What the data for this category looks like
Data for this category comes from financial institution communications equipment operation logs, SMS interaction records for user calls and wealth management/insurance services, and feedback data collected after marketing outreach. Data updates follow a near-real-time cadence, typically within seconds or minutes. Data is stored in structured key-value pair format. Core fields include: device_id (string-type unique device identifier), device_model (device model string), last_active_time (ISO-formatted last online timestamp), touch_count (integer counting cumulative marketing outreach attempts), and touch_result (enum field for success/failure status). No custom units are applied to any fields, and only timestamps follow general time unit specifications.
What constraints these characteristics impose on tool calling and plugins
For financial institutions’ marketing customer acquisition needs, the near-real-time data update cadence requires short tool calling pull intervals. Longer intervals will generate marketing content based on outdated device status or outreach data, which reduces service accuracy. The structured field system requires explicit specification of required fields during plugin calls. This avoids pulling full redundant datasets and reduces processing overhead. The touch_result enum field requires plugins to support data filtering by status. This enables accurate screening of device outreach records that require follow-up. The strict binding requirement for the device_id unique identifier means plugin calls must pass this field as an associated parameter. Without this parameter, it is impossible to match exclusive financial service marketing data for the corresponding device.
How to set configurations
| Configuration Item | Suggested Value | Rationale |
|---|---|---|
data_pull_interval | 30 seconds | Matches the near-real-time data update cadence of communications equipment, balances data timeliness and resource usage |
required_device_fields | device_id, last_active_time, touch_count | Only pull fields necessary for marketing content generation, reduces data transmission and processing overhead |
plugin_exec_timeout | 15 seconds | Adapts to the real-time requirements of communications equipment data pulling, avoids interrupting the marketing content generation process due to timeout |
db_connection_timeout | 10 seconds | Adapts to the response speed of device-associated databases, avoids connection timeouts caused by large device data scale |
enable_oracle_support | false (default) | Initially only supports common database types, can enable corresponding support later based on business needs |
email_template_id | Marketing Outreach Reminder Template | Binds the email template for the communications equipment marketing scenario, matches notification requirements for outreach feedback |
The parameter values provided on this page are conventional recommendations used as starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require case-by-case analysis. It is recommended to test using local test samples before finalizing configuration values.
Three common configuration mistakes
- Issue: Calls to the database plugin return
400 InternalError.Algo.InvalidParameter: messages with role "to. Cause: Thedevice_idfield was not correctly mapped to the message recipient parameter, causing the parameter format to fail verification rules. - Issue: A database connection error occurs after project startup, but the MongoDB visualization tool can connect normally. Cause: The current service IP was not added to the access whitelist of the communications equipment-associated database, or the device-specific database instance identifier was not correctly replaced in the connection string.
- Issue: The email sending plugin does not trigger as expected. Cause: The threshold for marketing outreach failures was not configured with rules matching device outreach data, or the unique identifier of the email template was not correctly bound.
How to confirm successful configuration
- Perform a single device data pull test, verify that returned fields exactly match the configured
required_device_fields. - Trigger a device marketing event that matches preset conditions, check whether the email plugin generates and sends corresponding content.
- Review tool calling logs, confirm there are no error messages for parameter format errors or connection timeouts.
- Adjust the
enable_oracle_supportconfiguration item, test connectivity to the Oracle database, and confirm the expected enabled state.
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.