Document Parsing and Chunking for Identity and Timing

What this category of data looks like

This category of data primarily comes from user-uploaded materials and internal work order logs for insurance claim cases. Update frequency adjusts in real time with case progress. A single case may include multiple rounds of supplementary submissions. Identity-related documents are mostly fixed-format photos of ID cards, social security cards, and other official documents, or structured identity certification files. They contain fields such as name, ID number, issuance date, and expiration date. Most fields use standard text and date formats. Timing-related documents are mostly table-style incident reports, accident certificates, and material submission logs. They include fields such as report time, accident time, material submission time, and review deadline. Units used are primarily dates, time points, and durations.

What constraints do these characteristics impose on the document parsing and chunking workflow?

Identity-related documents are mostly in image format, requiring precise OCR extraction of sensitive fields. Generic OCR’s fuzzy recognition may lead to loss of core information. Timing-related documents are mostly structured tables. The association between time nodes and corresponding events must be retained, and cell content must not be split arbitrarily. The multi-round supplementary submission feature requires parsing to support incremental matching, to avoid repeated processing of already parsed materials. The presence of sensitive fields requires marking desensitization positions synchronously after chunking, to prevent sensitive information leaks. Materials in different formats require adaptation to different parsing logic. Unified chunking rules must balance the structural characteristics of all types of documents.

How to set configurations

Configuration Item	Recommended Setting	Rationale
`PARSE_OCR_ENABLE`	Enabled	Most identity-related claim materials are in image format, requiring OCR to extract structured text
`maxChunkSize`	800–1200 characters	Adapts to the short paragraph and table field lengths of this category of documents, avoiding chunking that disrupts time node associations
`PARSE_FILE_TIMEOUT_SECONDS`	120 seconds	Multi-document OCR and Excel work log parsing take longer, preventing mid-task timeout interruptions
`CHUNK_OVERLAP_RATE`	15%	Retains contextual associations for timing fields, avoiding loss of time-based correspondences such as report and incident times across chunks
`UPLOAD_FILE_MAX_SIZE`	50 MB	Adapts to the common file size limits for high-definition ID photos and Excel claim work logs
`PARSE_EXCEL_ENABLE`	Enabled	Timing-related data is often submitted as Excel work logs, requiring parsing of time node fields within tables

The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.

Three common configuration errors

After uploading an Excel-format timing work log, the parsing result only returns headers with no specific data. This occurs because the PARSE_EXCEL_ENABLE configuration item is not enabled, and the Excel table parsing function is not activated.
No ID number field is extracted after OCR parsing an ID card photo. This occurs because the PARSE_OCR_DETECT_FIELDS configuration is not used to specify extraction of core identity fields such as ID number, and the default parsing does not cover the target content.
A 504 Gateway Timeout error occurs when parsing multiple supplementary submission materials. This occurs because the PARSE_FILE_TIMEOUT_SECONDS configuration is not adjusted, and the default timeout duration is insufficient to complete multi-image OCR parsing.

How to confirm configurations are correctly set

A single standard ID card photo is uploaded. The knowledge base parsing results are checked to confirm inclusion of preset identity fields, verifying that the PARSE_OCR_DETECT_FIELDS configuration is effective.
A test Excel timing work log file is uploaded. The parsing results are checked to confirm complete extraction of time nodes and corresponding events from the table, verifying that the PARSE_EXCEL_ENABLE configuration is enabled.
A compressed package containing multiple supplementary submission materials is uploaded. The parsing task is checked to confirm absence of a 504 timeout error, verifying that the PARSE_FILE_TIMEOUT_SECONDS configuration is set appropriately.
A random chunk is selected. Adjacent chunks are checked to confirm retention of contextual associations for timing fields, verifying the effect of the CHUNK_OVERLAP_RATE configuration.

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.