What this category’s data looks like
Refining intelligent due diligence report data primarily comes from refining unit operation logs, third-party compliance inspection reports, upstream raw material purchase ledgers, downstream product quality inspection certificates, process design documents, and similar materials. Update cycles cover real-time (operation logs), daily (energy consumption reports), monthly (purchase ledgers), and quarterly (compliance document updates). Document structures include modules such as unit parameter tables, material balance sheets, energy consumption indicator pages, process flow diagram descriptions, compliance statements, and more. Fields and units include feed flow rate (tons per hour), reaction temperature (degrees Celsius), system pressure (megapascals), energy consumption (kilograms of standard oil per ton of product), equipment numbers, inspection dates, and other relevant items.
What constraints do these characteristics impose on the document parsing and chunking workflow
The multi-source, multi-format nature of refining due diligence reports requires the parsing module to support multiple formats including PDF, Excel, and process design export files. Common issues include misaligned parsing of Excel merged cells and lost text in vector graphics. Documents have complex structures, including long-form process descriptions and continuous numerical tables. Fixed-length chunking can easily split the association between parameters and their units, leading to failure to match complete business information during retrieval. Modules with process flow diagrams or on-site equipment photos require extracting both images and their corresponding explanatory text. Otherwise, full business context cannot be conveyed. Metadata scattered in headers, footers, and the start of documents must be accurately bound to their corresponding chunks. Otherwise, retrieval results will not carry complete document attributes.
How to configure these settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_EXCEL_MERGED_CELL_MODE | Keep parent cell value | Refining due diligence Excel ledgers often have merged cells. This setting avoids losing corresponding values when child cells are split |
CHUNK_SIZE | 800–1200 characters | Refining due diligence reports include long-form process descriptions and numerical tables. This length preserves complete context for parameters and their units |
PARSE_IMAGE_ENABLE | Enabled | Due diligence reports often include process flow diagrams and equipment photos. This setting extracts image metadata and corresponding explanatory text |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Single refining due diligence reports often include multi-page PDFs and large Excel files. This setting provides sufficient parsing time |
CHUNK_OVERLAP_RATE | 10–15% | Cross-page content in long numerical tables requires retained contextual continuity, preventing business logic breaks after chunking |
RETRIEVE_METADATA_AUTO_ATTACH | Enabled | Document metadata such as report numbers and generation dates must be bound to chunked content to improve retrieval result attributes |
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 targeted analysis. It is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Scenario: After uploading a refining due diligence PDF, the parsed result contains no image content, and the log shows the
IMAGE_PARSE_FAILEDerror code. Cause: ThePARSE_IMAGE_ENABLEconfiguration item is not enabled, or the image extraction module is not configured in the parsing tool. - Scenario: When retrieving chunked content from refining due diligence reports, corresponding metadata such as report numbers and generation dates cannot be obtained. Cause: The
RETRIEVE_METADATA_AUTO_ATTACHconfiguration item is not enabled, or the metadata extraction module is not bound to document attribute fields. - Scenario: When uploading an .xlsx format refining due diligence ledger, the system prompts unsupported format and returns the
UNSUPPORTED_FILE_TYPEstatus code. Cause: The.xlsxsuffix is not added to theALLOWED_UPLOAD_EXTENSIONSconfiguration item, or the configuration item is not activated.
How to confirm configurations are correctly applied
- Upload a single refining due diligence PDF, open the parsed preview interface, and verify that images such as process flow diagrams and on-site equipment photos from the original document are included.
- Upload an Excel material balance sheet with merged cells, check that the parsed table fields fully retain numerical values and their corresponding units such as feed flow rate and energy consumption.
- Submit a retrieval request for process parameters, confirm that the returned results include metadata such as the report number and generation date of the document associated with the chunk.
- Modify the
CHUNK_OVERLAP_RATEconfiguration, reparse the cross-page long-form paragraph, and check that contextual continuity between chunks meets expected standards.
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.