What data for this category looks like
Financial report data for the software development sector mainly comes from annual and quarterly reports regularly disclosed by listed companies, as well as temporary announcement documents publicly available on exchanges. The data update schedule is fixed, concentrated in disclosure windows after quarter-end and year-end, while temporary announcements update in response to triggering events. Document structures include structured reports (such as consolidated balance sheets and income statements) and unstructured notes. Core fields include operating revenue, attributable parent net profit, R&D investment amount, and similar items. Units are usually ten thousand yuan or hundred million yuan; some multinational companies’ financial reports use foreign currencies like US dollars for valuation.
Constraints on tool calling and plugins from these characteristics
The structured and unmixed nature of financial report data requires tool calling plugins to support parsing both unstructured annual report notes in PDF format and structured reports in XLSX format. The fixed update schedule requires plugins to support scheduled synchronization or on-demand pulling of the latest disclosed documents, to avoid using expired data. The large document length requires tool calling to support chunked parsing and context association, to prevent cross-segment loss of field information. The presence of multiple fields with inconsistent units requires plugins to include built-in field mapping and unit conversion logic, to ensure consistency of extracted data.
How to configure settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300–600 seconds | A complete annual report PDF can be dozens of pages long, so sufficient time must be reserved for the parsing process |
UPLOAD_FILE_MAX_SIZE | 500 MB | The actual size of most listed companies' annual report PDFs or structured report files does not exceed this threshold |
maxContext | 8000–16000 characters | Financial report fields are closely related, so sufficient context must be retained to accurately match report items and note explanations |
toolChoice | auto | The system must automatically determine whether to trigger the financial report parsing tool based on user questions, to avoid invalid calls |
functionCall | enabled | Function calling capability must be enabled to accurately extract structured financial report fields, rather than only returning text summaries |
chunkOverlap | 200–300 characters | Cross-segment field association information must be retained when chunk-parsing financial reports, to prevent data breakage |
The parameter values provided on this page are common 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 settings.
Three common configuration mistakes
- Phenomenon: Calling the OpenApi chat interface returns a
400or500status code, and the error message mentions parameter format exceptions. Cause: ThetoolChoiceandfunctionCallparameters are not configured correctly, causing the tool calling request format to not meet system requirements. - Phenomenon: In version v4.8.10, when only a short question of a dozen or so characters is entered, the result is output all at once, without streaming segmented return. Cause: The streaming output configuration item is not enabled, or the streaming response switch is not correctly enabled after tool calling is triggered.
- Phenomenon: The content extraction node cannot call the self-built model interface. Cause: The self-built model access permission is not enabled in the system configuration, or the content extraction node is not bound to the corresponding self-built model configuration parameters.
How to confirm successful configuration
- Upload a single financial report file not exceeding
500 MB, and check whether the system parsing log completes parsing within300–600 seconds. - Initiate a conversation with a requirement to extract financial report fields, and check whether the tool calling log correctly triggers the corresponding parsing plugin, with the returned result containing structured fields.
- Test self-built model access for the content extraction node, and check whether the node returned result includes the exclusive response fields of the self-built model.
- Enable the streaming output switch, enter short text for testing, and check whether the response is returned segment by segment.
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.