What the data for this category looks like
Data sources for in-client natural language retrieval at the feature entry point come mainly from the built-in business knowledge base of financial terminals. These sources include product contracts, trading rules, compliance guidelines, and operation manuals. Update rhythm follows business rules and regulatory requirements, with no fixed cycle. Some compliance documents receive temporary updates. Most document structures include nested chapters, embedded tables, static images, and structured fields. Structured fields include document unique identifier, affiliated terminal module, effective date, and applicable business scope. Effective dates use ISO date format. Document sizes range mostly between 100 KB and 50 MB.
What constraints do these characteristics impose on the "document parsing and chunking" link?
Parsing links must retain hierarchical association relationships for nested chapter structures. Chunking that disrupts business logic will prevent terminals from accurately matching module-related content during retrieval. Parsing must retain original image placeholders and table structures for embedded images and tables, to avoid separation of text and images caused by pure text OCR conversion alone. Parsing must synchronize document effective date fields with metadata during chunking, to facilitate terminal filtering of results by business time range during retrieval. Parsing links must support incremental synchronization for non-fixed update cycles, to avoid full-volume repeated parsing that occupies terminal system resources.
How to set the configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
PARSE_ENABLE_OCR | Enable only for image-based PDFs / scanned documents | Most documents for this feature entry are terminal manuals with copyable text. Do not enable OCR globally to avoid redundant processing |
CHUNK_MAX_LENGTH | 800–1200 characters | Content retrieved in-client is mostly business rules and operation steps. This length balances contextual association and retrieval accuracy |
PARSE_KEEP_TABLE_STRUCTURE | Enable | Documents include trading tables and contract details. Retaining structure improves retrieval matching accuracy |
PARSE_METADATA_FIELDS | Document ID, Affiliated Module, Effective Date | Parsing must carry terminal business-specific metadata to facilitate subsequent retrieval filtering |
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Some compliance documents have large file sizes. Reserve sufficient parsing time |
CHUNK_OVERLAP_RATE | 10–15% | Content retrieved in-client has cross-chapter associations. Overlapping chunks prevent key information from being truncated |
The parameter values provided on this page are common starting points for configuration. Actual values vary by material format, data volume, and business rules. Analyze specific issues on a case-by-case basis, and test on own samples before finalizing.
Three common mistakes
- Phenomenon: Enabling PDF enhancement features mistakenly triggers OCR for copyable terminal manuals. This results in lost image placeholders and only OCR-generated plain text remaining. Cause: The
PARSE_ENABLE_OCRparameter is not configured correctly. OCR is enabled globally, and the restriction to scanned documents only is not applied. - Phenomenon: Parsing Excel documents fails to read table sheet names. This makes it impossible to distinguish different business tables in the same file during retrieval. Cause: The corresponding parsing parameter is not enabled, or sheet metadata is not configured for carry during chunking.
- Phenomenon: Large-volume compliance documents fail to parse, returning a
504 Gateway Timeouterror. Cause: ThePARSE_FILE_TIMEOUT_SECONDSconfiguration value is lower than the time required for actual document parsing.
How to confirm that configurations are correctly set
- Upload a terminal operation manual that includes embedded tables and business flowcharts. Verify that the parsed result retains the original table structure and image placeholders to confirm configuration items are effective.
- View chunk metadata generated during parsing. Confirm that the metadata includes preset fields such as document unique identifier, affiliated terminal module, and effective date to confirm correct metadata configuration.
- Upload multiple documents of different sizes. Verify that no timeout errors occur during parsing tasks to confirm that the timeout configuration adapts to current document scale.
- Test terminal documents in scanned format and copyable text documents separately. Confirm that the OCR function only takes effect for scanned documents to avoid redundant processing.
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.