Involves customer sensitive information, which must comply with financial industry data security regulations |
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 cases require targeted analysis. Testing against local samples is recommended before finalizing the configuration.
Three Common Mistakes
- Phenomenon: Sensitive fields including mobile phone number and risk assessment are empty after form submission. Cause: The
FORM_FIELD_VALIDATION_RULESverification rules are not configured, so sensitive fields fail verification and are intercepted. - Phenomenon: Single-choice and multiple-choice options cannot be dynamically generated via parameters. Only fixed hard-coded content is displayed. Cause: The
FORM_DYNAMIC_OPTIONSconfiguration item is not used to bind real-time data sources. Only static options are configured. - Phenomenon: Text content cannot be extracted from uploaded scanned marketing PDFs. Cause: The
PARSE_FILE_OCR_ENABLEconfiguration is not enabled. Only plain text PDF parsing is supported, which cannot process scanned assets.
How to Confirm the Configuration is Complete
- Submit a test form containing all required fields. Check that all fields in the submission result are complete, and that sensitive fields are stored normally.
- Modify the optional content in the marketing product library. Wait for the configured synchronization cycle, then refresh the form page. Confirm that the options have updated to the latest content.
- Upload scanned PDF marketing assets. Confirm that the system can normally extract text and associate it with the knowledge base module.
- View system logs for form submissions. Confirm that requests are not intercepted, and that all configured verification rules are active.
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.