Document Parsing and Chunking for Joint-Stock Bank Research

What the Data for This Category Looks Like

Joint-stock bank research report data sources include industry analysis documents produced by internal research teams, public industry reports provided by partner institutions, and regional financial monitoring materials released by regulatory authorities. The update rhythm is dominated by quarterly regular research reports, with temporary policy interpretation and event analysis documents updated as trigger events occur. Document structures include standard chapter hierarchies, structured data tables, and appendix annotation pages. Some internal meeting minutes are in scanned format. Fields involve credit allocation scale, number of customer groups, revenue amount, and similar metrics. Units are mostly standard financial measurement standards such as 100 million yuan and 10,000 yuan, with no custom non-standard units.

What Constraints Do These Characteristics Impose on Document Parsing and Chunking?

Documents contain multi-page continuous structured tables. Parsing must retain complete row and column structures to avoid breaking data semantics by splitting cross-page tables. The update frequency is high, so the parsing service must support batch concurrent processing to adapt to high-frequency upload scenarios. Documents have nested chapter hierarchies. Chunking must retain chapter association relationships to avoid semantic fragmentation across chapters. Some documents are in scanned format, so high-precision OCR support is required to recognize tables and handwritten annotations. Standard OCR engines are prone to recognition errors. In addition, single research report files have large sizes. The parsing process must reserve sufficient processing time to avoid task interruption due to timeout.

Configuration Settings

Config Item	Recommended Value	Rationale
`PARSE_PDF_USE_MARKER`	`Enabled`	Joint-stock bank research reports often include scanned tables and annotations; high-precision parsing relies on this tool
`PARSE_FILE_TIMEOUT_SECONDS`	`600 seconds`	Long documents take longer to parse; avoids interrupting the parsing process due to timeout
`chunk_size`	`800–1200 characters`	Research reports contain dense data and text; this range balances semantic integrity and recall accuracy
`chunk_overlap`	`100–150 characters`	Avoids semantic fragmentation across chunks and retains contextual association
`ENABLE_OCR`	`Auto-trigger based on document type`	Scanned research reports require OCR; plain text reports can skip OCR to save resources
`UPLOAD_FILE_MAX_SIZE`	`500 MB`	Adapts to the common file size of single research reports from joint-stock banks
`EXCEL_PARSE_MODE`	`Extract structured data by column`	Excel files attached to research reports are mostly business data tables; this mode retains complete row and column structure

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. It is recommended to test on your own samples before finalizing settings.

Three Common Mistakes

Symptom: An OCR Error error appears when uploading scanned research reports, and the interface displays parsing failure. Cause: The PARSE_PDF_USE_MARKER configuration is not enabled. The default OCR engine cannot recognize the dense table layout in the research report.
Symptom: When uploading research reports in simple mode of version 4.8.9, some reports do not trigger automatic parsing and return empty content. Cause: The AUTO_PARSE_CONDITION configuration is not set. The default trigger conditions do not adapt to the file suffixes and content characteristics of research reports.
Symptom: Marker parsing succeeds but the platform reports a timeout during private deployment. Cause: The value set for PARSE_FILE_TIMEOUT_SECONDS is less than the actual parsing time of the Marker service. No sufficient buffer time for concurrent processing is reserved.

How to Confirm the Configuration Is Correct

Upload a scanned research report. Check whether the parsed text contains complete table row and column structures, and verify whether the OCR Error error appears.
Upload research reports in different formats. Confirm that the automatic parsing trigger status matches the configured AUTO_PARSE_CONDITION.
Upload a single research report with more than 100 pages. Wait for the parsing to complete, then check whether the chapter hierarchy of the chunking result is retained and whether the chunk length matches the chunk_size setting.
Check the system logs to confirm that the parsing request duration does not exceed the value set for PARSE_FILE_TIMEOUT_SECONDS.

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.