Document and Material Drafting for Investment Project Approval and Post-Evaluation: Tool Calling and Plugins

Document and Material Drafting for Investment Project Approval and Post-Evaluation: Tool Calling and Plugins

What This Category of Data Entails

The daily documents covered by this category include annual investment plans, project proposals, feasibility study reports, due diligence reports, asset appraisal reports, post-investment evaluation reports, and similar materials. Data sources include the State-owned Assets Supervision and Administration Commission investment supervision system, enterprise ERP and project management systems, industry market data, audit and financial statements. The update frequency is quarterly.

Document structures cover modules such as basic project information, investment calculation, risk assessment, post-evaluation indicators, and more. Fields include project number, investment amount, construction period, production benefit, risk rectification status, and more. There is no unified fixed unit standard, and matching must be done against the business specifications of the corresponding documents.

Constraints Imposed on Tool Calling and Plugins

Since data sources involve multiple internal management systems and external data sources, tool calling must support connections to multiple data sources and data pulling to avoid data loss caused by differences in system permissions or interface formats.

Individual documents have long length and complex structure, so tool calling must adapt to chunk processing logic to avoid exceeding context limits. The quarterly update frequency means high-frequency data synchronization is unnecessary, and a reasonable cache cycle can be set to improve efficiency.

At the same time, operational errors in this category may lead to serious consequences such as losses of state-owned assets. Tool calling must configure failure retry and verification mechanisms to ensure data accuracy and process compliance.

Configuration Settings

Configuration ItemRecommended ValueRationale
toolChoiceautoAdapts to multi-type tool calling requirements, automatically selects the corresponding data source or document processing tool
Single tool call limitTop 6 entriesMatches the number of core chapters in a single feasibility study report, avoids excessive redundant data causing context overflow
Failure retry count3 timesAddresses temporary fluctuations in cross-system access, balances success rate and response speed
Maximum context length8000–12000 tokenAdapts to the content length of a complete single feasibility study report, covers core business fields
Tool call timeout600 secondsAdapts to delays in cross-system data pulling, avoids request interruptions caused by large data volume
Knowledge base recall thresholdCalibrated via actual testingMatches the similarity characteristics of documents in this category, avoids recalling irrelevant historical project data

Three Common Misconfigurations

  • A connection error is encountered during tool calling. The cause is that the connection keys for multiple data sources are not properly configured, or cross-system access permissions have not been granted.
  • The content returned by the API call does not include project data from the knowledge base. The cause is that the exclusive knowledge base for this category is not bound in the application configuration, or the recall threshold is set too high to match relevant documents.
  • The platform test runs normally but the API call results are inconsistent. The cause is that the API request does not carry the correct context parameters, or the bound knowledge base is not specified for use.

How to Verify Proper Configuration

  • In the FastGPT v4.17.0 application debugging page, enter queries related to project approval or post-evaluation, and check whether the returned results include preset knowledge base document fragments.
  • Call the API interface, check whether the returned functionCall parameter includes the correct tool calling instructions, and whether the parameters match the document structure of the current category.
  • Simulate a tool call failure scenario, check whether the system triggers the preset retry mechanism, and whether the retry count is recorded in the logs.
  • Adjust the context parameters of the API request, compare the returned content from the platform test and the API call, and confirm that the results match when the two sets of parameters are consistent.

The values provided are common starting points and should be measured against the corresponding operational 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.