What this category’s data looks like
Data for securities financial report analysis mainly comes from official disclosure channels of domestic and overseas stock exchanges, and public release portals for listed company periodic reports. The update schedule follows regulatory requirements: quarterly reports are released within 1-2 months after the end of the quarter, annual reports are released within 4 months after the end of the year, and temporary announcements are updated in real time. Documents are mostly in PDF format, with a core structure including consolidated balance sheet, income statement, cash flow statement and detailed notes. Fields cover attributable net profit (consolidated and parent company scope), earnings per share, net operating cash flow, etc. Units include yuan, ten thousand yuan, hundred million yuan. Some fields include year-over-year and quarter-over-quarter change data.
What constraints these characteristics impose on tool calling and plugins
Data sources are scattered and must comply with regulatory disclosure specifications, requiring tools to accurately target official channels and avoid scraping non-compliant data sources. Financial report documents vary widely in length, with individual core data segments reaching thousands of characters, requiring adaptation to the context length limits of tool calls. There are differences in field scopes (consolidated vs parent company) and inconsistent units, requiring tools to automatically handle field filtering and unit conversion. Frequently updated temporary announcements require scheduled pulling by tools, requiring reasonable call frequency configuration to avoid triggering platform rate limits.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
tool_call_max_retries | 2 retries | Failures in financial report data interface calls are mostly temporary rate limits. 2 retries cover most temporary faults and avoid excessive calls triggering bans |
tool_context_window | 8000–12000 characters | The average length of a single financial report’s core data segment (3 statements + note summary) falls within this range, adapting to tool call context limits |
parse_field_whitelist | Consolidated Attributable Net Profit, Earnings Per Share, Net Operating Cash Flow | Core analysis fields for securities financial report analysis are fixed. Limiting fields reduces invalid data from tool calls |
tool_request_timeout | 30 seconds | Exchange disclosure interfaces typically have response delays between 10-20 seconds. 30 seconds covers network fluctuation scenarios |
plugin_auto_unit_convert | Enabled | Different listed companies’ financial reports may use different units (ten thousand yuan / hundred million yuan). Automatic conversion unifies analysis standards |
model_thinking_max_steps | 10 steps | Securities financial report analysis tasks have moderate complexity. Limiting thinking steps reduces invalid reasoning and shortens overall processing time |
The parameter values provided on this page are all conventional recommendations used as starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Three common mistakes
- DuckDuckGo searches for financial report data return empty results. The reason is that search sites are not limited to stock exchange official disclosure channels, resulting in irrelevant third-party interpretation content being returned and accurate financial report data cannot be matched.
- Tool call nodes return Invalid JSON error, with
Bad control characterin the error message. The reason is that unescaped special characters (such as line breaks, tabs) in financial report documents are included in tool call request parameters, causing JSON serialization failure. - Tool call nodes cannot add connection lines, and there are no small circle trigger points on the interface. The reason is that the debug mode of the tool call node is not enabled, or the current workflow's node type does not support tool call link binding.
How to confirm the configuration is complete
- Manually trigger a tool call, input a query instruction for the core fields of a single financial report, and check whether the returned results include the preset whitelist fields and have unified units.
- Check the tool call logs to confirm that there are no timeout errors within the 30 seconds set by
tool_request_timeout, and the number of retries meets the configured2 retriesrequirement. - Verify whether the plugin's automatic unit conversion function is effective, and compare whether the units of the original financial report and the analysis result are consistent.
- Check the connection line addition function of the tool call node, confirm that small circle trigger points appear after dragging the node, and the link binding is normal.
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.