What data for this category looks like
Insurance investment research data mainly comes from non-bank financial regulatory documents released by banking and insurance financial regulatory authorities, underwriting and claims statistical reports released by industry associations, insurance sector analysis documents from third-party professional investment research institutions, and internal actuarial reports and new product term databases of insurance companies. Update frequency varies significantly by source: regulatory documents are released irregularly, industry statistical reports are mostly updated monthly, and new product terms are added alongside product launches. Document structures include multi-column comparison tables, long-text policy interpretations, and structured product parameter documents. Fields include coverage duration and age range for policy application. Units for premium and sum insured are mostly yuan per year or ten thousand yuan. Some documents contain split table content across pages.
What constraints do these characteristics impose on the document parsing and chunking process
The characteristics of insurance investment research data impose multiple constraints on the document parsing and chunking process. Multi-column comparison tables and cross-page split table content require parsing tools to identify cross-page continuity of tables, and avoid splitting associated data within cells. Structured product parameter documents contain bound fields and units. During chunking, the binding relationship between fields such as applicant age and premium rate and their corresponding units must be retained to prevent content fragmentation. Unformatted regulatory documents and irregularly updated industry reports require parsing logic that adapts to multiple layouts. Long-text policy interpretations and industry analyses must ensure that core information of the same paragraph is not incorrectly split, while preserving the integrity of professional terminology.
How to set configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_TABLE_MULTI_COLUMN | Enabled | A large number of multi-column comparison tables and cross-page content exist in insurance investment research documents. Enabling this option fully merges cross-page table data and retains table structure integrity |
CHUNK_MAX_LENGTH | 800–1200 characters | Insurance investment research documents include long-text policy interpretations and structured parameters. This range balances context coherence and retrieval granularity, avoiding splitting of professional terms and associated content |
PARSE_KEEP_FIELD_UNIT | Enabled | Fields such as premium and sum insured in insurance documents are bound to units such as yuan per year and ten thousand yuan. Enabling this option retains the binding relationship between fields and their units, preventing content fragmentation after chunking |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Some annual insurance actuarial reports are lengthy. This duration ensures complete parsing of large-volume documents and avoids premature parsing termination |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Insurance investment research documents contain a large number of high-definition charts and long-text content. This upper limit supports uploading complete industry analysis reports and internal actuarial documents |
The parameter values provided on this page are common recommended starting points for configuration setup. Actual values are influenced by material format, data volume and business rules. Specific issues require case-by-case analysis. Testing on samples specific to the target environment is recommended before finalizing settings.
Three common mistakes
- Phenomenon: Cell content in parsed multi-column comparison tables is misaligned, and cross-column data is split. Cause: The
PARSE_TABLE_MULTI_COLUMNconfiguration is not enabled. The parsing tool cannot recognize the multi-column layout logic of insurance investment research documents, and incorrectly splits associated data in adjacent columns. - Phenomenon: The system returns a
PARSE_TIMEOUTor504 Gateway Timeouterror when parsing large annual insurance actuarial reports. Cause: ThePARSE_FILE_TIMEOUT_SECONDSconfiguration is not set to 600 seconds or higher, causing the parsing duration to exceed system limits. - Phenomenon: Knowledge base search results show applicant age and premium units separated, unable to fully answer product parameter-related questions. Cause: The
PARSE_KEEP_FIELD_UNITconfiguration is not enabled. Chunking splits the binding information between fields and their units, resulting in content fragmentation.
How to confirm configurations are set correctly
- Upload an insurance product document containing multi-column comparison tables, and check whether parsed tables fully retain column structure and cross-page associated content.
- Upload an insurance term document containing structured parameters, and verify whether chunked content retains the binding relationship between fields and their corresponding units.
- Upload a lengthy insurance industry analysis report, confirm that no timeout error occurs during parsing, and that chunked content is coherent and complete.
- Enter the parsing settings panel of the knowledge base configuration, and confirm that the status and values of target configuration items match previously set rules.
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.