What this category of data looks like
Securities research report data comes from licensed financial research institutions and compliant financial information service channels. Updates follow a regular schedule on trading days. Some reports driven by sudden industry events are released temporarily. Each individual document has a standardized structure including sections such as title, core viewpoints, industry analysis, individual stock ratings, profit forecast tables, risk warnings, and other modules. It includes metadata fields such as rating, target price (unit: RMB yuan), industry classification, researcher attribution, and publishing institution. The length of individual documents varies widely, ranging from several thousand characters to tens of thousands of characters.
Constraints on document parsing and chunking
The mixed document structure of securities research reports (text + structured tables) requires the parsing process to retain row and column associations for tables, and avoid splitting core information units apart. The high-frequency update feature requires the chunking process to retain metadata such as release time and publishing institution, to enable subsequent filtering and recall of results by time dimension. The wide variation in individual document length requires chunking logic to adapt to source documents of different lengths, and avoid splitting complete core logic blocks into multiple independent chunks. The use of specific financial terminology requires the parsing process to retain the accuracy of terms, and avoid arbitrary splitting of professional terminology units.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
segment length | 800–1200 characters | Adapts to the typical length of core logic blocks in securities research reports, and avoids splitting complete information units such as ratings and profit forecasts |
segment overlap rate | 10%–15% | Retains logical associations across paragraphs in reports, such as contextual coherence between industry background and corresponding individual stock ratings |
enable table enhanced parsing | Enabled | Securities research reports contain a large number of structured profit forecast tables; enhanced parsing preserves table row-column structure and cell associations |
PARSE_FILE_TIMEOUT_SECONDS | 300–600 seconds | Adapts to the parsing time required for single in-depth research reports, and avoids mid-parsing interruption for long documents |
UPLOAD_BATCH_MAX_SIZE | 500–1000 MB | Adapts to the total capacity of batch-uploaded daily research reports, and meets batch upload requirements for high-frequency update scenarios |
recall similarity threshold | 0.75–0.85 | Filters low-correlation recall results, and focuses on chunks in reports with high matching degrees to retrieval keywords |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three common configuration mistakes
- Symptom: After uploading a supporting Excel spreadsheet with multiple columns from a research report, only the first two columns of data are recognized. Cause: Table enhanced parsing configuration is not enabled; the default parsing logic only extracts valid content from the first two columns.
- Symptom: After configuring the mineru API for PDF enhanced parsing, the parsing result contains a large number of garbled characters or missing table content. Cause: The access key for the mineru API is not correctly configured, or the corresponding parsing switch is not enabled.
- Symptom: After chunk storage, retrieved research report information is incomplete, and core rating conclusions are not recalled. Cause: The segment length is set too small, splitting complete rating logic blocks into multiple independent chunks and destroying contextual relevance of information.
How to confirm correct configuration
- Users upload a single research report of typical length, review the parsed chunk list, confirm core information blocks are not split, and adjust the segment length configuration based on the report’s logical block length.
- Users upload a document containing multi-column structured tables, review the parsed text content, confirm information from all columns is fully extracted, and verify the table enhanced parsing configuration is effective.
- Users configure a third-party parsing API, upload a research report in the corresponding format, compare the content integrity before and after parsing, and confirm API calls and parsing logic function normally.
- Users batch upload multiple research reports, check the execution status of upload tasks, confirm no batch parsing timeouts occur, and adjust timeout configurations to adapt to the time required for batch tasks.
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.