What the data for this category looks like
Data sources for comprehensive service intelligent due diligence reports include public corporate financial reports, industry regulatory disclosure documents, due diligence working papers provided by partners, and special survey data. Update rhythm adjusts according to project cycles or disclosure deadlines, with no fixed high-frequency updates. Most documents follow a fixed chapter structure, including sections such as company overview, financial data tables, risk assessment modules, and attachment scanned copies. Fields include the enterprise’s unified social credit identifier, revenue amount, compliance rectification deadline, and more. Units mostly use standardized measurement formats such as ten thousand yuan, percentage, and calendar days.
What constraints these characteristics impose on the document parsing and chunking link
Multi-source data creates mixed format requirements, requiring the parsing engine to support structured tables, scanned attachments, and plain text chapters simultaneously. This places demands on the parsing engine’s multi-format adaptation capabilities. The project-based nature with no fixed high-frequency updates leads to large volumes and high quantities of single imported documents, requiring reasonable configuration of single-file size limits and batch parsing timeout thresholds. The coexistence of fixed chapters and custom modules requires chunking logic to identify chapter title boundaries, avoiding splitting that breaks field associations within the same chapter. The presence of standardized fields and units requires retaining data context during chunking to ensure complete field information during subsequent calls.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_MAX_SIZE | 500 MB | Comprehensive service due diligence reports often include multi-page financial reports and scanned attachments. The single-file limit balances parsing efficiency and content integrity |
maxChunkSize | 800–1200 characters | Due diligence reports contain long paragraphs of financial analysis and compliance clauses. Overly long chunks lose context, while overly short chunks increase association costs |
enable_ocr | Enable only for PDF scanned copies | Some due diligence manuals combining text and images require retaining original image embeds, avoiding accidental conversion of images to plain text that destroys original typesetting |
parse_sheet_name | Enabled | Due diligence reports often include financial data tables with multiple sheets. Retaining sheet names distinguishes data sources of different dimensions |
PARSE_TIMEOUT_SECONDS | 600 seconds | Parsing large-volume multi-page documents requires sufficient time to complete format conversion and chunking processing, avoiding mid-task interruptions |
chunk_overlap | 100–150 characters | Retains context association at the beginning and end of chapters, avoiding field information breakage across chunks |
The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. Testing on samples specific to the deployment is recommended before finalizing settings.
Three common configuration mistakes
- Phenomenon: After importing a due diligence manual combining text and images, the parsing result only retains plain text content with no original image embeds. Cause: The enablement scope of OCR was not limited, and the engine converts all image areas to text without retaining original image links.
- Phenomenon: When parsing Excel-format financial working papers, only data from the first sheet is extracted, and content from other sheets is lost. Cause: The sheet name parsing configuration was not enabled, and the engine parses only the first sheet by default.
- Phenomenon: After importing PPT or DOC-format due diligence documents, enabling the PDF enhancement option has no effect. Cause: The PDF enhancement function only adapts to PDF-format documents, and non-PDF files cannot trigger this parsing logic.
How to verify correct configuration
- Upload the single largest test document, and check if the parsing task completes within the preset timeout period. If the task times out, adjust the value of
PARSE_TIMEOUT_SECONDS. - Import an Excel test file containing multiple sheets, and confirm that the parsing result includes the names and corresponding data of all sheets. If any sheet data is missing, check the configuration status of
parse_sheet_name. - Import a PDF test document containing embedded images, and check if the parsing result retains the original image embed format. If only plain text is retained, adjust the enablement scope of
enable_ocr. - Split long paragraphs of due diligence document fragments, and check if the chunked content retains chapter context association. If field breakage occurs, adjust the values of
maxChunkSizeandchunk_overlap.
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.