What the Data for This Category Looks Like
Insurance financial report data mainly comes from publicly disclosed quarterly reports, annual reports, and temporary regulatory announcements of insurance companies. The update schedule is that quarterly reports are disclosed within 15 working days after the end of the quarter, annual reports are disclosed within 4 months after the end of the year, and temporary announcements are released when major underwriting, claims, or solvency matters occur. The document structure includes modules such as underwriting business details, claims expenditure ledger, liability reserve provision, investment asset portfolio, and solvency adequacy ratio. Most field units are ten thousand yuan, hundred million yuan, and percentage; some core indicators must be converted in accordance with regulatory standards.
What Constraints Do These Characteristics Impose on Tool Calling and Plugins?
The frequent updates of insurance financial reports require tool calling to support scheduled pulling of publicly disclosed documents and triggered pulling of temporary announcements. Single financial report documents are lengthy and include multiple modules with subdivided fields. Tool calling must support parsing by module to avoid context overflow. Conversion rules based on regulatory standards require plugins to have built-in standardized field mapping to avoid directly using original unadjusted data. File formats vary across disclosure channels, so tool calling must support parsing multiple formats such as PDF and structured reports.
Configuration Settings
| Config Item | Suggested Value | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 500 MB | Single insurance financial report disclosure files usually do not exceed 500 MB. This value covers most scenarios and avoids resource waste |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Structured parsing and field extraction for long documents require longer processing time. 600 seconds covers the parsing process for standard insurance financial reports |
tool_call_max_tokens | 12000–15000 | Insurance financial reports include multiple modules with subdivided fields. Sufficient context is needed to carry parsed corpus and avoid content truncation |
Chunk size | 800–1200 characters | Logical connections between insurance financial report modules are tight. This segment length retains the context integrity required for field extraction |
Recall count | Top 8 entries | Core indicators of insurance financial reports are scattered across multiple sections. Retrieving 8 entries covers the corpus scope required for most analysis tasks |
Similarity threshold | 0.75 | Low-match non-core fields need to be filtered. 0.75 accurately matches regulatory standard indicators in financial reports |
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. It is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Phenomenon: A
413 Request Entity Too Largeerror is returned when calling the file upload workflow API. Cause: TheUPLOAD_FILE_MAX_SIZEparameter is not configured correctly, and the uploaded insurance financial report file exceeds the preset threshold. - Phenomenon: Specific data sources are not displayed in the AI-generated financial report analysis response. Cause: The corpus traceability configuration for tool calling is not enabled, or chapter and page number metadata of the file is not retained during the document parsing phase.
- Phenomenon: When creating a new AI conversation and calling a tool, the used model does not match the preset analysis model. Cause: The target model is not specified in the
TOOL_DEFAULT_MODELconfiguration item, or the default model setting logic is not covered in the workflow.
How to Confirm the Configuration Is Set Correctly
- Upload a standard insurance financial report disclosure file. Check if the parsed fields fully match the document content, and verify that the parsing process completes within the preset timeout period.
- Initiate a tool calling request. Check if the returned context content is complete and no forced truncation occurs.
- Trigger a tool calling request. Check if the number of retrieved corpus entries matches the preset configuration, and if the matching degree meets analysis requirements.
- View workflow logs. Confirm that the file upload API call does not return a limit-exceeded error code, and that the tool calling parameters are correctly loaded.
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.