What This Type of Data Looks Like
Data comes from structured files exported from insurance company claim systems, or electronic expense statements issued by medical institutions. Updates trigger when individual claim cases are created. Each document only links to one case, with no active updates. Documents use table structures primarily, with fields including treatment period, diagnosis and treatment item name, unit price, quantity, total amount, medical insurance payment limit, personal out-of-pocket amount, and more. Monetary units use Renminbi yuan uniformly. Quantity units vary by item type, such as times, pieces, grams, etc.
Constraints on Citation Sources and Traceability
Expense lists are structured tabular data exclusive to individual cases. Citation traceability must bind the unique identifier of the corresponding claim case and the file upload ID to avoid cross-case confusion. Fields include multiple amount types. The association between core fields such as diagnosis and treatment items and payment limits must be clearly mapped to prevent field misalignment during recall. Minor format differences exist in lists exported by different institutions. Format adaptation rules must be configured to unify parsing structures and ensure consistent traceability information. Core information of expense lists concentrates in table cells, requiring precise matching of semantically related fields. Retrieval matching logic must adapt to structured data characteristics.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Expense lists are structured tables with moderate parsing time; 300 seconds covers parsing needs for most file sizes |
recall_top_k | Top 6–8 entries | Core fields of expense lists are concentrated. Excessive recall introduces irrelevant data, while insufficient recall may miss key diagnosis and treatment items |
similarity_threshold | 0.75–0.85 | Semantics of expense list fields are clear. An overly high threshold filters valid matches, while an overly low threshold introduces irrelevant entries |
file_parse_mode | Structured table parsing | Expense lists primarily use table structures. This mode accurately extracts fields and their corresponding values, performing better than general text parsing |
enable_citation_source | Enabled | Clear citation of expense detail sources is required for claim initial review to ensure traceability compliance |
max_context_window | 1200–1500 characters | Core content length of a single expense list is moderate. This window fully covers the context of key fields and avoids truncation |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.
Three Common Mistakes
- The
source_infofield in the return result is empty after calling the chat interface. The cause is that theenable_citation_sourceconfiguration item is not enabled, and the citation traceability function is not activated. - A
408 Request Timeoutstatus code is returned when parsing an expense list. The cause is that the value set forPARSE_FILE_TIMEOUT_SECONDSis lower than the actual parsing time, and complete field extraction cannot be completed. - Recalled expense details are associated with files not from the current claim case. The cause is that the claim case ID and the unique identifier of the uploaded file are not bound during the retrieval process, leading to cross-case data confusion.
How to Confirm Proper Configuration
- Upload a test expense list file to trigger a parsing task, and check whether the fields in the parsing result are extracted completely and accurately.
- Initiate a claim initial review chat associated with the file, and check whether the return result includes citation source annotation information.
- Call the chat interface, and check whether the return result includes the
source_infofield, confirming that it contains the file ID and corresponding field information. - Adjust the values of relevant configuration items, test recall and parsing results under different parameters, and confirm that they meet business requirements.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.