Tool Calling and Plugins for Investment Platform Financing Daily Reports

Financing daily report data is sourced from official exchange disclosure documents, broker proprietary trading interfaces, and third-party financial

What the data for this report looks like

Financing daily report data is sourced from official exchange disclosure documents, broker proprietary trading interfaces, and third-party financial data service providers. Updates are finalized after 16:00 on each trading day, with no updates on non-trading days. The document uses a flat structured table format. Core fields include target code, target name, financing purchase amount, financing balance, securities lending sales volume, securities lending remaining volume, securities lending balance, and total financing and securities lending balance. Amount fields use Renminbi yuan as their unit, quantity fields use shares or units as their unit, and there is no nested hierarchy.

What constraints do these characteristics impose on tool calling and plugins

The structured format of financing daily reports requires tool calls to strictly match preset fields, to avoid field misalignment from fuzzy parsing. The trading-day-only update schedule requires plugin scheduled tasks to adapt to non-trading day suspension rules, to avoid pulling invalid empty data. Clear unit specifications require the tool calling chain to add unit verification logic, to prevent result errors from cross-unit conversion. Multi-data source access requires plugins to configure interface authentication and current limiting strategies, to handle QPS limits from different service providers, and to resolve field alignment issues across data sources.

Configuration Settings

Configuration ItemRecommended ValueRationale
tool_call_max_retry2 timesFinancing daily report data sources have stable responses; 2 retries cover temporary network fluctuations and avoid excessive triggering of interface current limits
plugin_request_timeout30 secondsMainstream financial data interface response times are concentrated between 10-25 seconds; 30 seconds covers most delay scenarios
tool_schema_force_validateEnabledFinancing daily report fields are clearly defined; forced validation prevents result abnormalities caused by missing fields or incorrect units
schedule_cron_expression0 17 * * 1-5Data updates are completed after 16:00 on trading days; triggering at 17:00 obtains the latest daily financing report data for the day
rag_enable_in_tool_flowEnable as neededKnowledge base recall can be independently configured in the tool calling chain; corresponding parameters are required to control recall logic
tool_response_max_length12000 charactersThe total length of 150 financing daily report entries in a single batch is approximately 9000 characters; 12000 covers conventional batch query requirements

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 individual analysis, and it is recommended to test on your own samples before finalizing settings.

Three Common Mistakes

  • Symptom: After enabling the tool calling node, knowledge base recall results are empty or cannot return industry research report information. Cause: The rag_enable_in_tool_flow parameter is not configured correctly. The tool calling chain disables knowledge base recall by default, which blocks the RAG function.
  • Symptom: Two complete thinking chain outputs appear in the tool calling debug log. Cause: tool_call_max_retry is not set to 1, or automatic retry logic is enabled, triggering secondary thinking after the first call fails to return valid results.
  • Symptom: A 400 Bad Request error is returned when calling a locally deployed large model, and content cannot be generated normally even when using parameters consistent with the online API. Cause: The interface parameter format of the local large model differs from the online API. For example, the value range or parameter name of the top_p field is not adapted, resulting in an unrecognized request format.

How to Confirm Proper Configuration

  • Manually trigger the tool calling node, check whether the returned results include all preset core fields, and confirm that field units match the publicly available format of the data source.
  • Review scheduled task running logs, confirm that there are no call records on non-trading days, and that successful call execution records exist after the specified time point on trading days.
  • After enabling the knowledge base recall function, verify that the tool calling results include relevant industry background information, and confirm that there is no conflict between the RAG chain and the tool calling chain.
  • Simulate temporary network delay, check whether the tool calling node triggers retries according to the configured number of retries, and ensure there are no duplicate invalid thinking processes.

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.