What data for this category looks like
Multi-financial financial report data primarily comes from periodic reports and temporary announcements publicly disclosed by exchanges, as well as compliance data released by industry self-regulatory organizations. Updates follow quarterly and annual periodic disclosure schedules, with temporary announcements issued alongside major events. Document structures include fixed sections such as financial statements, management's discussion and analysis, and risk disclosures. Fields cover proprietary content like entrusted asset scale, management fee revenue, and risk reserve provisions. Units are mostly RMB ten thousand or RMB hundred million.
What constraints these characteristics impose on tool calling and plugins
The periodic disclosure schedule requires tool calling scheduling configurations to align with financial report release cycles, to avoid frequent pulling of invalid data. Proprietary industry fields and long document structures require plugins to include built-in custom field mapping rules, to adapt to non-standard financial terms such as entrusted asset scale, while also supporting long text segment parsing and retrieval. The unstructured nature of temporary announcements requires tool calling to prioritize semi-structured data parsing plugins, to improve extraction accuracy for key financial report information. Compliance data sources require database connection plugins to limit accessible compliant data source ranges, to prevent unauthorized data calls.
How to set configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Single multi-financial financial report documents often exceed 5000 characters, so this setting must accommodate complete report segments and multi-turn conversation context |
RECALL_TOP_N | Top 8–12 results | Financial report data includes proprietary financial fields and industry terminology, so sufficient relevant segments must be retrieved to cover analysis requirements |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Single financial reports require parsing multiple sections, with higher time consumption than general office documents |
plugin_db_allowed_databases | Add MySQL, PostgreSQL, SQL Server, reserve Oracle configuration | Multi-financial financial report data is often stored in the above three database types, with future expansion to support Oracle planned |
email_plugin_template | Configure template per financial report sending format | Financial report analysis results require standardized output, so the template must match the sending format used in financial industry reports |
tool_call_trigger_mode | Trigger based on knowledge base retrieval results | Tool calling must be triggered based on the relevance of financial report segments, to avoid unnecessary execution |
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. Each scenario requires targeted analysis, and it is recommended to test on your own samples before finalizing settings.
Three common configuration mistakes
- Failing to return the knowledge base ID after calling the conversation interface, only displaying an empty reference field. Cause: The
enable_quote_idconfiguration item is not enabled, or the knowledge base configuration does not enable reference log recording. - Database connection tool error indicating unsupported target database. Cause: The corresponding database type is not added to
plugin_db_allowed_databases, or Oracle connection parameters for extended support are not configured. - Email sending plugin returning the
400 InternalError.Algo.InvalidParameter: messages with role "to"error. Cause: The email recipient field is not configured correctly, or the incomingtoparameter format does not meet plugin requirements, with empty values or invalid characters present.
How to confirm correct configuration
- Initiate a test conversation containing proprietary terms such as entrusted asset scale and risk reserve provisions, check whether the returned results include the
quote_idfield, to confirm that the reference log configuration is active. - Attempt to connect to the configured compliant database, execute a simple financial report data query statement, to verify that the database connection tool successfully establishes a connection and returns data.
- Configure the email sending plugin and pass a valid
toparameter, trigger a test email send, to confirm that no parameter errors are returned. - Upload a standard test financial report document, check whether the parsed segmented content falls within the
maxContextconfiguration range, to verify that the context setting is active.
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.