What the data for this category looks like
Data for refining financing daily reports comes primarily from three types of data sources: enterprise internal ERP financial systems, upstream petrochemical raw material trade settlement platforms, and credit ledgers of cooperating financial institutions. The update schedule generates a complete report for the previous natural day on a daily T+1 basis. Structured tables serve as the core carrier for the documents, which include the following fixed fields: full name of financing entity, approved credit limit, actual loan amount on the day, principal and interest due on the day, current raw material procurement financing balance, annualized financing cost coefficient, and corresponding crude oil category for procurement. Amount fields use ten thousand yuan as the unit, while coefficient fields use decimal format.
What constraints these characteristics impose on workflow orchestration
Multiple heterogeneous data sources require configuring multiple data source access nodes, and performing mapping adaptation for differences in field names across different systems. The daily T+1 update schedule requires configuring a scheduled trigger node, and reserving reasonable delay waiting time to ensure full and latest financial and trade data is obtained. Structured fields include financial values and refining-specific category identifiers, requiring the text2sql node in the workflow to be configured with accurate field type mapping to avoid numerical parsing or category matching errors. The fixed field structure requires the workflow's output node to retain the specified column order, ensuring the report format aligns with the reading habits of financial and business personnel.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
Scheduled Trigger Cycle | Daily 02:00 | Matches the T+1 update schedule for refining financing daily reports, avoids obtaining incomplete same-day data |
Multi-data Source Access Timeout | 900 seconds | Covers data pull delays from bank credit systems and trade platforms, avoids mid-pull timeout interruptions |
text2sql Field Type Mapping | Amount fields set to DECIMAL(18,2), category fields set to VARCHAR | Adapts to the amount and crude oil category field types of financing daily reports, avoids parsing errors |
Workflow Node Retry Count | 3 times | Addresses temporary interface fluctuations in financial systems, ensures data pull success rate |
Response Content Formatting | Remove leading and trailing blank lines | Adapts to financial report output format requirements, avoids unnecessary line breaks |
Plugin Reference Path | Relative path./plugins/financing/ | Ensures consistent plugin path during export and import, avoids reference failures |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Three Common Errors
- Phenomenon: The SQL generated by the text2sql node cannot match the exclusive fields of the refining financing daily report, returning empty query results. Cause: No type mapping configured for exclusive fields such as crude oil category and financing balance, leading to incorrect SQL parsing logic.
- Phenomenon: After exporting the workflow JSON file and importing it into a new environment, the system prompts that the plugin was not found. Cause: The relative path configuration of the plugin was not retained during export, and the plugin deployment path of the new environment is inconsistent with the original environment.
- Phenomenon: The financing analysis content returned by the AI conversation node starts with a line break. Cause: The response content blank line removal configuration was not enabled, causing residual leading and trailing line breaks in automatically generated formatted content.
How to Confirm the Configuration is Complete
- Manually trigger the workflow, check the pull logs of each data source node, confirm that all configured fields are successfully obtained and their types match.
- Export the current workflow configuration file, import it into an independent test environment, check that the plugin list loads normally with no missing prompts.
- Enter a test query statement into the text2sql node, confirm that the generated SQL statement includes refining-specific fields and conforms to the expected format.
- Run the AI conversation node, check the output result, confirm that there are no unnecessary leading or trailing line breaks, and the content meets the deterministic 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.