What the data for this category looks like
Comprehensive service category financial report data mainly comes from public disclosure documents of domestic and overseas stock exchanges, professional financial report database application programming interfaces, and official annual report announcements of enterprises. Update cadence includes two types: regular annual and quarterly disclosures, and temporary announcements for major events. A single financial report document usually includes a consolidated balance sheet, income statement, cash flow statement, and detailed notes. Core fields cover operating revenue, attributable net profit, asset-liability ratio, net cash flow from operating activities, and similar items. Units are mostly based on ten thousand yuan or hundred million yuan. Some notes provide detailed breakdown data for segmented businesses.
What constraints do these characteristics impose on the "tool calling and plugins" workflow
The regular and ad-hoc update characteristics of financial report data require tool calling to support scheduled triggering to pull newly disclosed financial reports, or receive external events to trigger incremental synchronization, to ensure the timeliness of analysis data. Single financial report documents are lengthy and include multi-level notes, so plugins must include built-in long text segmentation logic to avoid exceeding the large model's context limit in a single call, which would reduce field extraction accuracy. Differences in units of core fields and detailed breakdowns require plugins to pre-configure field mapping rules to automatically unify units and aggregate segmented data, reducing subsequent manual processing steps. Additionally, the need to connect multiple data sources requires plugins to support flexible configuration of authentication and request parameters for different data sources, to adapt to the calling formats of different financial report data sources.
How to set configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
max_tool_calls | 6–8 times | Comprehensive service financial reports include multi-level details, requiring multiple plugin calls to extract segmented data. Excessively high times will increase overall call latency |
tool_request_timeout | 300 seconds | Financial report data interfaces may return large amounts of detailed data. A longer timeout prevents call failures caused by incomplete data retrieval |
plugin_request_max_length | 8000–12000 characters | Notes in single financial reports are lengthy, requiring adaptation to long text transmission needs to avoid content truncation |
plugin_auth_method | API Key authentication | Most financial report data sources use API Key authentication, adapting to general data source connection requirements |
auto_context_split | Enabled, segmentation length 1500 characters | Financial report documents are overly long. Automatic segmentation adapts to the large model's context window limits and improves field extraction accuracy |
field_mapping_rule | Calibrated based on actual testing | Field naming varies across different data sources. Mapping rules must be adjusted according to the specific connected data source |
The parameter values provided on this page are common recommendations used as a starting point 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 configuration mistakes
- Phenomenon: Custom plugin calls return missing detailed data, or field formats do not meet expectations. Cause: The return field description of the data source was not supplemented in the plugin configuration, causing the tool call to fail to correctly parse the returned content.
- Phenomenon: The large model call prompts an overdue payment, and the interface returns a 402 status code, while the actual API account has remaining quota. Cause: The API Key quota of the third-party data source bound to the plugin was not updated synchronously, or the cost early warning mechanism for plugin calls was not configured.
- Phenomenon: Tool calls time out, and the interface displays a request timeout prompt. Cause: The configured
tool_request_timeoutduration is too short, failing to adapt to the time required for financial report data retrieval.
How to confirm the configuration is complete
- Call the test financial report data source interface, and check whether the returned fields fully match the configured
field_mapping_rule. - Simulate scheduled triggering of the plugin to pull the latest financial report, and check whether the data update time matches the disclosure time of the corresponding financial report.
- Adjust the segmentation parameters of
auto_context_split, and verify that no content truncation or field extraction omission occurs after long text processing. - View the tool call logs to confirm that the duration of each call does not exceed the configured
tool_request_timeoutthreshold.
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.