What Data for This Category Looks Like
Insurance research report data primarily comes from insurance industry self-regulatory organizations, investment research departments of licensed insurance institutions, and compliant third-party financial data platforms. Updates primarily consist of quarterly and semi-annual regular reports, supplemented by monthly market updates and temporary policy interpretation documents. Document structures typically include modules such as macro industry environment analysis, segmented insurance line operating data, regulatory policy interpretation, leading institution operating reviews, and risk reminders. Fields cover underwriting scale, payout ratio, renewal rate, policy activity rate, and more. Common units are billion yuan, percentage, and policy count.
Constraints Imposed by These Characteristics on Document Parsing and Chunking
The long-form nature of insurance research reports requires parsing processes to retain cross-page context associations, and avoid splitting complete operating analysis paragraphs across different chunks. The modular structure of segmented insurance lines requires chunking logic to align with industry classification boundaries, and avoid mixing operating data for auto insurance and health insurance in the same chunk. The strong binding between fields and units requires parsing processes to extract field identifiers and corresponding values simultaneously, ensuring complete business semantics in chunked content. The loose structure of temporary policy documents requires identification of key metadata such as policy document numbers and issuing entities, and avoid loss of critical information during chunking.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 180 seconds | Insurance research reports are typically long, contain multi-page tables and long text paragraphs, and require sufficient time to complete full parsing |
maxChunkSize | 1200–1500 characters | Retain complete business semantics such as industry analysis and insurance line data, and avoid splitting critical logical units |
chunkOverlap | 100–150 characters | Connect context associations across segments, and ensure complete business linkage information can be retrieved |
PARSE_TABLE_ENABLE | Enabled | Insurance research reports contain large volumes of structured data tables such as underwriting and payout data. Retaining table structures improves retrieval accuracy |
PARSE_IMAGE_ENABLE | Enabled per scenario | Business charts in insurance research reports assist semantic understanding. Enable parsing based on the proportion of images in the document |
max_paragraph_depth | Calibrated per document nesting level | Adapt to the multi-layer nested structure of insurance research reports, and avoid truncating deep sub-module content |
UPLOAD_FILE_MAX_SIZE | 500 MB | Cover the file size of most annual insurance research reports, and avoid truncation during large file uploads |
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 individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: After uploading a PDF file with embedded images, the parsing result does not include text or chart descriptions corresponding to the images. Cause: The
PARSE_IMAGE_ENABLEconfiguration item is not enabled, or the deployment environment lacks dependency components required for image parsing. - Symptom: When creating a knowledge base, table format files cannot be selected in the import source list. Cause: The structured data parsing switch for the knowledge base is not enabled, or the current version of the import module does not support table formats.
- Symptom: When parsing insurance research reports with multiple nested levels, content from some sub-modules is not fully extracted. Cause: The
max_paragraph_depthparameter value for version 4.9.10 is too low, and does not cover the multi-layer nested structure of insurance research reports.
How to Verify Correct Configuration
- Upload a typical quarterly insurance research report document, verify that parsed paragraph splits retain complete insurance line analysis or policy interpretation units, and adjust corresponding configuration items to meet business requirements.
- Import a research report file containing structured data tables, confirm that the parsing result retains the association between table fields and values, and verify that the table parsing configuration is active.
- Upload a research report file with embedded business charts, check whether the parsing result includes semantic descriptions corresponding to the charts, and confirm that the image parsing configuration is enabled.
- View the optional file format list in the knowledge base import interface, confirm that table formats are included in the supported range, and verify the configuration of the structured data parsing switch.
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.