What this category’s data looks like
Data for this category primarily comes from State-owned Assets Supervision and Administration Commission (SASAC) investment supervision 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. These cover the full process from project pre-approval preparation to post-investment evaluation. Data fields are organized around core investment dimensions such as project investment amount, implementation cycle, risk level, and revenue expectations.
Constraints on workflow orchestration from these characteristics
Data sources for this category are scattered. Cross-system data pull nodes must be configured for workflow orchestration to uniformly connect designated supervision, ERP and other data sources. The quarterly update frequency requires embedded knowledge base synchronization tasks to trigger quarterly to ensure the timeliness of retrieved data. Multiple types of documents cover the full process from approval to post-evaluation. Differentiated retrieval trigger rules must be configured for different documents. The circulation requirement for core investment dimension fields requires binding variables nodes in the workflow to achieve automatic data transfer, avoiding manual entry errors. At the same time, project risk constraints require configuring verification nodes in the workflow to ensure the accuracy of core data circulation.
How to configure settings
Reference only; verify against the target FastGPT release and deployment documentation.
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
Global variable variables configuration | Bind project approval number, investment amount, and implementation cycle as preset variables | Match the core investment dimension fields of this category to enable automatic data transfer between workflow nodes |
| Knowledge base retrieval trigger rules | Trigger retrieval based on project document type, for example, trigger feasibility study data retrieval for feasibility study reports | Adapt to the business scenario where multiple types of documents cover the process from approval to post-evaluation of this category, improving retrieval accuracy |
Failure retry node nodeId configuration | Set retry triggers for risk control verification nodes, with 2 retry attempts and a retry interval of 30 seconds | Match the rigor of state-owned asset project risk control verification, avoiding process interruption caused by a single call failure |
| AI chat module configuration | Limit the scope of questions to content related to investment project approval and post-evaluation, and bind a dedicated knowledge base ID | Focus on the business scenarios of this category, filtering out irrelevant retrieval results |
| Global variable assignment method | Automatically assign values by pulling project data from the enterprise ERP system | Connect to the core data sources of this category, reducing manual entry errors |
| Single retrieval limit configuration | Set to the top 5 retrieval results | Match the conventional volume of documents in this category, avoiding redundant data interfering with the workflow |
Three common configuration mistakes
- Phenomenon: After configuring the AI chat module, irrelevant results are returned, and the interface prompts that the number of retrieval results is 0. Cause: The scope of questions is not limited to content related to investment project approval and post-evaluation, or the dedicated knowledge base ID of the corresponding category is not bound.
- Phenomenon: When the workflow runs, the global variable is empty, and project data cannot be automatically pulled. Cause: The
variablesnode is not bound to the project fields of the ERP system, or the assignment rule does not match the data source of this category. - Phenomenon: Knowledge base retrieval call fails, prompting that the specified knowledge base cannot be found. Cause: A general knowledge base ID is mistakenly entered, and the dedicated investment project-related knowledge base ID of this category is not used.
How to confirm configuration is complete
- Trigger a test workflow, check whether the
variablesnode automatically displays the preset core project field values, and verify that the fields match the project data in the ERP system. - Run the knowledge base retrieval node, verify that the returned results only include documents of this category such as annual investment plans and feasibility study reports, with no irrelevant content.
- Simulate a call failure scenario, confirm that the workflow triggers the retry node specified by
nodeId, and the process can proceed normally after retries. - View the workflow logs, confirm that all data pull nodes come from designated data sources such as the SASAC investment supervision system and enterprise ERP systems.
The values provided are common starting points and should be measured against the reader'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.