What this type of data looks like
Data sources for intelligent due diligence reports on investment platforms include annual/quarterly financial reports of listed entities, public industry research reports, industrial and commercial registration information of target companies, due diligence working papers, and compliance inspection documents. Update frequencies vary by data source type. Financial reports are updated quarterly and annually on a fixed schedule. Research reports and due diligence working papers are updated ad-hoc based on project needs. Document structures include long-form analytical paragraphs, structured financial tables, and scanned attachments. Core fields include net profit attributable to parent company, return on net assets, revenue growth rate, and similar metrics. Corresponding units are yuan, percentage, and multiples.
Constraints on document parsing and chunking
Diverse data sources with inconsistent formats require the parsing module to support multiple input formats including PDF, Excel, and scanned documents. This prevents information loss caused by format incompatibility. A high proportion of structured financial tables require retaining row-column structure and field associations during chunking. This avoids splitting tables into scattered plain text that misaligns core indicators. Document lengths vary widely, from a few pages of project due diligence working papers to hundreds of pages of annual financial reports. Chunking rules must adapt to different document lengths. Some data sources are unstructured scanned documents. OCR parsing capability must be enabled to extract text content.
Configuration settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
parse_mode | auto + table_preserve | Due diligence reports contain a large volume of financial tables. Retaining structured formats prevents information loss |
chunk_size | 800–1200 characters | Financial paragraphs and table blocks in due diligence reports have moderate length. This range covers a single core indicator plus its context, avoiding split across chunks |
chunk_overlap | 100–150 characters | Financial indicators are often linked across paragraphs. Overlapping sections preserve context coherence |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Parsing large annual reports and research reports takes significant time. 300 seconds covers parsing requirements for most long documents |
enable_table_parse | true | Financial tables are the core information carrier in due diligence reports. Table parsing functionality must be enabled |
max_table_row_count | Set based on actual testing | Table row counts vary widely across different due diligence reports. Adjust based on actual documents to avoid truncation |
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 case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common configuration mistakes
- A request error with status code 504 is returned after uploading a PDF. The cause is failure to adjust the
PARSE_FILE_TIMEOUT_SECONDSparameter. Parsing large due diligence reports times out without triggering retries. - No parsed content is returned after uploading a Feishu spreadsheet-format due diligence working paper. The cause is failure to configure a parsing adapter for this format. Only general document formats are supported, and Feishu-specific spreadsheet formats are not supported.
- Core financial fields and units are lost after parsing, and text fragments are scattered and unconnected. The cause is failure to enable the
enable_table_parseconfiguration. Structured tables are parsed only in plain text mode.
How to confirm configuration is valid
- Upload a single-page financial table sample document. Check if the parsed result retains the row-column structure and field units of the table.
- Check system operation logs. Confirm that active flags for configuration parameters such as
parse_modeandenable_table_parsehave been loaded. - Upload an annual financial report document with more than 100 pages. Check if the parsing task completes within the preset timeout period.
- Randomly select a segment of chunked text. Confirm that core financial indicators are not split across chunks.
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.