What this category of data looks like
Core data for customer requirement pool management comes from ticketing systems, customer interview records, CRM systems, and product roadmaps. Update frequency is weekly or per product release cycle. Daily produced documents include requirement pool lists, requirement evaluation forms, customer feedback records, and version planning descriptions. Common document fields include requirement ID, customer identifier, requirement description, priority, evaluation cost, and scheduling node. No mandatory additional statistical units are used. Data revolves around filtering, merging, and implementing feedback from multiple customers.
What constraints these characteristics impose on the sharing and embedding workflow
Customer requirement pool data has scattered sources and inconsistent update cycles. External business systems connected via sharing and embedding must support synchronization of the latest version of requirement pool data to avoid displaying outdated content. Structured multi-field documents require embedded components that support on-demand filtering to display specified fields, preventing loading of redundant information. Data is linked to customer identifiers and ticket information. When sharing and embedding, the connected external business system must configure permission filtering rules to prevent unauthorized access to sensitive customer data. For on-call operations scenarios requiring immediate viewing, the connected external business system must support quick content refresh to adapt to real-time business rhythms.
How to set up the configuration
This configuration applies to FastGPT v4.17.0
| Configuration Item | Suggested Setting | Rationale |
|---|---|---|
Sharing Entry shareId | Copy the full share link generated by the system, do not replace the identifier independently | Identify the sharing entry; customer requirement pool management business records and data permissions must still be processed by the external system |
| Share Link Expiry Period | Test starting point: 7 days; adjust based on actual testing of customer requirement pool management collaboration cycles and revocation requirements | 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 access frequency for a single user, require verification combined with request logs and actual load |
| Identity Verification | When identity permission requirements exist, first verify commercial edition capabilities and the uid returned by the third-party identity service | Holding a share link does not equate to having business data permissions; third-party identity and data scope must be verified separately |
| Referenced Content Display | Select display configurations for referenced fragments, full text, or original text based on the sensitivity of customer requirement pool management materials | Check displayed content within authorized data ranges; do not use hidden interfaces as a substitute for data permission control |
| Conversation Record Verification | Test example: Prepare 10 customer requirement pool management Q&A samples, check on the same browser and another device respectively | Anonymous records rely on browser local identity; retention cannot be guaranteed across devices or after clearing cache |
Three Common Mistakes
- Failure to open the sharing entry related to customer requirement pool management. First verify the full system-generated link and its validity period, then check browser request status. Do not replace
shareIdindependently. - Visibility of customer requirement pool management 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 customer requirement pool management Q&A cannot be viewed on another device. For anonymous scenarios, first check device, browser, and local identity status. Retention cannot be guaranteed across devices or after clearing cache; do not judge service anomalies solely based on this phenomenon.
How to Confirm the Configuration Is Complete
- Open the configured share link, check that the displayed fields are the pre-configured core fields, with no redundant customer privacy information.
- Manually update the requirement pool data, wait for the data synchronization rhythm of the connected external business system, and check whether the share link loads the latest requirement pool content.
- Switch to an unauthorized role account, attempt to access the share link, and confirm that content cannot be viewed or is blocked by the system.
- Adjust the display size of the embedded container, check that the display effect adapts to the layout requirements of the internal ticketing system.
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 2026-10-19.