What This Category of Data Looks Like
Research report data primarily originates from regional business reports produced by internal research teams, publicly disclosed regional financial data from regulatory bodies, and peer exchange documents. Update frequency is irregular, aligned with research project cycles and regulatory policy adjustments. Document structures include multi-level directory hierarchies, covering sections such as research background, regional economic overview, business benchmarking, risk reminders, optimization suggestions, and more. Some documents embed structured tables, attachment documents, and image materials, including business fields such as asset scale and credit limit, with units mostly being large-value currency denominations like ten thousand yuan and hundred million yuan.
Constraints on Document Parsing and Chunking
Document sources include multiple types of collaborative files and embedded resources, so the parsing module must support multiple formats and embedded resource extraction to avoid missing attachment content. Multi-level directory structures require retaining hierarchical associations during chunking, otherwise context logic will be lost during retrieval. The length of individual documents varies widely, so chunking logic must adapt to different lengths to prevent semantic fragmentation from overly short chunks, or retrieval redundancy from overly long chunks. Some fields include large-value currency units, so the association between units and business fields must be accurately identified to avoid unit confusion during retrieval. Research reports often undergo internal circulation via collaborative tools, so full parsing of collaborative documents must be supported, including extraction of nested content.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_MAX_SIZE | 500 MB | Covers the typical maximum single-document size for research reports, avoids parsing failures for large files |
chunk_size | 800–1200 characters | Aligns with the length of research report discourse and structured content, preserves complete business semantics |
chunk_overlap | 100–150 characters | Connects logical associations across sections, avoids context breaks during retrieval |
ENABLE_MULTILEVEL_PARSE | Enabled | Fully extracts multi-level directories and nested content from research reports, prevents document content from being missed |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Adapts to time requirements for long document parsing, prevents parsing tasks from being interrupted by timeouts |
UPLOAD_FILE_ALLOWED_EXTENSIONS | pdf, docx, xlsx, png, feishu-doc | Covers common upload formats for research reports, including collaborative documents |
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 specific analysis, and it is recommended to test against relevant internal samples before finalizing.
Three Common Misconfigurations
- Symptom: When configuring an external PDF parsing tool, the key configuration entry cannot be found, and parsing tasks fail directly. Cause: The access key for the corresponding service provider is not bound in the system file parsing settings page; configuring only on the third-party tool page does not sync to the parsing module.
- Symptom: After uploading a collaborative document, multi-level directory content is not fully extracted, and embedded documents and images cannot be retrieved. Cause: The
ENABLE_MULTILEVEL_PARSEconfiguration is not enabled, and the embedded resource parsing switch is not activated, resulting in nested content and attachments not being extracted. - Symptom: When calling the marker parser, logs prompt
split-related errors, and parsing is interrupted. Cause: Chunking parameters are set incorrectly, causing single-chunk content to exceed the length threshold supported by the parser, triggering a splitting exception.
How to Confirm Proper Configuration
- Upload a typical research report document, check the parsed text content to confirm that multi-level directories and embedded resources have been fully extracted.
- Access the system backend to view the running logs of the file parsing module, confirm that there are no error messages related to key errors, timeouts, or container exceptions.
- Enter specific business keywords from the research report to initiate a retrieval, confirm that the recall results include matching chunked content and context associations.
- Modify the chunking parameters and re-upload the same document, compare the parsed chunk lengths before and after to confirm that the configuration has been synchronized and take effect.
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.