Service Consultation and Response for Investment Project Approval and Post-Evaluation: Model Access and Configuration

Service Consultation and Response for Investment Project Approval and Post-Evaluation: Model Access and Configuration

What the data for this category looks like

Core data for this category comes from the state-owned assets investment supervision system, enterprise ERP and project management systems, industry market data, audit and financial statements. The update frequency is quarterly. Documents processed daily include annual investment plans, project proposals, feasibility study reports, due diligence reports, asset appraisal reports, and post-investment evaluation reports. Significant structural differences exist across document types: project proposals contain project background and preliminary investment estimates; feasibility study reports cover multi-dimensional analysis of technology, market, and finance; post-investment evaluation reports include project implementation reviews and benefit evaluations. Data fields cover proprietary business fields such as project number, investment subject, approval time, post-evaluation score, with no unified standard format.

Multi-source heterogeneous data sources require the model access link to support unified parsing and adaptation of multi-format data, preventing parsing failures caused by differences in document structures. The quarterly update frequency requires the vector database synchronization cycle to align with the data update rhythm, ensuring the timeliness of retrieved content. The high proportion of long documents requires sufficient token space to be reserved for context configuration, preventing key information from being truncated. This category differs from government investment approval scenarios, with greater focus on board investment decisions, negative lists, and post-investment evaluation. As such, tool calls must adapt to exclusive business processes such as investment decision-making material generation and post-evaluation data integration. The high compliance requirements of the business scenario mean model output must strictly meet the rigor standards of state-owned assets supervision, avoiding risks of state-owned asset losses or accountability investigations.

How to set the configurations

Configuration ItemRecommended SettingRationale
maxContext8000–12000 tokenAdapts to context processing needs for long documents such as feasibility study reports and post-investment evaluation reports
maxTokens4000 tokenBalances single-round response length and system response speed, meeting the content volume requirements for investment decision-making material generation
quoteMaxToken1500 tokenLimits the token proportion of a single cited document, preventing overall context overflow
toolChoiceautoAllows the model to independently select tools to complete tasks such as approval assistance and post-evaluation data integration
temperature0.3–0.5Reduces response randomness, ensuring the rigor of service consultation responses and complying with state-owned assets supervision compliance requirements
AIPROXY_API_ENDPOINTFill in according to the enterprise intranet deployment addressAdapts to the internal network environment of state-owned enterprises and public institutions, ensuring transmission security of sensitive business data
AIPROXY_API_TOKENConfigure according to the enterprise unified identity authentication tokenComplies with internal permission control and data security specifications

Three common mistakes

  • Symptom: Knowledge base search returns non-standard JSON format errors. Cause: No adaptation has been made for the structured fields of investment project documents, leading to format exceptions during model parsing.
  • Symptom: Tool calls cannot automatically select the corresponding tool to execute tasks. Cause: toolChoice is configured in fixed mode, or insufficient business scenario descriptions are provided for the model to match tools.
  • Symptom: Semantic matching results cannot accurately associate target investment projects. Cause: No semantic matching logic adapted to the proprietary fields of state-owned assets projects has been selected, or the matching threshold has not been adjusted to adapt to business fields such as project number and investment subject.

How to confirm that the configuration is complete

Reference only; verify against the target FastGPT release and deployment documentation.

  • Upload a typical feasibility study report, testing whether the model can correctly extract core business fields such as project investment estimates and technical solutions.
  • Trigger the tool call flow, verifying whether the model can independently select the corresponding tool to complete investment decision-making material generation or post-evaluation data integration tasks.
  • View the API call log, confirming that AIPROXY_API_ENDPOINT and AIPROXY_API_TOKEN are configured correctly, with no network connection errors.
  • Adjust the temperature parameter, testing response rigor across different values to ensure output complies with state-owned assets supervision compliance requirements.

The values provided are common starting points and should be measured against their own samples.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-28.