Requirements and Design Document Drafting for IT Budget and Project Portfolio Management: Workflow Orchestration

Data for this category primarily comes from financial systems, project management systems, contract ledgers, and business department requirements.

What data for this category looks like

Data for this category primarily comes from financial systems, project management systems, contract ledgers, and business department requirements. Regularly produced documents include annual budget sheets, project initiation documents, project portfolio dashboards, and investment review reports. Fields include budget amount (unit: ten thousand yuan), project cycle (unit: month), priority level, revenue forecast, and more. Data update frequencies are mostly monthly, quarterly, or annually. The update rhythm of different documents ties to business cycles. The overall data structure is relatively fixed, but relationships between fields are complex. FastGPT v4.17.0 and later versions support workflow orchestration adapted to this type of data.

Multi-source data requires workflows to use multiple nodes to pull data from separate sources such as financial systems and project management systems. This avoids overload from single-node requests. Fixed update frequencies require workflows to prioritize scheduled trigger modes. This matches the monthly, quarterly, or annual update rhythms of the business. Complex document structures require splitting into multiple processing nodes. These nodes complete document parsing, field validation, and content generation separately. Specific field and unit requirements require configuring format validation steps in the workflow. This ensures generated documents include fields that meet category requirements and avoid format errors.

How to set the configuration

Configuration ItemRecommended SettingRationale
Workflow trigger modeTrigger on a scheduled cycle, interval of 30 daysMatches the monthly/quarterly/annual update frequency of the category
Variable mapping rulesAssociate variable fields from data sources such as financial systems and project management systemsCorresponds to the multi-source data characteristics of the category
Node timeout setting600 secondsAdapts to the time consumption requirements of complex document processing
Result validation rulesValidate the field format and units of budget amount and project cycleMatches the specific field and unit requirements of the category
Workflow retry configurationRetry 2 times after failure, interval of 120 secondsAddresses fluctuation risks in system calls

Three common mistakes

  • The code node returns an AxiosError: connect ECONNREFUSED. Troubleshooting steps: Verify that the App/Admin server has correctly configured the AIPROXY_API_ENDPOINT (root address of the AI Proxy service, format example: http://aiproxy:3000, do not append paths such as /v1 or /chat/completions, this is not a single-model address for VLLM/Ollama/Xinference, etc.) and non-empty AIPROXY_API_TOKEN (AI Proxy administrator token, consistent with the AI Proxy server configuration) environment variables, and that these are not confused with application API keys, model vendor keys, etc.
  • Calling a specified workflow returns a 400 Bad Request when the required variables or nodeId parameters for the workflow are not correctly passed.
  • The locally deployed workflow configuration interface experiences text input lag when there are many nodes. This occurs because the rendering logic of page nodes is not optimized, leading to performance pressure from too many DOM nodes.

How to confirm the configuration is complete

  • Verify that the App/Admin server environment variables are configured with AIPROXY_API_ENDPOINT (root address of the AI Proxy service, format example: http://aiproxy:3000, do not append paths such as /v1 or /chat/completions, this is not a single-model address for VLLM/Ollama/Xinference, etc.) and non-empty AIPROXY_API_TOKEN (AI Proxy administrator token, consistent with the AI Proxy server configuration), and that these are not confused with application API keys, model vendor keys, etc.
  • Trigger a test workflow and confirm that node logs successfully pull corresponding data from sources such as financial systems and project management systems.
  • Confirm that documents generated by the workflow include fields such as budget amount and project cycle that meet category requirements, and that formats conform to unit specifications.
  • Test the scheduled trigger function to confirm that the workflow automatically executes according to the set 30-day cycle.

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.