Document Parsing and Chunking for Shipping Port Investment Research Knowledge Base Construction

Shipping port investment research data sources include port operation ledgers, liner route timetables, container condition reports, customs clearance

What the data looks like

Shipping port investment research data sources include port operation ledgers, liner route timetables, container condition reports, customs clearance data, industry freight rate research reports, and more. Data update cycles cover daily reports (berth throughput, ship berthing duration), weekly reports (route freight rate indices), monthly reports (annual operation reviews), and emergency announcements (port congestion, policy adjustments). Common document formats are multi-sheet Excel ledgers, PDF research reports with nested tables, and structured CSV export files. Fields include specialized units such as TEU, net deadweight tonnage, and nautical miles. Some documents split content modules by berth, route, or cargo type.

Multi-sheet Excel ledgers split data by berth and route. The parsing process must automatically identify and extract sheet names as content prefixes to avoid mixing data from different modules. Nested tables, charts, and explanatory text in standard research reports are tightly bound. Chunking must fully retain structural associations to prevent splitting business indicators from their explanations. Fields that bind special units to values must retain unit-value correspondence during chunking to avoid unit ambiguity in subsequent investment research calls. High-frequency updated daily documents must support incremental parsing to avoid reprocessing already uploaded historical data and improve overall processing efficiency.

How to set the configurations

Configuration ItemRecommended SettingRationale
UPLOAD_EXCEL_PARSE_ALL_SHEETSEnabledShipping port Excel ledgers are split into sheets by berth and route. Reading all worksheets covers full business data
CHUNK_MAX_SIZE800–1200 charactersInvestment research documents contain long paragraphs and nested tables. This length preserves complete context for a single investment research logic
PARSE_TABLE_STRUCTUREEnabledTables in port data documents carry core business indicators. Retaining structure ensures data readability and relevance
PARSE_FILE_TIMEOUT_SECONDS600 secondsLarge port operation ledger Excel files or multi-page PDF research reports take longer to parse. This setting avoids task timeouts
ENABLE_INCREMENTAL_PARSESet according to data update cycle, e.g., daily/weeklyHigh-frequency updated port daily and weekly reports require incremental parsing to reduce resource consumption from reprocessing historical data

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, and it is recommended to test on your own samples before finalizing settings.

Three Common Mistakes

  • Phenomenon: Only the first sheet’s content is read after importing an Excel file, and data from other sheets is lost. Cause: The UPLOAD_EXCEL_PARSE_ALL_SHEETS configuration is not enabled. By default, only the first worksheet is parsed.
  • Phenomenon: When importing PPT or DOC documents, the PDF enhanced parsing function does not take effect, and content parsing is incomplete. Cause: The PDF enhanced function only adapts to PDF format documents. Non-PDF files cannot trigger this parsing logic.
  • Phenomenon: When calling the knowledge base interface, the parsed results returned by the detail parameter do not correspond to the stream-returned content. Cause: The configuration to retain document metadata during chunking is not enabled. This prevents association of parsed results with location information such as the original document’s sheet name and page number.

How to Confirm the Configuration Is Correct

  • Upload a test Excel file containing two or more sheets. Check if the parsed text includes each sheet’s name as a content prefix.
  • Import test documents in PDF, PPT, and DOC formats respectively. Compare the completeness of parsing results when the PDF enhanced configuration is enabled and disabled. Confirm that non-PDF documents do not trigger the PDF enhanced logic.
  • Call the knowledge base parsing interface. Check if the returned metadata fields include information such as the original document’s sheet name and page number. Verify that the metadata retention configuration during chunking takes effect.
  • Upload a single large port operation ledger file. Check if the parsing task completes within the preset timeout period without 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.