What the data for this use case consists of
Professional service teams use data for financial report analysis primarily from periodic reports, temporary announcements, and official disclosure platforms hosted by domestic and overseas stock exchanges. Data updates follow fixed quarterly and annual cycles, with temporary updates triggered alongside major event announcements. Each financial report document includes consolidated financial statements, financial notes, and management discussion and analysis modules. Core fields include attributable net profit, net profit excluding non-recurring items, net cash flow from operating activities, and similar metrics. Units typically use ten thousand yuan or hundred million yuan as the base. Some segmented financial reports add special business revenue detail fields.
Constraints imposed on tool calling and plugins
Fixed periodic data updates require tool calling to support scheduled triggering of financial report data pull tasks for quarterly and annual cycles, while adapting to non-periodic update triggers for temporary announcements. Single financial report documents can be lengthy, so plugins must set reasonable parsing duration thresholds to avoid parsing interruptions caused by oversized files. Standardized core fields require tool calling to include built-in field mapping rules, unifying differing fields from various disclosure platforms into recognizable standard fields to ensure stable subsequent analysis logic. Timeliness requirements for temporary data require plugins to support dynamic verification of data update times, preventing calls to expired financial report content.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Single annual financial report documents have long length, sufficient time must be reserved for full parsing to avoid mid-process timeout interruptions |
function_call_max_tokens | 8192–16384 tokens | Financial report analysis requires processing large numbers of detail fields and text, requiring adaptation to long-context function call requirements |
database_query_timeout | 300 seconds | Multi-table join queries for pulling financial report databases require longer execution times to prevent query failures due to timeout |
plugin_request_retry_count | 2 retries | Stock exchange disclosure interfaces may experience temporary fluctuations, a small number of retries can improve call success rates |
field_mapping_mode | Auto-matching + manual calibration | Financial report fields vary across different disclosure platforms, auto-matching improves efficiency, manual calibration ensures accuracy of core fields |
max_upload_file_size | 1000 MB | Adapts to upload requirements for large annual financial reports, preventing import failures due to oversized files |
The parameter values listed on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Each situation requires separate analysis. It is recommended to test with your own samples before finalizing settings.
Three common misconfigurations
- The phenomenon: The MySQL database plugin returns garbled text for financial report data fields, and Chinese content cannot be displayed normally. Cause: The character encoding is not specified as utf8mb4 in the database connection configuration, leading to encoding loss during Chinese data transmission.
- The phenomenon: When Qwen2.5 is configured as the model, the tool calling function cannot trigger function execution. Cause: The model's function call switch is not enabled, or the trigger format for tool calling is not clearly specified in the system prompt.
- The phenomenon: Using the HTTP module to call a financial report disclosure interface returns 500 or 429 errors, but the interface can be called normally via Postman. Cause: Request header parameters are not correctly set in the FastGPT HTTP plugin configuration, leading to interface verification failure.
How to confirm configurations are properly set
- Upload a single quarterly financial report document, review the FastGPT file parsing log to confirm there are no timeout or parsing failure errors.
- Send a tool calling request, check that the returned core financial report fields match the original disclosed data.
- Trigger a tool call for a temporary announcement, confirm that latest data updated within the past 24 hours is retrieved.
- Bind verified financial report fields to a basic chart plugin, confirm the plugin can generate corresponding visual content normally.
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.