What this type of data looks like
Industry report data originates from internal cross-segment investment research documents, public industry research reports, and regular disclosure reports from affiliated subsidiaries. Update cycles align with each segment’s official disclosure schedule. Some core research reports receive real-time updates tied to major investment events. Standard document structure includes four core sections: overview, analysis of each sub-business line, summary of financial indicators, and investment advice. Fields cover segment attribution code, target code, revenue scale unit, growth rate unit, and more. Some cross-industry research reports mix statistical standards from different industries.
What constraints these characteristics impose on document parsing and chunking
Cross-segment mixed document structures break business connections when using traditional fixed chunking logic. Chunking processes must retain context information such as segment attribution and sub-business line tags. This prevents incorrect splitting of cross-segment content. Mixed statistical standards across business lines require parsing to retain original field annotation data. This stops standard confusion during later question answering. Real-time updated major event research reports may have dynamically adjusted document structures. Fixed templates cannot support chunking for these reports. Flexible paragraph recognition logic is required. Differences in report formats across affiliated subsidiaries demand parsing that supports multiple table layouts and text arrangements. This avoids loss of some fields.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_TABLE_ENABLE | Enabled | Supports parsing of cross-affiliate subsidiary financial tables common in research reports, retains table structure and field correspondence |
CHUNK_SIZE | 800–1200 characters | Research reports have wide single-paragraph content spans. This range balances context completeness and chunk granularity |
CHUNK_OVERLAP | 150–200 characters | Retains cross-chunk segment association information, prevents context breaks |
PARSE_OCR_LANGUAGE | chi_sim+eng | Some research reports include English industry terms and Chinese main text, requires recognition of both languages |
PARSE_SEGMENT_STRATEGY | Segment by heading hierarchy | Adapts to the fixed heading structure of research reports, retains hierarchical associations between segments and sub-business lines |
MAX_PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Reserves sufficient parsing time for large research report documents compiled across multiple affiliated subsidiaries |
The parameter values listed on this page are common starting points for configuration setup. Actual values are affected by material format, data volume, and business rules. Specific scenarios require individual analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Mistakes
- Issue: After importing Excel-format research report tables, the knowledge base display and output results do not match. Cause: The
PARSE_TABLE_ENABLEconfiguration is not enabled, and table field mapping rules are not activated. This prevents recognition of mixed table layouts across affiliated subsidiaries in the research reports. - Issue: Chinese garbled text appears in OCR-recognized research report content. Cause: The
PARSE_OCR_LANGUAGEconfiguration is not set to a parameter value adapted for Chinese, so simplified Chinese content in the research reports cannot be parsed correctly. - Issue: Chunking results for a single PDF research report fail to cover all core content. Cause: The
CHUNK_SIZEsetting is too small, forcing cross-segment associated analysis content to be split, losing context logic.
How to Confirm Proper Configuration
- Upload a single typical industry research report, check the parsing preview interface. Confirm that segment attribution and sub-business line tags are correctly extracted.
- Run a chunking test, compare chunking results with the original document’s paragraph structure. Adjust chunking parameters until associated content is not split incorrectly.
- Import an Excel-format research report table, verify that the fields displayed in the knowledge base match the original table column names.
- Trigger an OCR recognition test, confirm that Chinese text and mixed industry terms have no obvious recognition 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.