What the data for this category looks like
Financial report data for investment platforms mainly comes from exchange official disclosure APIs, listed company announcement pages, and compliant third-party data sources. Update cycles align with quarterly and annual report disclosure windows, with daily synchronization for temporary performance announcements. A single financial report document includes structured statements (balance sheet, income statement, cash flow statement) and unstructured notes. Core fields include reporting period, attributable parent company net profit (unit: ten thousand yuan), earnings per share (unit: yuan/share), year-over-year revenue growth rate (unit: %), with some data accompanied by audit opinion markers.
How these characteristics impose constraints on workflow orchestration
The concentrated disclosure of financial report data requires workflows to support scheduled batch triggering, to meet parallel processing needs for multiple reports during disclosure windows. The mixed structured and unstructured document structure requires configured layered parsing nodes, to handle standardized statement fields and note text content separately. Core fields have clear unit markers, so workflows must include built-in unit matching rules to avoid numerical conversion deviations. The timeliness requirement for temporary announcements requires setting task timeout thresholds, to automatically block requests that exceed the disclosure window. Additionally, differences in financial report formats across markets require workflows to support data source switching configurations, to adapt to disclosure specifications of different exchanges.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
schedule_trigger_cron | 0 8 * 1,4,8,10 * | Aligns with domestic financial report disclosure windows for scheduled triggering, covers pre-processing for annual, first quarter, half-year, and third quarter reports |
structured_parse_field_rules | Match the corresponding exchange disclosure field mapping table | Structured fields for investment platform financial reports must strictly correspond to exchange disclosure formats to avoid extraction errors |
tool_call_timeout | 300 seconds | Multi-node connected financial report analysis workflows require sufficient time to cover parsing, tool calling, and report generation steps |
workflow_batch_size | 50 documents per batch | Balances processing efficiency and node resource usage, avoids overloading single-batch tasks |
retry_on_error | Enabled, retry 2 times | Addresses temporary network fluctuations or third-party interface timeouts, improves task success rate |
file_parse_max_size | 20 MB | Single complete annual report PDF files typically do not exceed 20 MB, exceeding this size will cause parsing failures |
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 test on your own samples before finalizing settings.
Three common mistakes
- Phenomenon: Empty images are returned after calling the chart generation tool. Reason: No field mapping rules for the chart data source are configured, so the tool cannot obtain core financial report data.
- Phenomenon: The workflow returns an image URL but it cannot be rendered in the conversation. Reason: The URL preview permission configuration for the conversation interface is not enabled, or the returned URL does not have cross-domain access allowed.
- Phenomenon: The workflow terminates directly after the AI conversation node returns empty or an error. Reason: No error handling rules for large model return exceptions are configured, and no retry or fallback logic is set.
How to confirm the configuration is correct
- Upload a single standard annual report PDF, check if the extracted structured fields match the core data in the original financial report.
- Configure a test scheduled trigger task, start it during a simulated disclosure window, confirm that the workflow automatically batch processes the specified number of financial report files.
- Call the chart generation tool, pass test financial report data, check if valid images are generated and can be rendered normally in the conversation.
- Simulate a tool call failure scenario, check if the workflow triggers retries or returns clear error prompts as configured.
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.