What the Data for This Category Looks Like
The data sources for comprehensive service category research report retrieval include public broker research reports, industry research white papers, periodic reports of listed companies, and regulatory documents. Update cycles include fixed periodic releases such as quarterly and annual reports, and temporary files triggered by emergency events. Document structures usually contain title hierarchies, abstracts, core data tables, industry analysis paragraphs, and investment recommendation modules. Fields include report issuing institution, release date, industry classification, target stock price, revenue forecast, etc. Units include yuan, 100 million yuan and other professional financial statistical units.
What Constraints These Characteristics Impose on Document Parsing and Chunking
- Diverse sources and inconsistent formats: The system must adapt to header, footer, and nested table structures of multiple file formats such as PDF, Word, and Excel, and avoid losing field information during parsing.
- Uneven update rhythm: Batch periodic reports and time-sensitive emergency announcements require immediate processing, so the parsing process must support flexible timeout configuration.
- Long documents with abundant professional terms and complex sentences: Chunking must balance contextual coherence, and complete logical discussion units must not be split.
- Tight binding between fields and units: Parsing must retain the association between fields and their corresponding values, and avoid distortion of data meaning after chunking.
How to Set the Configuration
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_MAX_SIZE | 500 MB | Single files of comprehensive service research reports are mostly 10-50 pages. 500 MB covers most batch upload scenarios and prevents large files from being truncated |
Chunk size | 800–1200 characters | Research reports contain professional terms and long sentences. This range can retain complete logical blocks and avoid splitting core discussion content |
PARSE_FILE_TIMEOUT_SECONDS | 120 seconds | Parsing long documents requires loading charts and multiple paragraphs of text. 120 seconds covers most research report parsing needs and prevents timeout failures |
Custom Segmentation Rules | Trigger segmentation by title hierarchy | Research reports have clear chapter title structures. Segmenting by title can retain chapter integrity and facilitate subsequent retrieval matching |
Recall count | Top 3–5 entries | Research report retrieval requires accurate matching of core arguments. This value range balances result relevance and information coverage |
The parameter values provided on this page are common starting points for configuration. The actual values are affected by material form, data volume and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing the configuration.
Three Common Mistakes
- Phenomenon: After uploading a Word-format research report, the parsing result only retains the first half of the main text, with the remaining content missing. Cause: The
PARSE_FILE_MAX_SIZEparameter is not adjusted, and the default value is too small, causing large files to be truncated. - Phenomenon: When searching the uploaded research report file, the returned result is empty and displays the
PARSE_FAILED_003error code. Cause: TheCustom Segmentation Rulesis not enabled, the default segment length is too short, splitting the binding relationship between the core data and units of the research report, resulting in failure to match valid content during retrieval. - Phenomenon: After updating the platform version, the original parsing configuration becomes invalid, and the
miner-uparsing entry cannot be found. Cause: The new version of the platform integratesminer-uinto the global parsing settings, and the general parsing engine needs to be enabled in the "Document Parsing" menu of the knowledge base editing page.
How to Confirm the Configuration is Correct
- Upload a single standard research report file, view the parsed text blocks, and confirm that chapter titles and main text are not incorrectly split.
- Enter the knowledge base search test page, enter the core professional terms in the research report, and check the matching degree and completeness of the returned results.
- View the parsing log, and confirm that there are no error codes such as
PARSE_FILE_TIMEOUTorFILE_TOO_LARGE. - Adjust the
Chunk sizeparameter, re-upload the same file, and compare the number of blocks and content completeness of the two parsing results.
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.