Document Parsing and Chunking for Energy Storage Investment Research Knowledge Base Construction

Energy storage investment research data sources include technical white papers from power equipment manufacturers, grid dispatch operation logs

What the data for this category looks like

Energy storage investment research data sources include technical white papers from power equipment manufacturers, grid dispatch operation logs, energy storage power station feasibility study reports, industry policy documents, and third-party professional research reports. Update frequency varies by data source type. Policy documents are updated quarterly or for special events. Operation logs are synced daily or in real time. Technical white papers are updated irregularly alongside product iterations. Document structures include standardized parameter tables, charge-discharge curve charts, efficiency calculation formulas, and long technical paragraphs. Core fields include rated capacity (unit: kWh/MWh), cycle life (unit: cycles), SOC, SOH, and other professional terms. Some documents include embedded equipment photos and parameter annotation screenshots.

The multi-source heterogeneous nature of energy storage investment research documents requires the parsing link to support PDF, Word, Excel, CSV, and image formats. This avoids missing embedded professional parameter charts. Long documents are common; a single feasibility study report can be dozens of pages long. Chunking must balance semantic completeness and retrieval accuracy. It must avoid splitting professional formulas and parameter tables into meaningless short paragraphs. The strong binding between professional terms and units requires the parsing link to retain the association between fields and units. This prevents situations where values and units are separated after chunking. Additionally, parameter screenshots embedded in some documents require OCR to extract text. Otherwise, key investment research information will be lost.

How to set the configurations

Configuration ItemRecommended SettingRationale
PARSE_IMAGE_ENABLEEnabledEnergy storage documents often include equipment parameter charts and operation data screenshots. OCR must extract text from images to support retrieval
CHUNK_SIZE800–1200 charactersEnergy storage research reports include long technical paragraphs and continuous formulas. This range preserves the integrity of professional semantics and avoids chunk breaks
PARSE_FILE_TIMEOUT_SECONDS300 secondsParsing large energy storage feasibility study PDFs takes a long time. This value covers the parsing cycle of most long documents
UPLOAD_FILE_MAX_SIZE2000 MBA single energy storage power station archive report can reach 1.5 GB. This value meets large file upload requirements
RECALL_SIMILARITY_THRESHOLD0.75–0.85Energy storage professional terms have high similarity differentiation. This range filters low-relevance recall results and improves retrieval accuracy
RERANK_TOP_NTop 3–5 resultsInvestment research scenarios require precise matching of professional parameters. Too many recall results will disrupt context coherence

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 individual analysis. It is recommended to test on your own samples before finalizing settings.

Three common mistakes

  • Issue: After uploading a Word document with embedded parameter images, knowledge base question answering tests cannot extract energy storage parameter text from the images. Only image placeholders are displayed. Cause: The PARSE_IMAGE_ENABLE configuration item is not enabled, or OCR parsing trigger rules are not configured.
  • Issue: When parsing a 1 GB+ energy storage feasibility study PDF, the backend returns a 504 Gateway Timeout error. Cause: The PARSE_FILE_TIMEOUT_SECONDS setting is less than the actual parsing time of the document. The default value is insufficient to cover long document parsing.
  • Issue: After uploading an energy storage-specific Excel spreadsheet, chunking results split SOC values and their kWh unit into separate paragraphs. Cause: The PARSE_TABLE_KEEP_UNIT configuration item is not enabled, and the association between table fields and units is not retained.

How to confirm the configuration is correct

  • Upload a single Word document with embedded parameter charts. Check if the parsed chunked text includes parameter content such as rated capacity and cycle times from the charts.
  • Upload an energy storage feasibility study PDF of around 1 GB. Wait for parsing to complete, then check if the task status code is 200 OK with no timeout-related errors.
  • Submit a query containing energy storage professional parameters. Verify that recall results include relevant text from the document, with no irrelevant redundant content.
  • Access the knowledge base configuration panel. Confirm that the values of core parameters such as PARSE_IMAGE_ENABLE and CHUNK_SIZE match the preset 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.