What this category of data looks like
Data supporting securities marketing content primarily comes from exchange public disclosure platforms, internal securities firm research report systems, and third-party market data APIs. Update schedules follow these rules: listed company announcements are pushed in real time upon disclosure, industry research reports are updated in batches on workdays, and market data refreshes in real time during trading hours. Most documents combine structured headers with unstructured main text, including fields such as security code, issuing entity, rating, and core business data, with units including yuan, ten thousand yuan, and share. Some documents include detailed calculation tables in attachment format, requiring separate parsing to extract valid content.
What constraints do these characteristics impose on workflow orchestration
The above data characteristics create multiple constraints for workflow orchestration. Real-time announcement pushes and real-time market data refreshes require workflows to support event-triggered scheduling modes to adapt to high-frequency data update rhythms. Heterogeneous documents from multiple sources require workflow configurations to support parsing nodes for different formats, while unifying data standards via field mapping. Documents with attachments need additional attachment parsing steps to support content extraction from PDF and spreadsheet attachments. Time-sensitive data requires built-in time validation logic in workflows to filter expired content and prevent outdated information from being used in marketing materials.
How to configure settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Securities documents contain long main text and attachments, requiring sufficient time to complete parsing |
max_context_length | 8000–16000 characters | Marketing content needs to integrate full content from multiple research reports and announcements to avoid truncating critical information |
tool_call_order | Execute in bound node order | Securities marketing content requires calling tools in the sequence of "market data → research report analysis → compliance check" to ensure process control |
classification_threshold | 0.75–0.85 | Accurately identify the securities category of user inquiries, avoiding content deviations caused by misclassification |
reply_node_max_lines | Auto-wrap based on content | Support continuous multi-line wrapping to clearly present structured marketing data and logic |
remove_default_prompt | Enabled | Maintain professional marketing language, avoiding generation of platform-provided default introductory text |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: After binding multiple tools in a workflow, some tools fail to trigger or execute in chaotic order. Cause:
tool_call_orderis not configured to execute in bound node order, and the default parallel calling mode causes timing anomalies. - Phenomenon: AI-generated marketing content includes fixed platform introductory text at the end. Cause: The
remove_default_promptconfiguration is not enabled, retaining the system's default prompt content. - Phenomenon: Content generated by the specified reply node cannot support continuous multi-line wrapping, resulting in messy formatting. Cause:
reply_node_max_linesis not configured to auto-wrap based on content, with forced line count limits or no line break parsing enabled.
How to confirm correct configuration
- Trigger a test workflow and check the tool call log to confirm all bound tools execute in the expected order.
- Generate a piece of marketing content and check whether platform-provided default introductory text appears at the end to confirm the
remove_default_promptconfiguration is effective. - Upload a securities announcement with attachments and check whether the parsing result fully extracts main text and attachment content to confirm the
PARSE_FILE_TIMEOUT_SECONDSconfiguration is reasonable. - Simulate user inquiries about securities from different categories and check the classification node's recognition results to confirm the
classification_thresholdconfiguration fits the scenario requirements.
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.