What the Data for This Use Case Looks Like
The financial report data for this use case is primarily sourced from publicly disclosed annual/quarterly consolidated statements, temporary announcements, and internal management reports. Data updates follow fixed report cycles: annual reports are updated once per year, quarterly reports once per quarter, and temporary announcements are triggered by major events.
Document structures include consolidated balance sheets, income statements, cash flow statements, plus core fields such as segment operating data, related party transaction details, and equity structure tables. Fields must be differentiated between consolidated scope and parent company scope, including unique items such as minority shareholder equity and segment revenue proportion. Units are mostly based on ten thousand yuan or hundred million yuan, and multi-currency translation must be handled for cross-entity statements.
Constraints Imposed on Tool Calling and Plugins
Calling parameters must be configured separately for consolidated scope and segment data to avoid confusion between core fields of parent company and consolidated statements. Segment operating data has multiple field dimensions, so tool calls must precisely specify target field names; generic field matching cannot be used.
Temporary announcements are updated non-periodically, so plugins must support event-triggered pulling to adapt to their release rhythm. For multi-currency translation requirements, tools must pass the functional currency parameter to automatically adapt exchange rates. Individual financial report documents are lengthy, so plugin context windows must support long-text processing to avoid truncation of critical analysis data.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
plugin_api_timeout | 300 seconds | Consolidated statements and segment data pulling and parsing for this use case take longer, requiring adaptation for long-process handling |
plugin_required_fields | consolidated balance sheet, consolidated income statement, segment revenue proportion, minority shareholder equity | Precisely match core analysis fields for this use case's financial reports to avoid redundant data interfering with tool calls |
workflow_nested_call_limit | 2 levels | Financial report analysis for this use case often splits into three sub-workflows: consolidated scope, segment data, and related party transactions. Excessive nesting depth may cause execution failures |
rag_recall_top_k | Top 6-10 entries | Financial report data fields have strong correlation, so enough relevant fragments must be recalled to support tool call context |
plugin_auth_strategy | API_KEY authentication | Internal management financial report interfaces require secure authentication to prevent unauthorized data access |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Symptom: Only some nodes execute during nested workflow calls, and preset third-party interface calls are not completed. Cause: The
workflow_nested_call_limitparameter is not configured, or its value is set too low, causing nested calls to be forcibly terminated. - Symptom: Calls to public financial report interfaces return the
Error: write EPROTerror. Cause: Theplugin_api_timeoutparameter was not adjusted, and interface data pulling time exceeded the default threshold, causing connection interruption. - Symptom: Analysis results returned by the tool lack the segment revenue proportion field. Cause: The unique field for this use case's financial reports was not specified in
plugin_required_fields, causing interface returned data to be filtered.
How to Confirm Proper Configuration
- Initiate a tool call test for a single financial report for this use case, and verify whether the returned data includes preset core analysis fields.
- Trigger a nested workflow call, and check workflow execution logs to confirm all configured nodes have completed execution.
- Call the bound financial report interface to verify that authentication configuration is valid, and no connection timeout errors occur.
- Adjust the context recall parameter, and confirm that recalled field fragments cover the unique analysis dimensions of this use case's financial reports.
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.