Document Parsing and Chunking for Professional Services Research Report Retrieval

Research report data for professional service scenarios is primarily sourced from broker research institutions, industry associations, and listed

What this type of data looks like

Research report data for professional service scenarios is primarily sourced from broker research institutions, industry associations, and listed company disclosure documents. Update rhythms align with research report release cycles. Broker research reports update daily or weekly, while industry reports release quarterly. Most documents use PDF or Word format, with single files ranging from tens to over 100 pages. They follow a fixed structure, including sections such as executive summary, industry overview, company analysis, financial forecasts, and risk warnings. Core fields include investment ratings, target prices, revenue growth forecasts, and net profit forecasts. Units are RMB ten thousand, percentage, and P/E ratio multiples.

What constraints do these characteristics impose on the document parsing and chunking workflow?

The long length of research reports means parsing services must support large file processing, preventing parsing interruptions triggered by overly large single file sizes. Fixed structured fields require the parsing process to retain original metadata, otherwise core retrieval information such as ratings and target prices will be lost. Dense professional terminology and tight logical connections between paragraphs require retaining context coherence during chunking, avoiding splitting core professional discussion paragraphs. The high-frequency update characteristic requires parsing services to have sufficient concurrent processing capacity, while also configuring reasonable timeout thresholds to match the parsing time of long documents.

How to set the configurations

Configuration ItemRecommended ValueRationale
PARSE_FILE_TIMEOUT_SECONDS1200 secondsSingle research reports have relatively long length, and the parsing process includes multiple steps such as text extraction and structured parsing, requiring sufficient time allocation
Chunk Length800–1200 charactersResearch reports contain a large number of professional discussion paragraphs. Excessive length will disrupt context logic, while insufficient length will split core professional information
UPLOAD_FILE_MAX_SIZE2000 MBThe volume of a single collection of research reports or uploaded packaged multiple research reports may be large, requiring adaptation to large file upload requirements
maxContext40000 charactersResearch report retrieval needs to associate multiple segments of content such as industry data and company finance, requiring a sufficient context window
PARSE_ENABLE_STRUCTUREEnabledResearch reports contain structured fields such as investment ratings and target prices. Enabling this option retains original metadata and improves retrieval accuracy
Number of Returned Results After RerankingTop 8Research report retrieval needs to cover paragraphs across multiple relevant dimensions. Too many results increase subsequent processing burden, while too few will miss core information

The parameter values provided on this page are all conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing settings.

Three common mistakes

  • Phenomenon: After deploying the Docker version v4.8.14, a connection failure occurs when calling marker-pdf to parse PDF research reports, and local access to 127.0.0.1 also fails. Cause: The port mapping of the Docker container is not correctly configured, and the port of the parsing service is not exposed to the host machine, causing the main service to fail to call the internal parsing container.
  • Phenomenon: After uploading a research report document via chat, fields such as investment ratings and target prices are empty in the parsing results. Cause: The PARSE_ENABLE_STRUCTURE configuration is not enabled, only plain text content is extracted, and structured metadata of the research report is not retained.
  • Phenomenon: After batch uploading multiple research reports, some parsing tasks time out and fail. Cause: PARSE_FILE_TIMEOUT_SECONDS is set too short, failing to match the parsing time required for long documents.

How to confirm the configuration is correct

  • Enter the "System Settings - File Parsing" page in the FastGPT backend, and check whether the configured value of PARSE_FILE_TIMEOUT_SECONDS meets expectations.
  • Upload a standard broker research report document, wait for the parsing to complete, and check whether the parsing results include structured fields such as investment ratings and target prices.
  • Enter the container log panel in Docker Desktop, check the running logs of the parsing service, and confirm that there are no port binding failure or connection refused errors.
  • Initiate a batch parsing task, confirm that all tasks are completed within a reasonable time frame, and no batch timeouts occur.

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.