What the data for this category looks like
Data sources for this category include public brokerage research reports, third-party industry consulting reports, internal enterprise survey documents, and compliance disclosure documents. Update frequency varies significantly by document type: public research reports are mostly updated quarterly or monthly, while industry white papers are released irregularly. Document formats are primarily PDF and DOCX, with wide variation in single-document length; some long documents exceed 1000 pages. Document fields include publishing institution, release date, rating tags, core business forecast data, with units covering percentages, currency units, and quantity units.
What constraints do these characteristics impose on the document parsing and chunking workflow
Multi-source data creates differences in parsing adaptation requirements. Public documents can be parsed directly, while internal private documents require configuration of dedicated access permissions, which increases parsing complexity. Wide variation in single-document length means long document parsing easily triggers timeouts, so timeout thresholds and parallel processing parameters must be adjusted. Document fields include structured tags and unstructured text, so core business data and redundant descriptions must be distinguished to avoid losing key information during chunking. Parsing logic must be adapted for different document formats: text-based PDF and scanned PDF require calling corresponding parsing engines separately.
How to Configure Parameters
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 900 seconds | Adapts to the full parsing time of a 1000-page PDF research report, avoiding interruptions during long document parsing |
max_chunk_size | 800–1200 characters | Balances research report text density and contextual coherence, adapting to long document chunking requirements |
chunk_overlap | 15–20% | Retains contextual association between chunks, preventing core logic from being split |
UPLOAD_PARALLEL_LIMIT | 8–12 concurrent tasks | Adapts to multi-file batch upload scenarios, balancing server load and parallel processing efficiency |
ENABLE_PARENT_CHUNK | Enabled | Supports splitting research reports by chapter hierarchy, matching the structured table of contents structure of research reports |
CONFLUENCE_PARSE_TOKEN | Calibrated via actual testing | Adapts to access permissions for internal Confluence pages, resolving parsing failures for private documents |
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. Specific issues require targeted analysis, and testing on internal samples is recommended before finalizing settings.
Three Common Configuration Errors
- Phenomenon: After uploading an internal Confluence page, the parsing result is empty or only returns a small amount of irrelevant text. Cause: Dedicated internal network access permissions and parsing tokens are not configured, so enterprise internal network access restrictions cannot be bypassed.
- Phenomenon: When uploading a PDF research report with more than 500 pages, the parsing task returns a
504 Gateway Timeouterror. Cause: The default parsing timeout threshold is too low, and does not adapt to the full parsing time of long documents. - Phenomenon: Chunking results lose structured fields such as research report ratings and target prices. Cause: Structured field extraction configuration is not enabled, only plain text is chunked, and key tags are not retained.
How to Verify Proper Configuration
- A test PDF research report of approximately 1000 pages is uploaded, and the parsing task completion status is checked against the preset timeout threshold.
- Three research report files in different formats are batch uploaded, and the completion efficiency of concurrent upload tasks is confirmed to meet expectations.
- The field list of chunking results is reviewed, and structured tags are confirmed to be correctly extracted and retained in the chunk content.
- The parent-child chunk function is verified, and the table of contents hierarchy of the research report is confirmed to be correctly mapped to the association relationship between parent chunks and child chunks.
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.