What the data for this category looks like
Data sources for advertising and marketing financing daily reports include advertisers’ own advertising delivery systems, settlement reports from partner media, and third-party marketing data monitoring APIs. Data is generated daily as a summary report for the previous calendar day, and supports splitting by delivery channel and delivery plan dimensions.
The standard structure of a single data entry includes: statistical date (format: YYYY-MM-DD), delivery channel name, delivery plan ID, delivery material type, total delivery amount (unit: RMB yuan), impressions (unit: times), clicks (unit: times), conversions (unit: units), cost per click (unit: yuan per click). All fields are structured numerical or enumeration types, with no deeply nested complex fields.
What constraints these characteristics impose on workflow orchestration
The need for multi-source data access requires the workflow to support parallel calls to multiple interfaces, to avoid execution delays caused by serial requests. The fixed daily update rhythm requires the workflow to be configured with a scheduled trigger node, and the trigger should avoid peak business hours to reduce the risk of interface call conflicts.
The fixed format of structured fields requires the workflow to include a built-in field verification link to ensure that core fields such as statistical date and delivery amount meet the format and unit requirements of downstream processing. The unique identifier requirement for delivery data requires the workflow to be configured with a data aggregation rule based on delivery plan ID, to avoid duplicate or misaligned report merging. Additionally, the reconciliation requirement for financing daily reports requires the workflow to add a data consistency verification node to verify the matching degree between total delivery amount and settlement amount.
How to configure settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
Scheduled Trigger Interval | 2 AM daily | Adapts to the T+1 update rhythm of advertising and marketing financing daily reports, avoids occupying interface resources during peak business hours |
HTTP Request Timeout | 300 seconds | Handles large daily report file downloads or delayed interface responses when connecting to multi-source marketing data interfaces |
Field Mapping Rule | Match uniquely by statistical date and delivery plan ID | Matches the unique identifier of advertising and marketing delivery data, avoids duplicate or misaligned report aggregation |
Knowledge Base Associated Entries | Top 10 | The associated reference data for advertising and marketing financing daily reports is mostly historical delivery data from the same channel; limiting the number of entries improves processing efficiency |
Variable Storage Scope | Global Persistence | Stores fixed parameters such as statistical cycle and channel whitelist, avoiding repeated configuration each time the workflow is executed |
Failure Retry Count | 2 times | Addresses occasional fluctuations in marketing data interfaces, ensuring workflow execution stability |
The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material form, 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 misconfigurations
- Phenomenon: After the workflow runs, the knowledge base search node returns an empty array, and the interface prompts "No relevant knowledge base documents matched". Cause: No fallback logic is configured for empty search results, and incremental data filtering is not enabled by default in v4.8.10, causing daily updated daily report data to not be correctly recalled.
- Phenomenon: Stored delivery channel parameters are lost after workflow execution, requiring re-entry each time the workflow runs. Cause: The variable storage scope is not set to global persistence; v4.8.10 uses session-level variables by default, and variables are automatically cleared after the session ends.
- Phenomenon: When multiple sets of delivery data variables returned by HTTP requests are bound to the knowledge base node, parameter misalignment occurs, and some data fails to match the corresponding knowledge base documents. Cause: The variable mapping is not configured with delivery plan ID as the association key, and misalignment occurs due to direct use of the default variable binding order. Special attention should be paid to association key configuration when adjusting variable binding order in v4.8.10.
How to confirm the configuration is correct
- Manually trigger the workflow, check the return data of the HTTP request node in the execution log, confirm that it is consistent with the daily report data format and field content returned by the source interface.
- Enter the global variable management panel, confirm that parameters such as statistical cycle and channel whitelist have been persistently stored, and do not disappear after the session ends.
- Simulate an empty search scenario, trigger the workflow execution, and verify whether the preset fallback logic is triggered, such as filling in default statistical data.
- Bind multiple sets of delivery data variables to the knowledge base node, check that each variable corresponds to the correct knowledge base document, with no parameter misalignment issues.
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.