What this category's data looks like
Daily documents for this category include on-site daily reports, service desk tickets, inspection reports, and SLA monthly reports. Data sources are customer ITSM systems, monitoring platforms, asset inventories, and on-duty records. Data update frequency has two categories: daily and monthly. On-site daily reports and service desk tickets update daily. SLA monthly reports update monthly. Document fields include on-site date, processed ticket number, inspection item status, SLA compliance items, and others. There is no unified mandatory format. Configurations must match the customer's existing IT assets and service processes.
Constraints imposed by these characteristics on the "Sharing and Embedding" workflow
Since data comes from multiple systems including customer ITSM and monitoring platforms, external systems must configure cross-source data access permissions during embedding to avoid leaking customer internal asset information. Daily-updated tickets and daily reports require high-frequency sync set by external systems or workflows. Monthly-updated SLA reports can use low-frequency sync to avoid unnecessary resource consumption. Documents have no unified format. External knowledge bases must adapt to structures such as single-line entries in on-site daily reports and multi-paragraph inspection items in inspection reports, to ensure accurate retrieval matching after chunking. External identity verification systems must be used to control the access scope of sharing links, to prevent unauthorized access to sensitive delivery data of on-site services.
How to set the configurations
The following configurations are based on adaptation to corresponding external business systems.
| Configuration Item | Recommended Practice | Rationale |
|---|---|---|
Sharing Entry shareId | Copy the complete sharing link generated by the system, do not manually replace the identifier | Identify the sharing entry; business records and data permissions for on-site outsourced operations services still need to be handled by external systems |
| Sharing Link Validity Period | Test starting point: 7 days; adjust based on actual testing of the collaboration cycle and revocation requirements for on-site outsourced operations services | Verify availability within the valid period and access behavior after expiration; this value is not an official default or industry statistic |
| QPM | Test starting point: 20 requests per user per minute; adjust based on actual load | Limit the access frequency of a single user; verification is required combined with request logs and actual load |
| Identity Verification | When identity permission requirements exist, first verify the commercial version capabilities and the uid returned by the third-party identity service | Holding a sharing link does not equate to having business data permissions; third-party identity and data scope need to be verified separately |
| Referenced Content Display | Select display configurations for reference fragments, full text, and original text based on the sensitivity of on-site outsourced operations service materials | Check displayed content within the authorized data range; hidden interfaces cannot be used as a substitute for data permission control |
| Conversation Record Verification | Test example: Prepare 10 question-and-answer samples for on-site outsourced operations services, check them on the same browser and another device respectively | Anonymous records rely on browser local identity; retention cannot be guaranteed across devices or after cache clearing |
Three Common Mistakes
- Sharing entries related to on-site outsourced operations services fail to open. First verify the complete system-generated link and its validity period, then check browser request status; do not manually replace
shareId. - The visible scope of on-site outsourced operations service data does not match expectations. Verify third-party identity verification results, workflow request parameters, and external system data permissions separately; the sharing entry identifier itself does not provide business authorization.
- The same on-site outsourced operations service question and answer is not visible on another device. For anonymous scenarios, first check device, browser, and local identity status; retention cannot be guaranteed across devices or after cache clearing, and service abnormalities cannot be judged solely based on this phenomenon.
How to Confirm the Configuration Is Complete
- Use the external embedding component, open the sharing link generated by the non-login window, enter a known on-site ticket number, and verify that the corresponding customer's ticket data can be retrieved.
- Check the synchronization logs of the external data source to confirm that daily-updated data synchronizes every 6 hours, and monthly-updated data refreshes every 3 days.
- Simulate a request that exceeds the set timeout threshold, and confirm that the embedding window triggers a reasonable loading timeout prompt.
- Try to access the sharing link using an account that has not passed identity verification, and confirm that the embedded content of this service cannot be obtained.
The values provided here 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 2026-10-19.