What this use case’s data looks like
Data sources for investment research knowledge bases include internal business research reports, policy documents released by regulatory authorities, statistical reports from industry associations, macroeconomic data documents, and more. Update cadences vary significantly: regulatory announcement documents are updated in real time or daily, while annual investment research reports are updated quarterly or annually. Document structures include fixed-format official papers, text-and-graphics mixed analysis reports, and some documents contain embedded financial tables, K-line charts, and similar content. Fields typically include release document numbers, issuing entities, statistical cycles, and other items. Units mostly use standard expressions related to financial measurement.
What constraints these characteristics impose on parsing and chunking
The mixed text-and-graphics layout, long text structure, and fixed-format fields of investment research documents impose clear constraints on the parsing and chunking process. For documents with embedded tables and images, structured table data and image-associated text must be fully extracted to avoid missing key information. Long documents must retain cross-page logical units, and chapter integrity must not be disrupted by chunking. For fixed-format regulatory documents, metadata association must be preserved to facilitate subsequent field-based retrieval. The coexistence of high-frequency and low-frequency updated documents requires parsing configurations to adapt to batch incremental task scheduling. Mixed document formats require adaptation to the call priority of different parsing engines.
How to configure the settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_IMAGE_ENABLE | Enabled | Investment research documents often contain embedded K-line charts and statistical report images. Image parsing must be enabled to extract associated text |
CHUNK_MAX_LENGTH | 800–1200 characters | Most investment research documents are long-form analysis texts. This length preserves the logical integrity of individual report chapters |
UPLOAD_FILE_MAX_SIZE | 2000 MB | Annual investment research reports often include large numbers of historical data attachments and multi-page content. Large file upload parsing must be supported |
PARSE_TABLE_STRUCTURE | Preserve original format | Financial tables and industry data tables in investment research documents must retain row and column structures to improve retrieval matching accuracy |
AUTO_CHUNK_BY_HEADING | Enabled | Regulatory documents and research reports are mostly structured by chapter headings. Chunking by heading improves retrieval relevance |
PARSE_FILE_TIMEOUT_SECONDS | 1200 seconds | Large, multi-page documents take longer to parse. Extend the timeout period to avoid task interruptions |
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 targeted analysis. It is recommended to test against your own samples before finalizing settings.
Three common configuration mistakes
- Scenario: After uploading a Word document containing images to the knowledge base, the question-and-answer function cannot access the image text. Cause: The
PARSE_IMAGE_ENABLEconfiguration is not enabled, or the text extracted from the image is not correctly associated with the chunked content. - Scenario: Parsing tasks frequently time out and fail when batch uploading annual investment research reports. Cause: The
PARSE_FILE_TIMEOUT_SECONDSsetting value is lower than the actual time required for document parsing, and does not adapt to the parsing needs of large, multi-page documents. - Scenario: Uploaded PDF-format investment research manuals or user-uploaded attachments cannot be parsed normally. Cause: The corresponding format parsing plugin is not enabled, or the document is encrypted, preventing the parsing engine from reading the content.
How to verify the configuration is correctly set
- Upload a test document containing embedded tables and images, and check whether the parsed chunked content includes structured table text and associated descriptions extracted from images.
- Submit a large-volume annual research report task, wait for parsing to complete, and check whether the task status code is
200with no timeout errors. - Upload encrypted and unencrypted PDF documents, compare the parsing results, and confirm that the prompt that encrypted documents cannot be parsed is displayed normally.
- After enabling the heading-based chunking configuration, check whether the chunk list divides logical units according to the first and second level headings of the document.
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.