What the data for this category looks like
Data sources for financial leasing intelligent due diligence reports include lessee business registration information, lease asset ownership documents, the most recent two financial audit reports, national credit reports, and historical lease performance records. Data updates are triggered when a project is initiated. A single project’s data covers multiple types of heterogeneous files. The document structure primarily uses structured field tables, with scanned document attachments. Core fields include lease asset original value, accumulated rent, lessee asset and liability status, and number of overdue performances. Units correspond to ten thousand yuan, yuan, percentage, and times.
What constraints these characteristics impose on deployment and upgrades
The multi-source heterogeneous nature of financial leasing due diligence data requires adapting the deployment phase to parse files in multiple formats, including industrial and commercial reports, financial statements, and scanned documents. During upgrades, parsing rules must be updated synchronously to support new lease asset ownership file types. Single project data volumes are large, so context window configurations must be adjusted during deployment to avoid content overflow. Fields include multiple types of numerical and enumeration values, so precise field extraction rules must be configured during deployment. After upgrades, the accuracy of field mapping for old project data must be verified. Due diligence data updates are triggered by project milestones, so a triggered synchronization mechanism must be configured during deployment. During upgrades, the data format of historical projects must be supported.
How to set configurations
| Configuration Item | Recommended Value | Basis for This Value |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 300-600 seconds | Financial leasing due diligence reports include multi-page scanned documents and structured tables, which require longer parsing times |
maxContext | 8000-12000 characters | The text content of a single due diligence report has a large volume, and must cover complete core information |
Recall count | Top 8-12 entries | Core fields of due diligence reports are concentrated in distribution. Too many recalls will introduce irrelevant business content |
Similarity threshold | 0.75-0.85 | Precise matching of lease asset and lessee fields in due diligence reports is required to avoid mistakenly recalling irrelevant data |
UPLOAD_FILE_MAX_SIZE | 500-1000 MB | Scanned document attachments attached to due diligence reports have large file sizes |
Chunk size | 1000-1500 characters | Structured table paragraphs in due diligence reports are long, and segmentation must retain field integrity |
The parameter values provided on this page are common starting points for configuration setup. Actual values are affected by material format, data volume, and business rules. Individual cases require specific analysis. It is recommended to test on your own samples before finalizing settings.
Three common misconfigurations
- The interface only displays basic AI configuration items, and the edit entry for custom prompts and reference templates cannot be found. Cause: The open-source version used is V4.8.22. This version does not grant full permissions for advanced configurations. Upgrade to V4.9.0 or later.
- After uploading a due diligence report, the parsing task times out and fails, returning status code 504. Cause: The set
PARSE_FILE_TIMEOUT_SECONDSparameter is lower than the actual parsing time, or the parsing logic for multi-page scanned documents is not adapted. - After a user deletes a conversation via the login-free link, background operation logs are synchronously cleared. Cause: Log retention rules are not configured, or the default setting of clearing logs when conversations are deleted is enabled.
How to confirm configurations are properly set
- Upload a standard financial leasing due diligence report, check the parsing task status. After confirming the task is completed, verify whether the extracted core fields are complete. Adjust segmentation and parsing parameters based on the results.
- Initiate a query targeting the due diligence report fields, verify the relevance of recalled content. Adjust the similarity threshold and recall count to match business requirements.
- Check background file upload logs, confirm no file size limit exceeded alerts appear. Verify that the upload configuration is effective.
- Test the conversation deletion operation via the login-free link, confirm background operation logs are not synchronously cleared. Adjust log retention rules.
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.