What the Data for This Category Looks Like
Data sources include internal leasing project ledgers, customer lead forms collected from offline customer acquisition, click-through conversion logs from online marketing activities, and leased asset inventory data from partner channels. Update cadence follows these rules: customer lead data is synced in real time, project ledgers are updated per approval node, and marketing materials are adjusted according to campaign cycles. Document structures are mostly a mix of structured forms and semi-structured contract texts. Fields include leased asset original value, lease term, annual interest rate, customer credit score, and others. Some scenarios require linking to the customer’s historical leasing records. All fields have clear unit identifiers.
Constraints for Model Integration and Configuration
The mixed structured and semi-structured data characteristics require the model to support both structured field extraction and semi-structured text parsing. Dedicated field mapping rules must be configured. Real-time customer lead data requires configuring appropriate interface timeout parameters to prevent marketing content delays caused by synchronization lags. Dedicated fields and unit requirements must be clearly specified in the model prompt to avoid unit errors or missing fields in generated content. Personalized marketing content demands configuring context recall filtering rules to ensure recalled historical data matches the current customer’s qualifications.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Financial leasing marketing content often includes multiple contract fragments and customer qualification data. This range covers the context length of typical scenarios and avoids context overflow |
system_prompt_template | 针对融资租赁客户的资质（租赁物原值、租期、年化利率、征信评分），生成适配的营销方案与落地页文案，需明确标注对应单位 | Restrict model output to meet dedicated field and unit requirements for financial leasing, and avoid generating irrelevant content |
tool_call_enable | enabled | Financial leasing marketing requires calling external interfaces such as customer acquisition data and leased asset inventory. Supporting tool calls enables access to real-time information |
recall_top_k | Top 6–8 entries | Marketing scenarios require recalling precise customer historical inquiries and similar project cases. This quantity balances context richness and redundancy |
parse_file_timeout | 300 seconds | Financial leasing contract texts are usually lengthy, requiring sufficient time for structured parsing and field extraction |
field_extract_schema | ["租赁物原值(万元)", "租期(月)", "年化利率(%)", "客户征信评分"] | Matches core fields of financial leasing marketing content, ensuring the model can accurately extract and generate corresponding information |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require targeted analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Configuration Mistakes
- Symptom: After configuring the Ollama model, the custom guide prompt does not take effect, and the generated marketing content does not mention dedicated fields such as leased asset original value and lease term. Cause: The generation rules for dedicated fields are not clearly bound in
system_prompt_template, and context recall field filtering is not enabled. - Symptom: When calling a model via the OneAPI proxy, a 403 Forbidden error occurs, and the interface call fails. Cause: The proxy interface’s authentication key is not correctly configured, and interface access permissions are not verified.
- Symptom: After triggering the search tool, the returned results do not combine context information such as the customer’s credit score and leasing needs, and the generated marketing plan is unrealistic. Cause: The context association configuration for
recall_top_kis not enabled, and customer core qualifications are not used as pre-filter conditions for searches.
How to Verify Successful Configuration
- Submit customer qualification data and contract fragments that include core fields such as leased asset original value and lease term, and check whether the generated marketing content includes the specified fields and meets unit requirements.
- After enabling the tool call switch, simulate a tool request, and check whether external interfaces can be called normally and return corresponding data in the correct format.
- Adjust the context recall parameters, and check whether the recalled historical data matches the current customer’s qualifications and contains no redundant irrelevant content.
- View the model running logs, and confirm that
system_prompt_templateandfield_extract_schemahave been correctly loaded and take effect.
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.