Data Format for Optical Module Financial Report Data
Optical module-related financial report data primarily comes from periodic reports publicly disclosed by listed companies and monthly survey data from industry associations. Official data is released within 45 days after quarterly earnings seasons and within 4 months after annual earnings seasons. Industry survey data is updated weekly. Document structures include fields such as business segment revenue, shipment volume, average unit price, gross margin, and downstream application share. Shipment volume is measured in ten thousand units, average unit price in USD per unit, revenue in RMB hundred million. Some cross-border disclosure documents use USD for valuation.
Constraints on Tool Calling and Plugins
The multi-source nature, mixed update frequencies, and differing field units of optical module financial report data impose three constraints on tool calling and plugin usage.
- Connections to exchange announcement APIs and industry survey data sources are required, along with configuration of permission verification and data merging logic for multiple data sources.
- Quarterly financial report data has large batch sizes and fixed update cycles, while industry survey data is updated frequently in small batches. Separate configuration of scheduled task scheduling frequencies and pull thresholds is required.
- Field naming and valuation units differ across data sources. Configuration of field mapping rules and unit conversion parameters is required to avoid calculation deviations.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
toolCallMaxRetry | 2 times | Optical module financial report data sources have relatively high stability. Retrying 2 times covers temporary network fluctuations and avoids triggering interface rate limits |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | A single optical module financial report PDF is usually 50 to 100 pages long. 600 seconds covers the complete parsing process |
fieldMappingRule | Match according to data source preset templates | Field names for shipment volume, revenue and other core fields vary across data sources. Preset templates enable rapid completion of core field mapping |
unitConvertConfig | Convert using quarterly average exchange rates | Valuation units for optical module financial reports differ between USD and RMB. Unified conversion ensures consistency in data calculations |
toolCallSchedule | Pull industry data at 0:00 daily, pull financial report data on the 5th day of the first month of each quarter | Industry survey data is updated weekly, and financial report data is released within 45 days after earnings seasons. This scheduling covers the latest data pulls |
maxContext | 8000–12000 characters | The core business segment text of a single financial report is approximately 3000 to 5000 characters long. Reserving sufficient context ensures complete information transfer for tool calling |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume and business rules. Specific issues require targeted analysis, and it is recommended to conduct testing on relevant samples before finalizing settings.
Three Common Misconfigurations
- Phenomenon: Financial report analysis results generated by tool calling include input and output logs from knowledge base searches. Cause: The knowledge base recall switch was not turned off in tool calling scenarios, causing the system to trigger both tool calling and knowledge base retrieval processes.
- Phenomenon: When importing a plugin via CURL, the interface has no confirmation button or an import failure error
400 Bad Requestis returned. Cause: TheContent-Typeheader field of the CURL request was not configured correctly, or the requiredpluginNameparameter was missing from the request body. - Phenomenon: When using an MCP client to call optical module financial report data, numeric type fields return empty or have incorrect formatting. Cause: The automatic parsing switch for numeric types was not enabled in plugin configuration, causing original string-formatted numeric values to fail correct recognition.
How to Verify Successful Configuration
- Manually trigger a tool call, check if the returned results only include tool call output with no additional knowledge base retrieval logs. Adjust the corresponding configuration items to meet required specifications.
- Upload an optical module financial report PDF, check if the parsed fields match the preset field mapping rules, and if the valuation units of core fields are unified.
- After publishing the application via API, use a test key to initiate a request, confirm that no permission-related error status codes are returned. Adjust API permission configurations to match required specifications.
- Check the tool call scheduling logs, confirm that the pull times for industry data and financial report data follow the preset scheduling rules.
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.