What the data for this category looks like
Financial leasing business data mainly comes from internal corporate lease contract systems, customer qualification management modules, and loan and repayment ledgers. Data updates trigger with individual business processes. Data is updated immediately when contracts are signed, rent is received, or customer qualification changes. Each business document includes structured fields and unstructured attachments. Structured fields include lease asset number, lease start date, lease expiry date, per-period repayment amount (unit: yuan), and guarantor identifier. Unstructured attachments are mostly scanned lease contracts and customer credit summaries. Most fields relate to time cycles, monetary values, and business subject identifiers. Common units are natural years, yuan, or unitless rating identifiers.
Constraints imposed by these characteristics on tool calling and plugins
Data is scattered across multiple internal systems. Tool calling must be configured with multi-data source connection parameters and unified field mapping rules across different systems. This prevents core business fields from failing to match. Data updates in real time. Plugins must use incremental synchronization logic. This avoids overusing system resources from full data pulls. Structured fields include monetary and time units. Tool calling must validate numerical formats and unit consistency. This prevents parsing errors. Most unstructured attachments are scanned documents. Plugins must integrate format parsing and content preprocessing capabilities. This ensures attachment content can be effectively retrieved and called.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Financial leasing business documents often include scanned files and long text, requiring sufficient time for parsing |
rag_chunk_size | 800–1200 characters | Mixed structured fields and unstructured text, segment length adapted to field density and retrieval accuracy |
similarity_threshold | 0.75–0.85 | High precision requirements for business data fields, needing to filter low-match retrieval results |
plugin_api_timeout | 60 seconds | When connecting to internal leasing system APIs, the full process of data pulling and field mapping must be covered |
tool_call_max_steps | First 3 steps | Marketing content generation needs to call three types of tools: leasing data, customer tags, and activity rules. Limiting steps avoids redundant calls |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. Testing on one’s own samples is recommended prior to finalizing settings.
Three common mistakes
- Phenomenon: When calling tools to pull leasing business data, returned fields are empty or contain no matching content. Cause: Multi-data source field mapping rules are not configured. This leads to mismatched field names across different systems, making correct extraction of core fields such as lease asset number and repayment amount impossible.
- Phenomenon: When calling plugins, a
500status code orconnection errorerror is returned. Cause: Theplugin_api_timeoutparameter is not adjusted to a duration compatible with internal systems, or network proxy settings for bypassing internal access restrictions are not configured. This causes request timeouts or failed connectivity. - Phenomenon: When generating marketing content via API calls, leasing business case documents in the knowledge base are not retrieved. Cause: The ID parameter of the associated knowledge base is not included in the API request, or knowledge base association configuration is not enabled. This causes the target knowledge base content to not be loaded by default.
How to confirm configurations are correct
- Initiate a single tool call request, pass a known lease asset number, and verify that the returned result includes structured fields and attachment parsing content for the corresponding business.
- Simulate a data update operation in the internal system, check if the plugin can incrementally pull the latest repayment records, and validate that the synchronization logic is effective.
- Include the target knowledge base ID parameter when calling the API, generate marketing content, and verify that content related to leasing business in the knowledge base is referenced.
- View tool call logs, confirm that request parameters and returned result formats for each step meet expectations, with no field parsing or format errors.
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.