What this use case’s data includes
Data originates from consolidated group financial statements, subsidiary-specific research reports, industry regulatory announcements, internal related party transaction documents, and cross-subsidiary project meeting minutes. Updates align with quarterly financial report releases, real-time industry news pushes, irregular regulatory document updates, and on-demand internal project materials. Document structures include multi-sheet structured tables, long-form research reports, regulatory documents with fixed clauses, and fragmented project meeting minutes. Fields include items such as parent company owners’ equity and minority shareholders’ equity for consolidated report types. Units include yuan, ten thousand yuan, and hundred million yuan. Differences in business reporting standards across subsidiaries create variations in field names and statistical dimensions.
Constraints on document parsing and chunking
Multi-sheet structured reports require binding sheets to their corresponding business segments during parsing. This prevents mixing data across sheets. Long-form research reports include modules such as macro analysis, subsidiary segments, and data appendices. Split content along module boundaries to ensure each chunk has complete logical content. Do not use fixed-length truncation. Regulatory documents with fixed clauses must retain clause hierarchies. This avoids breaking clause integrity during splitting. Fragmented internal project meeting minutes with scattered business modules require aggregating content by business topic. Differences in field names and statistical reporting standards across subsidiaries require retaining original field names and units during parsing. This avoids information bias from unified processing.
Configuration settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
enable_multi_sheet_parse | Enabled | The Excel reports for this use case mostly use multi-sheet structures. Binding sheets to business segments avoids mixing data across sheets |
chunk_size | 800–1200 characters | Investment research documents contain technical terminology and long sentences. This length preserves complete logical integrity for individual modules, and supports subsequent context retrieval |
chunk_overlap | 100–150 characters | Module boundaries in long research reports may span chunk boundaries. Overlapping characters ensures context continuity |
parse_file_timeout_seconds | 600 seconds | Large consolidated financial statements and long-form research reports take longer to parse. This duration prevents timeout interruptions |
preserve_original_field_names | Enabled | There are differences in business reporting standards across subsidiaries for this use case’s reports. Retaining original field names prevents information loss |
enable_ocr_for_pdf_images | Enabled | Some regulatory documents and research reports exist as scanned copies. This setting identifies tables and text within images |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis. Testing against local samples is recommended before finalizing settings.
Three common configuration mistakes
- Issue: After uploading a scanned regulatory document, the knowledge base cannot extract table content, and image placeholders appear in the interface. Cause: The
enable_ocr_for_pdf_imagesconfiguration is not enabled. Only the PDF text layer is parsed, and structured content within images is not identified. - Issue: After uploading a consolidated financial statement, the knowledge base returns content that mixes table data from different sheets, with incorrect field mappings. Cause:
enable_multi_sheet_parseis not enabled. Multi-sheet content is merged into a single chunk of text, leading to mixed cross-sheet data. - Issue: After uploading a large consolidated financial statement, the parsing task returns a
504 Gateway Timeouterror. Cause: Theparse_file_timeout_secondsparameter is not adjusted. Using the default short timeout value cannot complete parsing of large documents.
How to verify correct configuration
- Upload a single-sheet test Excel report, and confirm that the parsed content fully retains table structure and original field names.
- Upload a consolidated financial statement with multiple sheets, and check that the parsing result splits content by sheet, with no mixed cross-sheet data.
- Upload a scanned PDF research report, and verify that the knowledge base can extract text and table content from images.
- Upload a large long-form document, and confirm that the parsing task completes within the preset timeout period, with no timeout errors.
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.