Business Process Guidance for Investment Project Approval and Post-Evaluation: Forms and Interactions

Business Process Guidance for Investment Project Approval and Post-Evaluation: Forms and Interactions

What Data for This Category Looks Like

Data sources for this category include state-owned enterprise investment regulatory systems, enterprise ERP and project management systems, industry market data, audit and financial statements. The update frequency is quarterly. Daily processed documents include annual investment plans, project proposals, feasibility study reports, due diligence reports, asset appraisal reports, and post-investment evaluation reports. The overall structure is split into two main modules: project approval preparation and post-investment evaluation. Fields cover basic project information, investment calculation data, investment decision-making material attachments, and post-evaluation quantitative indicators. Units include ten thousand yuan and months. Cross-system data requires consistency verification.

Constraints Imposed on Forms and Interactions by These Characteristics

Cross-system data sources require forms to support multi-source data pulling and consistency verification, to avoid manual entry errors. Complex phased document structures require forms to split modules along three business nodes: project approval preparation, investment decision review, and post-evaluation, to prevent field confusion. Quarterly update cycles require form caching and synchronization to match quarterly rhythms, reducing the risk of outdated data. Severe potential error consequences require forms to include mandatory field verification, data format verification, and submission interception mechanisms. Compared with government investment approval workflows, this category places emphasis on board of directors investment decision-making and negative lists, requiring forms to link investment decision material uploads and compliance verification fields.

How to Configure Settings

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

Configuration ItemRecommended SettingRationale
Form input componentformInput bound to multi-source data interfacesMatches the cross-system data sources of this category, enabling automatic pulling of basic project data from ERP and regulatory systems
User selection componentConfigure full optional models and approval rolesCovers the multi-role collaboration scenarios involved in this category, meeting the permission requirements for investment decision review
Retrieval recall countTop 10 entriesMatches the average length and data volume of daily documents, balancing retrieval efficiency and content completeness
Context length limit8000 charactersAdapts to the average length of single documents such as feasibility study reports and post-investment evaluation reports, avoiding exceeding model processing limits
Timeout threshold120 secondsMatches the average time required to pull data from state-owned enterprise investment regulatory systems, preventing process interruptions
Result display formatGrouped by business moduleAligns with the phased structure of documents in this category, enabling reviewers to quickly locate content

Three Common Misconfigurations

  • Only a single result is returned after retrieval, instead of the specified number of required entries. This occurs because the retrieval recall count configuration parameter was not adjusted correctly.
  • An input error is triggered after referencing a custom component. This occurs because the formInput component was not bound to the correct business data source field, making it unable to read associated project data.
  • Only a small number of optional options are displayed in the model selection list. This occurs because the userSelect component was not configured with the full range of available models and approval roles.

How to Verify Successful Configuration

  • Verify that the form input component is bound to the multi-source data interface for this category, confirming that field mapping matches the business document structure.
  • Test the optional range of the user selection component, confirming that it covers all available models and approval roles.
  • Trigger a retrieval operation, confirming that the number of recalled results meets the configured requirements, and verifying the correctness of the data source.
  • Submit a test form, checking whether data can be synchronized to the associated state-owned enterprise investment regulatory system interface, and confirming that the format verification rules are active.

The values provided here are common starting points and should be evaluated against the user’s 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.