What the data for this category looks like
Yield-related data for financial lease business mainly comes from structured tables exported from internal lease business systems. Updates follow project launches and monthly summary processes. Single business documents are mostly multi-sheet Excel files, with fixed worksheets including project list, rent calculation details, and payment records. Core fields include lease principal, fund occupancy period, amount due per period, project filing number, and launch date. Their respective units are ten thousand yuan, months, yuan, none, and year-month-day. The document content has high structural consistency, with fields tightly bound to business processes, and no redundant non-business fields.
What constraints these characteristics impose on the "forms and interactions" link
The structured nature of financial lease business data requires the interaction link to support targeted parsing of fixed worksheets, to avoid parsing irrelevant content. The multi-sheet document structure requires configuration options that support specifying a parsing scope, to reduce interference from invalid data. Data volume varies widely across different business scenarios: some have tens of rows of detailed data per project, while others are thousand-row monthly summary reports. This requires the forms and interactions link to adapt to file upload and parsing for different sizes. Additionally, business data requires compliance verification. The interaction link must support preset field rules to prevent invalid or non-compliant data from entering subsequent processes. Differences in data update frequencies also require support for switching between incremental and full update configurations, to adapt to daily project reporting and monthly summary needs.
How to set the configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
UPLOAD_FILE_MAX_SIZE | 500 MB | Monthly summary Excel files for financial leases typically do not exceed 200 MB. Reserved buffer space to handle temporary scaling needs |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Parsing large files with over 15,000 rows requires at least 240 seconds. Setting 300 seconds covers most scenarios |
file_parse_sheet_names | Project List, Rent Calculation Details | Business documents always use these two worksheets to store core yield data, avoiding parsing content from irrelevant worksheets |
field_mapping_template | Lease Principal: Principal, Fund Occupancy Period: Lease Term, Installment Receivable: Rent Amount | Matches the inherent field naming habits of the business, reducing the operational cost of manual mapping adjustments for users |
max_context | 8000–12000 characters | The text length after parsing a single monthly report is typically under 5000 characters. Reserved space supports multi-turn conversation context |
workflow_retry_count | 2 times | Occasional network fluctuations or temporary stalls occur during parsing or calling links. Retries reduce the rate of invalid error reports |
The parameter values provided on this page are all conventional recommendations, used as starting points for configuration. Actual values are affected by material format, 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
- The symptom is returning fixed default prompt text after uploading a structured Excel file. The cause is that the
file_parse_sheet_namesparameter is not configured. The system cannot locate valid business worksheets, triggering the default parsing failure feedback. - The symptom is parsing timeout when uploading business reports with over 15,000 rows. The cause is that the
PARSE_FILE_TIMEOUT_SECONDSvalue is lower than the actual parsing required time, failing to adapt to the time consumption needs of large file parsing. - The symptom is failing to extract text information after uploading a base64-formatted yield curve image. The cause is that image parsing-related configurations are not enabled. The system cannot recognize unstructured media inputs.
How to confirm the configuration is correct
- Upload a standard monthly financial lease report, check if the extracted fields after parsing match the preset
field_mapping_template. - Upload a test Excel file with over 10,000 rows, verify that the parsing process completes within the time set by
PARSE_FILE_TIMEOUT_SECONDS. - Input a base64-formatted test image, confirm that the system triggers the image parsing process and returns the corresponding parsing results.
- Simulate occasional workflow failure scenarios, confirm that the system executes the specified number of retries according to the
workflow_retry_countsetting.
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.