What the data for this category looks like
Insurance research report sources include regulatory agency disclosure documents, public reports from industry research institutions, official product manuals and annual operation reports released by insurance companies. Update cycles adjust based on regulatory disclosure schedules and industry events. Most documents are structured tables paired with lengthy explanatory text, containing exclusive fields such as insurance coverage scope, deductible clauses, premium calculation units, and underwriting population restrictions. Some long documents include multiple product comparison appendices.
What constraints these characteristics impose on deployment and upgrade
The exclusive fields and long-text structure of insurance research reports require targeted document parsing rules to be configured during deployment, to adapt to the extraction of non-general fields such as insurance coverage and deductible clauses. The update rhythm of mixed temporary industry announcements and regular reports requires upgrading the index update mechanism to support parallel configuration of manual triggers and scheduled tasks. The high proportion of long documents requires adjusting segmentation and recall parameters to avoid truncating core insurance clause content. In offline deployment scenarios, additional access permissions for local research report sources must be configured, to adapt to the long context processing requirements when calling local models.
How to configure the settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Insurance research reports are mostly long documents, and standard timeout periods are insufficient for complete parsing |
maxChunkSize | 1000–1200 characters | Insurance research reports contain dense clause text. This range preserves the logical integrity of clauses and avoids split breaks |
RECALL_TOP_K | Top 8–10 results | Core information in insurance research reports is concentrated. Excessive recall will introduce irrelevant clause content |
SIMILARITY_THRESHOLD | 0.75–0.85 | Insurance clauses use precise wording. Low-match, irrelevant research report fragments must be filtered out |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Some annual solvency reports have large individual file sizes, so upload limits must be adapted |
AUTO_REFRESH_INDEX_CRON | 0 0 2 * * * (2:00 AM daily) | Regular report updates concentrate on workdays. Scheduled refresh covers standard update requirements |
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 case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common misconfigurations
- Issue: After upgrading to v4.9.0, an error "Document parsing enhancement function not authorized" appears when uploading insurance research reports, and the log returns status code 403. Cause: The document parsing and index enhancement modules are enabled by default only in commercial environments. Open source versions require manual configuration of the corresponding plugin switch.
- Issue: After adding a locally deployed deepseek model via ollama, test Q&A returns "model response timeout", and container logs show connection refused. Cause: The local access port mapping for ollama is not configured, or the FastGPT container network is not connected to the ollama container.
- Issue: When using the v2 version of the marker image for parsing insurance research reports in offline deployment, insurance clause fields are empty in the returned text. Cause: The v2 version of the marker image has insufficient adaptation for field extraction from structured insurance documents, and cannot pull supplementary parsing rule packages in offline environments.
How to confirm correct configuration
- Upload a single insurance research report within the configured size limit, check that the parsing task status is "Completed", with no timeout or format error prompts.
- For exclusive queries such as insurance coverage and premium calculation, verify that the recall results contain the exclusive field content of the corresponding research report, with no irrelevant redundant fragments.
- Check the scheduled index refresh task log, confirm that newly uploaded research report indexes are automatically updated according to the configured cycle.
- Test calling the configured local model, input queries related to insurance clauses, confirm that Q&A results based on research report content can be generated normally, with no model connection errors.
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.