Document Parsing and Chunking for Financial Leasing

What this type of data includes

Financial leasing due diligence data primarily comes from lessee operating financial statements, central bank credit reports, formal lease contracts, equipment purchase invoices, and corporate bank statements. Data updates are triggered on demand as projects progress. A single due diligence document package includes multi-page structured tables and scattered business description text. Core fields cover the book value of leased assets, lease term, margin ratio, and periodic rent amount. Units include ten thousand yuan, natural months, percentages, and other types. Some documents embed nested information such as equipment models and lessee affiliated enterprises.

Constraints on the document parsing and chunking workflow

Mixed structured and unstructured content across multiple pages requires the parsing process to automatically distinguish between table text and business description text, to avoid breaking field associations during chunking. The characteristics of nested fields and coexisting multiple units require retaining the original field identifiers and unit information after parsing, to prevent fields from being separated from their units after chunking. Combined documents from multiple sources (such as financial statements and lease contracts) require retaining contextual associations between documents during chunking, to avoid splitting the business logic of the same project. Some documents contain long paragraphs of equipment parameter descriptions, requiring adaptive reasonable segmentation boundaries for long text.

Configuration settings

Configuration Item	Recommended Value	Rationale
`PARSE_FILE_MAX_SIZE`	`500 MB`	Financial leasing due diligence documents often include multi-page financial statements and equipment details. This upper limit covers the scale of most project documents
`chunk_size`	`800–1200 characters`	Due diligence documents include structured tables and long text descriptions. This range balances field integrity and contextual coherence
`chunk_overlap`	`150–200 characters`	Retains field association information across chunks, preventing structured fields from being truncated by chunk boundaries
`ENABLE_TABLE_PARSE`	`Enabled`	Lease asset lists and rent payment schedules in due diligence documents mostly use table formats. Enabling this setting preserves the row and column structure information of tables
`PARSE_TIMEOUT_SECONDS`	`600 seconds`	Parsing large combined due diligence document packages takes a long time. This duration avoids timeout interruptions
`ALLOWED_FILE_EXTENSIONS`	`pdf,docx,xlsx,csv`	Covers commonly used due diligence document formats, and supports Excel-format lease asset detail tables

The parameter values provided here are common starting points for configuration. Actual values may vary based on material format, data volume, and business rules. Testing against local samples is recommended before finalizing settings.

Three common configuration errors

Symptom: When calling the parsing API and receiving a detail: true response, it is not possible to obtain both knowledge base call parameters and streaming return content. Cause: The include_raw_response parameter was not correctly included in the API call, resulting in separation of streaming returns and metadata.
Symptom: An unsupported format prompt is displayed when uploading Excel format files, and only two columns of data are displayed after importing CSV files. Cause: The ENABLE_TABLE_PARSE configuration was not enabled, and the CSV_PARSE_MAX_COLUMNS parameter was not adjusted to an appropriate range.
Symptom: Connection failure errors occur for a locally deployed external parsing service, and recovery is not possible even when testing with 127.0.0.1. Cause: The external parsing service address was not configured in the PARSE_EXTERNAL_PARSER_URL parameter, or Docker container port mapping was not correctly exposed.

How to confirm correct configuration

Upload a single due diligence document that meets the PARSE_FILE_MAX_SIZE set upper limit, and check whether the parsing task completes within the preset duration.
Import an Excel-format lease asset detail table, and verify that the parsed data retains the original row and column structure and field names.
After configuring the external parsing service address, use a test tool to send a connectivity request, and confirm that the return status code is 200 OK.
Import a preset question-and-answer pair dataset, initiate a test query, and verify that the returned content matches the preset reply text in the knowledge base.

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.