Data Characteristics of This Category
Intelligent due diligence report data in the professional services sector is primarily sourced from enterprise industrial and commercial archives, annual audit reports, regulatory public announcements, project due diligence working papers, and other public or internal materials. Update cycles vary by document type: annual audit reports are updated per fiscal year, regulatory announcements are released in real time, and project working papers are updated in stages alongside due diligence workflows. Most documents are dozens of pages long, with mixed formats and fixed structural sections including target entity overview, financial data tables, risk investigation items, related party transaction descriptions, and more. Fields such as registered capital and revenue scale are mostly denominated in ten thousand yuan or hundred million yuan.
Constraints on Document Parsing and Chunking
Multi-source heterogeneous input formats require the parsing process to accurately extract both unstructured text and structured tables, without losing associations between fields and their units. The high share of long documents means chunking logic must retain chapter hierarchy, preventing forced truncation of cross-chapter content. Asynchronous update cycles mean parsing must adapt to temporarily uploaded non-standard documents, and cannot rely on pre-set fixed templates. Additionally, due diligence reports contain numerous financial tables that require full retention of their row and column structures. Chunking must treat tables as independent units to avoid splitting table content across multiple unrelated chunks.
Configuration Settings
| Configuration Item | Recommended Range | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600–900 seconds | Due diligence report single documents often reach dozens of pages, with long parsing times, so sufficient timeout buffer must be reserved |
maxChunkSize | 800–1200 characters | Balances context integrity and recall accuracy, adapts to the content length of long paragraphs and table blocks in due diligence reports |
chunkOverlap | 100–150 characters | Retains contextual continuity between chunks, preventing cross-chapter key information from being truncated |
enable_table_parse | Enabled | Due diligence reports contain a large number of structured financial tables, and table structure must be retained to ensure the integrity of fields and units |
UPLOAD_FILE_MAX_SIZE | 500 MB | Adapts to the upload requirements of large annual due diligence reports, avoiding parsing failures caused by oversized files |
recall_top_k | Top 8–12 entries | Matches multi-dimensional risk, financial and other module content in due diligence reports, ensuring recall covers key chapters |
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 individual analysis, and testing on locally relevant samples is recommended before finalizing settings.
Three Common Configuration Mistakes
- Scenario: A timeout error is returned when parsing due diligence reports using markerpdf in a privatized deployment, and the parsing service log shows the task completed successfully. Cause: The `PARSEFILETIMEOUTSECONDS` configuration value is set too short, failing to match the parsing time of long documents.
- Scenario: After uploading a due diligence report, the large language model reply does not include document content, and the file parsing logic is not triggered. Cause: The automatic parsing switch is not enabled, or the configured parsing trigger threshold is too high to meet automatic parsing conditions.
- Scenario: After reading supporting Excel files for due diligence in a workflow, the returned fields are empty or formatted incorrectly. Cause: The
enable_excel_parseconfiguration is not enabled, or the field mapping rules for table parsing are not configured correctly.
How to Confirm Correct Configuration
- Upload a typical due diligence report document, check the parsing task status log, and confirm parsing time does not exceed the configured
PARSE_FILE_TIMEOUT_SECONDSvalue. - Enter the parsed document preview interface, check whether table content is fully retained, and whether fields and units match the original document.
- Build a test prompt asking for specific financial data or risk reminders in the document, and confirm the large language model reply includes the corresponding content from the document.
- Test uploading a maximum-size due diligence report file, and confirm the upload and parsing process does not trigger size limit error messages.
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.